How Independent Sponsors Are Getting Deals Done In A Seller’s Market

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How Independent Sponsors Are Getting Deals Done In A Seller’s Market

With equity dollars abundant and debt cheap, buyers are able to pay high multiples for attractive businesses.  How can independent sponsors compete in the market and still receive favourable economics from their capital providers?

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Overtime with Ice Miller

A new format exclusive to the iGlobal Forum Client Series is ‘Overtime with Ice Miller’. This section opens up a forum for discussion with any attendees that would like to ask questions or broach an additional topic of discussion in a live video chat after the event.

 Questions can be submitted on the registration form and selected attendees will receive confirmation and a joining link to participate in a separate meeting with members of the panel and a select number of attendees.

Topics of discussion:
  • With the market booming, is a good or bad time to be an independent sponsor?
  • Tactics to convince sellers and their advisors of capital in the LOI stage.
  • At what stage in the deal process is the Management Fee discussed with the capital provider?
  • How much of a negotiation factor is the Carry with capital providers? Where is the market heading?
  • Of the five typical “sources” that provide value for the seller: equity dollars, leverage, earnouts, rollover, and seller financing, which are favoured as part of a typical strategy?
  • As a capital provider, what makes working with IS a big part of the strategy?
  • How do independent sponsors view having an anchor LP vs. having multiple LPs, either in one deal or across several platforms?

iGlobal Forum Client Event Series

This event is part of the iGlobal Forum Client Event Series, virtual events hosted by iGlobal Forum in partnership with some of the most trusted firms in the industry.

These events are free to attend, and bring together thought-leaders, active industry players and hundreds of attendees in a knowledge exchange that will prepare you for overcoming challenges, improving business processes and optimizing future opportunities.


Chase Stuart is a partner in Ice Miller's Business Group.  He represents a variety of private equity funds, family offices, independent sponsors, mezzanine funds, and privately held businesses. 

Chase Stuart
Ice Miller LLP


He provides strategic and legal advice in their investment and general corporate strategies, including leveraged buyouts, mezzanine financings, growth capital transactions, early and late state private equity investments and secondary transactions.  He represents family, founder, and entrepreneur-owned businesses as general corporate counsel and as a sell-side advisor.  He has represented a variety of companies in sectors such as technology, manufacturing, health care aerospace and defense, gaming, and business services.



Mr. Bunim is a Director of OFS Capital Management, LLC and is responsible for sourcing and evaluating investment opportunities for the Middle Market Lending business as well as portfolio management.


Doug Bunim



 Prior to joining OFS Capital Management in 2013, Mr. Bunim held positions at Tamarix Capital Partners, an investment firm dedicated to providing flexible financing solutions to lower-middle-market companies.  Prior to that, he held various positions at H.I.G. Capital in the middle-market private equity group, and at Fenway Partners, a private equity firm focused on middle-market buyouts. 

Mr. Bunim holds a B.S. in Finance and General Accounting with a minor in Politics from New York University’s Leonard N. Stern School of Business.



Since early 2005, Brian has assisted in managing Calvert Street's equity funds. Prior to joining Calvert Street, Brian was an Associate with Ernst & Young Corporate Finance and later with the Due Diligence Group, specializing in M&A transactions between private equity firms and lower middle market companies.


Brian Guerin 


Calvert Street Capital Partners 

He also previously worked in Arthur Andersen's Audit practice.

He earned an MBA from the University of Maryland and holds a Bachelor of Science degree in Accounting from Regis University.


Jeff has more than 25 years of successful private equity investment experience. 


Jeff Gonyo

Managing Director

Geneva Glen Capital

Prior to establishing Geneva Glen Capital in 2008, Jeff was a Managing Director for over ten years with Wind Point Partners, where he was a general partner in four funds that grew to over $2 billion today in total capital under management. 

Before Wind Point, Jeff was a Vice President of Heller Investments and an investment professional with GTCR. Prior to joining GTCR, Jeff was a Senior Strategy Consultant with Ernst & Young and an accountant with PriceWaterhouse.  

Throughout his private equity career, Jeff has been an active board member of more than a dozen companies and led control investments which have completed over 130 add-on acquisitions.

He has invested in and managed portfolio companies across numerous industry investment cycles in traditional buyouts, recapitalizations, take-privates, industry consolidations and turn-around investments. His prior investments have spanned companies that operate in a myriad of industries, including business services, consumer products, healthcare, industrial manufacturing and publishing. 

Jeff has a BS with honors in Accounting from Indiana University and an MBA from the Kellogg School of Management at Northwestern University.  Jeff is a Certified Public Accountant, a member of the Association for Corporate Growth and serves on the Board of Directors of EZ Shipper Racks, Dianne's Fine Desserts, and Southeastern Home Health Services. 

Jeff lives in Glenview, Illinois with his wife Peg, son Nathan and daughter Elena.


Mr. Cohen has a diverse background which includes M&A, principal investing, real estate and politics.

matt cohen-1

Matt Cohen
Prodos Capital Management LLC

Mr. Cohen has a diverse background which includes M&A, principal investing, real estate and politics. Prior to joining "Prodos", Mr. Cohen was Director of Investments at AlphaTerra Partners. Prior to AlphaTerra, Mr. Cohen was a Senior Associate at Delancey Street Partners, a boutique merchant bank where he focused on advisory mandates for public and private middle market companies. Prior to Delancey Street, Matt was an Analyst at UBS Investment Bank in the Mergers & Acquisitions Group based in New York. At UBS, he covered a range of industries including media, telecom, consumer, healthcare, real estate and energy. Prior to investment banking Mr. Cohen served as an integral member of Senator John McCain’s 2008 presidential campaign and in-between his time at Delancey Street and UBS, Matt served on Governor Mitt Romney’s 2012 presidential campaign. Mr. Cohen received both his MBA and BBA from The George Washington University. He currently serves on the Board of Directors of The George Washington University School of Business in addition to several other philanthropic and volunteer engagements.

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