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!
We will collect information on your business model and identify exactly what you need from a successful partnership.
Your needs are then cross-referenced against the benefits that can be gained from meeting with other attending companies.
You select and are matched with other business partners for a 1x1 meeting.
Once both parties have agreed to the meeting, we provide a private, professional environment, where these meetings take place.
"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
Managing Principal, Value360
CohnReznick
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Managing Principal, Value360
CohnReznick
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Co-Founder
Clarendon Capital
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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.
Managing Partner
Broadtree Partners
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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:
Brad earned a B.A. in History with a minor in Economics from Davidson College.
Co-Founder and Managing Partner
Prodos Capital
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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.
Partner & Co Practice Leader
Lockton
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Matthew joined Lockton in 2021 as Partner & Co Practice Leader on the industry-leading Transaction Liability team. Matt began his professional career at Proskauer Rose LLP, starting as an ERISA and Corporate Paralegal in 1998 and continuing through Matt’s time in law school, before starting as a corporate Associate in 2003. Matt’s Proskuaer practice focused on M&A and hospitality transactions until 2008, when he went in-house at AIG as an underwriter in AIG’s M&A Insurance Group. Matt ultimately progressed to managing the M&A Insurance Group before departing in 2010 to join Aon’s M&A insurance platform as a Senior Managing Director, where he spent the next decade building and managing that practice while marketing and broking the full suite of transaction liability insurance products.
Managing Partner
Tuckerman Capital
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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.
Managing Director
Lafayette Square
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Judd Kohn is a Managing Director at Lafayette Square. Prior to joining Lafayette, Judd served as Managing Director and Head of Private Credit at White Wolf Capital, where his responsibilities included managing the day-to-day activities of White Wolf Private Credit, including managing deal flow and origination activities and execution of due diligence . Prior to joining White Wolf, Judd with First Merchants Bank in its Sponsor Finance Group. At First Merchants, Judd was responsible for establishing the Southeast Region, and led the deal process on numerous lower middle-market credit opportunities. Prior to joining First Merchants Bank, Judd was with CIBC Bank USA. At CIBC Judd was a Managing Director who was responsible for establishing relationships with lower middle-market and middle-market businesses and private equity firms. Across Judd’s 16-year career, he has sourced, underwrote, and executed over $2.5 billion in lower middle-market and middle-market private credit transactions.
Founder and CEO
Creddited
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To fuel the growth of platform lenders, Michael launched iCred Capital Fund—a private credit fund designed to support a scalable network of lenders. This fund not only enhances the lending ecosystem but also showcases a diverse array of business funding opportunities, empowering lenders to expand their reach and impact.
Partner Transactional Advisory Services
CohnReznick
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Elena Mervine focuses on performing buy and sell-side due diligence for private equity firms, lenders, independent sponsors, family offices, and strategic buyers and sellers. With more than 16 years of experience in finance, public accounting, and transaction diligence, she serves clients throughout the lifecycles of transactions and assesses quality of earnings, working capital, financial reporting infrastructure, profitability, and value drivers of operations. Her industry experience spans consumer, retail, media, technology, manufacturing, construction, business services, and emerging markets including cannabis.
In 2018, Elena helped launch CohnReznick’s Cannabis practice and pioneered early due diligence work in the space. Before joining the firm, she worked at several Big Four firms where she was responsible for audits of large public and private companies across several industries as well as transaction diligence of acquisition targets. Her experience includes consulting as an interim CFO; assisting public companies with financial reporting, modeling, analysis, compliance, and corporate governance; and preparing and filing SEC forms and other information such as 10-Ks, 10-Qs, 8-Ks, MD&A, and S-1 registration statements. She has also worked with companies in the process of going public via IPOs, reverse mergers, and PIPE transactions, as well as obtaining a listing on NASDAQ and OTCBB.
Managing Partner
Slate Capital Group
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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.
Director
Stonehenge Capital
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Mr. Dangar is responsible for the origination, underwriting and management of mezzanine and equity investments from the Atlanta office. Prior to joining Stonehenge, Mr. Dangar led business development for transaction services for Aprio, LLC, a regional tax and accounting advisory firm focused on growing, middle market companies. Prior to that, Mr. Dangar was the National Deals Sales Leader for PwC, responsible for driving M&A conversations and advice with the firm’s U.S. clients. Prior to that, Mr. Dangar worked for 20 years in the investment banking field, providing buy-side M&A and financing advice to privately-held, growing companies in the US and abroad for Westminster Securities, Wachovia Securities and E&Y. Mr. Dangar earned a BS in Building Construction and a Minor in Economics from The Georgia Institute of Technology and his MBA at Emory University’s Goizueta Business School.
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.
CohnReznick LLP
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For further information, please contact steve@iglobalforum.com.
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.
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:
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.
Lockton is the world’s largest independent insurance broker. What makes Lockton stand apart is also what makes us better: independence. Lockton’s private ownership empowers its 10,750+ Associates doing business in over 140 countries to focus solely on clients’ risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results. Our 97% client retention rate speaks for itself.
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.
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.
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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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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.
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