Independent Sponsors & Capital Providers Dealmakers Meeting
ISCP Club President's Club Sponsor
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 4 hours only 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!
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
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?
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
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
LOCATION
CohnReznick LLP
1301 6th Ave, 10th floor
New York, NY 10019
ACCOMMODATION
Discounted room blocks are available at the following hotels:
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 |
SPONSORS
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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STREAM Capital Partners specializes in underwriting, structuring, and executing sale leaseback and net lease investment sale transactions across all commercial property types in markets around the globe. As leaders in the single tenant sector, we advise buyers and sellers of all sizes on real estate strategy and dispositions.
Boasting an international buyer platform and proprietary database of over 150,000 contacts, we give our clients unparalleled access to the private and institutional real estate capital markets and ensure optimal execution for their transactions.
Our unique focus on single tenant real estate solutions enables us to bridge the worlds of real estate and corporate finance to create and implement solutions that align with our clients’ long-term strategic objectives. With over $15 billion in single tenant transaction volume, we are the market leader in single tenant investment sales.
Star Mountain Capital, founded in 2010 by Brett Hickey, is a specialized asset management firm focused exclusively on the large and fragmented U.S. lower middle-market. Backed by some of the world’s most sophisticated institutional and high-net-worth investors, Star Mountain has developed a unique and proprietary platform to provide investors with highly diversified access to the attractive risk-reward opportunities available from established businesses that are not large enough to access the more efficient U.S. capital markets.
Star Mountain has a specialized platform, with the option for investors to access low-cost, fixed-rate U.S. government leverage through the SBIC program.
With 60+ full-time team members and over 40+ strategic operating partners and senior advisors, Star Mountain has one of the deepest benches of specialized investment professionals focused exclusively on the lower middle-market. Star Mountain’s team combines the best practices gained from leading large institutional investment firms together with the experience of building and managing small business investment platforms.
Star Mountain’s unique platform enjoys local relationships across the U.S. to help source, analyze, and manage high quality lower middle-market investments in an efficient, institutional manner.
Star Mountain’s fundamental beliefs include:
- Building long-term, trusted relationships. Many of Star Mountain’s investors are people who have worked with and known the team for decades.
- Providing a high degree of transparency and actively communicating with investors.
- Being highly aligned with meaningful personal capital invested alongside investors and committed to achieving attractive investment returns.
- Building a strong culture and brand that attracts top quality employees, investors and business partners to generate superior long-term, sustainable results.
Trident is an equity capital partner focused on investing in US-based small businesses. Trident exclusively partners with Independent Sponsor Operating Partners (ISOPs) to execute on this mission. As a firm, Trident is a patient and thoughtful investment partner that prioritizes ISOP leadership by aligning incentives to create optimal outcomes. As a value-oriented investor, Trident prioritizes simplified capital structures and high cash-on-cash returns.
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.
Image and Voice Waiver for Event Registrants
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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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Join the Independent Sponsor & Capital Provider (ISCP) Club today
iGlobal Forum's ISCP Club builds upon our longstanding success of connecting and matching 1,100+ Independent Sponsors and Capital Providers since 2015. The new and improved version in partnership with the Deal Flow Xchange (DFX) aims to create the largest membership community of Independent Sponsors & Capital Providers, providing members with insightful industry content, live and virtual events, and the ability to get deals done.
