Welcome to the Independent Sponsors & Capital Providers Dealmakers Meeting—the must-attend event for the leaders driving the future of independent sponsor and capital provider partnerships. This is where strategies are sharpened, challenges are solved, and the relationships that define success are forged.
This year’s agenda goes straight to the heart of what it takes to win in today’s dynamic dealmaking environment:
With 4 hours of targeted 1x1 networking, you’ll connect directly with the people who can turn your goals into reality. Whether you’re looking to secure high-quality deals, refine your strategies, or cultivate lasting partnerships, this is the platform to make it happen.
Limited to just 75 participants! Secure your spot early to ensure you don’t miss out.
Choose the Premium Pass for early access to the 1x1 meetings platform, launching 3 weeks before the event.
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
09:00 – Registration & Networking
09:45 – Interactive Panel: Ensuring Alignment for Day One Strategy
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Dave has over 24 years of experience with middle market companies and has participated in more than 40 private capital transactions as a principal investor or co-investor. In addition to supporting management by serving on the boards of more than ten private companies, Dave has developed expertise in sourcing investment opportunities, evaluating businesses and industries, conducting and facilitating due diligence, raising capital, and negotiating transaction documents
Dave is the Founder and Principal of Quadec Private Capital, an independent sponsor firm. Prior to Penstock and Quadec, Dave was a partner at Peninsula Capital Partners, a private equity and mezzanine capital provider in Detroit, MI focused on lower middle market transactions with independent sponsors. Before Peninsula, Dave spent 10 years at Strength Capital Partners, a committed capital and independent private equity firm in Birmingham, MI. Dave started his career with PricewaterhouseCoopers’ middle market advisory and transaction services practices for 7 years before transitioning into private investing.
Dave was born and raised in the Midwest and earned his BBA degree from the Ross School of Business at the University of Michigan, where he also earned his MBA. Since 2013, Dave has taught an MBA course at Ross titled “Entrepreneurship through Acquisition”. He also currently runs the “Zell Entrepreneurship through Acquisition Program” under the Zell-Lurie Institute at Ross, mentoring more than a dozen students each year in pursuit of careers in search funds, private equity, and M&A.
Outside of work, Dave enjoys a wide variety of outdoor activities, traveling, and coaching or cheering on his children. He serves on the board of Birmingham Girls Softball, helping to provide athletic and personal development to more than 300 players each year.
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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, Midwest Equipment Sales, National Power, Blackwood Solutions, Dry Acquistion LLC, 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, 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 from 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 Ohio State University. Matt is also a Chartered Alternative Investment Analyst (“CAIA”) Charterholder.
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John J. Darguzas, Managing Director, joined Merit in 2018. From 2011 to 2018, John was a Vice President at Antares Capital Sponsor Finance Group in Chicago. At Antares John worked on the Underwriting Team evaluating senior debt investment opportunities across a broad range of industries, on the Originations Team reviewing new investment opportunities and on the Credit Advisory Team working on troubled loans all while maintaining an active role in helping establish Antares as a standalone company after it was spun out of GE Capital. While attending Kellogg part time from 2012 to 2014, John founded MyMenu, an app based platform that helps people with food allergies find restaurants that meet their dining requirements. From 2005 to 2011, John was a Director in KPMG’s Transaction Service Group, overseeing financial buy-side due diligence of middle market acquisitions for private equity clients.
John Received an M.B.A. from Northwestern University’s Kellogg School of Management in 2012 with concentrations in Marketing and Entrepreneurship. In 2005, he received a B.S. from Indiana University’s Kelley School of Business with concentrations in Accounting and Finance. John is a registered CPA.
John currently serves on the Board of Directors of Glenn Rieder, MicroPrecision, LLC, Revision Military, LTD, Urban Surfaces, PFI Instore and U.S. Minerals, Inc. Previously, he served on the board of Manitowoc Tool and Machining (“MTM”) and Engendren Corporation.
