September 17 - 18, 2024 | NEW YORK

17th Independent Sponsors Summit

Register Today

May 12, 2024 |

September 17 - Day 1 Agenda

8:00 am - Registration & Networking

8:30 am - Breakfast Briefing

Join a workshop-style discussion with fellow delegates, and collectively discuss the biggest opportunities and challenges you face today.

 

9:20 am - Chairperson’s Welcome

9:30 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.

Suggested topics include:

  • AI - leveraging digital tech for deal sourcing and execution
  • Co-Investing - identifying the optimal partners for you and maximizing the value of your partnerships
  • Capital Raising - professionalizing and streamlining your pitch to close deals more efficiently
  • Due Diligence - optimizing your process both pre- and post-close to mitigate risks and guide the successful completion of your deals
  • Becoming An Emerging Manager - funded vs. independent paths, and setting up your first-time fund as an emerging manager
  • Digital Tech - leveraging technology to optimize your deal sourcing and workflows
  • ESG - embedding ESG initiatives into your investment decisions

 

11:00 am - Morning Networking Break

11:40 am - Interactive Panel: Essential Market Outlook - Navigating Today’s Economy To Source Top Deals & Get The Best Financing

  • What the next 12 months will hold for the middle-market - deep dive into credit markets, geopolitics and emerging trends, and how they impact your portfolio and investment processes
  • Building a business model that is fit for purpose in today’s competitive and diversified market
  • Identifying key market risks, and adapting your investment strategies accordingly to optimize your portfolio

12:20 pm - Thought Leadership Talk OR Client Case Study: TBC

12:30 pm - Interactive Panel: Optimizing Your Tax Structures To Win More Deals

  • Using your tax structuring as a competitive advantage
  • Helping sellers roll over equity in the most tax efficient manner
  • Shielding your transactions from contingent liabilities
  • Maximizing the tax advantages of certain deal structures
networking lunch

1:10pm - Networking Lunch

1:20 pm –  Luncheon Workshop

Join a workshop-style discussion with fellow delegates, and collectively discuss the biggest opportunities and challenges you face today.

Meetings

Networking Meetings

2:30pm - Business Building 1-1 Meetings

Connect with the 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 attendees, so you can choose to meet with the most relevant contacts and evaluate the potential for future business partnerships.

Reception

5:00pm - 7:00pm Cocktail Reception & Raffle Winner Announcement

The cocktail hour after the meetings will give you extra unstructured networking time with any investment firms or operating partners you may not yet have met.

Stop by the United Healthcare booth at the summit for your opportunity to enter the raffle and hear the announcement of the lucky winner.

Sponsored by:

peninsulalogo(color)

 

Dinner

6:30pm - Invitation Only Dinner

Sponsored by:

citrincooperman

May 12, 2024 |

September 18 - Day 2 Agenda

8:00 am - Registration & Networking

8:30 am - Breakfast Briefing

Join a workshop-style discussion with fellow delegates, and collectively discuss the biggest opportunities and challenges you face today

 

9:20 am - Chairperson’s Welcome

9:30 am - Interactive Panel: Sourcing & Winning The Best Deals

  • Evaluating and comparing the top deal sourcing strategies (direct sourcing, brokers, conferences, referrals, etc.)
  • How sourcing for a new platform differs from add-on acquisitions

10:10 am - Thought Leadership Talk OR Client Case Study: TBC

10:20 am - Interactive Panel: Structuring Your Deals To Unlock Their Full Value

  • Implementing creative structuring solutions to get deals done amidst challenging economic headwinds
  • Aligning incentives across independent sponsor, capital provider, employees and management
  • Balancing short-term and long-term incentives to keep everyone fully engaged
  • Identifying and overcoming conflicts of interest between stakeholders
  • Exploring the pros and cons of a traditional fund approach and a deal-by-deal approach

 

11:10 am - Networking Break

11:50 am - Interactive Panel: Finding & Securing The Best Debt Financing Options

  • Commercial banks vs. alternative debt - evaluating the best source of debt financing for your deals
  • Securing cost-effective capital while maintaining structural flexibility
  • How and why you may leverage sale-leaseback as a covenant-free, non-dilutive debt-equity substitute

 

12:30 pm - Interactive Panel: Raising Equity To Fund Your Deals

  • Finding and structuring the deals that will attract equity funding
  • Evaluating and comparing the equity sources available to you
  • Building a reliable pool of equity investor contacts to make your capital raising process more efficient
  • Pros and cons of single investors vs. pools of investors

 

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1:10pm - Networking Lunch

1:20 pm: Luncheon Workshop

Join a select group of your peers, and collectively discuss the biggest opportunities and challenges you face today.

icon lightbulb meeting

Networking Meetings

2:30pm - Business Building 1-1 Meetings

Connect with the 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 attendees, so you can choose to meet with the most relevant contacts and evaluate the potential for future business partnerships.

Links

Mailing Address

6 East 43rd St
19th Floor
New York, NY 10017

Contact Information

Tel: (212) 752-7760 Fax: (212) 202-4220 info@iglobalforum.com