September 29 - 30, 2025 | New York

19th Independent Sponsors Summit

Register Today

September 29 - Day 1 Agenda

08:00 AM

Registration & Breakfast

Join us from 8am to pick up your badge and participate in the breakfast networking to kick start your day with new connections! 
08:50 AM

Chairperson Opening Address

Welcome to the 19th Independent Sponsor Summit! Join us for the official opening and welcome remarks to kick-start the day.

The two day agenda is filled with keynotes, expert-led panels and interactive workshops, that deliver valuable insights and knowledge from industry leaders discussing the latest trends and best practices.

Claudine Cohen

Managing Principal, Value360 Practice

CohnReznick

Claudine oversees an integrated team of transaction, valuation, restructuring, project 

Claudine Cohen leads a dynamic team specializing in transaction advisory, valuation, restructuring, project finance, dispute resolution, performance improvement, merger integration, carve-outs, M&A insurance advisory, and sustainability advisory. With a keen eye for identifying opportunities and navigating challenges, Claudine ensures her clients achieve optimal outcomes, safeguarding and enhancing stakeholder value throughout their business lifecycle.

 

 
09:00 AM

1x1 Meetings: Active Deals

Focused on discussing active deals with a funding source, connect with the Independent Sponsors or Capital Providers specializing in investments in the industry sectors and markets you focus on. In advance of the event you will be provided with a full list of attendees, so you can choose to meet with the most relevant contacts and evaluate the potential for future business partnerships.

 

Sponsored by

Stream Logo 2020 (1)

10:00 AM

Networking Break

 Take a moment to recharge and connect with fellow attendees over fresh coffee and light refreshments.
10:45 AM

Executive Exchanges

Join your peers for a series of lively and interactive discussions on the most pressing topics you are facing today. The small group format will enable you to make meaningful connections and come up with out-of-the-box solutions to shared challenges.

Roundtable 1: Future of the IS Model

  • Raising a Traditional PE Fund vs. Staying Independent
  • How have economics evolved for independent sponsors?
  • Competition with Traditional Private Equity
  • Where Is the Model Headed?

 

Discussion Moderator

Chase Stuart

Managing Partner

Ice Miller

Chase Stuart is a partner in Ice Miller's Business Group and the Office Managing Partner in New York. He represents a variety of private equity funds, family offices, independent sponsors, privately-held businesses, private credit funds, and mezzanine funds. He provides strategic and legal advice in their investment and general corporate strategies, including on leveraged buyouts and other M&A, financings, minority investments, growth capital transactions, and early and late stage private equity investments. He represents family, founder, and entrepreneur-owned businesses as general corporate counsel and as a sell-side advisor. He has represented a variety of companies in sectors such as aerospace and defense, technology, manufacturing, consumer products, business services, gaming, and health care.

Roundtable 2:  Insurance Challenges in Private Equity: Easy Opportunities to Fix What’s Broken

  • Navigating a challenging commercial property & casualty market.
  • Anticipating insurance opportunities and risks as businesses scale.
  • Key insurance considerations for sponsor-business discussions in 2024.

 

Discussion Moderator

Andrew Ferworn

Partner

Virtus

Andrew is a partner at Virtus and co-leads Virtus’s Private Capital Insurance Practice advising private equity firms, SPACs, hedge funds, and alternative asset managers on the liabilities they face and the insurance products available to them to transfer their risk. We specialize in the placement of these policies for our clients, insurance due diligence services, the placement of specialized run-off policies, and go-forward property/casualty, liability, financial lines, and employee health insurance programs for their business combination targets and portfolio companies.

Roundtable 3: HR & M&A - Navigating Human Capital for Deal Success

  • Key people-related factors to focus on before and after a deal closes.
  • Best practices for employee communication before, during, and after a deal to reduce fear and uncertainty.
  • Challenges of merging corporate cultures and managing change to retain talent and protect morale.

 

Discussion Moderator

Ryan Brown

Private Capital Consultant

Insperity

Ryan joined Insperity in 2009 as a Business Performance Advisor.  Prior to Insperity, Ryan held several sales leadership roles in the staffing and recruiting industry before starting a 10 years career as an entrepreneur and business owner.  An Atlanta, GA native, Ryan enjoys football Saturdays cheering on the Georgia Bulldogs, golf and trips to the beach with his wife Jennifer, daughter Ryan and big Black Lab Bear.

Roundtable 4: Buy Now, Pay Later

  • Latest trends and techniques in structuring deferred deal consideration (Rollover equity, seller financing and earn-outs)

 

Discussion Moderator

John Koeppel

Partner, Private Equity and Independent Sponsor Leader

Lippes Mathias

John Koeppel is a Partner and the Team Leader of the firm’s Private Equity and Independent Sponsor Practices. He is a corporate lawyer who has successfully structured, negotiated, and closed over 250 transactions in the past two plus decades, which typically involve mergers and acquisitions, fund formations and investments, and various private equity transactions. He also works with clients on reviewing/structuring their Qualified Small Business Stock investments. 

