Independent Sponsors & Capital Providers Dealmakers Meeting

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Venue
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December 4th, 2024
New York City

ISCP Club President's Club Sponsor

 

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ABOUT THE EVENT

Join us for the last Independent Sponsors & Capital Providers Dealmakers Meeting this year on December 4th, 2024 in New York City.

These events are designed to foster long-term partnerships between senior-level capital providers and independent sponsor executives. The events offer a unique format consisting of high-level, sector-specific 1x1 networking meetings. These meetings are tailored to your specific business model and provide a chance to meet exclusively with independent sponsors or capital providers specializing in investments in the same sector and market as you are.

As an attendee, you will receive a full list of participating executives prior to the event, giving you the opportunity to evaluate potential future business opportunities.

However, please note that each event is limited to only 75 participants, so make sure to secure your spot as soon as possible to avoid missing out. This is your opportunity to build long-term partnerships and gain valuable insights into the independent sponsor and capital provider landscape. We look forward to seeing you there!

Register Today
1
Assess Your Business

We will collect information on your business model and identify exactly what you need from a successful partnership.

2
Compare Prospective Matches

Your needs are then cross-referenced against the benefits that can be gained from meeting with other attending companies.

3
Evaluate Future Business Opportunities

You select and are matched with other business partners for a 1x1 meeting.

4
Arrange up to 10 Meetings

Once both parties have agreed to the meeting, we provide a private, professional environment, where these meetings take place.

Hear from the attendees

 

"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

Why attend

  • Join up to 10 bespoke 1x1 networking meetings based on your investment criteria
  • Benefit from partnerships unique to your business model.
  • Develop business connections through personalized 1x1 networking meetings.
  • Explore and discuss future business opportunities.
  • Connect directly with leading industry professionals and decision-makers.

Connect With Leading

  • Independent Sponsors
  • Private Equity Firms
  • Family Offices
  • Mezzanine Lenders
  • Hedge Funds
  • Institutional Investors
  • HNWIs (High Net Worth Individuals)
  • M&A Intermediaries/Advisors
Register Today

AGENDA

December 4th, 2024, New York City

9:00 am - REGISTRATION & NETWORKING 

9:45 am - Interactive Panel: Navigating the New Political and Economic Landscape

  • Impact of Change in Political Leadership: Implications for Business, Deals, and Tax Environment
  • Expected Lowering Rate Environment: What It Means for Deal Financing and Capital Structure
  • Preparing for Economic Headwinds: Election Cycle, Interest Rates, and Global Uncertainty
  • Tax and Regulatory Updates: What’s New from the SEC and How It Affects Deal-Making

Speaker

Mark Fornasiero

Mark Fornasiero

Co-Founder

Clarendon Capital

Mark co-founded Clarendon in 1998. He has over 30 years’ experience as a principal investor, board member, C-level executive, and management consultant focused exclusively on the Transportation, Logistics and Distribution sectors. Mark proprietarily sourced seven Clarendon investments and has served as Chairman and a Director on the boards of several companies in the Transportation, Logistics and Distribution sectors.

In 1998, Mark conceived RoadLink (now RoadOne), an intermodal logistics consolidation vehicle, as Clarendon’s first investment and worked with his Clarendon partners to organize and co-found the company in 2000. Following RoadLink’s formation, he guided the investment as a RoadLink board member and shareholder representative and served as CFO/SVP Finance & Acquisitions, Secretary/Treasurer and Chief Strategy Officer. Following a sale to a leading private equity firm in 2006, Mark continued in senior finance, M&A and strategic development roles, helping grow RoadLink to over $400 million in revenue. Over the course of his decade of RoadLink involvement, Mark executed over 25 acquisitions, divestitures, joint ventures and debt/equity financings comprising over $350 million of transaction value.

