7th Independent Sponsors Summit: Generating Valuable Deals Through Trusted Partnerships

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About The Conference

The rise and prominence of independent sponsors have remained strong over the years but the landscape has been rapidly shifting. The regulatory climate remains uncertain due to impending tax reforms by the new administration therefore impacting how deals will be done. Coupled with big banks and funds of funds now doing one-off deals and offering similar flexibility and transparency to investors, independent sponsors now face competition like never before. So what can independent sponsors do to overcome current challenges around deal sourcing, negotiation, compensation and governance? iGlobal Forum’s 7th Independent Sponsor Summit  (January 22-23, New York) will bring together over 150 senior level capital providers and independent sponsor executives by combining high-level networking and one-to-one meetings, alongside in-depth content, so you can pick up the best strategies from industry experts, make valuable connections, and improve your odds in generating successful deals. The 7th Independent Sponsor Summit is a key platform 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.

Key Topics Covered

  • Overcoming current independent sponsor challenges and addressing regulatory issues in a volatile market
  • The art of deal negotiations and developing mutually beneficial partnerships for successful deals
  • Unique differentiation strategies for independent sponsors to compete in the private equity marketplace
  • Effective methods for deal sourcing and continually generating new deal flow in all market cycles
  • Successful independent sponsor strategies for downsizing risk and cost structures
  • Key independent sponsor economics and winning techniques for capital sourcing

Network With Leading

  • Independent Sponsors (Fundless Sponsors)
  • Private Equity Firms
  • Family Offices
  • Mezzanine Lenders
  • Hedge Funds
  • Institutional Investors
  • HNWIs (High Net Worth Individuals)
  • M&A Intermediaries/Advisors
8:00 am - REGISTRATION & NETWORKING BREAKFAST
9:00 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
9:15 am - RISING PROMINENCE OF THE INDEPENDENT SPONSOR IN A HAZY MARKET
  • Market terms and conditions for independent sponsor deals and how they work with PE firms
  • What added value has IS provided portfolio companies? 
  • Dealing with increased competition and new players entering the marketplace
  • Future of the independent sponsor model: will this deal structure replace the existing traditional private equity model?
  • Human capital development: how are independent sponsors building the right expertise and people to develop successful organization as they grow 
Steve Reinstadtler

Steve Reinstadtler

Partner

SR CAPITAL ADVISORS

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Claudine M. Cohen

Claudine M. Cohen

Principal - Transactional Advisory Services

COHNREZNICK LLP

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Christian H. M. Albert

Christian H. M. Albert

Managing Partner

BOWSIDE CAPITAL

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Michael Arguelles

Michael Arguelles

Managing Director

STONEHENGE PARTNERS

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David Acharya

David Acharya

Partner

AGI PARTNERS LLC

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10:00 am - INDEPENDENT SPONSORS- A STRONG CONTRIBUTING FORCE IN M&A
  • Independent sponsor activity in the M&A environment
  • Seeing through deal completion by bringing quality businesses up for acquisition 
  • Popularity of the lower middle market in the M&A market due to competition for quality targets
  • Managing relationships with sellers, engaging them in succession planning and bringing investors a growth plan
Mark Fornasiero

Mark Fornasiero

Co-Founder

CLARENDON GROUP

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Max DeZara

Max DeZara

Managing Partner

AKOYA CAPITAL PARTNERS

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Brad Batten

Brad Batten

Partner

ZWICK PARTNERS

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Nicholas S. Russell

Nicholas S. Russell

Partner

TUCKERMAN CAPITAL

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Thomas Kesoglou

Thomas Kesoglou

Managing Partner

ICE MILLER

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10:45 am - MORNING NETWORKING BREAK
11:15 am - IDENTIFYING AND WINNING PROFITABLE DEALS IN AN ULTRA COMPETITIVE MARKETPLACE
  • Sourcing affordable deals in an overcrowded marketplace
  • How to effectively negotiate and gain leverage on investment terms
  • Avoiding unicorn deals and targeting peripheral opportunities
  • Identifying which sectors make sense to hunt for deals in right now
  • Mastering the process of a quick turnaround
Olivier Trouveroy