Mr. Koeppel acts as counsel to a number of leading private equity firms, independent sponsors, middle market companies, institutional investors, family offices, and high net worth investors focused on buy-out, growth, venture, real estate, intellectual property, energy, debt, fund-of-funds, co-investments, secondaries, and other strategies. He also often acts as US counsel to non-US clients on their US private equity and investment fund transactions. He also serves as a director for several private equity-backed companies. 
 
· On the M&A/private equity transactions side, Mr. Koeppel has advised on deals from $5 million to $250 million+ in a wide range of industries, including manufacturing, technology, consumer goods, food, distribution, business services, cleantech, and medical/ health care.  Mr. Koeppel and his team take a pro-active and practical approach to helping clients make connections and successfully navigating the various legal challenges in any private equity transaction. Mr Koeppel has received several awards for excellence, including The Best Lawyers in America©, 2022-2024; Chambers USA, Leading Corporate/M&A Lawyer; Chambers USA, Leading Private Equity Lawyer (Investment Funds); Upstate New York Super Lawyers®, Leading M&A Lawyer and Leading Closely Held Business Lawyer; and Upstate Capital, Dealmaker of the Year.   In addition, he is a frequent speaker at a number of leading private equity and M&A

Roundtable 5: Value Creation through Strategic Human Capital

  • Talent Driven Growth with Sliding Exit Targets
  • Strategic Human Capital Decision Making and Transaction Timing
  • Shifting Portfolio Goal Posts and Talent Strategy

Discussion Moderator

Burton Francis

Managing Director

ECA

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.

Roundtable 6: Key Legal Steps to Protect Sponsors & Streamline Deals

  • Discussing NDAs
  • non-circumvents
  • LOI considerations
  • governance and tax planning steps

Discussion Moderator

Kevin Christmas

Partner

Holland & Knight

Kevin Christmas is a private equity attorney in Holland & Knight's Charlotte office, and is a co-head of both Holland & Knight's Search Funds and Independent Sponsors teams. Mr. Christmas has substantial experience representing domestic and international search funds, independent sponsors and private equity funds in connection with capital raising, mergers and acquisitions, divestitures, leveraged buyouts, financing, equity structuring, general corporate advisory work and related matters. 

Mr. Christmas has extensive experience advising clients on the full life cycle of business issues, from company formation and capital raising to exit strategies. He serves a portfolio of clients across various industry sectors, including healthcare, life sciences, financial services, distribution, software, retail, education and manufacturing. Mr. Christmas' practice includes representation of private equity funds, search funds, independent sponsors, family offices, entrepreneurs, family-owned businesses, and public and private companies.

Prior to joining Holland & Knight, Mr. Christmas was a corporate partner at international law firms based in Charlotte and Philadelphia.

12:15 PM

Networking Lunch

Enjoy lunch while connecting with peers, speakers, and industry leaders. It's the perfect opportunity to continue meaningful conversations, build new relationships, and refuel for the afternoon sessions. 
 
 

 

12:25 PM

Luncheon Workshop

Rodney Reisdorf

Co-Founder & CEO

Verivend

Verivend, led by Rodney Reisdorf, the CEO and Co-Founder. With a track record of turning early ventures into successful companies, Rodney is now revolutionizing the private investment market.

Verivend is designed to make investment transactions as effortless as using Venmo. Their mission is to provide a straightforward, seamless, and secure experience for General Partners and Limited Partners managing capital.

By eliminating the traditional complexities and security issues associated with raising and deploying capital, Verivend stands out as the Venmo for Private Capital. It's the only platform specifically built to address the inefficiencies and security challenges in the private market.

01:15 PM

M&A Update: LP Appetite & Capital Deployment Trends

From the capital providers’ seat, unpack how LPs and lenders are responding to a high-rate, risk-sensitive market and what that means for capital deployment. This session explores how capital providers are adapting deployment strategies, rethinking capital stacks, and sharpening diligence processes. Hear directly from LPs on how they evaluate deals in today’s risk-conscious environment.

Key Takeaways:
  • Institutional LPs vs. family offices: priorities and pace
  • Lending environment and capital stack recalibration
  • Positioning for capital in today’s risk-averse market
  • Due diligence frameworks from LPs

Dhvani Shah

 

Chief Investment Officer

JM Family Enterprises

01:35 PM
Track 1

The Rise of a Market: Inside the New Independent Sponsor Ecosystem

Is the Independent Sponsor Model Mainstream? Once considered “fundless” independent sponsors are now a vital force reshaping the lower middle market. This forward-looking session explores the rapidly maturing ecosystem surrounding independent sponsors, from the surge in capital deployment to the evolving roles of placement agents, lenders, and service providers. With fresh data, market insights, and emerging trends, we’ll examine how this once-fragmented space is becoming a sophisticated, high-growth segment of private equity.

