Investment Banks & Capital Providers Dealmakers Meeting
ABOUT THE EVENT
An exclusive event that brings together senior-level investment banking professionals, debt providers, private equity firms, and capital providers to explore strategies for identifying high-potential investment opportunities and structuring deals in the evolving middle-market landscape.
The event is designed to foster strategic partnerships and long-term collaboration through a unique format of high-level, 1-on-1 networking meetings. These meetings aim to connect financial institutions, intermediaries, and capital providers, offering exclusive opportunities to engage with active dealmakers. Opt for the Premium Pass to enjoy early access to the 1x1 meetings platform, launching 3 weeks prior to the event.
The summit features a dynamic lineup of keynotes, offering insights from industry leaders to keep attendees ahead of emerging trends in financing, M&A, and capital deployment. Dive into in-depth discussions on leveraged financing, distressed debt opportunities, and the latest market trends.
As an attendee, you will receive a full list of participating executives prior to the event, giving you the opportunity to evaluate potential future business opportunities. This event is limited to 75 participants only. Register now before it fills up.
If you're a Capital Provider interested in attending this event and the Independent Sponsors & Capital Providers Dealmakers Meeting on May 6th, save 25% when you select our combo packages here.
Who You’ll Meet: Sample List of Confirmed Investment Banks
AGENDA
08:00 - Registration & Networking
09:00 – Business-Building 1-1 Networking Meetings
Connect with capital providers or investment banks specializing in the industry sectors and markets you focus on. We will provide a full list of participating capital providers and independent sponsors so you can meet the most relevant contacts and evaluate potential future business collaborations.
The 1x1 Meeting Program is exclusively for Investment Banks and Capital Providers. Service providers will not have access to participate.
10:00 – Networking Break
10:30 - Opportunities in Private Credit and Alternative Financing
- Explore the latest developments in mergers and acquisitions financing, including the rise of private credit, alternative financing structures, and the impact of economic shifts on deal-making.
Christian MacCarron
Co-Founder/Managing Director
Taubman Capital Management
Read Profile
Brett Tremain
Partner
Ancoris Capital Partners
Read Profile
Kenneth Saffold
Managing Partner
o15 Capital Partner
Read Profile
Sachs. Kenneth currently serves on the UNICEF Southeast Board and is a Member of Children’s Healthcare of Atlanta Investment Committee. He also serves as the President of the Board of Directors for Northside Youth Organization (NYO) and formerly served as Chair of the Emory Board of Visitors. Kenneth is a Member of Leadership Atlanta Class of 2017 and is a frequent speaker and panelist for the Association for Corporate
Growth (ACG), Health South Connect, and Capital Roundtable of New York. Kenneth received his MBA from The Wharton School and his BA from Morehouse College.
Mauro Viskovic
Partner
Tarter, Krinsky & Drogin
Read Profile
Mauro Viskovic is a partner in the Firm’s Corporate, Securities, and M&A Practice. Leveraging his CPA background, Mauro has robust knowledge on growth and financial strategies for businesses that allow him to provide clients with sophisticated guidance on their M&A and corporate matters. Clients rely on his integrated and detailed approach to navigate through critical periods in their company’s life cycle.
Mauro represents entrepreneurs, venture capital firms, hedge funds, private equity firms, family offices, investors, and other financial services professionals on all types of corporate deals and matters, including mergers and acquisitions, business formations, corporate governance, investments, commercial transactions, and corporate finance transactions. Mauro has handled transactions in a wide variety of industries, including financial services, healthcare, software, e-commerce, hospitality, and media/entertainment.
Additionally, Mauro has close ties with the Croatian start-up business community, allowing him to counsel individuals and businesses on establishing or expanding their ventures in the U.S., negotiating with prospective investors, and leveraging opportunities to scale their businesses.
11:15 - The State of Private Equity in 2025
- How investment strategies are shifting in response to economic conditions
- Sectors attracting the most capital
- The Role of technology in investment banking
Paul Marino
Moderator
Partner
Sadis
Read Profile
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.
