The Independent Sponsors & Capital Providers Dealmakers Meeting builds on the long-standing success of the Independent Sponsor Summit series, the industry’s largest gathering.
This exclusive format consists of 4 hours of only high-level, sector-specific 1x1 networking meetings between senior-level capital providers and independent sponsor executives.
The meetings are dedicated to developing partnerships unique to each attendee's business model.
Providing you with the opportunity to meet exclusively with those independent sponsors or capital providers specializing in investments in the same sector and market as you.
This is your chance to connect directly with the leading industry professionals and decision-makers who matter most to you.
Attendees will receive a full list of participating executives prior to the event - with the chance to then evaluate the potential for future business opportunities.
This event is limited to 45 participants only - so make sure you sign-up early to avoid missing out.
"I wanted to thank you and the iGlobal team for the event - 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, Principal,
Transactional Advisory Services – NE Market Leader.
Financial Sponsors Industry – Co‑Leader
"A very positive experience. It was extremely efficient. Plus it saved us a hotel room and flight costs!"
Here is how the 1x1 matching works:
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.
11:00 am - REGISTRATION & NETWORKING
11:45 am - ROUNDTABLE DISCUSSION
Independent Sponsor Deals and Cybersecurity Diligence
Manager, Cybersecurity, Technology Risk & Privacy
As a manager with CohnReznick’s Cybersecurity, Technology Risk, and Privacy Practice, Deborah delivers cybersecurity and privacy program design to companies of all sizes. She works with clients on M&A due diligence, program management, operations, data management and privacy program development. She has been recognized for her ability to translate technical needs into viable business strategy; and develop transformation roadmaps that meet organization’s’ operational and strategic goals. Deborah has several years of experience with various industry-specific frameworks spanning cybersecurity, risk, third-party compliance, health and wellness, and privacy. Prior to joining CohnReznick, Deborah served as Chief of Staff for Business Systems Delivery at Moody’s, Client Delivery Manager at Neustar/Marketshare, and Director of Global Projects at Accessory Exchange. Deborah holds several degrees and certifications, including a Masters in Cybersecurity from Fordham University and CAE-CD from the National Security Agency and Department of Homeland Security.
Brett Dearing, CEPA, CM&AA
Partner & Head of Business Owner Advisory Services
Brett Dearing is a Partner and Exit Planning Specialist in the New York office with almost thirty years experience working with privately-held businesses and business owners. Brett assists business owners in working through the complexities of transitioning a family business, structuring comprehensive succession plans and growth planning. His specialization is preparing a business and business owner for transaction while maximizing enterprise value. He also assists his clients with mergers & acquisitions, recapitalizations, private equity purchases, strategic acquisitions, spin-out acquisitions, tuck-in strategies, ESOP’s and company valuation & analysis.
Before joining Cerity Partners, Brett worked as an outsourced Chief Operating Officer. He also served as Senior Director at BNY Mellon, a Senior Vice President at Goldman Sachs and Managing Director at AllianceBernstein. He was responsible for actively consulting with over 1,000 financial advisors across the United States on investment strategy and client engagement for privately-held businesses. Brett has worked closely with family offices, various hedge funds, REITs, and private equity firms to set up investment and operational infrastructures.
Brett received his degree from Indiana University of Pennsylvania. He is the founder and President of the Business Owners Exchange (BXO), a boarded member of the Exit Planning Exchange New York Chapter (XPX). Committee Chair of The Alliance of Mergers & Acquisitions Advisors™ (AM&AA), and committee member of the Member- Exit Planning Institute (EPI) and the National Association of Securities Professionals (NASP).
He is a frequent speaker at events focused on educating and preparing business owners for the sale of their business.
AUA Private Equity Partners
Ari David is a Vice President of AUA Private Equity Partners, LLC. Previously Mr. David was an Associate in the Mid-Corporate and Endowments & Foundations Group at J.P. Morgan Asset Management developing and leading strategic initiatives for the business and helping to manage a group of over 60 investment professionals internationally.
Mr. David currently serves on the board of directors of Gourmet Culinary Holdings, Westminster Pet, Profectus Beauty and Epic Baking Company.
Mr. David received a B.A. in Economics from Tufts University, where he played Varsity Baseball and graduated with Phi Beta Kappa and Summa Cum Laude honors, and received his M.B.A. from Columbia Business School.
Sector-specific 1x1 networking meetings (10 meetings, 15 minutes each) between senior-level capital providers and independent sponsor executives. These meetings will be dedicated to developing partnerships unique to your business model and will provide you with the opportunity to meet exclusively with those independent sponsors or capital providers specializing in investments in the same sector and market as you are. We will provide you with a full list of participating capital providers and independent sponsors prior to the event - you will have the chance then to evaluate the potential for future business opportunities and make the most of your time. Join today to meet and network directly with leading industry professionals and decision-makers all under one roof such as: Independent Sponsors (Fundless Sponsors), Private Equity Firms, Family Offices, Mezzanine Lenders, Hedge Funds, Institutional Investors, HNWIs (High Net Worth Individuals) and M&A Intermediaries/Advisors.
1301 6th Ave, 10th floor
New York, NY 10019
If you require accommodation, we have secured a discounted room at the JW Marriott Essex House only a few blocks away from the venue.
JW Marriott Essex House New York | 160 Central Park S, New York, NY 10019, United States
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.
Register by April 8
Register after April 8
Full Networking Pass
|Early Bird = $399||Standard = $499|
Full Networking Pass
|Early Bird = $499||Standard = $599|
|Placement Agents & Service Providers||$2,299||$2,499|
|Season Ticket Pass - Independent Sponsors - Access to the April, June & December 2022 Meetings||$999||$999|
|Season Ticket Pass - Capital Providers - Access to the April, June & December 2022 Meetings||$1,199||$1,199|
|Season Ticket Pass - Placement Agents & Service Providers - Access to the April, June & December 2022 Meetings||$4,999||$4,999|
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.
All of our attendees and speakers will need to show full proof of vaccination to be admitted.
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 other 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.
All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
All discount offers cannot be combined with any other offer.