Key Takeaways:

  • Growth metrics and pivotal moments from the last 10 years
  • Institutionalization of the sponsor model
  •  Expansion of lender and placement agent participation
  • Capital provider trends and evolving partner expectations
  • What’s next for the independent sponsor landscape

Moderator

Claudine Cohen

Managing Partner, Value360

CohnReznick

Claudine Cohen leads a dynamic team specializing in transaction advisory, valuation, restructuring, project finance, dispute resolution, performance improvement, merger integration, carve-outs, M&A insurance advisory, and sustainability advisory. With a keen eye for identifying opportunities and navigating challenges, Claudine helps her clients achieve optimal outcomes, safeguarding and enhancing stakeholder value throughout their business lifecycle.

Thomas Ince

Managing Partner

LP First Capital

Thomas Ince

Managing Partner, LP First Capital

Paul Marino

Partner

Sadis

Paul Marino is a partner in the Financial Services and Corporate Groups. Paul focuses his practice in matters concerning financial services, corporate law and corporate finance. Paul provides counsel in the areas of private equity funds and mergers and acquisitions for private equity firms and public and private companies and private equity fund and hedge fund formation.

Paul works on a variety of M&A transactions, including leveraged acquisitions, divestitures of business divisions, going-private transactions, and other strategic acquisitions and dispositions, in the following industries: manufacturing, telecommunications, consumer products, hospitality, healthcare, and technology, among others. His practice also includes joint ventures and general company representation matters.

Paul has represented national and multinational corporations, ranging from telecoms to tech companies, as well as real estate syndication and financial investors and investment advisors. He has also negotiated and structured a number of U.S. domestic and cross-border mergers and acquisitions and joint ventures.

Amelia Offer

Investor Relations Director

Headway Capital Partners

Amelia is Investor Relations Director and joined Headway Capital in 2020

Prior to joining Headway, Amelia worked at Informa where she researched and directed large-scale private equity conferences in Europe, U.S. and emerging markets, as part of the SuperReturn series.

The role involved managing relations with limited partners, general partners and intermediaries globally.

Amelia received a first-class degree in Biological Sciences from the University of Exeter.

01:35 PM
Track 2

Sponsor Evaluation & Alignment For Capital Providers

In the face of economic uncertainties capital providers are refining how they assess partner quality and deal-readiness. Evaluating sponsors . This session offers a candid, practical look at how capital allocators assess sponsor credibility, cultural fit, and execution capability. Tailored to for Capital Providers, explore diligence frameworks, red flags, and alignment models to make more efficient and confident partnership decisions.

Key Discussion Points:

  • Evaluating industry-specific risks and regulatory considerations
  • Frameworks for evaluating domain expertise and deal leadership
  • What “fit” really means: communication, responsiveness, and trust signals
  • Assessing operational capabilities and management team effectiveness
  • Practical tips for speeding up the vetting process without cutting corners

Moderator

Thomas Kesoglou

Partner

Ice Miller

Thomas Kesoglou is the Chair of the firm’s Private Equity Practice. He is also a member of the firm's Board of Directors. Mr. Kesoglou represents private equity funds, mezzanine funds, SBICs, BDCs, family offices and independent sponsors providing strategic and legal advice in their investment strategies, including leveraged buyouts, mezzanine financings, growth capital transactions, early and late stage private equity investments and secondary transactions. Mr. Kesoglou also advises these investors in connection with the management of their portfolio companies, including acquisitions, dispositions, follow-on debt or equity investments, bridge loans, restructurings, recapitalizations, employment matters, stock plans and other general corporate matters.

Mr. Kesoglou represents privately held companies in connection with the sale of their business to strategic or financial investors. He also represents large U.S. and foreign corporations in connection with their investment and M&A activities in the United States.

In addition to advising his clients, Mr. Kesoglou actively seeks transaction opportunities to refer to financial investors in order to facilitate introductions and transaction opportunities.

Mr. Kesoglou is a frequent public speaker on corporate legal matters and has authored several articles published in leading magazines, including Buyouts, Financier Worldwide, and The Deal. He was named AM&AA Conference Chair of the Year and AM&AA Chapter Leader of the Year by the Alliance of Merger & Acquisition Advisors and serves as the New York Chapter President.

Prior to founding Ice Miller's New York office in 2015, Mr. Kesoglou practiced in the private equity groups of Am Law 200 firms in New York. Prior to becoming an attorney, Mr. Kesoglou worked as an investment banker in the Real Estate Finance and Securitization Group of CIBC World Markets in New York.