Olivier Trouveroy

Managing Partner

MTN CAPITAL PARTNERS LLC

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Ben Schneider

Ben Schneider

Managing Partner

BASE EQUITY PARTNERS

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Zubin Avari

Zubin Avari

General Partner

CHARTER OAK EQUITY

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Sylvie Gadant

Sylvie Gadant

Partner – Transaction Advisory Services

CITRIN COOPERMAN

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Sachin Sarnobat

Sachin Sarnobat

Managing Director

ATALAYA CAPITAL MANAGEMENT

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Joel Nied

Joel Nied

Partner

PRICE BENOWITZ LLP

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12:00 pm - DEVELOPING MUTUALLY BENEFICIAL PARTNERSHIPS FOR SUCCESSFUL DEALS
  • Discuss the process for building an independent sponsor relationship and finding the right balance between the needs of each party
  • Showing skin in the game – investing alongside partner investors and helping management teams enhance the value of the acquisition
  • Learn how to approach not just private equity firm GPs, but mezzanine funds, hedge funds, funds of funds, family offices, and wealthy individuals
  • Finding the right partner for each deal – which type of capital provider is best suited for each deal structure?
Daniel E. Pansing

Daniel E. Pansing

Managing Director

MERIT CAPITAL PARTNERS

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Michael Shein

Michael Shein

Managing Partner

CHARTWELL INVESTMENTS

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Julia D. Corelli

Julia D. Corelli

Partner

PEPPER HAMILTON LLP

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Mina Pacheco Nazemi

Mina Pacheco Nazemi

Managing Director

BARINGS ALTERNATIVE INVESTMENTS

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Carty Chock

Carty Chock

Co-Founder & Partner

CLEARPOINT INVESTMENT PARTNERS

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12:45 pm - NETWORKING LUNCHEON
1:00 pm - LUNCHEON WORKSHOP: TRENDS IN VALUE CREATION

Alongside the networking luncheon, the event will be holding an interactive luncheon workshop to allow you to drill deep into a specific issue, network with executives facing similar challenges and connect with industry experts. (Pre-registration is required to attend this session)

  • Creating value through business strategy
  • From “strategic planning” to “agile strategy”
  • Building an empowered and aligned management team
  • What to look for in “platform” leaders 
  • Creating value through superior operations
  • Building scalable platforms through smart infrastructure investment
  • Organizational model techniques to drive lean operations
  • Automation’s role in decreasing overhead
  • Due diligence around value
  • How to judge and measure strategic vision
  • Identifying “deferred maintenance” in a company’s operations
  • Estimating capital investment
Steve Ronan

Steve Ronan

Principal

CITRIN COOPERMAN

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1:50 pm - INDEPENDENT SPONSORS UPDATE 2019
2:00 pm - ROUNDTABLE DISCUSSIONS

These sessions will provide you with a unique opportunity to discuss the most pertinent business trends in the independent sponsor industry with your peers. These sessions are designed to allow you to share your expertise with a small, intimate group of attendees, and directly interact with experts leading the sector. Choose between one of the following sessions:

Roundtable 1

Navigating a Challenging Independent Sponsor Landscape

  • Sourcing deals without capital, systematic deal processes and ability to drive portfolio company performance
  • Avoiding bad deals and preempting losses chasing after acquisitions with no capital backing
  • Overcoming pressure on deal economics and finding bargains in a high valuation market
  • Dealing with increased competition and new players entering the marketplace

 

David McReynolds

David McReynolds

Managing Partner

FIVE CROWNS CAPITAL, LLC

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Lilies Lanway

Lilies Lanway

Senior Vice President

ACCORDING FINANCIAL

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Roundtable 2

Getting Your Deal Structure and Governance Right

  • Structuring a deal from a legal standpoint – Who runs the deal? Who sits on the board?
  • Understanding tax reforms and its potential impact on transactions
  • Key things to factor when structuring equity interests for independent sponsors
  • Broken deal expenses - who is responsible for paying the due diligence costs?
  • Effectively handling regulatory uncertainty and mitigating your risk when structuring deals
Chase Stuart