He lives in Elmhurst with his wife and three sons.
10:30 – Thought Leadership: HR Value Creation in Roll-ups
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Mark Sinatra is the CEO of Aspen HR, where he leads the strategic direction and growth of the company. Prior to Aspen HR, Mark was CEO of Staff One HR, where he led the company through a period of substantial growth highlighted by achieving the Inc. 5000 list of fastest-growing companies for four years in a row, and culminating in Staff One HR’s sale to its largest privately-held competitor, Oasis Outsourcing, in December 2017. Mark oversaw the Western half of the country for Oasis Outsourcing until its sale to Paychex for $1.3bn in December 2018. Prior to his leadership experience in the HR industry, Mark worked as a consultant and investment banker.
Actively involved in his community and industry, Mark has served as a Board director for NAPEO and ESAC and two non-profit organizations. He is also an active member of Young Presidents’ Association.
Mark is an MBA graduate of the Wharton School of Business and holds a BA in Economics from Fordham University. He has earned the SHRM-CP designation, is a Certified Predictive Index analyst, and is a graduate of the Stagen Integral Leadership Academy.
10:40 – Interactive Panel: Earnouts vs. Delayed Purchase Price – Key Considerations in Structuring
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Paul Valentine is an experienced corporate lawyer who advises venture funds, private investment firms, middle-market companies and privately held companies across a broad array of industries, including carwash, hospitality, health care and consumer products. He has extensive experience with acquisitions, dispositions, minority investments and joint ventures. Paul also counsels clients with respect to legal opportunities and challenges related to qualified opportunity zones, real estate funds and fund formation.
Paul works creatively and efficiently, partnering with his clients to understand their business operations and risk profile to tailor his legal advice to their business goals. Clients rely on Paul to neutralize obstacles, focus on practical solutions to business and legal problems, and navigate the changing legal landscape.
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Marcus G. Bodet is a private investment partner and technology acquisition specialist at B.I.G. Capital LLC (“BIG”), a private investment firm focused on software company
acquisitions. With his extensive background in corporate law and business transactions,
he has worked with enterprise software companies and Fortune 500 corporations,
including major banks, insurance companies, and telecommunications firms, as well as
federal and state government agencies.
Marcus helps direct acquisition strategies and portfolio management at BIG, where he
coordinates negotiations and due diligence. His expertise spans both the technical and
business aspects of software enterprise solutions, bringing a unique perspective that
combines legal acumen with entrepreneurial vision. Prior to his current role, he built a
distinguished career in corporate law, serving as General Counsel at a healthcare
technology company, Senior Associate at a national law firm, and Managing Member and
Partner at boutique law firms, where he directed M&A execution teams and managed
private placements and public offerings.
An experienced practitioner in merger and acquisition transactions and technology
licensing, Marcus has structured deals from $2 million to over $200 million and led
multiple successful corporate acquisitions. His work with major corporations includes
negotiating and drafting technology agreements for industry leaders such as Burger King Corporation and JM Family Enterprises.
A graduate of Northwestern University’s Pritzker School of Law, Marcus also holds a
Bachelor of Health Services in Health Administration from Florida Atlantic University. He is conversant in Spanish and French, enabling him to facilitate international business
transactions and partnerships across multiple markets.
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After 17 years as a market leader in the pharmaceutical industry in Spain, Ignacio Macias Zaldivar moved to the U.S. to increase the eyecare industry’s ability to be intimate and build relationships with patients by letting the care professionals outsource business management to his company – CECOP USA.
He now serves as the CEO and is helping 2,200 independent eye care professionals that represents 15 percent of the U.S. market to help them perform better while competing with the big eyecare chains.
CECOP USA has a business model that is centered around fostering the growth and profitability of independent eye care professionals with services tailored to enhance their practice management, procurement processes and overall business capabilities. Within three years, the company has grown 700 percent. In addition, CECOP USA was named the Best Company of the Year in 2022 by the U.S. Chamber of Commerce and has donated 2,000 glasses to the homeless in the first six months of operating its foundation.
