Independent Sponsors & Capital Providers Dealmakers Meeting

December 3rd, 2020 | Live Virtual Experience

Register Today
lp-header-arrow

About The Conference

iGlobal Forum is pleased to host the next Independent Sponsors & Capital Providers Dealmakers Meeting on December 3rd, 2020, as a Virtual Experience.

Building on iGlobal Forum's long-standing success of the Independent Sponsor Summit series and the industry’s largest gathering, this exclusive new format will consist of 4 hours of only high-level, sector-specific 1x1 networking meetings 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.

Limited to 50 participants only, join today and meet and network directly with leading industry professionals and decisionmakers 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.

Registration for the 1x1 meetings has now closed. Places are still available for the roundtable. Click below to register. 

Register Today

 

 

 


"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 4 hours of 1x1 networking meetings
  • Explore and discuss future business opportunities
  • Meet and network directly with leading industry professionals and decisionmakers

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. 

Become a member of the ISCP Club today and gain access to the upcoming Independent Sponsor & Capital Provider Dealmakers Meeting, December 3rd, 2020. 

Book A Demo

 

INDUSTRY UPDATES

 

Carr Preston interview image-1-1

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

10-Tips-To-Success-1

 

 

AGENDA 

1:00 - 1:45 pm -INDEPENDENT SPONSOR UPDATE: DEAL TERMS, NEGOTIATIONS, DILIGENCE AND SPONSOR/CAPITAL PROVIDER RELATIONSHIPS

Independent Sponsors have found solutions to the challenges of today’s market conditions. Absent the burdens associated with managing a fund and supporting a huge back-office, they have been smart and nimble managing risk and pursuing opportunities. Moving deals through the transaction process with the complications of government stimulus programs, restrictions on travel and face-to-face meetings, economic uncertainty and the impact of Covid-19 on valuations, has been a challenge for the broader dealmaking community, but independent sponsors are successfully negotiating, closing and financing deals.

During this conversation, you’ll gain insight into how deals are getting done amid today’s market conditions.

 

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

Cohen-claudine_024x752-2

Claudine Cohen

Managing Principal, Transactions & Turnaround Advisory

CohnReznick  LLP.

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.

Speaker

Michael is a member of Fox’s Corporate practice. For more than 35 years, he has represented clients ranging from sole proprietorships to publicly held corporations in a wide variety of industries pursuing transactions including mergers, acquisitions, divestitures, joint ventures and commercial arrangements. With a particular focus on mergers and acquisitions, Michael has represented both buyers and sellers (strategic and financial) in many platform and add-on transactions.

Michael Weiner-1
Michael P. Weiner

Partner

Fox Rothschild

A former co-chair of the Firm’s Emerging Companies Practice Group, Michael also has advised a variety of early stage technology-oriented businesses on capital formation, where he has an extensive background handling private placements, venture capital transactions and public offerings. He has acted as securities counsel for companies subject to the Securities Act of 1933 and the Securities Exchange Act of 1934. Michael often fills the role of an “outside general counsel” for early stage and middle market companies, providing advice on business formation, shareholders, partnership and operating agreements, as well as employment agreements and a wide range of commercial agreements, including licensing, supply and distribution agreements.

Among the transactions in which Michael has participated:

  • Multiple strategic acquisitions by a publicly held human resources service provider of complementary businesses
  • Multiple strategic acquisitions of brokerage firms and investment advisors by publicly owned insurance industry conglomerate
  • Multiple strategic acquisitions by a privately owned highly regulated provider of certification services to the gaming industry as well as outside counsel regarding possible private equity based investment in the company
  • Multiple strategic acquisitions by a private equity backed provider of court-reporting and other litigation support services
  • Multiple transactions by an international private equity fund, including divestitures and recapitalizations
  • Multiple rounds of venture capital financings (both equity and debt), recapitalizations and multiple strategic acquisitions by a developer of network performance monitoring software
  • Multiple rounds of venture capital financings (both equity and debt) and multiple strategic acquisitions by, and sale through an auction process to a strategic acquirer of, a provider of recordkeeping and administrative services for retirement plans
  • Outside general counsel to a privately owned consumer products company following its emergence from bankruptcy and representation of the company in its sale to a private equity fund through an auction process
  • M&A transaction counsel to an animal health clinical research organization in its sale to an international strategic buyer seeking an entrance point to the United States markets
  • M&A transaction counsel to a specialty steel products manufacturer in its sale to a strategic buyer through an auction process
  • M&A transaction counsel to a specialty chemical manufacturer to a private equity backed strategic buyer
  • Counsel to a private equity fund in multiple control investment transactions
  • M&A counsel to a private equity fund in a platform acquisition of a commercial door manufacturer
  • Counsel to an independent sponsor in its initial investment transaction
  • Organization of a commercial real estate joint venture and related refinancing
  • M&A transaction counsel to a multinational owner and operator of electrical supply houses in its purchase of a regional chain of electrical supply houses
  • M&A transaction counsel to a privately owned Internet-based pharmaceutical market research company in its sale to a publicly held multinational media, advertising and marketing conglomerate
  • Formation of a strategic alliance between a multinational pharmaceutical company and a privately owned developer of proprietary drug delivery systems and related licensing and equity investment transactions
  • Formation of a joint venture between a regional hospital system and a publicly owned owner and operator of health care facilities for the development of multiple ambulatory surgery facilities and related private placement

Speaker

Drew Brantley is an entrepreneur prior to joining Frisch Capital. He is the founder and owner of multiple companies including BAM Adventures, Resilient Families Institute (RFI), Bay Blasting, The Brantley Institute and the national race series, Families On! Challenge. 

Drew+Picture

Andrew (Drew) Brantley

Executive Vice President

Frisch Capital 

His work building, selling and running companies has given him first hand knowledge of finance for the lower middle market. He has taken his own experience as founder and owner and applied this knowledge on a broader base to help lower middle market companies. Some select consultancy clients of his include the Department of Defense and U.S. Military, the YMCA, SAP and many others. 

2:00 - 6:00 pm - 1x1 NETWORKING MEETINGS BETWEEN INDEPENDENT SPONSORS & CAPITAL PROVIDERS

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.

6:00 pm - SUMMARY & END OF MEETINGS

Register Today

MAIN SPONSOR

cohn-reznick

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.

MEDIA PARTNERS

Family Office Networks

Read Profile >

close box

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

backstop-barclay-hedge

Read Profile >

close box

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.

savvy-investor

Read Profile >

close box

...

Register Today

PRICING

Register By

November 13th

November 25th

Full Networking Pass $500 $650
Service Provider $2,495 $2,495
Placement Agents Pricing $2,495 $2,495

 

REGISTER

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.

Discounts

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.

Register Today