6th Independent Sponsor Summit

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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 6th Independent Sponsor Summit (January 16-17, New York) will bring together over 150 senior level capital providers and IS 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 6th 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

  • Innovative approaches in deal sourcing and generating deal flow in varying market cycles
  • Impending tax reforms by the Trump administration and its impact on fund governance and regulatory compliance
  • Successful methods for independent sponsors to downsize the risk and cost structure
  • The art of deal negotiations and developing mutually beneficial partnerships for successful deals
  • Unique differentiation strategies for independent sponsors to navigate a highly competitive PE landscape

Network With Leading

  • Independent Sponsors
  • Private Equity Firms
  • Family Offices
  • Mezzanine Lenders
  • Hedge Funds
  • Institutional Investors
  • High Net Worth Individuals
  • M&A Intermediaries/Advisors
8:00 am - REGISTRATION & NETWORKING BREAKFAST
8:45 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
9:00 am - KEYNOTE INTERVIEW: A FUTURE ROADMAP FOR INDEPENDENT SPONSORS: ECONOMICS, TRENDS AND INVESTMENTS
  • As a capital partner, what are the key reasons you work with independent sponsors?
  • As an independent sponsor, what are the main advantages vs. being a traditional firm?
  • What do you look for in your relationships with independent sponsors or capital providers?
  • How do you differentiate yourself as an independent sponsor or capital partner in an increasingly competitive ecosystem?
  • How can independent sponsors best establish credibility with sellers of companies?
  • At what stage do you prefer to bring capital partners into a deal?
  • What is changing in the ecosystem in which independent sponsors operate and how best to handle the new challenges?
Daniel E. Pansing

Daniel E. Pansing

Managing Director

MERIT CAPITAL PARTNERS

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Max DeZara

Max DeZara

Managing Partner

AKOYA CAPITAL PARTNERS

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Noah J. Kroloff

Interviewed By:

Noah J. Kroloff

Managing Director

BLACK GRANITE CAPITAL

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9:45 am - RISING PROMINENCE OF THE INDEPENDENT SPONSOR
  • Market terms and conditions for independent sponsor deals and how they work with PE firms
  • How will tax reforms, asset bubbles and easy money affect investing decisions?
  • 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 IS building the right expertise and people to develop successful organization as they grow 
Nicholas S. Russell

Nicholas S. Russell

Partner

TUCKERMAN CAPITAL

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Michael Arguelles

Michael Arguelles

Managing Director

STONEHENGE PARTNERS

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Ben Schneider

Ben Schneider

Managing Partner

BASE EQUITY PARTNERS

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Pavel Smyshlyaev

Pavel Smyshlyaev

Principal

BEACONHOUSE CAPITAL MANAGEMENT, LLC

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Claudine M. Cohen

Moderator:

Claudine M. Cohen

Principal - Transactional Advisory Services

COHNREZNICK LLP

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10:30 am - MORNING NETWORKING BREAK
11:00 am - INNOVATIVE APPROACHES TO GENERATING DEAL FLOW IN VARYING MARKET CYCLES
  • 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?
David McReynolds

David McReynolds

Managing Partner

FIVE CROWNS CAPITAL, LLC

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Rob Bauer

Rob Bauer

Managing Member

BASSETT CREEK CAPITAL

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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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Sachin Sarnobat

Moderator:

Sachin Sarnobat

Managing Director

ATALAYA CAPITAL MANAGEMENT

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11:30 am - 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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Ben deTar Wilhite

Ben deTar Wilhite

Co-Founder & Partner

CARUTH CAPITAL PARTNERS

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Alex Allgood

Alex Allgood

Managing Director

VERIQUEST CAPITAL MANAGEMENT, LP

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Mina Pacheco Nazemi

Mina Pacheco Nazemi

Managing Director

BARINGS ALTERNATIVE INVESTMENTS

View More

Sylvie Gadant

Moderator:

Sylvie Gadant

Partner – Transaction Advisory Services

CITRIN COOPERMAN

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12:00 pm - DEAL ROOM: INDEPENDENT SPONSOR SHOWCASE

In this new interactive element of the program, Independent Sponsors will get to present their best viable deals to the audience.