Before launching Clarendon, Mark was a senior manager in the Transportation/Logistics Management Consulting Practice of A.T. Kearney, where he led engagements in strategic development, M&A and profit improvement for transportation and private equity clients. Prior to A.T. Kearney, Mark was part of the team that launched Princeton Transportation Group (later sold to Manhattan Associates), where he led engagements applying university research from Princeton and M.I.T. to improve the profitability of transportation clients.

Mark received an MBA from Stanford Graduate School of Business where he was named an Arjay Miller Scholar. He received a BS in Operations Research and BA in Economics from Cornell University where he graduated with highest honors. Mark serves on the national board of the “I Have a Dream” Foundation, which empowers children of low-income communities across the U.S. to achieve a college education.

Speaker

Bradley Batten

Brad Batten

Managing Partner

Broadtree Partners

Brad Batten is a Managing Partner at Broadtree. Brad brings 14+ years of private equity, direct investing, and investment banking experience. Selected highlights from Brad's background include:

  •  Responsible for the build out of the Zwick Partners Family Office direct Private Equity investment strategy
  •  Manages all aspects of the investment operation including deal sourcing/origination, diligence, execution, and strategic management and oversight of the portfolio through board of director roles
  •  Frequent speaker at alternative investment conferences focused on independent sponsors, family offices, and private wealth management events
  •  Prior to joining Zwick Partners, Brad worked at Bank of America Merrill Lynch. At BofA Merrill Lynch, Brad was responsible for structuring and underwriting credit products for Private Equity leveraged buyouts. In addition to transaction responsibilities, Brad was instrumental in managing the bank's exposure to an $8.7Bn credit portfolio of sponsor-backed leveraged loans.

Brad earned a B.A. in History with a minor in Economics from Davidson College.




Speaker

Douglas Song

Doug Song

Co-Founder and Managing Partner

Prodos Capital

Mr. Song has a diverse background with over 30 years in principal investments, investment banking, and operational experience. Prior to co-founding Prodos Capital ("Prodos"), Mr. Song was the head of investments and corporate finance for Verus International, a boutique merchant banking firm that was co-founded by Citigroup, where he led investments in both private and public companies in the emerging growth and middle market. Prior to Verus, Mr. Song was SVP of Corporate Development at On2 Technologies. At On2, Mr. Song led all aspects of strategic planning, financial analysis, mergers & acquisitions, financings and the capital markets. Prior to joining On2, Song was a Managing Director at Bluestone Capital Partners, where he was a senior banker and a manager in that firm's Corporate Finance Department. At BlueStone, Mr. Song was responsible for the execution of public offerings and private placements as well as merger and acquisition transactions. Mr. Song was a member of BlueStone's Management Committee and Commitment Committee. Previously, he held positions as an investment banker at Smith Barney in the Global Energy and Power Group and Chase Manhattan Bank in the M&A Group and subsequently in the Workout Group. Mr. Song received a B.S. in Finance, School of Management at Boston University.

10:30 am - Thought Leadership: TBD

10:40 am - Interactive Panel: Overcoming Challenges in the Middle Market and Capital Partner Selection

  • Competing in the Middle Market: Strategies Against Larger PE Funds and Global Buyers
  • Valuations and Earnings Adjustments: Navigating High Valuations and Choppy Earnings Profiles in a Complex Market
  • Independent Sponsors vs. Fund Investors: Pros and Cons of Partnering with Non-Fund Investors like Family Offices and HNW Individuals
  • Capital Partner Selection: What Makes a Capital Provider a Good Partner in Today’s Market?

Speaker

Silvia Lupu

Silvia Lupu

Founder and Executive Officer

Hirako Capital

Silvia Lupu is a seasoned executive and a member of the Association of Chartered Certified Accountants (ACCA) with over 7 years of experience in the investment and financial industry. With a strong academic background in International Economic Relationships, Silvia possesses a deep understanding of global markets and a keen eye for strategic decision-making.