Chase Stuart

Partner

ICE MILLER

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2:40 pm - ROUNDTABLE DISCUSSIONS- ROUND TWO

These sessions will provide you with a unique opportunity to discuss the most pertinent business trends in the independent sponsor industry with your peers. These sessions are designed to allow you to share your expertise with a small, intimate group of attendees, and directly interact with experts leading the sector. Choose between one of the following sessions:

Roundtable 1

Critical Factors for a Successful Exit Strategy

  • Discussion on how to design and execute an attractive exit strategy
  • Access to more flexible entry and exit timing to optimize market conditions
  • Establishing an exit strategy upfront to reduce exit-induced conflicts and saving time and money down the line
  • Developing and managing post-acquisition growth and exit strategies for portfolio companies
Christopher B. Eichmann

Christopher B. Eichmann

Managing Partner

PILLSMAN PARTNERS

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Jeffrey Schwartz

Jeffrey Schwartz

Managing Partner

CORBEL CAPITAL PARTNERS

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Roundtable 2

Best-In-Class Strategies for Independent Sponsor Deal Structuring and Differentiation

  • How can independent sponsors successfully downsize the cost and risk structure?
  • New strategies for finding value-add opportunities in the market, and differentiating your deals
  • Fundraising for your deals before you have a consistent and reliable investment source
  • The importance of the operator role in each individual deal
Yelena Edelstein

Yelena Edelstein

Deal Partner

BLACKMORE PARTNERS

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Benjamin Wilhite

Benjamin Wilhite

Co-Founder & Partner

CARUTH CAPITAL PARTNERS

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3:25 pm - BUSINESS BUILDING ONE-ON-ONE NETWORKING MEETINGS

Sector-specific meetings dedicated to developing partnerships unique to your business model. This unique addition to the program 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, and offer an hour of free-flowing networking to meet with the most relevant contacts. You will have the chance then to evaluate the potential for future business opportunities and make the most of your time. These meetings will conclude with our cocktail hour to offer additional unstructured networking time with any independent sponsors or capital providers you may not yet have met.

4:00 pm - SUMMARY & NETWORKING RECEPTION

Speakers

Nicholas S. Russell

Nicholas S. Russell

Partner

TUCKERMAN CAPITAL

Nicholas S. Russell is a partner at Tuckerman Capital (“Tuckerman”). Mr. Russell is responsible, together with

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Christian H. M. Albert

Christian H. M. Albert

Managing Partner

BOWSIDE CAPITAL

Christian Albert is the founder and managing partner of Bowside Capital, a private investment firm that

View More

Daniel E. Pansing

Daniel E. Pansing

Managing Director

MERIT CAPITAL PARTNERS

Mr. Pansing is a Managing Director at Merit Capital Partners, an investor of junior capital in middle-market

View More

David McReynolds

David McReynolds

Managing Partner

FIVE CROWNS CAPITAL, LLC

David McReynolds is Managing Partner of Five Crowns Capital and has over 20 years of experience in originating,

View More

Mark Fornasiero

Mark Fornasiero

Co-Founder

CLARENDON GROUP

Mark is the Co-Founded of Clarendon Group in 1998, where he leads the sponsorship of investment opportunities and

View More

Lilies Lanway

Lilies Lanway

Senior Vice President

ACCORDING FINANCIAL

View More

Max DeZara

Max DeZara

Managing Partner

AKOYA CAPITAL PARTNERS

Max founded Akoya Capital Partners in 2005. He serves as Managing Partner of the company and is involved in

View More

Steve Reinstadtler

Steve Reinstadtler

Partner

SR CAPITAL ADVISORS

SR Capital Advisors is an independent sponsor of private equity investments with a focus on the media,

View More

Michael Arguelles

Michael Arguelles

Managing Director

STONEHENGE PARTNERS

In his role, Mike is responsible for the deal sourcing activities at the firm. These activities include managing

