Boston | May 19, 2026
NEW IN 2026: A Dealmakers Forum in Boston, Built for a Market Where Access Wins
With over $2T in undeployed private equity capital and deal flow still constrained, winning deals now depends on access, relationships, and proprietary sourcing. Boston is one of the most concentrated markets for independent sponsors: 200+ active PE firms, thousands of deal professionals, and PE penetration nearly double the U.S. average. This one-day, highly curated forum brings sponsors, investors, and advisors together to connect around actionable opportunities—turning relationships into real deals.
KEY FEATURES NOT TO BE MISSED IN 2026
🤝 Focused 1:1 conversations remain at the heart of the day - now enhanced by a personalised, white-glove approach.
⏪ Pre event profiling interviews are conducted to identify your priorities
💡 This insight is then used to design your experience in advance to deliver ROI onsite.
⭐ We design your day around your priorities. Every meeting, intentional. Every session, relevant.
Participation is limited to 75 people.
Upon registering, we’ll take the time to understand:
Your event experience is designed around your priorities, not a fixed agenda, one personalised to you.
Based on the information you share with us, we actively suggest who to meet, which working sessions you could attend, and where you spend your time. Build your day aligned to your mandate, structure, and timeline, with targeted introductions and discussions built around you.
There are no panels, no keynotes. Sessions are designed around the real challenges identified through attendee profiling, from capital structuring and valuation, to operational bottlenecks and exits.
The agenda reflects what the room needs, in real time.
You are not navigating an agenda. Your day is built around your needs.
If you are actively:
Working on a deal and want to take part in a curated, high-trust deal environment, we invite you to register now!
08:00 AM – 09:00 AM - Registration & Breakfast
09:00 AM – 10:30 AM - Business-Building 1:1 Meetings (Session 1)
Connect with independent sponsors and capital providers who align with your sector focus and investment strategy.
10:30 AM– 11:00 AM - Networking Break
11:00 AM – 12:00 PM - Curated Working Sessions (Click arrow to view sessions)
Between 1:1 meetings, attendees take part in small, closed-door working sessions shaped by real-time demand and designed around active challenges.
The Independent Sponsor Market in 2026: Where We Really Stand
Independent sponsors are everywhere—but only a few thrive. With deal competition doubling in five years, winning is no longer about speed; it’s about strategy.
With over 1,500 sponsors competing, how do you identify and secure the right deals before others?
What structural or operational advantages separate the top 20% of high-performing sponsors?
Are there sectors where independent sponsors still have an edge due to less competition?
Family Offices & Alternative Capital: Cracking the Hard-to-Reach
Family office capital is available—but elusive. Access requires understanding how they think, structure deals, and measure risk to build trust and alignment.
How do family offices’ investment preferences differ across size and generational profile?
Which co-investment structures create alignment and confidence for them?
How can you build credibility and relationships that last beyond one deal?
Proprietary Deal Sourcing in a Saturated Market
Off-Market Wins, On-Market Loses. Competitive advantage comes from discovering opportunities before the market knows they exist.
What techniques uncover off-market opportunities before competitors?
How can data signals or networks predict motivated sellers?
How do you measure the ROI of different sourcing channels?
12:00 PM – 1:00 PM - Lunch Break
1:00 PM – 2:00 PM - Roundtable Series 2 (Click arrow to view sessions)
Between 1:1 meetings, attendees take part in small, closed-door working sessions shaped by real-time demand and designed around active challenges.
Quality of Operations (QofO) — The Hidden Value Multiplier
Earnings Tell the Story, Operations Reveal the Potential. While QofE confirms historical results, QofO provides a roadmap to future value creation, showing where improvements, cost efficiencies, or growth initiatives can materially increase returns.
Which operational levers create the biggest impact post-acquisition?
How can QofO findings influence purchase price or negotiation leverage?
What processes reliably reveal hidden value and risks before closing?
First 90 Days Post-Acquisition: Setting the Operational Trajectory
The first three months are make-or-break. Early missteps can erase years of value creation.
Which board and management alignment practices accelerate results?
What KPIs matter most in the early months post-acquisition?
How can sponsors prevent early operational missteps from escalating?
Exit Playbook in a Tight Market
Successful exits demand foresight. Planning, positioning, and operational rigor separate winners from the rest.
How can sponsors identify the optimal exit window for maximum return?
Which operational improvements create the biggest value lift for buyers?
How do you position a deal to attract competitive bidding even in a tight market?
2:00 PM – 2:30 PM - Curated Networking
After the core 1:1 meetings and working sessions, we bring selected attendees together in small, structured groups based on clear alignment.
2:30 PM – 5:00 PM Business-Building 1:1 Meetings (Session 2)
Continue strategic conversations with independent sponsors and capital providers based on your preferences and shared deal interests.
The event will be held at Silicon Valley Bank, 53 State Street, 28th floor, Boston, MA 02109.
"I wanted to thank you and the iGlobal team - feedback has been fantastic - and I met many new people. This was an extremely successful event and looking forward to many more."
Claudine M. Cohen, Managing Principal, Value360
CohnReznick LLP
"All-in-all a very positive experience. It was extremely efficient."
Al Bhakta
CMG Companies
"We've met some interesting people who we hope to transact with, and we have also met some potential investors."
Ahmed Fattouh
Interprivate
"Knowing who's in the industry and who's available for transactions is very valuable for us."
Chase Stuart
Ice Miller
Arnold & Porter combines sophisticated regulatory, litigation, and transactional capabilities to resolve clients’ most complex issues. With over 1,000 lawyers practicing in 16 offices worldwide, we offer an integrated approach that spans more than 40 practice areas. Through multidisciplinary collaboration and focused industry experience, we provide innovative and effective solutions to mitigate risks, address challenges, and achieve successful outcomes.
Cohn Reznick 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.
We've built a powerhouse private community where founders, investors, and lenders get deals done—fast. DFX eliminates inefficiencies, connecting capital providers directly to top-tier opportunities. No transaction fees, no wasted time—just pure deal flow for a simple monthly membership. Join now and transform your capital-raising game.
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.
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 another 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.
Image and Voice Waiver for Event Registrants
By your registration for events held by iGlobal Forum, you agree that your voice and likeness may be recorded during these events. You also agree that these recorded media may be held, distributed, and broadcast in perpetuity, in whole or in part, without your permission, notification, or compensation.
To ensure that participants receive any available discounts, payment must be made at the time of registration and prior to the designated cut-off date. This requirement applies to all discounts. Please note that discounts cannot be combined with any other offers.
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