We are pleased to be hosting the next Independent Sponsors & Dealmakers Meeting in-person on December 7th in New York! 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 72 participants only.
"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
"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
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.
Helana Robbins Huddleston
CPA, CIRA, Partner
Helana Robbins Huddleston, CPA, CIRA, is a partner with CohnReznick Advisory who specializes in providing clients with transaction advisory and restructuring services. She has over 19 years of expertise in financial due diligence, restructuring, cash flow budgeting, financial auditing, internal control evaluation, and business process improvement. Helana leads buy-side and sell-side financial due diligence engagements with strategic and financial buyers for private and public companies with enterprise values ranging from $20 million to $500 million. She assists clients with calculating standalone costs for carve-out transactions, synergies costs and transition service agreements. Helana advises within a variety of industries including food and beverage, retail, manufacturing, distribution, technology, government, construction, hospitality, and business services. She is also a member of the Firm's Private Equity and Venture Capital Industry Practice.
In addition to transaction advisory service, Helana has provided accounting and consulting services to financially troubled companies with sales ranging from $80 million to $350 million. Her advisory work includes cash management, financial projections and modeling, operational cost improvement and cost reductions, and implementing internal control processes. She has also advised senior secured creditors in and out of bankruptcy proceedings. Helana started her career at Ernst & Young in their assurance and transaction advisory practices where she led a buy-side transaction with an enterprise value of $10 billion.
Crain’s Chicago Business, Notable Gen X Leaders in Accounting, Consulting and Law Award, 2021
M&A Advisor, Emerging Leaders Award, 2018
Young Broadcasting, LLC, Turnaround of the Year Award, 2011
Dan is a Partner and serves as a member of the firm’s Executive Committee and the Investment Committee for Comvest’s direct lending strategy. He is responsible for originating, structuring, and managing investments.
Prior to joining Comvest, Dan was a Senior Director with Dymas Capital Management, where he served on the Investment Committee and was instrumental in the formation and growth of the firm from its start-up phase to an established middle-market finance company. Prior to getting his MBA, Dan began his career with Arthur Andersen and Heller Financial’s Corporate Finance Group.
Dan received an M.B.A. from the University of Michigan and a B.A. from the University of Notre Dame.
Caleb Hsieh is a Managing Director at Lafayette Square. He brings over 20 years of experience in investment banking and credit investing roles. Prior to joining Lafyette, Caleb served as Managing Director for Centerboard Securities, a strategic capital advisory firm.
Previously, Caleb spent 9 years with Macquarie Group, where he was a Managing Director in the firm’s credit investing Credit Markets Division unit focused on specialty finance and lender finance as well as a Managing Director in the firm’s Leveraged Finance Group and Financial Sponsors Group. Caleb started his career at JP Morgan and has held roles at UBS and Bank of America Securities in financial sponsors and leverages finance roles. Throughout his career, Caleb has completed over 80 lead managed transactions, representing over $55 billion in capital across several industry verticals.
Caleb is a Board Member and has been actively involved with JobsFirstNYC. JobsFirstNYC is a nonprofit intermediary organization and a champion for the workforce needs of out-of-school, out-of-work young adults in New York City.
Originally from Cleveland, OH, Caleb holds BS Management, BS Accountancy, BA Chemistry degrees and an MBA from Case Western Reserve University.
Matthew Harnett is a founding Partner of Tecum and serves on the firm’s Investment Committee. In this position, he is responsible for leading all aspects of transaction origination, analysis, structuring, underwriting, deal execution and monitoring of subject private equity and mezzanine debt investments.
Matt currently serves as a Board Member of Aging With Comfort, BP Business Solutions, BP Express, Connecticut Electric, Conco Services, Hoodmart, Midwest Equipment Sales, National Power, Blackwood Solutions, and the Pittsburgh Chapter of the Association of Corporate Growth (ACG). He also serves as a Board Observer for The Marwin Company, Inc., Gilman Cheese, DelGrosso Foods, Cox Transportation, Sentrics, and Arrow Waste.
Prior to co-founding Tecum, Matt served six years at the predecessor organization, F.N.B. Capital Corporation, LLC, where he was Vice President. Matt started his career at Ford Motor Company where he worked for four years. He completed the management program and became Zone Manager of Ford Division’s largest market in the Pittsburgh Region. Matt was responsible for annual franchisee revenues exceeding $300 million and was named Ford’s 2006 Zone Manager of the Year. He was recognized as one of the top-performing Zone Managers nationally for exceptional results in sales and market share growth, market representation actions and franchisee profitability.
Matt is a member of the Association for Corporate Growth (“”ACG””) and was a founding member of the ACG Future Corporate Leaders Board, where he served on the Board of Directors from 2012 to 2016 and was elected Chairman of the Board 2014 to 2016. He also served on the Pittsburgh Advisory Board of Economics Pennsylvania (2008 to 2016), which develops programs for young people focused on essential economic and financial literacy concepts.
Matt received an MBA degree from the Katz School of Business at the University of Pittsburgh, with focused studies in Finance and Strategy. He also received dual major B.S.BA. degrees in Supply Chain Management & Logistics and Marketing from The Ohio State University. Matt is also Chartered Alternative Investment Analyst (“CAIA”) Charterholder.
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.
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||
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, 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.