We are delighted to announce the Independent Sponsors & Capital Providers Dealmakers Meeting in New York!
We have worked with our Advisory Board of industry leaders to offer a program that dives deep into the high-level strategies and complex industry topics you need to succeed in 2024 and beyond. And the networking time will enable you to foster invaluable connections with your peers. This truly is the go-to destination event for the Independent Sponsor (IS) and Capital Provider (CP) communities.
Engage in dynamic panels, thought leadership talks, and over 4 hours of 1x1 networking to:
- Secure and execute high-quality deals through direct connections of your choice
- Discover top strategies for deal success
- Learn creative structuring solutions to navigate economic challenges
- Maximize growth by establishing lasting partnerships and continuous capital access
Please note this 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
Principal
Charter Oak Equity, LP
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CEO
CECOP North America
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Managing Partner
Centerfield Equity
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Faraz joined Centerfield in 2001. He is responsible for investor relations, overseeing due diligence, executing transactions, and portfolio management. Faraz also manages the general activities of the firm. Faraz is a member of the Partnership’s Investment Committee.
Faraz has 20+ years of experience in private equity. Prior to Centerfield, Faraz held sales and product development roles at Praxair and Rodel, where he was the lead researcher and developer of next generation consumables for the microelectronics industry and was awarded a patent. Faraz has been recognized as one of the “Forty under Forty” young leaders in Indianapolis, “Who’s Who in Finance” by the Indiana Business Journal and was the winner of Junior Achievement’s “Indy’s Best and Brightest” award.
Managing Director & Investment Committee Member
Star Mountain Capital, LLCRead Profile
David DiPaolo has over two decades of alternative investment management and advisory experience with the majority of that time spent evaluating, structuring, negotiating and managing direct private debt investments in the U.S. lower middle-market. At Star Mountain, Mr. DiPaolo serves on the Investment Committee and is involved in the firm’s direct investment and portfolio management activities.
Prior to joining Star Mountain, Mr. DiPaolo spent 15 years at Brooks, Houghton & Company, culminating his tenure as a Senior Managing Director. Mr. DiPaolo was a General Partner and Investment Committee member of a series of investment funds (BHC Interim Funding I, II & III) which provided senior and senior subordinated debt to established, U.S. middle-market companies. His primary functions were to lead new investment underwriting and portfolio management, as well as to interface with limited partners and lead fundraising activities. While at Brooks, Houghton, Mr. DiPaolo co-founded and served on the Investment Committee of a series of investment funds (BHC Winton Fund I, II & III, L.P.) which focused on providing capital to syndicates operating in the Lloyd’s of London market.
Previously, Mr. DiPaolo was a Vice President at Janney Montgomery Scott LLC, an investment banking firm specializing in middle-market transactions. His transaction experience includes acquisitions and divestitures, leveraged buyouts and public and private securities offerings across a broad spectrum of industries.
Mr. DiPaolo received a BS in Business Management from the University of Maryland and an MBA with honors in Finance from Columbia Business School.
CEO
Aspen HR
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Mark Sinatra is a 7-time Inc. 5000 CEO who is currently CEO of Aspen HR. Aspen HR is a white-glove PEO that provides independent sponsors and their portfolio companies with cost effective employee benefits, streamlined payroll and expert HR guidance. Prior to Aspen HR, Mark was CEO of Staff One HR where he led the company through a period of substantial growth highlighted by the company's sale to its largest privately-held competitor, Oasis Outsourcing, in 2017. Mark oversaw the Western half of the country for Oasis Outsourcing until its sale to Paychex for $1.3bn in December 2018.
Mark is an MBA graduate of the Wharton School of Business, and holds a BA in Economics from Fordham University. He is an active member of YPO (Young Presidents Organization) and a partner with Social Venture Partners. Mark enjoys spending time with his family and playing tennis and basketball.
Partner
Quarles & Brady LLP
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Managing Member
Aperion Management
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Mr. Park founded Aperion in August 2006 and is currently a member of the boards of directors of Tri Con Works, Ontario Drive & Gear, Cairn Real Estate and Trusted Influence. Previously, Mr. Park was a Vice President and member of the investment team at Caxton-Iseman Capital. Mr. Park was a Director in the Financial Sponsors Group at UBS Securities LLC where he was involved in the structuring and execution of bank, high yield, bridge and mezzanine financing for financial sponsor clients. Prior to UBS, Mr. Park was an associate in the Real Estate Finance Group at Deutsche Bank Securities Inc. Mr. Park is a graduate of Harvard College, where he received an B.A. in Molecular and Cellular Biology, and New York University School of Law.
Principal
Merit Capital Partners
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John J. Darguzas, Principal, 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 Engendren Corporation, Glenn Rieder, MicroPrecision, LLC, PFI Instore, LLC Revision Military, LTD, Urban Surfaces, and U.S. Minerals, Inc.
He lives in Elmhurst, IL with his wife and three sons.
CEO
Hikaro Capital
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Silvia Lupu is a seasoned executive and a member of the Association of Chartered Certified Accountants (ACCA) with over 7 years of experience in the investment and financial industry. With a strong academic background in International Economic Relationships, Silvia possesses a deep understanding of global markets and a keen eye for strategic decision-making. Throughout her career, Silvia has honed her expertise by working in five countries across three continents, gaining invaluable insights into diverse financial ecosystems. Her international exposure has equipped her with a comprehensive understanding of the nuances and challenges of conducting business on a global scale.
Silvia's leadership journey spans both mid and senior management positions, where she has consistently demonstrated her ability to drive results, inspire teams, and navigate complex financial landscapes. Her dynamic approach, combined with a strong focus on innovation and sustainable practices, has positioned her as a visionary leader in the industry.
With a passion for ESG (Environmental, Social, and Governance) investing, Silvia has been at the forefront of integrating responsible investment practices into the financial sector. Her commitment to sustainability and ethical decision-making has earned her recognition as a thought leader in the industry, advocating for the importance of aligning financial goals with positive social and environmental impact.
Managing Principal
CohnReznick
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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.
Managing Partner
Tamarix Capital Partners
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Managing Partner
Mizzen Capital
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Ms. Adler is a founder and Managing Partner at Mizzen Capital. Prior to launching Mizzen Capital, Ms. Adler held senior management roles with SBIC investment funds including Medley SBIC LP, Sunrise Equity Partners LP and Hudson Venture Partners LP. Prior to that, she worked at Teachers Insurance and Annuity Association in the fixed income group and at Donaldson, Lufkin & Jenrette in the investment banking division.
M&A magazine has named Ms. Adler as one of the top women in middle market for the last seven years – 2022, 2021, 2020, 2019, 2018, 2017, 2016. She was also named ACG’s Women of Leadership awardee for 2018. Ms. Adler is a board member of UJA’s private equity division, banking & finance division and women of wall street division. Previously, Ms. Adler was a Board Member of the SBIA Board of Governors (2014 to 2019) and chair of its BDC committee (2015 to 2017).
Ms. Adler earned an MBA from The Wharton School of the University of Pennsylvania and a BS with distinction from Cornell University.
Senior Partner
Avante Capital Partners
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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
1301 6th Ave, 10th floor
New York, NY 10019
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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.
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.
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.
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.
For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. 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. This credit will be available for up to one year from the date of issuance.
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. This credit will be available for up to one year from the date of issuance. 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 another 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.
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