View More

Michael Shein

Michael Shein

Managing Partner

CHARTWELL INVESTMENTS

Michael Shein is the co-founder and Managing Partner of Chartwell Investments, a private investment firm focused

View More

Olivier Trouveroy

Olivier Trouveroy

Managing Partner

MTN CAPITAL PARTNERS LLC

Mr. Trouveroy is a managing partner MTN Capital Partners LLC, a firm he co-founded in 2003. He currently serves on

View More

Yelena Edelstein

Yelena Edelstein

Deal Partner

BLACKMORE PARTNERS

Yelena Edelstein is Deal Partner at Blackmore Partners Inc. – a Chicago-based Private Equity Independent Sponsor

View More

Douglas Song

Douglas Song

Managing Partner

PRODOS CAPITAL

Mr. Song has a diverse background with over 25 years in principal investments, investment banking and operational

View More

Rob Bauer

Rob Bauer

Managing Member

BASSETT CREEK CAPITAL

Rob Bauer is a Managing Member at Bassett Creek Capital, a Minnesota based private equity firm focused on making

View More

Sylvie Gadant

Sylvie Gadant

Partner – Transaction Advisory Services

CITRIN COOPERMAN

Sylvie Gadant is a partner with the firm’s Private Equity Group and is the Transaction Advisory Services (TAS)

View More

Claudine M. Cohen

Claudine M. Cohen

Principal - Transactional Advisory Services

COHNREZNICK LLP

Claudine Cohen is a principal in CohnReznick’s New York office and a member of the firm’s Transactional

View More

Joel Nied

Joel Nied

Partner

PRICE BENOWITZ LLP

Joel advises independent sponsors on all aspects of their business, from the founder relationships, to

View More

Benjamin Wilhite

Benjamin Wilhite

Co-Founder & Partner

CARUTH CAPITAL PARTNERS

Headquartered in Dallas, TX, Caruth Capital Partners (“CCP” or “Caruth Capital”) is a private equity firm

View More

Ben Schneider

Ben Schneider

Managing Partner

BASE EQUITY PARTNERS

Headquartered in New York City, BASE Equity Partners was founded in 2013 by Ben Schneider and Anthony Ekmekjian.

View More

Brad Batten

Brad Batten

Partner

ZWICK PARTNERS

Brad Batten is a Partner at Zwick Partners LP, a single family office located in Charlotte, NC. Zwick Partners LP

View More

Julia D. Corelli

Julia D. Corelli

Partner

PEPPER HAMILTON LLP

Julia D. Corelli is a partner with Pepper Hamilton LLP’s Corporate and Securities Practice Group and co-chairs

View More

Christopher B. Eichmann

Christopher B. Eichmann

Managing Partner

PILLSMAN PARTNERS

Chris has worked with lower middle-market owners and companies for his entire career in multiple capacities,

View More

David Acharya

David Acharya

Partner

AGI PARTNERS LLC

David Acharya is a Partner at AGI Partners LLC, an alternative investment management firm that deploys capital in

View More

Sachin Sarnobat

Sachin Sarnobat

Managing Director

ATALAYA CAPITAL MANAGEMENT

View More

Mina Pacheco Nazemi

Mina Pacheco Nazemi

Managing Director

BARINGS ALTERNATIVE INVESTMENTS

Mina Pacheco Nazemi, Managing Director Mina Pacheco Nazemi is a member of Barings Alternative Investments, a

View More

Zubin Avari

Zubin Avari

General Partner

CHARTER OAK EQUITY

Zubin has been with Charter Oak Equity and its predecessor fund since 1998. He serves on the boards of Cirtec,

View More

Faraz Abbasi

Faraz Abbasi

Partner

CENTERFIELD CAPITAL PARTNERS

View More

Chase Stuart

Chase Stuart

Partner

ICE MILLER

Chase Stuart is a partner in Ice Miller’s Business Group. He represents a variety of private equity funds,