Mark Sinatra

Chief Executive Officer

Aspen HR

I am a 8x Inc. 5000 CEO, currently leading Aspen HR and investing in search funds via ETA Equity. The areas I have impacted the most are organic sales, b2b marketing, crafting company culture, intentional hiring, talent development, and executing on add-on acquisitions. I often speak on the topic of Entrepreneurship through Acquisition.

Aspen HR provides private equity, venture capital, search funds, and their portfolio companies with an unmatched level of white-glove PEO services and support (employee benefits, HR compliance, HR tech and payroll).

Mark Hauser

Founder & Managing Partner

Tamarix Equity Partners

Founded the Tamarix Group in 1993. Over 30 years experience in private equity, private credit, asset management and investment banking. Previously Senior Managing Director of OFS Capital Management, Global Head of Private Equity at Sandell Asset Management and Managing Director at FdG Associates. Served on numerous private and public boards of directors and philanthropic organizations. Member of the Economic Club of NY and YPO/WPO. Master of Laws from London School of Economics and Bachelor of Economics and Laws from Sydney University.

 

Anna Nekoranec

Chief Executive Officer,

Align Private Capital

Anna Nekoranec co-founded Align in 2014 with Robert Blabey and a leading Florida based family to address the ultra high net worth alternative investment market. Align launched its first family only fund with one LP in 2019.

Prior to Align, Anna spent over 20 years either working with ultra high net worth families on direct investments or working for private equity or venture capital firms including Investor Growth Capital, the Safeguard International Fund and CMS Companies. Anna also worked at the Brookings Institution and the NASD.

She has an MBA from Wharton and a BA from the University of Virginia. Anna is a contributing author to The Complete Direct Investing Handbook: A Guide for Family Offices, Qualified Purchasers, Accredited Investors and is a co-author of How to Buy a Business: Entrepreneurship through Acquisition. Anna also served on the Board of Trustees for the Jefferson Scholarship Foundation, chaired the Walentas Scholarship at the University of Virginia and serves on the Investment Committee for Sarasota Memorial Hospital. Anna is also a Fortune Most Powerful Women in the World Conference Delegate.

02:10 PM
Track 1

Good Deals Find Capital: Sourcing Innovations

In today's competitive private equity landscape, this statement holds true: "There's always money for good deals." However, identifying those deals has become increasingly challenging. Traditional proprietary sourcing efforts often lead to dead ends or uncloseable opportunities. This panel delves into innovative and validated approaches to deal sourcing that are proving effective in the current market.

Key Takeaways:

  • The effectiveness of non-traditional sourcing methods and real-world examples of their success
  • A cost-benefit analysis comparing proactive sourcing strategies to traditional channels
  • Techniques to enhance deal conversion rates and reduce sourcing fatigue

Malia Funk

Vice President

 Willistown Capital

Charles Scripps

Managing Partner

Blake Lake Capital

Chad brings two decades of experience investing in private and public businesses. Prior to founding Black Lake, he was at leading private equity firms HIG Capital and AEA Investors, which manage $37B and $15B, respectively, and began his career as a management consultant with McKinsey & Company. He earned an MBA with Honors from the Wharton School and a BS in Chemical Engineering with Distinction from the University of Wisconsin.

02:10 PM
Track 2

What You Need to Know About Tax Structures in 2025?

In the evolving tax landscape of 2025, independent sponsors face unique challenges and opportunities in structuring deals to maximize returns and ensure compliance. This session delves into the critical tax considerations at each stage of the investment lifecycle, providing actionable insights tailored to the independent sponsor model.

Key Takeaways: 

  • Explore methods to structure deals that optimize tax benefits, considering the latest reforms.
  • Understand strategies to manage tax implications during the holding period, focusing on operational efficiencies and compliance with evolving tax regulations.
  • Learn strategies to plan for exits that minimize tax burdens, including timing considerations and the use of earnouts or installment sales.
  • Gain insights into how the recent tax reforms impact independent sponsors, particularly concerning changes in corporate tax rates and deductions.
  • Review case studies highlighting successful tax planning throughout the investment lifecycle, highlighting lessons learned and best practices.

Moderator

Nichol Chiarella

Partner

Citrin Cooperman

Nichol Chiarella is a partner and Citrin Cooperman's Mergers and Acquisitions Tax Practice Leader, with over two decades of experience in public accounting. She provides high level tax planning and consulting services related to buy-side, sell-side, and restructuring transactions involving private equity firms, closely-held businesses, business owners, and high net worth individuals within the technology, manufacturing and distribution, wholesale, retail, cannabis, healthcare, real estate, staffing, and professional services industries.

Nichol handles transaction tax matters for private equity funds, independent sponsors, limited liability companies (LLCs), domestic partnerships, corporations, and S corporations. She specializes in buy-side and sell-side tax advisory, including tax due diligence, pre-transaction planning, tax structuring, and modeling, and post-transaction compliance support. She also handles mergers, divestitures, and restructuring matters, in addition to helping privately-held business owners transition to related parties.

