Independent Sponsors Summit 2015

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About The Conference

Independent sponsors are one of the hottest topics on the U.S. private equity scene, and interest is growing exponentially. As many investors become disillusioned with the traditional private equity model, independent sponsors are gaining favor. They offer more option value, control and discretion, have shorter lock-in periods, and the flexibility to make investment decisions on a deal-by-deal basis. The growing level of investor demand is drawing droves of professionals into the independent sponsor marketplace. iGlobal Forum’s Independent Sponsors Summit is both a deal-sourcing and educational forum, where independent sponsors and capital sources can establish relationships and evaluate the potential for future business endeavors. New market entrants will benefit from the experience and insights of their peers; and established players will acquire valuable new contacts to generate fresh dealflow. The summit will bring together exclusively senior-level representatives from: independent sponsors, private equity firms, family offices, hedge funds, BDCs, SBICs, mezzanine lenders, senior lenders, pension funds, endowments, M&A Intermediaries, accounting firms, law firms, and brokers.

Key Topics Covered

  • The pros and cons of setting up a deal-by-deal structure in a slow-growth, high valuation, and rising interest rate economy
  • Creative differentiation strategies for independent sponsors
  • How to continually generate new dealflow in all market cycles
  • The relative advantages of working with private equity firms vs. family offices and other investors
  • What economics independent sponsors receive for finding and structuring deals
  • Getting your governance and deal structure right
  • How to handle regulatory uncertainty regarding broker-dealer fees and mitigate your risk           

 

Network With Leading

  • Independent sponsors
  • Private equity firms
  • Family offices
  • Hedge funds
  • BDCs & SBIC's
  • Mezzanine lenders
  • Senior lenders
  • Pension funds & Endowments
  • M&A intermediaries
  • Accounting firms
  • Law firms & Brokers
7:45 am - REGISTRATION & NETWORKING BREAKFAST
8:30 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
8:45 am - KEYNOTE INTERVIEW: WHAT LIES AHEAD FOR INDEPENDENT SPONSORS?
  • Why is the independent model attractive for investors?
  • What are the pros and cons of setting up a deal-by-deal structure in today’s marketplace?
  • What lies ahead for the independent sponsor community in a slow-growth, rising interest rate economy?
  • Who are the leading and emerging players in the field?
  • What valuations are people seeing, and how are valuations expected to move over the next 12 months?
  • How will impending regulatory developments, such as the SEC’s view of broker-dealer compensation, impact the independent sponsor model?
John Fruehwirth

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

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Reeve Waud

Reeve Waud

Founder & Managing Partner

WAUD CAPITAL

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Christopher Sheeren

Interviewed By:

Christopher Sheeren

Partner

HURON CAPITAL

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9:30 am - INDEPENDENT SPONSOR PANEL: BUILDING A SUCCESSFUL BUSINESS MODEL
  • How can private equity firms do more business with established and aspiring independent sponsors?
  • Differentiation strategies for independent sponsors – providing added value to win deals
  • How do independent sponsors stay involved after completing a transaction? What services do they provide for companies?
  • Where can investors find large value transactions, where they can put $10-20m to work in each situation?
  • Strategies to sustain your business in the early years, without a regular revenue stream
  • How do you attract and work with operating partners to drive value?
Douglas Song

Douglas Song

Managing Partner

PRODOS CAPITAL MANAGEMENT

View More

John Bates

John Bates

Founder & Partner

POTOMAC EQUITY PARTNERS

View More

David Cunningham

David Cunningham

Managing Partner

VISIOCAP, LLC

View More

Mark D. Ullman

Mark D. Ullman

General Partner

CHARTER OAK EQUITY

View More

John A. Rogers

Moderator:

John A. Rogers

Partner

PEPPER HAMILTON LLP

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10:15 am - MORNING NETWORKING BREAK
10:45 am - INVESTOR PANEL: THE EVOLUTION OF FUNDING FOR INDEPENDENT SPONSORS
  • How are the financing sources for independent sponsors evolving, and how much investment activity will there be going forward?
  • What is driving family offices and institutional investors to partner with independent sponsors?
  • What are the most attractive sources of capital for independent sponsors, and what are the investment objectives of each?
  • Which groups are looking to invest with independent sponsors, and what are their plans over the coming 12 months?
  • What makes an independent sponsor (and independent sponsor transaction) attractive or unattractive to capital providers?
  • What role do capital providers typically want independent sponsors to play in a transaction? 
Brian Mankwitz

Brian Mankwitz

Managing Director

MANTUCKET CAPITAL

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James O. Jacoby

James O. Jacoby

Managing Director

THE STEPHENS GROUP

View More

Mark Riser

Mark Riser

Partner

MORNINGSIDE PRIVATE INVESTORS

View More

Justin Kaplan

Justin Kaplan

Partner

BALANCE POINT CAPITAL PARTNERS

View More

Sylvie Gadant

Moderator:

Sylvie Gadant

Partner – Transaction Advisory Services

CITRIN COOPERMAN

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11:30 am - GETTING YOUR DEAL STRUCTURE AND GOVERANCE RIGHT
  • When do you bring in a funding source for the deal, and what type of funding source do you typically approach?
  • Drawing up contracts and provisions between the independent sponsor and capital provider
  • Setting up incentive programs or schemes for the independent sponsor or management team
  • Broken deal expenses - who is responsible for paying the due diligence costs?
  • Structuring a deal from a legal standpoint - Who runs the deal? Who sits on the board?
  • Post-deal close portfolio management from a governance perspective
  • Key pressure points in contract negotiations
Christian H. M. Albert

Christian H. M. Albert

Managing Partner

BOWSIDE CAPITAL

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Hannah Craven

Hannah Craven

Managing Partner

STONE-GOFF PARTNERS

View More

Drew H. Adams

Drew H. Adams

President

STONECREEK CAPITAL

View More

Robert Egan

Robert Egan

Founding Partner

ALSTON CAPITAL PARTNERS

View More

Stephen Altman

Moderator:

Stephen Altman

Partner

CORNERSTONE CAPITAL PARTNERS

View More

12:15 pm - NETWORKING LUNCHEON
1:30 pm - ROUNDTABLE DISCUSSIONS

Join an interactive discussion on the most pressing issues facing your peer group. Network at small tables and participate in lively topical conversation. This provides an excellent opportunity to share experiences and plans with your industry peers in a unique setting.

Roundtable 1

Independent Sponsor Closed-Door Session 

  • What fees will the various capital sources pay for deals that independent sponsors bring in?
  • Understanding the waterfall payments in a deal from top to bottom
  • What are the pros and cons of working with private equity firms vs. family offices, pension funds and endowments?
  • What were the most notable middle market deals transacted by independent sponsors over the past 12 months?
  • How do you keep your skin in the game, once you have brought a deal to a funding source?
  • Raising debt vs. raising equity finance
  • What sort of leverage is available for independent sponsors?
  • Do independent sponsors need a broker-dealer license to take a deal fee at close, and are independent sponsors typically still taking closing fees?
  • How to handle regulatory uncertainty and mitigate your risk
David Acharya

David Acharya

Partner

AGI PARTNERS LLC

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Marc C. Bergschneider

Marc C. Bergschneider

Managing Member

STARBOARD CAPITAL PARTNERS

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Roundtable 2

 Capital Sources Closed-Door Session 

  • How is the independent sponsor community evolving, and what value-add do they bring?
  • What creates a successful partnership?
  • How do capital sources work with independent sponsors, pre-closing and post-closing?
  • What can you expect an independent sponsor to do?
  • What economics can be negotiated?
  • How do you design a shared governance structure and put together a board of directors?
Nicholas S. Russell

Nicholas S. Russell

Partner

TUCKERMAN CAPITAL

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Baron Carlson

Baron Carlson

Partner

AEA INVESTORS

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Roundtable 3

Working with the Independent Sponsor Community

  • How the independent sponsor community is likely to evolve
  • The impact of impending regulatory developments on the independent sponsor model
  • Identifying, accessing and engaging emerging players
  • What independent sponsors want from their service providers
John A. Rogers