View More

Carty Chock

Carty Chock

Co-Founder & Partner

CLEARPOINT INVESTMENT PARTNERS

Carty Chock is a Co-Founder and Partner of ClearPoint and is responsible for overseeing all aspects of the firm's

View More

Jeffrey Schwartz

Jeffrey Schwartz

Managing Partner

CORBEL CAPITAL PARTNERS

Jeffrey B. Schwartz founded Corbel Capital Partners and serves as its Managing Partner. Jeff has over 20 years of

View More

Thomas Kesoglou

Thomas Kesoglou

Managing Partner

ICE MILLER

Thomas Kesoglou is the Office Managing Partner of Ice Miller's New York office, where he leads the firm’s

View More

Christopher Bordoni

Christopher Bordoni

Partner

ICE MILLER

Christopher Bordoni is a partner in the Firm’s Business Group and is based in New York. Chris primarily focuses

View More

Steve Ronan

Steve Ronan

Principal

CITRIN COOPERMAN

Steve Ronan is a principal and the leader of Citrin Cooperman’s Strategy & Business Transformation Practice.

View More

Lance Etcheverry

Lance Etcheverry

Founder

FLAT CREEK CAPITAL MANAGEMENT

Lance has had a diverse professional career across government, energy and investment banking. He began his career

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PRE-SUMMIT NETWORKING SESSION

One-On-One Networking Sessions

Tuesday January 22, 2019 | 9:30 am to 10:30 am

Join us for our speed networking series in this exclusive part of the program. Here you will sign up for concise and focused one-on-one meetings between independent sponsors and capital providers will connect and evaluate potential mutual business opportunities and partnerships. We will provide you with information on all of the other participants to allow you to choose the most relevant and focused meetings during this time on site. This part of the program is a unique and focused way to help you establish relevant new contacts and generate fresh business opportunities.

WORKSHOP A

Independent Sponsor Economics: Key Tips and Techniques for Capital Sourcing

Tuesday January 22, 2019 | 10:30 am to 12:30 pm

  • Successful ways to negotiate better independent sponsor economics
  • Understanding the development of fundraising, and effectively managing it deal-by-deal
  • Discussion on deal structures and fees for independent sponsors
  • Overcoming pressure on deal economics and finding bargains in a high valuation market
  • Focusing on institutional quality deal sourcing, execution and portfolio monitoring
  • The importance of relationships with investors
  • Understand where capital sources are looking for proprietary deal flow
  • Closing your first transaction: how to make your business stand out
Douglas Song

Douglas Song

Managing Partner

PRODOS CAPITAL

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Faraz Abbasi

Faraz Abbasi

Partner

CENTERFIELD CAPITAL PARTNERS

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WORKSHOP B

Innovative Approaches to Generating Deal Flow in Varying Market Cycles

Tuesday January 22, 2019 | 2:00 pm to 4:00 pm

  • Go-to-market strategies - what methods are being used to successfully source deals and differentiate yourself in today’s uncertain market?
  • What sectors offer the best opportunity to do deals? And which should be avoided?
  • Getting in front of business owners without using an intermediary – how do independent sponsors secure deals without committed capital?
  • Beating the competition: Identifying proprietary deals before funded sponsors and corporate buyers see them in the market
  • Taking an industry focus vs. being a generalist – which is the best approach?
Rob Bauer

Rob Bauer

Managing Member

BASSETT CREEK CAPITAL

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LUNCHEON WORKSHOP

TRENDS IN VALUE CREATION

Wednesday January 23, 2019 | 1:00 pm to 2:00 pm

Alongside the networking luncheon, the event will be holding an interactive luncheon workshop to allow you to drill deep into a specific issue, network with executives facing similar challenges and connect with industry experts. (Pre-registration is required to attend this session)

  • Creating value through business strategy
  • From “strategic planning” to “agile strategy”
  • Building an empowered and aligned management team
  • What to look for in “platform” leaders 
  • Creating value through superior operations
  • Building scalable platforms through smart infrastructure investment
  • Organizational model techniques to drive lean operations
  • Automation’s role in decreasing overhead
  • Due diligence around value
  • How to judge and measure strategic vision
  • Identifying “deferred maintenance” in a company’s operations
  • Estimating capital investment