1:00 pm - STRUCTURING AN INDEPENDENT SPONSOR PROGRAM

Discuss how to best structure an independent sponsor program and its SPVs to ensure economics that support your firm, reassure target portfolio companies that you have the ability to close, and position you for growth (i.e. leveling the field when competing against or co-investing with PE firms). This ten-minute address will provide insight into structuring and regulatory considerations and impact of the new tax laws.

Julia D. Corelli

Julia D. Corelli

Partner

PEPPER HAMILTON LLP

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1:10 pm - NETWORKING LUNCHEON
2:15 pm - ROUNDTABLE DISCUSSIONS: PART ONE

These sessions will provide you with a unique opportunity to discuss the most pertinent business trends in the independent sponsor industry with your peers. The 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

EMERGING CAPITAL SOURCES AND MODELS FOR THE INDEPENDENT SPONSOR MARKET

  • How has the independent sponsor model evolved?
  • The availability of capital from non-traditional sources – family offices, fund of funds with co-invest/direct investment mandate targeting IS
  • New approaches to various financing solutions for independent sponsors and finding and selecting the right capital provider for each deal structure?
  • Future of the independent sponsor model: will this deal structure replace the existing traditional private equity model?
Christopher Sheeren

Christopher Sheeren

Partner

HURON CAPITAL

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Michael D. Ilagan

Michael D. Ilagan

Managing Partner

BLACKLAND CAPITAL PARTNERS, LLC

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Roundtable 2

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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Olivier Trouveroy

Olivier Trouveroy

Managing Partner

MTN CAPITAL PARTNERS LLC

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2:45 pm - ROUNDTABLE DISCUSSIONS: PART TWO
3:15 pm - CHAIRPERSON’S SUMMARY & AFTERNOON NETWORKING BREAK
3:30 pm - BUSINESS BUILDING ONE-ON-ONE NETWORKING MEETINGS & COCKTAIL RECEPTION

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 60 minutes 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.

Keynote Speakers

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

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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

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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

View More

Richard Baum

Richard Baum

Managing Partner

CONSUMER GROWTH PARTNERS

Mr. Baum is the Managing Partner of Consumer Growth Partners (CGP), a private equity investment and advisory firm

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 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

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

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

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 MANAGEMENT

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

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

Jay Freund

Jay Freund

Partner

CANAL HOLDINGS

Prior to joining Canal in 2014, Jay’s 25-year career has been focused upon the financial transaction sector,

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

Sachin Sarnobat

Sachin Sarnobat

Managing Director

ATALAYA CAPITAL MANAGEMENT

View More

Zach Wooldridge

Zach Wooldridge

Co-Founder

ELM CREEK PARTNERS

Zach Wooldridge is a founding partner at Elm Creek Partners, which is a Dallas-based private equity firm that

View More

Ben deTar Wilhite

Ben deTar 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

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

Jim Hardin

Jim Hardin

Managing Member

THE SPONSOR FUND

Jim Hardin is a Charlotte, NC-based investment professional leading The Sponsor Fund, which invests equity as an

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

Noah J. Kroloff

Noah J. Kroloff

Managing Director

BLACK GRANITE CAPITAL

Noah J. Kroloff is Managing Partner of Black Granite Capital. Mr Kroloff has been helping innovative companies

View More

Michael D. Ilagan

Michael D. Ilagan

Managing Partner

BLACKLAND CAPITAL PARTNERS, LLC

Michael D. Ilagan is the founder and Managing Partner of Blackland Capital Partners, a private equity firm

