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.
"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."
"We've met some interesting people who we hope to transact with, and we have also met some potential investors."
"Knowing who's in the industry and who's available for transactions is very valuable for us."
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.
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.
Tips on how to be successful in the independent sponsor space
Looking Beyond 2021 – what are the predictions for 2022.
Managing Principal and Leader of CohnReznick’s Transactions & Turnaround Advisory practice
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.
Cindy Levine Ostrager
Tax Partner, Private Client Services
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.
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.
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.
1301 6th Ave, 10th floor
New York, NY 10019
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 email@example.com.
November 1, 2021
November 24, 2021
Full Networking Pass
|Super Early Bird = $399||Early Bird = $499||Standard = $599|
Full Networking Pass
|Super Early Bird = $499||Early Bird = $599||Standard = $699|
|Placement Agents & Service Providers||$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.
For full details on our Event Liability Waiver, please click here.
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.
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.