Sponsors

Media Partners

  • Register by

    Conference Only

    Individual Workshop

    Full Conference & Workshop Pass

  • November 30, 2018

    $999

    $249

    $1,745

  • December 15, 2018

    $1,199

    $299

    $1,995

  • January 5, 2019

    $1,299

    $349

    $2,295

  • January 23, 2019

    $1,399

    $399

    $2,495

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
New York, NY New York, NY

New York, NY

New York, NY

 

 

We are pleased to be hosting the upcoming Summit in New York.  Venue details will be announced shortly.

 

Guests are welcome to secure accommodations at the Park Lane Hotel, located in the vicinity of the event. To book a reservation via telephone at The Park Lane, please call 866-831-7211 & request that your reservations agent apply the iGlobal Forum Corporate Rate, or visit our personalized weblink for a 15% discount.

 

Nicholas S. Russell

Nicholas S. Russell

Partner

TUCKERMAN CAPITAL

Nicholas S. Russell is a partner at Tuckerman Capital (“Tuckerman”). Mr. Russell is responsible, together with his

View More

Christian H. M. Albert

Christian H. M. Albert

Managing Partner

BOWSIDE CAPITAL

Christian Albert is the founder and managing partner of Bowside Capital, a private investment firm that specializes in

View More

Daniel E. Pansing

Daniel E. Pansing

Managing Director

MERIT CAPITAL PARTNERS

Mr. Pansing is a Managing Director at Merit Capital Partners, an investor of junior capital in middle-market companies.

View More

David McReynolds

David McReynolds

Managing Partner

FIVE CROWNS CAPITAL, LLC

David McReynolds is Managing Partner of Five Crowns Capital and has over 20 years of experience in originating,

View More

Mark Fornasiero

Mark Fornasiero

Co-Founder

CLARENDON GROUP

Mark is the Co-Founded of Clarendon Group in 1998, where he leads the sponsorship of investment opportunities and

View More

Lilies Lanway

Lilies Lanway

Senior Vice President

ACCORDING FINANCIAL

View More

Max DeZara

Max DeZara

Managing Partner

AKOYA CAPITAL PARTNERS

Max founded Akoya Capital Partners in 2005. He serves as Managing Partner of the company and is involved in overseeing

View More

Steve Reinstadtler

Steve Reinstadtler

Partner

SR CAPITAL ADVISORS

SR Capital Advisors is an independent sponsor of private equity investments with a focus on the media,

View More

Michael Arguelles

Michael Arguelles

Managing Director

STONEHENGE PARTNERS

In his role, Mike is responsible for the deal sourcing activities at the firm. These activities include managing and

View More

Michael Shein

Michael Shein

Managing Partner

CHARTWELL INVESTMENTS

Michael Shein is the co-founder and Managing Partner of Chartwell Investments, a private investment firm focused

View More

Olivier Trouveroy

Olivier Trouveroy

Managing Partner

MTN CAPITAL PARTNERS LLC

Mr. Trouveroy is a managing partner MTN Capital Partners LLC, a firm he co-founded in 2003. He currently serves on the

View More

Yelena Edelstein

Yelena Edelstein

Deal Partner

BLACKMORE PARTNERS

Yelena Edelstein is Deal Partner at Blackmore Partners Inc. – a Chicago-based Private Equity Independent Sponsor firm

View More

Douglas Song

Douglas Song

Managing Partner

PRODOS CAPITAL

Mr. Song has a diverse background with over 25 years in principal investments, investment banking and operational

View More

Rob Bauer

Rob Bauer

Managing Member

BASSETT CREEK CAPITAL

Rob Bauer is a Managing Member at Bassett Creek Capital, a Minnesota based private equity firm focused on making

View More

Sylvie Gadant

Sylvie Gadant

Partner – Transaction Advisory Services

CITRIN COOPERMAN

Sylvie Gadant is a partner with the firm’s Private Equity Group and is the Transaction Advisory Services (TAS)