Throughout her career, Silvia has honed her expertise by working in five countries across three continents, gaining invaluable insights into diverse financial ecosystems. Her international exposure has equipped her with a comprehensive understanding of the nuances and challenges of conducting business on a global scale.

Silvia's leadership journey spans both mid and senior management positions, where she has consistently demonstrated her ability to drive results, inspire teams, and navigate complex financial landscapes. Her dynamic approach, combined with a strong focus on innovation and sustainable practices, has positioned her as a visionary leader in the industry.

With a passion for ESG (Environmental, Social, and Governance) investing, Silvia has been at the forefront of integrating responsible investment practices into the financial sector. Her commitment to sustainability and ethical decision-making has earned her recognition as a thought leader in the industry, advocating for the importance of aligning financial goals with positive social and environmental impact

Speaker

Judd Kohn

Judd Kohn-1

Managing Director, Head of Enterprise Lending Solutions

White Wolf Private Credit Management, LLC

Judd Kohn joined White Wolf Private Credit Management, LLC as managing director and head of private credit enterprise lending solutions.

Prior to joining White Wolf, Kohn worked at First Merchants Bank in its sponsor finance group. At First Merchants, Kohn was responsible for establishing the Southeast region and leading the process on numerous lower middle market credit deals.

Prior to joining First Merchants Bank, Kohn worked at CIBC Bank USA, where he was responsible for establishing relationships with lower middle market and middle market businesses and private equity firms.

Across his 14-year career, Kohn has sourced, underwrote and executed more than $2 billion in lower middle market and middle market private credit transactions.

In his new role, Kohn will manage the deal flow and origination activities as well as the due diligence process for each White Wolf private credit investment. He also will play a role in fundraising activities.

Speaker

Nick Russell

Nick Russell

Managing Partner

Tuckerman Capital

Nick Russell is a Managing Partner at Tuckerman Capital where he leads the firm’s efforts to execute small company buyout investments. He has over twenty years of experience as an investor, advisor, strategist and operator.  The entirety of his career has been focused on helping engineering-driven businesses across a range of sectors generate value for stakeholders. 

Nick joined Tuckerman in 2010. He is responsible for all facets of the firm’s efforts including business development and partnership origination, investment execution, portfolio management, investor facing activities, and internal firm operations. He has been a Board Director and has led several Tuckerman investments including Orthofeet, TRS Services, Freedom Communication Technologies, Dauntless Air, Anser Advisory, and Verdantas.

Nick began his career as a strategy consultant focused on growth strategy, corporate venture strategy, operational improvement, and private investment due diligence, and was a founding team member of a boutique private investment advisory firm. For the last fifteen years, Mr. Russell has focused on partnering with middle and lower-middle market companies to execute buyout investments and partner with portfolio companies and their leaders to develop and execute growth and other value enhancement initiatives. 

Nick earned his bachelor’s degree from Dartmouth College and his MBA from the Tuck School of Business at Dartmouth. Nick has been a Trustee and/or advisor for several New England based nonprofit organizations focused on the natural environment, science, and education, and serves as an Adjunct Professor at the Tuck School of Business where he teaches an MBA elective on small market buyout investments. 

11:25 am - NETWORKING BREAK

11:55 am - Interactive Panel:  Deal Structuring, Execution, and Post-Close Value Creation

  • Leveraging Capital Structures: How Sponsors View Capital Structure and Leverage in the Current Environment
  • Best Practices for Deal Execution: Getting Deals Signed, Financed, and Closed in a Challenging Market
  • Post-Close Strategies: Driving Organic Growth and Value Creation with Limited Investment Cash
  • Technology in Deal-Making: Leveraging Tech Solutions for Sourcing, Underwriting, and Investment Processes

Speaker

Erik Ginsberg

Erik Ginsberg

Managing Partner

Slate Capital Group

Erik is the Managing Partner of Slate Capital Group, which he co-founded in 2004. Erik has worked in the private equity industry for over 25 years. He co-founded and is the former CEO of Let’s Dish! Mid-Atlantic, a retail chain of meal assembly stores in Maryland and Virginia.