Nichol also leads the firm’s global diversity, equity, and inclusion mission, branded as CC EDGE (Empowering Diversity and Gender Equality). In this role, she interfaces regularly with all CC EDGE leads in each of our metro geographies in the United States and in India.

Nichol's specialized tax knowledge and network of professional contacts allows her to act as a resource not only for her clients, but for other professionals seeking solutions for their clients and customers.

Megan Brobson

Vice President

Borgman Capital

Megan Brobson is a vice president at Borgman Capital. She joined the firm in 2019 as an analyst. Prior to working at Borgman Capital, she spent six years working in client finance at subsidiaries of two global, public companies – WPP PLC and Publicis Group S.A. Megan focused primarily on forecasting and financial analysis, driving growth and profitability across her client businesses and improving internal agency wide operational processes.

02:30 PM

Chatham House Discussion

Closed Door Discussion (Limited Capacity)

Building the Right Team, Tech, and Toolkit as a Sponsor Firm

Independent sponsors face growing pressure to scale smartly, without overextending lean teams. This closed door session invites candid peer discussion on real operational dilemmas. Leveraging technology, building the right team at the right time, and striking the balance between in-house resources and outsourcing. 

Discussion Points:
  • Which tools are actually delivering value?
  • When and how to hire junior talent, partners, or mid-tier support and how to protect long-term economics.
  • Best practices for balancing third-party support with internal capabilities across CRM, modeling, deal sourcing, and capital raising.

Facilitator

Robert Connolly

Partner

Levenfeld Pearlstein

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.

Closed Door Discussion (Limited Capacity)

War Stories: Lessons from Capital Deployment Challenges

Learning from past experiences is crucial for refining investment strategies. This session provides a platform for capital providers to share candid accounts of deals that did not go as planned, including failed capital raises and misaligned partnerships. Through these narratives, participants will extract valuable lessons to inform future investment decisions.

Discussion Points:

  • Analyzing the root causes of unsuccessful deals
  • Identifying red flags during the due diligence process
  • Developing strategies to mitigate risks in future investments
03:15 PM

Networking Break

Take a moment to recharge and connect with fellow attendees over fresh coffee and light refreshments.
03:45 PM

1x1 Meetings: Relationship Building

Oriented to building new connections and expand your network. Focused on developing relationships with a funding sources, connect with the Independent Sponsors or Capital Providers specializing in investments in the industry sectors and markets you focus on. In advance of the event you will be provided with a full list of attendees, so you can choose to meet with the most relevant contacts and evaluate the potential for future business partnerships.

 

Sponsored by

Stream Logo 2020 (1)

 

DSC_0276 (1)
04:45 PM

1x1 Meetings: Deal Execution

Designed to connect you with the right people to accelerate deal execution. These meetings are tailored to deal execution, including getting deals signed, financed, and closed. In advance of the event you will be provided with a full list of attendees, so you can choose to meet with the most relevant contacts and evaluate the potential for future business partnerships.

Sponsored by

Stream Logo 2020 (1)

05:30 PM

Cocktail Reception

Wrap up the day with a relaxed cocktail reception, a great way to unwind and reflect on the day with fellow attendees.

 

Sponsored by 

peninsulalogo_color_transparent

 

7a58527c-75ab-47c6-9aa4-c5022a450054

September 30 - Day 2 Agenda

08:30 AM

Registration & Breakfast

Join us from 8am to participate in the breakfast networking to kick start day 2 with new connections! 
09:00 AM

1x1 Meetings: Active Deals Only

Focused on discussing active deals with a funding source, connect with the Independent Sponsors or Capital Providers specializing in investments in the industry sectors and markets you focus on. In advance of the event you will be provided with a full list of attendees, so you can choose to meet with the most relevant contacts and evaluate the potential for future business partnerships.

 

Sponsored by

Stream Logo 2020 (1)

10:00 AM

Networking Break

 Take a moment to recharge and connect with fellow attendees over fresh coffee and light refreshments.
10:30 AM

Chatham House Discussion

Closed Door Discussion (Limited Capacity)

War Stories: Deals, Hires & Lessons Learned

War Stories: Deals, Hires & Lessons Learned
Everyone has a deal that died, a raise that flopped, or a hire they wish they hadn’t made. This candid, closed-door session is a space for sponsors to share real setbacks—and the insights that came with them. From failed capital raises to team misfires, we'll unpack what went wrong, what was learned, and how to avoid the same pitfalls.

Discussion Points

  • Deal Disasters: Was it diligence, timing, partner dynamics, or something else?
  • Capital Raise Collapses: Why capital commitments didn’t materialize and what could’ve been done differently.
  • The Wrong Hire: Stories from team or portfolio company missteps—and how to spot red flags earlier.
  • Best Practices: How sponsors can turn failures into frameworks for better decision-making.