John A. Rogers

Partner

PEPPER HAMILTON LLP

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Corey Massella

Corey Massella

Partner

CITRIN COOPERMAN

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2:15 pm - AFTERNOON NETWORKING BREAK
2:30 pm - CREATIVE WAYS TO GENERATE DEALFLOW AND INCOME
  • Go-to-market strategies - what methods are being used to successfully source deals and differentiate yourself in today’s frothy market?
  • How do independent sponsors get in front of business owners without using an intermediary? How do they convince businesses to let them into a process without committed capital?
  • How do independent sponsors identify 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?
Mark G. Fornasiero

Mark G. Fornasiero

Managing Partner

CLARENDON GROUP

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Gregory O. Odum

Gregory O. Odum

Founder

ODUM CAPITAL

View More

Joseph M. DeLuca

Joseph M. DeLuca

Managing Director

EVERGREEN INDUSTRIES

View More

Douglas S. Rose

Moderator:

Douglas S. Rose

Managing Partner

GARDNER WEBSTER CAPITAL PARTNERS LLC

View More

3:15 pm - WORKING WITH OPERATING PARTNERS TO DRIVE VALUE
  • How do you attract and work with operating partners?
  • How should operating partners be compensated?
  • How do operating partners interface with portfolio companies?
Ransom James

Ransom James

Partner

EAGLE PARTNERS

View More

Scott S. Johnson

Scott S. Johnson

CEO

SJ PARTNERS, LLC

View More

Michael P. Hompesch

Michael P. Hompesch

Partner

DUBIN CLARK & COMPANY

View More

Mike Hendrie

Mike Hendrie

Managing Directior

EXPEDITION CAPITAL PARTNERS

View More

Jeremy Swan

Moderator:

Jeremy Swan

Principal

COHN REZNICK

View More

4:00 pm - CHAIRPERSON’S SUMMARY & NETWORKING COCKTAIL RECEPTION

Keynote Speakers

John Fruehwirth

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

John Fruehwirth is the Managing Partner of Rotunda Capital Partners. Since founding RCP in 2008, they have

View More

Reeve Waud

Reeve Waud

Founder & Managing Partner

WAUD CAPITAL

Reeve Waud is the Founder and Managing Partner of Waud Capital Partners, a private equity firm based in Chicago,

View More

Speakers

Christopher Sheeren

Christopher Sheeren

Partner

HURON CAPITAL

Chris is responsible for sourcing and evaluating investments made by Huron, as well as marketing and business

View More

Douglas Song

Douglas Song

Managing Partner

PRODOS CAPITAL MANAGEMENT

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

View More

James O. Jacoby

James O. Jacoby

Managing Director

THE STEPHENS GROUP

James O. Jacoby, Jr. is a managing director of The Stephens Group, LLC. Jim emphasizes close working

View More

Mark D. Ullman

Mark D. Ullman

General Partner

CHARTER OAK EQUITY

Mark joined Charter Oak Equity in 2006 as a General Partner. He leads or co-leads COE's investments in EiKO

View More

Justin Kaplan

Justin Kaplan

Partner

BALANCE POINT CAPITAL PARTNERS

Mr. Kaplan joined BPCP as a Partner in 2013. Prior to joining BPCP, Mr. Kaplan was a Senior Vice President for BNY

View More

Brian Mankwitz

Brian Mankwitz

Managing Director

MANTUCKET CAPITAL

Mr. Mankwitz leads the investment efforts for Mantucket Capital and has led the firm’s participation in over $1

View More

Scott S. Johnson

Scott S. Johnson

CEO

SJ PARTNERS, LLC

Scott Johnson is the founder and CEO of middle market private equity group SJ Partners, LLC (“SJP”). He is

View More

Mark G. Fornasiero

Mark G. Fornasiero

Managing Partner

CLARENDON GROUP

Mark co-founded Clarendon Group in 1998. He has over 25 years’ experience as a principal investor, board member,