In addition, the firm has thrived on assertive Merger and Acquisition strategies, dovetailed with active business expansion efforts, ultimately offering a significant impact on the company’s growth trajectory.
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Stephen is the Founding Managing Partner at InterAlpen Partners, a US-European Private Equity firm focused on innovative growth stage, entrepreneurial companies. InterAlpen collaborates creatively and flexibly with family offices, founders, independent sponsors, and small-cap VC and PE funds to identify and invest in ‘hidden gems’ – companies that are emerging but not yet widely known, poised to become future category leaders. Prior to founding InterAlpen, he was Founding Managing Partner of Capricorn Investment Group, a $10 Billion private investment arm for the Co-Founder of eBay, which focused on global innovative private market investments. Stephen began his career in M&A in New York, London, and Silicon Valley with Goldman Sachs and University at Cornell with honors; holds a CFA
11:25 – Networking Break
11:55 – Interactive Panel: Post-Closing Professionalization – Why $5MM of EBITDA Really Isn’t $5MM
Partner, Levenfeld Pearlstein
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Rob is a Partner in LP's Corporate Practice Group. He leads Levenfeld Pearlstein’s Independent Sponsor team, co-leads its Private Equity team, and previously served as the Corporate Practice Group Leader.
His practice focuses on M&A, private equity, and corporate transactions in the middle market and lower middle market across multiple industries throughout the United States. He has extensive experience leading a wide spectrum of complex transactions, including mergers and acquisitions, divestitures, minority investments, joint ventures, recapitalizations, restructurings, securities offerings, and other business transactions.
Rob takes a client-centric approach and combines his deep transaction experience, legal knowledge, and business acumen to focus on the issues that matter to help his clients achieve successful outcomes that align with their business, risk tolerance, and objectives.
Rob has been recognized in mergers and acquisitions and corporate law by the Legal 500, Super Lawyers and Leading Lawyers.
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Mr. Saltzman is the Managing Partner of Torque Capital Group where he is responsible for all aspects of the firm and its investment process. Prior to co-founding Torque, Mr. Saltzman was a senior investment professional at The Cypress Group, a New York-based private equity firm. Prior to The Cypress Group, Mr. Saltzman sourced and led transactions at BG Strategic Advisors, a boutique investment bank focused on the supply chain sector. Previously, Mr. Saltzman also worked in corporate finance for Amsterdam-based transportation, logistics and shipping multinational firm TNT N.V., and started his career in investment banking at Salomon Brothers. Mr. Saltzman graduated with highest distinction from Emory University and received his MBA from The Anderson School at U.C.L.A.
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Mike Blume is a partner at Tail End Capital Partners. He is responsible for all aspects of investment management, including sourcing and executing new investments, monitoring existing portfolio company performance, and leading employee training and development. Before joining Tail End, Mike spent three years on the investment team at Incline Equity Partners, where he was responsible for evaluating and executing new investments and managing existing portfolio companies. Before Incline, Mike spent two years in PNC's Asset Backed Finance group, focusing on the origination, structuring, and execution of securitizations. Mike graduated with a BBA in Finance cum laude from the University of Notre Dame.
Vice President, Moelis Asset Management
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Dan is a Vice President at Moelis Asset Management and a member of the Catalyst team. He is responsible for manager research, investment sourcing and capital formation. Prior to Moelis, Dan was a Vice President on the private markets team at Asset Consulting Group, where he helped oversee nearly $1 billion of annual commitments. Dan also led ACG’s opportunistic investment effort, which included first-time funds, independent sponsors, and co-investments. Prior to ACG, Dan began his career at Summit Strategies Group, where he was a member of the private markets team conducting private markets research. Following Summit’s acquisition by Mercer, Dan became a Principal at Mercer, where he co-managed two discretionary funds focused primarily on small market opportunities. Dan is a CFA® charter holder and holds a Bachelor of Science in Business Administration with a concentration in Finance and Banking from the University of Missouri.