Closed Door Discussion (Limited Capacity)

Beyond the Close: Leadership Effectiveness Post-Acquisition

In today's private equity landscape, leadership effectiveness is pivotal for post-acquisition success. This session explores how executive coaching can serve as a strategic tool for independent sponsors to enhance leadership capabilities within portfolio companies, driving growth and operational improvements. Discuss integrating coaching into value creation strategies, addressing challenges like leadership alignment and performance optimization.

Key Discussion Points:

  • The strategic role of executive coaching in post-acquisition scenarios
  • Aligning leadership development with value creation objectives
  • Measuring ROI: Assessing the impact of coaching on performance and growth
  • Best practices for integrating coaching into portfolio company operations

Facilitator

Ross Giombetti

Leadership Consultant

Giombetti Associates

Ross is no stranger to rolling up his sleeves and working hard. When he was 16, his career at Giombetti Associates started with cleaning the toilets, vacuuming the floors, and taking out the trash. Fast forward 20+ years, and he’s worked his way up to re-painting the conference room and washing dirty coffee mugs. When he finishes all his chores, Ross spends most of his time leading the business by facilitating workshops and training programs, bringing new clients aboard, providing one-on-one coaching, and learning as much as possible about the culture, needs and people of the businesses we support.

Ross’ value to the organization is his ability to read and understand people. One of the greatest gifts he received from his father, Rick, is the gift of intuition. Coupled with his natural relationship-building skills, Ross is excellent at developing rapport with others, so they feel at ease and able to accept developmental feedback. He leverages a direct approach to feedback, providing open and honest insight. He understands that without being supportive but tough on you, real growth is limited.

Ross graduated from the Isenberg School of Management at UMass Amherst with a bachelor’s in business and received his MBA from American International College. During his time at AIC, he also received his Six Sigma Green Belt certification. Prior to coming to Giombetti Associates, Ross spent a few years in human resources for Six Flags New England, and a few years helping drive the recruitment function at Mohegan Sun Casino. We’re pretty sure that a desire to ride rollercoasters and play craps may have played a part in his early career choices.

11:00 AM

A Market Update: Key Drivers, Trends and Prediction

What's in store for 2025? The landscape continues to evolve in response to shifting economic pressures, geopolitical developments, and rapid technological transformation. This session offers a timely market update and an in-depth conversation about the emerging trends that are shaping the remainder of 2025 and the years ahead.

James Knightley

Chief International Economist, US

ING

11:20 AM
Track 1

Deal Origin Stories

Dive into the real-life journeys behind standout transactions as experienced independent sponsors pull back the curtain on how they sourced, structured, and ultimately closed their deals. This panel will showcase origin stories filled with unexpected pivots, overlooked red flags, and hard-won lessons—offering both inspiration and practical takeaways for anyone hunting proprietary opportunities.

Key Takeaways:

  • Origin stories, pivots, and problem solving
  • Mistakes made and lessons learned
  • Creative strategies in today’s competitive market

Sam Rosati

 Founder & Managing Partner
 
Pursuant Capital

Noah Kroloff

Founder and Managing Director

Black Granite Capital

At Black Granite Capital, Mr. Kroloff leads the firm's growth equity stage investing in healthcare and technology, with a focus on software for the healthcare sector. Prior to founding Black Granite Capital, Mr. Kroloff invested in healthcare companies at NGN Capital for 11 years, with a focus on medical devices and diagnostics. Prior to NGN Capital, Mr. Kroloff served as an executive officer at i-STAT Corp., a publicly-traded medical device and diagnostics company where he was Vice President for International Sales & Marketing and Corporate Development. He led the creation of global alliances with Abbott Laboratories and Hewlett-Packard Medical Products Group and created i-STAT’s international distribution network. He was actively involved in the sale of i-STAT to Abbott for approximately $450 million. Prior to i-STAT, Mr. Kroloff was an Engagement Manager at McKinsey & Co. where he advised leading pharmaceutical, diagnostics, and tech companies on R&D management, portfolio strategy, and alliance formation. Mr. Kroloff also worked in international business development at Merck & Co.

Mr. Kroloff received his BA in general science from Brandeis University and his MBA from the MIT Sloan School of Management where he was a co-founder and served as a judge of the MIT $100K Entrepreneurship Competition--one of the largest such competitions in the world. Mr. Kroloff is currently or was previously a board member or board observer of Valtech Cardio, Cerapedics, OptiScan Biomedical, Hospital IQ, TigerConnect, Bluesight (Kit Check), IntelyCare, Jump Technologies, and Z Software. He is a member of the board of the American Technion Society-NY and has served as an advisor to the NYC Economic Development Corporation’s healthcare initiative and as a member of McKinsey's alumni advisory council.