View More

Ransom James

Ransom James

Partner

EAGLE PARTNERS

Ransom is a founding member of Eagle and has 17 years of experience in private equity investing, operations, and

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

Mark Riser

Mark Riser

Partner

MORNINGSIDE PRIVATE INVESTORS

Mark Riser joined Morningside in Sept 2010. Mark is currently on the board of Magnatech, Southland Log Homes,

View More

Michael P. Hompesch

Michael P. Hompesch

Partner

DUBIN CLARK & COMPANY

Michael Hompesch joined Dubin Clark in 2007 and has completed more than a dozen transactions in the middle market.

View More

Marc C. Bergschneider

Marc C. Bergschneider

Managing Member

STARBOARD CAPITAL PARTNERS

Mr. Bergschneider is a Managing Member and co-founder of Starboard Capital Partners. Marc currently serves as a

View More

David Cunningham

David Cunningham

Managing Partner

VISIOCAP, LLC

David Cunningham is a Managing Partner of VisioCap, LLC, a private equity investment firm he co-founded in 2013

View More

John Bates

John Bates

Founder & Partner

POTOMAC EQUITY PARTNERS

John is the Founder and a Partner of the Firm. John has over twenty years of investment transaction experience,

View More

Mike Hendrie

Mike Hendrie

Managing Directior

EXPEDITION CAPITAL PARTNERS

Mike has over 14 years of operational, transactional and private equity expertise. Before launching Expedition

View More

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

View More

Drew H. Adams

Drew H. Adams

President

STONECREEK CAPITAL

Drew H. Adams has been involved in direct equity investing and leveraged financings for over 25 years. Prior to

View More

Stephen Altman

Stephen Altman

Partner

CORNERSTONE CAPITAL PARTNERS

Steve Altman is a partner with Cornerstone Capital Partners Inc. Mr. Altman has been a private equity investor

View More

Hannah Craven

Hannah Craven

Managing Partner

STONE-GOFF PARTNERS

Hannah Stone Craven is a co-founder and partner of Stone-Goff Partners LLC, a New York based private equity firm

View More

Robert Egan

Robert Egan

Founding Partner

ALSTON CAPITAL PARTNERS

Alston Capital Partners is a lower middle market PE fund focused on the environment, niche manufacturing and

View More

Douglas S. Rose

Douglas S. Rose

Managing Partner

GARDNER WEBSTER CAPITAL PARTNERS LLC

Doug Rose is founder of Gardner Webster Capital Partners LLC (GWCP), an entrepreneurially driven private equity

View More

Gregory O. Odum

Gregory O. Odum

Founder

ODUM CAPITAL

Gregory O. Odum is the founder of Odum Capital, an opportunistic Boston-based investment firm. The company focuses

View More

Bob Anders

Bob Anders

Managing Partner

PLEXUS CAPITAL

Bob Anders is the founding principal and managing partner of Plexus Capital, which manages three SBIC private

View More

John A. Rogers

John A. Rogers

Partner

PEPPER HAMILTON LLP

John A. Rogers is a partner in the Corporate and Securities Practice Group of Pepper Hamilton LLP, resident in the

View More

Baron Carlson

Baron Carlson

Partner

AEA INVESTORS

Baron joined AEA in 2004 as a member of the Small Business Fund team and was promoted to Partner in 2011. He

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

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

Joseph M. DeLuca

Joseph M. DeLuca

Managing Director

EVERGREEN INDUSTRIES

Formerly a Director of Safeguard International Fund, a $370 million private equity fund investing in industrial

View More

Jeremy Swan

Jeremy Swan

Principal

COHN REZNICK

Jeremy Swan is a principal with CohnReznick Advisory Group and leads the Firm's Private Equity and Venture Capital

View More

Corey Massella

Corey Massella

Partner

CITRIN COOPERMAN

Corey Massella is a partner of the firm and CEO of the firm’s SEC Solutions Group. He brings more than 25 years