Prior to Slate, Erik was a Director with DB Capital Venture Partners, investing in enterprise infrastructure and application software companies. He joined ABS Ventures, the predecessor to DBCVP, in March 2000. During his tenure with DBCVP/ABS Ventures, Erik served on the boards of several software portfolio companies.

From 1996-2000, Erik was a Senior Vice President with Sterling Capital, Ltd., a private equity investment firm, where he acquired and ran companies in the direct marketing and e-commerce industries (although the firm acquired businesses in various industries, including education/testing, specialty distribution, and marketing services). His tenure included operating stints with two of Sterling’s portfolio companies: as the CEO of NLP, Inc. and as EVP-Corporate Development of ICS, Inc.

From 1993-1996, Erik was an Associate with Kirkland & Ellis in their private equity group, where he specialized in mergers and acquisitions, divestitures, leveraged buyouts and venture capital transactions.

Erik either currently serves or has served on the board of directors for the following organizations: B&S Site Development, Broadcast Sports International, CoastTec, Cumberland Diversified Metals, eCoast Marketing, First Source, LLC, Horizon Facilities Services, Let’s Dish! Mid-Atlantic, Mercari Technologies, NLP, Inc., Nova Technologies, O’Donnell Metal Deck, Triplehop Technologies, Vertical Mechanical Group and White Distribution & Supply.

Erik is a 1988 graduate of Brown University and received his J.D./M.B.A. from the University of Chicago in 1993.

Erik and his wife, Lisa, have three young adult children and live in Nashville, TN.

Speaker

Brandon Pettagrue

Brandon Pettagrue

Director

Stonehenge Capital

Mr. Pettagrue is responsible for the origination, underwriting and management of state targeted funds, SBIC and New Markets Tax Credit transactions. Prior to joining Stonehenge, Mr. Pettagrue worked for HOPE Enterprise Corporation where he managed, structured, and led the business development initiatives in Alabama, Arkansas, Louisiana, Mississippi, and Tennessee for New Markets Tax Credit financings. Prior to that, Mr. Pettagrue implemented a supplier diversity platform for the Birmingham Business Resource Center that created greater capacity for underserved small business entrepreneurs to build and sustain competitive business models. Prior to that, Mr. Pettagrue worked for 18 years in the investment and commercial banking space, providing private equity and debt capital raising services to privately held, growth minded business firms for JP Morgan and Regions Bank. Mr. Pettagrue earned his BA in Banking & Finance from Morehouse College and his MA in International Economics from The Johns Hopkins School of Advanced International Studies.

Speaker

Matthew Weiss

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Owner

Bliss Enterprises

12:40 pm - Thought Leadership: TBD

12:50 pm - NETWORKING LUNCH

1:50 pm - 1x1 NETWORKING MEETINGS BETWEEN INDEPENDENT SPONSORS & CAPITAL PROVIDERS

Connect with independent sponsors or capital providers specializing in investments in the industry sectors and markets you focus on. We will provide you with a full list of participating capital providers and independent sponsors, so you can choose to meet with the most relevant contacts and evaluate the potential for future business collaborations.

5:20 pm - SUMMARY & END OF EVENT

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LOCATION

CohnReznick LLP 

1301 6th Ave, 10th floor

New York, NY 10019

ACCOMMODATION

Discounted room blocks are available at the following hotels:

Westin Times Square

Marriott Courtyard Eastside

For further information, please contact steve@iglobalforum.com.

PRICING

Register By Nov 4, 2024 (Early Bird) Dec 4, 2024 (Standard)
Full Networking Pass
Independent Sponsors
$599 $699
Full Networking Pass
Capital Providers
$699 $799
Placement Agents & Service Providers $2,599 $2,599
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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 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.

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Discounts

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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