11:20 AM
Track 2

Deal Flow in 2025: Quality & Sourcing Efficiencies

With increased competition and a surge in private credit activity, capital providers must refine their strategies to maintain a robust deal pipeline. This session will explore effective approaches to sourcing quality deals, including leveraging proprietary networks, utilizing data analytics, and building strategic partnerships.

Key Takeaways:

  • Developing proprietary deal sourcing channels
  •  Utilizing technology and data for deal identification
  • Building and maintaining relationships with independent sponsors
  • Case studies of successful deal sourcing strategies

David Bilger

Managing Director

Genesis Park

David is a Managing Director of Genesis Park and joined the firm in 2019. Previously, David was a Managing Director at Kuleana Capital, a long/short public equity manager. David previously worked as a private equity investment professional at Natural Gas Partners. He began his career in the investment banking division of Tudor, Pickering, Holt & Co.

David holds a B.S. in Commerce from the University of Virginia’s McIntire School of Commerce and an M.B.A. from the Stanford Graduate School of Business.

Misha Vasilchikov

Founding Partner

Argo Capital Advisors

Mr. Vasilchikov embarked on his journey in investment banking in 2008, just as the financial markets were grappling with the impact of the Great Recession, and focused on the complex landscape of M&A, recapitalization, and capital-raising activities across equity and debt transactions. 

Throughout the nearly 20 years as a finance professional, Mr. Vasilchikov focused on building relationships with prominent family offices, asset management firms, RIAs, and traditional private equity and private credit funds, and its those relationships that have differentiated him from others in the space, and has been the hallmark of his career. 

His extensive network of faily offices and priviate investors is enhanced by his role as an Ambassador of TIGER21, a prestigious peer membership organization for ultra-high-net-worth investors, entrepreneurs, and executives. Mr Vasilchikov also serves as an Advisor to Sportsology Capital Partners and Una Equity Partners, which manages and sponsors investments in sports, entertainment, sports adjacent real estate and gaming. Mr. Vasilchikov is also a Director of Capital Markets, with Lakewood & Company, an independent sponsor firm with a 20 year track record and a successful history of deploying nearly $2 billion of investors' capital.

During Mr Vasilchikov's finance career, he completed transactions amounting to over $300 million, across Aerospace & Defense, Business Services, Consumer, Food & Beverage, Manufacturing, Consumer Technology, Media, Gaming and Entertainment, Industrial Services, Manufacturing, Technology, and Real Estate.

12:00 PM
Track 1

Capital Raising Realities

From the sponsor’s seat, dive into what it actually takes to raise capital today, from raising capital, managing identity, and outsourcing to navigating a more selective and risk-averse fundraising environment.  

Key Takeaways:

  • Trends in investor appetite and capital availability
  • Emerging models for capital partner alignment
  • Outsourced capital raising: when it works, and when it doesn’t
  • Managing identity and positioning in the sponsor role   

Phil Lynch

Managing Director

Amalgam Capital

Mr. Lynch is an experienced leader in the consulting industry based in Atlanta, GA.
His expertise and specialization is primarily in Finance, Operations, Manufacturing, and Supply Chain, turnarounds, restructuring, and strategic advisory. In addition, Mr. Lynch has worked with Enterprise Resource Planning systems including SAP implementations and support, LEAN manufacturing implementations, Supply Chain improvements, and international development.

Mr. Lynch's industry expertise includes: International Development, Aerospace/ Defense, Forestry, Education, Building Products, Retail, Oil & Gas, and Non-Profit/NGOs.

Mr. Lynch has received an MBA, cum laude, from the University of Notre Dame and a BSBA in Computer Information Systems and Finance from Northern Arizona University.

Scott Galletti

Managing Partner

GraceCap Investors

Scott has over 30 years of investing, lending, capital markets, operations and leadership experience. Until December 2017, Scott was a Managing Director at Tenex Capital Management (a New York based private equity firm with over $2 billion of capital under management). During his 8 years at Tenex, Scott helped the firm raise two of their private equity funds and was responsible for the origination and execution of many of the firm’s investment platforms. He also led the firm’s debt capital markets function which arranged the debt financing activities for all the firm’s investments. During his tenure, Scott arranged over $2 billion of debt placements at various Tenex portfolio companies.

Moderator

Ronelle Porter

Deputy Chair, Capital Markets & Corporate

 Loeb & Loeb

With over 20+ years of experience, Ronelle is a seasoned transactional attorney who focuses her practice on mergers and acquisitions, corporate finance, joint ventures, and general corporate representation. She counsels and advises private equity funds, independent sponsors, venture funds, private and public companies on complex business transactions in a variety of industries, including industrial technology, sports, and energy.