Misha Vasilchikov
Founding Partner
ARGO Capital Advisors
Read Profile
12:00 – Networking Break
- How investment banks can add value beyond transaction execution
- Creative deal structures & negotiation strategies
- Case studies of successful collaborations
Claudine Cohen
Moderator
Managing Principal, Value360 Practice
CohnReznick
Read Profile
Claudine Cohen is a principal and leads CohnReznick’s Northeast Transactional Advisory Practice, bringing over 25 years of experience in transactional advisory services. She advises private equity firms, family offices, lenders, and strategic investors on buy- and sell-side transactions, including standalone platforms, carve-outs, mergers, and consolidations.
Her expertise includes quality of earnings analyses, cash flow modeling, asset and liability reviews, and post-close adjustments. Named among the most influential women in mid-market M&A by Mergers and Acquisitions and Crain’s NY, Claudine is a recognized thought leader in due diligence and transaction strategy.
Martin Magida
Managing Director
Berkery Noyes
Read Profile
13:00 - Networking Lunch
14:00 - Business-Building 1-1 Networking Meetings
Connect with capital providers or investment banks specializing in the industry sectors and markets you focus on. We will provide a full list of participating capital providers and independent sponsors so you can meet the most relevant contacts and evaluate potential future business collaborations.
The 1x1 Meeting Program is exclusively for Investment Banks and Capital Providers. Service providers will not have access to participate.
16:30 – Summary & Close of Event
LOCATION
CohnReznick
1301 6th Ave, 10th floor
New York, NY 10019
ACCOMMODATION
Discounted room blocks are available at Westin Times Square.
PRICING
| Conference Passes | Premium Pass | Standard Price |
|---|---|---|
| Capital Providers | $899 | $799 |
| Investment Banks | Complimentary | Complimentary |
| Placement Agents & Service Providers | N/A | $2,599 |
| ISCP Club Members | Complimentary | Complimentary |
SPONSORS
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.
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Sadis & Goldberg was founded in 1997 by several prominent attorneys committed to excellence in the practice of law and devoted to developing strong client relationships. The outstanding talent of its attorneys and the intimacy of their relationships with the clients is still the heart of the firm. The senior attorneys are comprised of former SEC enforcement lawyers and seasoned attorneys who started their careers in major law firms. All have vast levels of training and proven track records of professionalism, skill and diligence.
If you're a Capital Provider interested in attending this event and the Independent Sponsors & Capital Providers Dealmakers Meeting on May 6th, check out our combo packages here.
Contact us at info@iglobalforum.com for ISCP Club membership or investment bank registration inquiries.
Terms and Conditions - Payment Policy
Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials. Your registration will not be confirmed until payment is received and may be subject to cancellation.
iGlobal Forum Cancellation, Postponement and Substitution Policy
You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
For cancellations 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.
It is the sole responsibility of the registrant to ensure that all information provided during the registration process is accurate and complete. Any errors, including but not limited to incorrect contact details, attendee names, or payment information, must be brought to the attention of iGlobal Forum in writing at [info@iglobalforum.com] as soon as possible. In the event of duplicate registrations or erroneous charges, it is the registrant’s responsibility to notify iGlobal Forum immediately. Refunds or credits for duplicate registrations or erroneous charges will be issued at iGlobal Forum's sole discretion. iGlobal Forum will make reasonable efforts to accommodate corrections; however, we are not liable for any issues, missed communications, or denied access resulting from inaccurate, incomplete, or duplicate registration details.
Image and Voice Waiver for Event Registrants
By your registration for events held by iGlobal Forum, you agree that your voice and likeness may be recorded during these events. You also agree that these recorded media may be held, distributed, and broadcast in perpetuity, in whole or in part, without your permission, notification, or compensation.
Discounts
To ensure that participants receive any available discounts, payment must be made at the time of registration and prior to the designated cut-off date. This requirement applies to all discounts. Please note that discounts cannot be combined with any other offers.
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Join the Independent Sponsor & Capital Provider (ISCP) Club today
iGlobal Forum's ISCP Club builds upon our longstanding success of connecting and matching 1,100+ Independent Sponsors and Capital Providers since 2015. The new and improved version in partnership with the Deal Flow Xchange (DFX) aims to create the largest membership community of Independent Sponsors & Capital Providers, providing members with insightful industry content, live and virtual events, and the ability to get deals done.