Partner, Associated Advisors
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12:40 – Thought Leadership: Navigating Leadership in Private Equity Deals – The People Factor
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Burt Francis is a Managing Director of Business Development at ECA. He works with clients to fill permanent and project based roles. Burt has wide-ranging experience in engineering, business leadership and management consulting in various industries including aerospace, software, financial services, and manufacturing. This includes notable tenure with Oliver Wyman, The Boeing Company, General Dynamics and Starbase Technologies Inc.
Burt graduated summa cum laude, with a B.S. and M.S. in Mechanical Engineering from Rensselaer Polytechnic Institute.
12:50 – Networking Lunch
13:50 – Business-Building 1-1 Networking Meetings
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.
The 1x1 Meeting Program is exclusively for Independent Sponsors and Capital Providers. Service providers will not have access to participate.
17:20 – Summary & Close of Event
18:00 – Invite-only dinner
Sponsored by
CohnReznick
1 S Wacker Dr Suite 3550,
Chicago, IL 60606
Discounted room blocks are available at JW Marriott.
CohnReznick 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.
Aspen HR (“Aspen”) is a white-glove PEO that provides independent sponsors and their portfolio companies with cost effective employee benefits, streamlined payroll and expert HR guidance. Aspen has a unique product and service offering such as due diligence support, add-on acquisition support and tailored benefit plans that are customized for the independent sponsor. Aspen serves clients in all 50 states and holds the industry’s prestigious ESAC accreditation. For more information, please visit www.aspenhr.com and email sales@aspenhr.com.
Quarles & Brady LLP is a full-service Am Law 200 firm with approximately 550 attorneys offering an array of legal services to clients ranging from Fortune 100 companies to entrepreneurial families and individuals. The firm has business-focused practices in areas such as M&A, Commercial Finance, Bankruptcy & Restructuring, Governance and Tax, as well as Intellectual Property, Labor & Employment, Commercial Litigation, Product Liability, Public Finance, Environmental and Real Estate. Our 13 offices are in Chicago, Denver, Indianapolis, Madison, Milwaukee, Minneapolis, Naples, Phoenix, St. Louis, San Diego, Tampa, Tucson and Washington, D.C. Additional information can be found at quarles.com.
ECA is a specialized executive search firm focused on placing critical senior leaders with Private Equity and their portfolio companies. ECA provides value-creation talent solutions for commercial growth, finance, and operations.
Associated is one of the nation’s leading privately-held insurance and risk management firms, with deep expertise serving the unique needs of independent sponsors and lower middle market private equity firms. We specialize in helping our clients navigate the insurance lifecycle across acquisitions, portfolio management, and exits—delivering tailored solutions across property & casualty, rep & warranty, management liability, and employee benefits.
Founded in 1890, our longstanding relationships with top-tier carriers and our disciplined, deal-savvy approach allow us to move at the speed of the deal and unlock value across the investment timeline. We understand the importance of speed, certainty, and clarity—especially during diligence and post-close integration—and we pride ourselves on anticipating risk before it becomes costly.
Today, we serve nearly 15,000 clients across the country, with a strong focus on entrepreneurial-backed, closely held, and sponsor-led businesses in the lower middle market.
Formed in 1999, Levenfeld Pearlstein provides the sophisticated skills and resources of a big law firm with the personal attention of a small law firm. Our attorneys understand their clients’ business and industry inside and out, seeking legal solutions that support the client’s long-term business strategy as well as short-term needs. We deftly navigate huge national business transactions, complex bankruptcy cases, and critical litigation matters, and we do it with small-firm personal service, fewer layers of lawyers, greater top-level partner involvement, and more efficiency. Together and individually, we care about and value people – our employees, clients, business partners, and communities.
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.
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.
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