iGlobal Forum was pleased to host the next Independent Sponsors & Capital Providers Dealmakers Meeting on June 24th, 2020, as a Virtual Experience.
Building on iGlobal’s long-standing success of the Independent Sponsor Summit series and the industry’s largest gathering, this exclusive new format consisted of 4 hours of only high-level, sector-specific 1x1 networking meetings between senior-level capital providers and independent sponsor executives.
These meetings were dedicated to developing partnerships unique to attendee's business models and provided the opportunity to meet exclusively with those independent sponsors or capital providers specializing in investments in the same sector and market.
Attendees were provided with a full list of participating capital providers and independent sponsors prior to the event - to evaluate the potential for future business opportunities.
Claudine M. Cohen, Principal,
Transactional Advisory Services – NE Market Leader.
Financial Sponsors Industry – Co‑Leader
Al Bhakta
CMG COMPANIES
CohnReznick LLP is one of the top accounting, tax, and advisory firms in the United States, combining the deep resources of a national firm with the hands-on, agile approach that today's dynamic business environment demands. With diverse industry expertise, the Firm provides companies with the insight and experience to help them break through and seize growth opportunities. The Firm, with origins dating back to 1919, is headquartered in New York, NY with 2,700 employees in offices nationwide. CohnReznick is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit www.cohnreznick.com.
Because the COVID-19 crisis and the resulting distress are not geographically restricted, industry-specific, or size-specific, private equity investors of all stripes on both the buy and sell side of M&A transactions need to prepare for a high-risk, high-pressure period in an economy so unique that it’s all but impossible to predict accurately based on historical models or previous recessions.
Partner
Fox Rothschild
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Managing Principal, Transactions & Turnaround Advisory
Cohnreznick
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Claudine Cohen is a managing principal and leader of CohnReznick’s Transactions & Turnaround Advisory practice.
In this role, she oversees an integrated team of transaction, valuation, restructuring, project finance, and dispute resolution professionals serving clients throughout the lifecycles of their businesses. With specific expertise in managing opportunities and roadblocks that can impact a business moving forward, Claudine and her team help clients achieve optimal outcomes in protecting and growing stakeholder value.
With more than 25 years of business experience, Claudine serves as an adviser to public and private companies, both domestically and internationally. Her clients comprise the full gamut of financial sponsors including private equity investors, independent sponsors, family offices, alternative investment funds, lenders, and strategic investors. Her areas of knowledge include strategic advisory, quality of earnings analyses, identifying revenue sources and profitability drivers, examining operating cost structure and sustainability factors, investigating business models including cash flow and financial projections, reviewing quality and realization of assets and liabilities, identifying working capital requirements and negotiating positions, post-close working capital verification, and adjustment mechanisms.
Claudine is a member of CohnReznick’s Executive Board and co-leads the firm’s Financial Sponsors practice, She was named to Mergers and Acquisitions 2019 list of the most influential women in mid-market M&A, and Crain’s NY 2018 most notable women in consulting. She has authored several articles focused on buy and sell-side due diligence, working capital, and purchase price allocation.
Partner, CohnReznick Advisory - Transactional Advisory Services
CohnReznick
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Marc Nadritch is a partner in CohnReznick’s New York office and a member of the Firm's Transactional Advisory Services practice. With over 17 years of experience, he has led financial due diligence engagements related to both corporate and private equity clients’ acquisitions in various industries with a primary focus on middle market transactions.
Marc is well-versed in purchase price reductions, deal restructuring, deal termination, and other pre and post-acquisition transactions. Prior to joining CohnReznick, he worked for Anchin, Block & Anchin LLP in New York where he drove client expansion and transaction strategy as well as complex deal structuring with a primary focus on middle market transactions. Prior to Anchin, Marc held leadership roles at KPMG, Star Management, and Duff & Phelps.
Managing Director
CohnReznick
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Jeff is a Managing Director with CohnReznick Capital and is based in the Baltimore office. He has more than 30 years of experience across the corporate recovery marketplace with activities in investment banking, loan workout, operating restructuring, value investing, bankruptcy advising, and loan trading. Jeff’s expertise has resulted in CohnReznick Capital being named “Outstanding Investment Bank” by Turnaround and Restructuring Magazine, 2017 and 2018.
Prior to joining CohnReznick Capital, Jeff was a managing director at BDO Capital Advisors. He served previously as the Chief Executive Officer of FTI’s wholly-owned investment banking subsidiary. He also led the special situations practice at various Wall Street firms, including Legg Mason Wood Walker and Rodman & Renshaw. Prior to that, Jeff worked for S.N. Phelps & Co., a well-known Greenwich, CT based “vulture investor.” Early in his career, he focused on restructuring for Dun & Bradstreet and worked in the “special loans” group at Manufacturers Hanover Trust.
Jeff is a frequent speaker at industry and university events at Columbia, Wharton, and other prestigious institutions. He authored a chapter for the Thomson Reuters / Aspatore book Inside the Minds: Avoiding Financial Trouble, and Thoughts on the Future. Jeff’s chapter is entitled “Saving Technology and Service Companies from Chapter 11.”
Sector-specific 1x1 networking meetings (10 meetings, 15 minutes each) between senior-level capital providers and independent sponsor executives. These meetings will be dedicated to developing partnerships unique to your business model and will provide you with the opportunity to meet exclusively with those independent sponsors or capital providers specializing in investments in the same sector and market as you are. We will provide you with a full list of participating capital providers and independent sponsors prior to the event - you will have the chance then to evaluate the potential for future business opportunities and make the most of your time. Join today to meet and network directly with leading industry professionals and decision-makers all under one roof such as: Independent Sponsors (Fundless Sponsors), Private Equity Firms, Family Offices, Mezzanine Lenders, Hedge Funds, Institutional Investors, HNWIs (High Net Worth Individuals) and M&A Intermediaries/Advisors.
CohnReznick LLP is one of the top accounting, tax, and advisory firms in the United States, combining the deep resources of a national firm with the hands-on, agile approach that today's dynamic business environment demands. With diverse industry expertise, the Firm provides companies with the insight and experience to help them break through and seize growth opportunities. The Firm, with origins dating back to 1919, is headquartered in New York, NY with 2,700 employees in offices nationwide. CohnReznick is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit www.cohnreznick.com.
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Family Office Networks is a unique collection of different Family Offices located throughout the world that is able to bring the financial industry and financial professionals to various single family and multi-family office locations. We are able to offer a diverse list of financial management services to millions of wealthy individuals and their families. For more information, please visit
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BarclayHedge, a division of Backstop Solutions, is a leading research based provider of information services to the alternative investment industry. Barclay began publishing fund data for CTAs and hedge funds in 1989 and currently maintains data on more than 26,000+ alternative investment vehicles. BarclayHedge provides access to its hedge fund, fund of funds, and managed futures databases to thousands of investors worldwide in Excel, Access, and formats compatible with most third party analysis packages. Barclay’s 31 hedge fund indices, 10 managed futures indices, and 7 UCITS indices are universally recognized as alternative investment performance benchmarks and are utilized by investment professionals around the globe.
Register By |
May 31, 2020 |
June 24th |
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Full Networking Pass | $500 | $650 |
Service Provider | $2,495 | $2,495 |
Placement Agents Pricing | $2,495 | $2,495 |
Terms and Conditions - Payment Policy
Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials. Your registration will not be confirmed until payment is received and may be subject to cancellation.
iGlobal Forum Cancellation, Postponement and Substitution Policy
You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.
Discounts
All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
All discount offers cannot be combined with any other offer.
VIRTUAL EXPERIENCE
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