View More

Kyun Park

Kyun Park

Founder

APERION MANAGEMENT

Kyun Park is the founder of Aperion Management, LLC, a private equity firm that seeks to invest in small to

View More

LUNCHEON WORKSHOP

BEST PRACTICE STRATEGIES FOR CAPITAL SOURCES

Tuesday May 19, 2015 | 12:30 pm to 1:30 pm

This session will provide an open forum to discuss the optimal ways to identify, engage and work with independent sponsors. The session will give you valuable new insights into:

  • Identifying and engaging with independent sponsors
  • Negotiating fees
  • Who the key players are in an independent sponsor deal, and what you can expect an independent sponsor to do
  • What creates a successful partnership
  • How to design a shared governance structure and put together a board of directors

You will leave this session knowing the characteristics of a good independent sponsor, and how you can successfully put your capital to work through this growing investment model.

Bob Anders

Bob Anders

Managing Partner

PLEXUS CAPITAL

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Kyun Park

Kyun Park

Founder

APERION MANAGEMENT

View More

Sponsors

Media Partners

  • Register by

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  • April 30, 2015

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  • May 19, 2015

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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
Park Lane Hotel Park Lane Hotel

Park Lane Hotel

36 Central Park S

New York, NY

 

(212) 371-4000

http://www.parklanenewyork.com

 

iGlobal Forum is pleased to be hosting the Summit at the luxury Park Lane Hotel in New York. Located on Central Park in the Midtown business district, the Helmsley Park Lane hotel is just steps from Fifth Avenue shopping, Broadway theaters, Museum Mile, Radio City Hall, and Lincoln Center.

 

To make a reservation under iGlobalForum's room block, please click here. Guests may also make reservations via e-mail at cres@parklanenewyork.com or via phone at 1-800-221-4982. Please note that the deadline for reservations is April 20th, 2015.

John Fruehwirth

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

John Fruehwirth is the Managing Partner of Rotunda Capital Partners. Since founding RCP in 2008, they have completed

View More

Reeve Waud

Reeve Waud

Founder & Managing Partner

WAUD CAPITAL

Reeve Waud is the Founder and Managing Partner of Waud Capital Partners, a private equity firm based in Chicago,

View More

Christopher Sheeren

Christopher Sheeren

Partner

HURON CAPITAL

Chris is responsible for sourcing and evaluating investments made by Huron, as well as marketing and business

View More

Douglas Song

Douglas Song

Managing Partner

PRODOS CAPITAL MANAGEMENT

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

View More

James O. Jacoby

James O. Jacoby

Managing Director

THE STEPHENS GROUP

James O. Jacoby, Jr. is a managing director of The Stephens Group, LLC. Jim emphasizes close working relationships

View More

Mark D. Ullman

Mark D. Ullman

General Partner

CHARTER OAK EQUITY

Mark joined Charter Oak Equity in 2006 as a General Partner. He leads or co-leads COE's investments in EiKO Global,

View More

Justin Kaplan

Justin Kaplan

Partner

BALANCE POINT CAPITAL PARTNERS

Mr. Kaplan joined BPCP as a Partner in 2013. Prior to joining BPCP, Mr. Kaplan was a Senior Vice President for BNY

View More

Brian Mankwitz

Brian Mankwitz

Managing Director

MANTUCKET CAPITAL

Mr. Mankwitz leads the investment efforts for Mantucket Capital and has led the firm’s participation in over $1

View More

Scott S. Johnson

Scott S. Johnson

CEO

SJ PARTNERS, LLC

Scott Johnson is the founder and CEO of middle market private equity group SJ Partners, LLC (“SJP”). He is also

View More

Mark G. Fornasiero

Mark G. Fornasiero

Managing Partner

CLARENDON GROUP

Mark co-founded Clarendon Group in 1998. He has over 25 years’ experience as a principal investor, board member,

View More

Ransom James

Ransom James

Partner

EAGLE PARTNERS

Ransom is a founding member of Eagle and has 17 years of experience in private equity investing, operations, and

