Independent Sponsors & Capital Providers Dealmakers Meeting

Available On-demand


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ISCP Club President's Club Sponsor





About The Conference

This event has now passed. Pre-meeting roundtable now available on-demand. 

Building on the long-standing success of the Independent Sponsor Summit series as 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 and provides 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.

Attendees will receive a full list of participating executives prior to the event - with the chance then to evaluate the potential for future business opportunities.

This event is limited to 50 participants only, and attendees will connect directly with leading industry professionals and decision-makers.

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"I wanted to thank you and the IGlobal team for Thursday - 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

"All-in-all a very positive experience. It was extremely efficient. Plus it saved us a hotel room and flight costs!"

Al Bhakta
CMG Companies

Why attend

  • Benefit from partnerships unique to your business model.
  • Develop business connections through personalized 1x1 networking meetings.
  • Explore and discuss future business opportunities.
  • Connect directly with leading industry professionals and decision-makers.

Connect With Leading

  • Independent Sponsors
  • Private Equity Firms
  • Family Offices
  • Mezzanine Lenders
  • Hedge Funds
  • Institutional Investors
  • HNWIs (High Net Worth Individuals)
  • M&A Intermediaries/Advisors

iscp club image

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.

We are currently running an exclusive executive membership winter promotion that offers half price for 6 months. Book a demo with one of our experts today for the chance to become a member for just $1750, and let us find your next independent sponsor or capital provider!  Gain access to the Independent Sponsor and Capital Provider directory (600+ members), all events, the upcoming Independent Sponsors & Capital Providers Dealmakers Meeting, and receive 5 personalized 1-to-1 business introductions. 

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Carr Preston

iGlobal Forum talks to Carr Preston about his firm, their operating approach, and working with the independent sponsor model. 

He discusses COVID's impact on the independent sponsor marketplace, and how due diligence processes have been impacted. 


Find Out More


Tips on how to be successful in the independent sponsor space





12:00 - 12:45 pm ET    

The journey of an Independent Sponsor – post closing until an exit.


  • Adapting and Interacting with different equity partners and their operating models.
  • Buy-and-build vs organic growth
  • Intense involvement around KPIs vs hands-off
  • Determining respective roles and responsibilities through the value creation cycle.
  • Areas of focus for value creation – performance/operational improvements, sales and marketing, acquisition strategies, etc.   
  • Ongoing evolution of management team
  • Responding to changes in competitive landscape
  • Evaluating the tradeoff between investing into IT and optimizing margins towards an exit





Claudine Cohen 

Managing Principal, Transactions and Turnaround Advisory

CohnReznick LLP

Claudine Cohen is a managing principal and leader of CohnReznick’s Transactions & Turnaround Advisory practice.

In this role, she 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.

With more than 25 years of business experience, 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 is a member of CohnReznick’s Executive Board and co-leads the firm’s Financial Sponsors practice,  She 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. She has authored several articles focused on buy and sell-side due diligence, working capital, and purchase price allocation.




Neal Doshi 

Managing Partner

M3 Capital Partners 

Neal Doshi is a Founder and Managing Partner of M³ Capital Partners. Prior to M³Capital Partners, he ran several businesses from information technology to staffing to asset management. He is a proven entrepreneur with extensive knowledge in strategy, operation and business development. He has over 15 years of experience in a myriad of industries including healthcare, information technology, automotive manufacturing, and commercial real estate. With global work experience in the US, Mexico, China and Europe, he has developed strong, yet flexible leadership skills newly impacted by his MBA at Duke University's Fuqua School of Business. Corp! Magazine named him a "Most Valuable Professional" in 2015.

Neal dedicates time to helping others as well, using his skills as a strategist to work with various for-profit and non-profit boards in developing strategic plans. He is currently a Board Member with the Kay Douglas Marketing Group. Previous board experience includes Great Lakes Boy Scouts, the YMCA and the Community Housing Network. Neal resides in Birmingham, Michigan with his wife and three young children.




Krishnan Ramaswami

Managing Director

Fallbrook Private Equity 



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.


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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


Family Office Networks

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Family Office Networks is a unique collection of different Family Offices located throughout the world that is able to bring the financial industry and financial professionals to various single family and multi-family office locations. We are able to offer a diverse list of financial management services to millions of wealthy individuals and their families. For more information, please visit


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BarclayHedge, a division of Backstop Solutions, is a leading research based provider of information services to the alternative investment industry. Barclay began publishing fund data for CTAs and hedge funds in 1989 and currently maintains data on more than 26,000+ alternative investment vehicles. BarclayHedge provides access to its hedge fund, fund of funds, and managed futures databases to thousands of investors worldwide in Excel, Access, and formats compatible with most third party analysis packages. Barclay’s 31 hedge fund indices, 10 managed futures indices, and 7 UCITS indices are universally recognized as alternative investment performance benchmarks and are utilized by investment professionals around the globe.


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Savvy Investor is a world-leading content platform for institutional investors and service providers. Our dedicated Content Team curate the best investment articles and whitepapers from across the globe bringing them all together in one place for the ease of our members.


Registration is free! Sign up today to browse the latest papers on Real Estate, Private Equity, Debt and Credit Outlook and much more; or take a look at our Asset Management Salary Surveys and Savvy Blogs.

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Wisdom Board is committed to empowering boards in leadership, excellence, governance, culture.


Wisdom Board is a pioneering, community-centric services firm formed in 2020 providing thoughtful digital insights and enablement to boards, their CEOs, directors, and stakeholders. Wisdom Board empowers private company directors, leaders, and owners to optimize, inform, fortify, and modernize governance.


Our founding principles reflect a commitment to sharing wisdom with our members and community to empower their companies’ corporate excellence in governance, cultural harmony and balance, corporate diversity, and finally, to identify, pursue, and sustain their legacies.


Where Boards Flourish | Trademark 2020


Register By

June 1st

June 15th

Full Networking Pass Early Bird = $500 Standard = $650
Service Provider $2,495 $2,495
Placement Agents Pricing $2,495 $2,495


Registration must be completed by June 15th, 2021


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 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.