View More

Claudine M. Cohen

Claudine M. Cohen

Principal - Transactional Advisory Services

COHNREZNICK LLP

Claudine Cohen is a principal in CohnReznick’s New York office and a member of the firm’s Transactional Advisory

View More

Joel Nied

Joel Nied

Partner

PRICE BENOWITZ LLP

Joel advises independent sponsors on all aspects of their business, from the founder relationships, to acquisitions and

View More

Benjamin Wilhite

Benjamin Wilhite

Co-Founder & Partner

CARUTH CAPITAL PARTNERS

Headquartered in Dallas, TX, Caruth Capital Partners (“CCP” or “Caruth Capital”) is a private equity firm

View More

Ben Schneider

Ben Schneider

Managing Partner

BASE EQUITY PARTNERS

Headquartered in New York City, BASE Equity Partners was founded in 2013 by Ben Schneider and Anthony Ekmekjian. Prior

View More

Brad Batten

Brad Batten

Partner

ZWICK PARTNERS

Brad Batten is a Partner at Zwick Partners LP, a single family office located in Charlotte, NC. Zwick Partners LP makes

View More

Julia D. Corelli

Julia D. Corelli

Partner

PEPPER HAMILTON LLP

Julia D. Corelli is a partner with Pepper Hamilton LLP’s Corporate and Securities Practice Group and co-chairs its

View More

Christopher B. Eichmann

Christopher B. Eichmann

Managing Partner

PILLSMAN PARTNERS

Chris has worked with lower middle-market owners and companies for his entire career in multiple capacities, industries

View More

David Acharya

David Acharya

Partner

AGI PARTNERS LLC

David Acharya is a Partner at AGI Partners LLC, an alternative investment management firm that deploys capital in

View More

Sachin Sarnobat

Sachin Sarnobat

Managing Director

ATALAYA CAPITAL MANAGEMENT

View More

Mina Pacheco Nazemi

Mina Pacheco Nazemi

Managing Director

BARINGS ALTERNATIVE INVESTMENTS

Mina Pacheco Nazemi, Managing Director Mina Pacheco Nazemi is a member of Barings Alternative Investments, a global

View More

Zubin Avari

Zubin Avari

General Partner

CHARTER OAK EQUITY

Zubin has been with Charter Oak Equity and its predecessor fund since 1998. He serves on the boards of Cirtec, Brook

View More

Faraz Abbasi

Faraz Abbasi

Partner

CENTERFIELD CAPITAL PARTNERS

View More

Chase Stuart

Chase Stuart

Partner

ICE MILLER

Chase Stuart is a partner in Ice Miller’s Business Group. He represents a variety of private equity funds, mezzanine

View More

Carty Chock

Carty Chock

Co-Founder & Partner

CLEARPOINT INVESTMENT PARTNERS

Carty Chock is a Co-Founder and Partner of ClearPoint and is responsible for overseeing all aspects of the firm's

View More

Jeffrey Schwartz

Jeffrey Schwartz

Managing Partner

CORBEL CAPITAL PARTNERS

Jeffrey B. Schwartz founded Corbel Capital Partners and serves as its Managing Partner. Jeff has over 20 years of

View More

Thomas Kesoglou

Thomas Kesoglou

Managing Partner

ICE MILLER

Thomas Kesoglou is the Office Managing Partner of Ice Miller's New York office, where he leads the firm’s Private

View More

Christopher Bordoni

Christopher Bordoni

Partner

ICE MILLER

Christopher Bordoni is a partner in the Firm’s Business Group and is based in New York. Chris primarily focuses his

View More

Steve Ronan

Steve Ronan

Principal

CITRIN COOPERMAN

Steve Ronan is a principal and the leader of Citrin Cooperman’s Strategy & Business Transformation Practice. He

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Lance Etcheverry

Lance Etcheverry

Founder

FLAT CREEK CAPITAL MANAGEMENT

Lance has had a diverse professional career across government, energy and investment banking. He began his career in

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