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

Mark Riser

Mark Riser

Partner

MORNINGSIDE PRIVATE INVESTORS

Mark Riser joined Morningside in Sept 2010. Mark is currently on the board of Magnatech, Southland Log Homes, Dakota

View More

Michael P. Hompesch

Michael P. Hompesch

Partner

DUBIN CLARK & COMPANY

Michael Hompesch joined Dubin Clark in 2007 and has completed more than a dozen transactions in the middle market. At

View More

Marc C. Bergschneider

Marc C. Bergschneider

Managing Member

STARBOARD CAPITAL PARTNERS

Mr. Bergschneider is a Managing Member and co-founder of Starboard Capital Partners. Marc currently serves as a

View More

David Cunningham

David Cunningham

Managing Partner

VISIOCAP, LLC

David Cunningham is a Managing Partner of VisioCap, LLC, a private equity investment firm he co-founded in 2013 focused

View More

John Bates

John Bates

Founder & Partner

POTOMAC EQUITY PARTNERS

John is the Founder and a Partner of the Firm. John has over twenty years of investment transaction experience, and has

View More

Mike Hendrie

Mike Hendrie

Managing Directior

EXPEDITION CAPITAL PARTNERS

Mike has over 14 years of operational, transactional and private equity expertise. Before launching Expedition Capital

View More

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

Drew H. Adams

Drew H. Adams

President

STONECREEK CAPITAL

Drew H. Adams has been involved in direct equity investing and leveraged financings for over 25 years. Prior to

View More

Stephen Altman

Stephen Altman

Partner

CORNERSTONE CAPITAL PARTNERS

Steve Altman is a partner with Cornerstone Capital Partners Inc. Mr. Altman has been a private equity investor since

View More

Hannah Craven

Hannah Craven

Managing Partner

STONE-GOFF PARTNERS

Hannah Stone Craven is a co-founder and partner of Stone-Goff Partners LLC, a New York based private equity firm that

View More

Robert Egan

Robert Egan

Founding Partner

ALSTON CAPITAL PARTNERS

Alston Capital Partners is a lower middle market PE fund focused on the environment, niche manufacturing and service

View More

Douglas S. Rose

Douglas S. Rose

Managing Partner

GARDNER WEBSTER CAPITAL PARTNERS LLC

Doug Rose is founder of Gardner Webster Capital Partners LLC (GWCP), an entrepreneurially driven private equity firm

View More

Gregory O. Odum

Gregory O. Odum

Founder

ODUM CAPITAL

Gregory O. Odum is the founder of Odum Capital, an opportunistic Boston-based investment firm. The company focuses on

View More

Bob Anders

Bob Anders

Managing Partner

PLEXUS CAPITAL

Bob Anders is the founding principal and managing partner of Plexus Capital, which manages three SBIC private equity

View More

John A. Rogers

John A. Rogers

Partner

PEPPER HAMILTON LLP

John A. Rogers is a partner in the Corporate and Securities Practice Group of Pepper Hamilton LLP, resident in the New

View More

Baron Carlson

Baron Carlson

Partner

AEA INVESTORS

Baron joined AEA in 2004 as a member of the Small Business Fund team and was promoted to Partner in 2011. He currently

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

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

Joseph M. DeLuca

Joseph M. DeLuca

Managing Director

EVERGREEN INDUSTRIES

Formerly a Director of Safeguard International Fund, a $370 million private equity fund investing in industrial

View More

Jeremy Swan

Jeremy Swan

Principal

COHN REZNICK

Jeremy Swan is a principal with CohnReznick Advisory Group and leads the Firm's Private Equity and Venture Capital

View More

Corey Massella

Corey Massella

Partner

CITRIN COOPERMAN

Corey Massella is a partner of the firm and CEO of the firm’s SEC Solutions Group. He brings more than 25 years of

View More

Kyun Park

Kyun Park

Founder

APERION MANAGEMENT

Kyun Park is the founder of Aperion Management, LLC, a private equity firm that seeks to invest in small to mid-size

View More

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