Ronelle collaborates with her clients to understand their strategic and financial priorities beyond any particular transaction and works closely with them to ensure that their identified objectives are continuously considered not only in larger strategic matters but also in day-to-day business decisions.

In addition to her corporate practice, Ronelle is a member of the firm’s Diversity Committee. She is also a past co-chair of Loeb & Loeb’s New York Women’s LEAD Network.

12:00 PM
Track 2

Structuring Deals in a High-Interest Environment - Strategies for Capital Providers

With interest rates remaining elevated, capital providers face increased challenges in deal flow and valuation assessments. Discover practical approaches to structuring deals that mitigate risks and align interests effectively. Explore the impact of interest rates on valuations, the strategic use of earnouts, and methods for downside risk protection.

Key Takeaways:

  • Understanding how elevated interest rates affect discounted cash flow analyses and company valuations.
  • Implementing earnouts to bridge valuation gaps and align buyer-seller interests.
  • Strategies for downside risk protection in uncertain market conditions.
  • Case studies highlighting successful deal structures in recent transactions.

Matthew Harnett

Partner

Tecum Capital Partners

Matt Harnett is a founding Partner of Tecum Capital Partners (“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, monitoring, and exiting of subject private equity and mezzanine debt investments.

As the deal team lead, Matt has closed and managed the full life cycle of over 100 unique mezzanine debt and private equity transactions. He has been with the same investment partners for the past 18 years, where the team has invested over $1 billion across multiple funds. His focus is on companies with $10-100 million of revenue and $3-10 million of EBITDA, primarily in the business-to-business services, manufacturing, and value-added distribution markets. Matt and his partners recently launched their 4th Small Business Investment Company (“SBIC”), a $350 million committed fund focused on supporting best-in-class sponsors, management teams and operators.

Matt currently serves as a Board Member of Aging with Comfort, BP Business Solutions, Connecticut Electric, Conco Services, Midwest Equipment Sales, National Power and Blackwood Solutions. He also serves as a Board Observer for The Marwin Company, Inc., Gilman Cheese, Long Island Waste Management, CM Industries, Five Point Dental Specialists, CDE Services, Hainesport Transportation, The Lewis Group, DelGrosso Foods, Arrow Waste and 5280 Waste Solutions.

This extensive investment experience has provided him with significant expertise in sourcing and structuring transactions, growing companies, and executing & negotiating successful exits.

In addition, Matt is an active member of the Small Business Investor Association (“SBIA”) and is on the SBIA Independent sponsor committee and has served on the Midwest conference committee. He is a member of the Association of Corporate Growth (“ACG”) and serves on the Board for the Pittsburgh Chapter.

Ankit Vaish

 

Vice President

Clarendon Capital

Ankit joined Clarendon in 2024 as a Vice President. In this role, Ankit is focused on origination, due diligence, deal execution and portfolio company value creation initiatives across the Transportation, Logistics and Distribution sectors.

Prior to joining Clarendon, Ankit was at ACON Investments and The Carlyle Group where he focused on deal evaluation and execution as well as portfolio company management across a variety of different industries. Ankit has served on the board of a hardware distribution business and has evaluated several opportunities in the broader Distribution sector.

Ankit began his career at Raymond James as an investment banker, where he provided financial advisory services on mergers and acquisitions to corporate and institutional clients.

Ankit received an MBA from The Wharton School. He received a BS in Economics and a BA in Sciences, summa cum laude, in Finance from The Wharton School and in Computer Science from the School of Engineering and Applied Sciences, respectively, at The University of Pennsylvania. Ankit serves on the board of The Alliance for the Chesapeake Bay, which restores the lands and waters of the Chesapeake Bay watershed.

12:40 PM

Networking Lunch

Enjoy lunch while connecting with peers, speakers, and industry leaders. It's the perfect opportunity to continue meaningful conversations, build new relationships, and refuel for the afternoon sessions. 
 
 

 

01:45 PM

1x1 Meetings: Relationship Building 

Oriented to building new connections and expanding your network. Focused on developing relationships with a funding sources, connect with the Independent Sponsors or Capital Providers specializing in investments in the industry sectors and markets you focus on. In advance of the event you will be provided with a full list of attendees, so you can choose to meet with the most relevant contacts and evaluate the potential for future business partnerships.

 

Sponsored by

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02:45 PM

1x1 Meetings: Deal Execution

Designed to connect you with the right people to accelerate deal execution. These meetings are tailored to deal execution, including getting deals signed, financed, and closed. In advance of the event you will be provided with a full list of attendees, so you can choose to meet with the most relevant contacts and evaluate the potential for future business partnerships.

Sponsored by

Stream Logo 2020 (1)

04:30 PM

Cocktail Reception

Wrap up the day with a relaxed cocktail reception, a great way to unwind and reflect on the day with fellow attendees.

 

Sponsored by 

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05:30 PM

Close of conference - see you next year!