Independent Sponsors & Capital Providers Dealmakers Meeting

December 8th, 2021 | New York City

 

ISCP Club President's Club Sponsor

cohn-reznick

 

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About The Conference

We are pleased to be hosting the next Independent Sponsors & Dealmakers Meeting in-person!  Building on the long-standing success of the Independent Sponsor Summit series as the industry’s largest gathering, this exclusive format consists of 4 hours of only high-level, sector-specific 1x1 networking meetings between senior-level capital providers and independent sponsor executives.

The meetings are dedicated to developing partnerships unique to each attendee's business model and provide the opportunity to meet exclusively with independent sponsors or capital providers specializing in investments in the same sector and market as you are.

Attendees will receive a full list of participating executives prior to the event - with the chance then to evaluate the potential for future business opportunities.

This event is limited to 35 participants only.

Register TodayInvite A Colleague 

 

 

What Happens at ISCP-2-1

 

"I wanted to thank you and the iGlobal team for Thursday - 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, Principal,
Transactional Advisory Services – NE Market Leader.
Financial Sponsors Industry – Co‑Leader


"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

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Join the Independent Sponsor & Capital Provider (ISCP) Club today

Did you know that you can attend this meeting for free as part of your membership?  Building on iGlobal Forum’s long-standing success of connecting and matching over 1,000+ Independent Sponsors & Capital Providers since 2015, the mission of the ISCP Club is to unite all independent sponsors and capital providers into an exclusive community with access to industry content, an Independent Sponsor & Capital Provider Directory and live senior-level deal-making events.

We are currently running an exclusive executive membership promo that offers half price for 6 months. Book a demo with one of our experts today for the chance to become a member for just $1750, and let us find your next independent sponsor or capital provider!  Gain access to the Independent Sponsor and Capital Provider directory (600+ members), all events, the upcoming Independent Sponsors & Capital Providers Dealmakers Meeting, and receive 5 personalized 1-to-1 business introductions. 

Book A Demo

 

INDUSTRY UPDATES

Carr Preston

iGlobal Forum talks to Carr Preston about his firm, their operating approach, and working with the independent sponsor model. 

He discusses COVID's impact on the independent sponsor marketplace, and how due diligence processes have been impacted. 

 

Find Out More

 

Tips on how to be successful in the independent sponsor space

 

AGENDA

11:00 am - REGISTRATION & NETWORKING 

11:45 am - ROUNDTABLE DISCUSSION

Looking Beyond 2021 – what are the predictions for 2022.

  • Tax update
  • Deal activity
  • Hot industry sectors

Speaker

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Claudine Cohen 

Managing Principal and Leader of  CohnReznick’s Transactions & Turnaround Advisory practice

CohnReznick LLP

Claudine 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.

 

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 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.

Speaker

Cindy Levine Ostrager

Tax Partner, Private Client Services

CohnReznick LLP

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Based in New York, Cindy is a certified financial planner with extensive experience providing tax planning, strategy, and compliance services to ultra-high-net-worth clients.

Cindy’s expertise spans across many different industries including financial services, private equity, banking, entertainment, industrial, fashion, marketing, and entrepreneurship. She is adept at ensuring that her clients – principals of private equity firms, top business professionals, multigenerational families, family offices, senior executives of global companies, and other high- net-worth individuals – minimize their tax liabilities, reach their financial goals, and protect their assets.

Prior to joining CohnReznick, Cindy served as Director of Tax for a New York-based wealth management firm and multi-family office that currently manages approximately $5 billion in assets. She has also served in leadership roles for a major tax, assurance, accounting, and advisory firm and a multi-family office serving high-net-worth individuals.

12:30 pm - 1:15 pm - NETWORKING LUNCH

1:15 pm - 1x1 NETWORKING MEETINGS BETWEEN INDEPENDENT SPONSORS & CAPITAL PROVIDERS

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.

4:00 pm - SUMMARY & END OF MEETINGS

LOCATION

CohnReznick LLP 

1301 6th Ave, 10th floor

New York, NY 10019

ROOM BLOCK

If you require accommodation, we have secured a discounted room at le Meridien only a few blocks away from the venue.

Le Meridien | 120 W 57th St, New York, NY 10019.

To make a reservation, please click here

For further assistance, email Marina Doukas at marina@iglobalforum.com.

PRICING

Register By

November 1, 2021

November 24, 2021

Standard

Full Networking Pass

Independent Sponsors

Super Early Bird = $399 Early Bird = $499 Standard = $599

Full Networking Pass

Capital Providers

Super Early Bird = $499 Early Bird = $599 Standard = $699
Placement Agents & Service Providers $2,495

$2,495

$2,495

 

Registration deadline is December 1st, 2021. 

This event is covered by our In-person guarantee - if the event does not take place in-person due to circumstances outside of our control, you will be entitled to a full refund. 

Event Safety & Protocol - iGlobal Forum will run our global conferences and events with the safety and well-being of our attendees and staff at the utmost of importance. Thus, we will follow the relevant official government and regional guidance at all times.  All of our attendees and speakers will need to show full proof of vaccination to be admitted in. There will be no exceptions.

For full details on our Event Safety & Protocol, please click here.

Liability Waiver

For full details on our Event Liability Waiver, please click here.

REGISTER

Register Today

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.

To attend this event, we require Proof of Vaccination.

iGlobal Forum Cancellation, Postponement and Substitution Policy

You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.

For cancellations, you will receive a 100% credit to be used at another iGlobal Forum conference.  Credits never expires.  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. 

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. 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.