View More

Gerson Guzman

Gerson Guzman

Managing Director & CCO

CORINTHIAN CAPITAL GROUP

Mr. Guzman is a Managing Director at Corinthian Capital, LLC, a middle-market private equity firm focused on

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

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

Pavel Smyshlyaev

Pavel Smyshlyaev

Principal

BEACONHOUSE CAPITAL MANAGEMENT, LLC

Pavel has over a decade of investment, corporate advisory / investment banking and capital markets experience

View More

Alex Allgood

Alex Allgood

Managing Director

VERIQUEST CAPITAL MANAGEMENT, LP

Mr. Alex Allgood has over 23 years of experience across a broad range of principal investment and investment

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

David J. DiPaolo

David J. DiPaolo

Managing Director & Investment Committee Member

STAR MOUNTAIN CAPITAL

David J. DiPaolo has nearly two decades of alternative investment management and advisory experience with the

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

Mina Pacheco Nazemi

Mina Pacheco Nazemi

Managing Director

BARINGS ALTERNATIVE INVESTMENTS

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

ONE-ON-ONE NETWORKING:

SPEED NETWORKING BREAKFAST

Tuesday January 16, 2018 | 9:30 am to 10:15 am

Join us for a series of speed networking! Independent Sponsors & Capital Providers will meet exclusively to evaluate the potential for mutual business endeavors . We will provide you with information on all of the other participants to allow you to choose the most relevant and focused meetings and connect in a free-flowing networking environment. This part of the program is a unique and focused way to help you establish relevant new contacts and generate fresh business opportunities.

PRE-SUMMIT WORKSHOP A:

SO YOU WANT TO BE AN INDEPENDENT SPONSOR? KEY TIPS FOR BUILDING OUT A SUCCESSFUL BUSINESS

Tuesday January 16, 2018 | 10:30 am to 12:30 pm

  • Regulatory developments and what to expect going forward in 2018
  • Closing your first transaction: how to make your business stand out
  • The importance of relationships with investors
  • Successful strategies in deal sourcing
  • Understanding the development of fundraising, and effectively managing it deal-by-deal
  • The process and strategies of taking a transaction/closing fee
  • Seeking out alternative fee structures with service providers
Mark G. Fornasiero

Mark G. Fornasiero

Managing Partner

CLARENDON GROUP

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Douglas Song

Douglas Song

Managing Partner

PRODOS CAPITAL MANAGEMENT

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PRE-SUMMIT WORKSHOP B:

DEAL SOURCING SECRETS FOR A SOLID DEAL FLOW

Tuesday January 16, 2018 | 1:45 pm to 3:45 pm

  • Sourcing affordable deals in an overcrowded marketplace
  • How to effectively negotiate and gain leverage on investment terms
  • Avoiding unicorn deals and targeting less-than-perfect opportunities
  • Quality over quantity - focus on doing fewer deals, but working each deal harder to drive returns
  • Identifying which sectors make sense to hunt for deals in right now
  • Assessing the pros and cons of raising a fund and what are your options if you want to do a deal without outside equity
  • Mastering the process of a quick turnaround
Richard Baum

Richard Baum

Managing Partner

CONSUMER GROWTH PARTNERS

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Brad Batten

Brad Batten

Partner

ZWICK PARTNERS

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LUNCHEON WORKSHOP:

DEAL ECONOMICS, CAPITAL SOURCES AND SOURCING TECHNIQUES: ACQUISITION FINANCING FOR INDEPENDENT SPONSORS

Wednesday January 17, 2018 | 1:15 pm to 2:15 pm

  • Successful ways to negotiate better independent sponsor economics
  • 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
  • Understand where capital sources are looking for proprietary deal flow
David Acharya

David Acharya

Partner

AGI PARTNERS LLC

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Jay Freund

Jay Freund

Partner

CANAL HOLDINGS

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Sponsors

Media Partners

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  • January 1, 2018

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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
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212.563.1800

https://www.stewarthotelnyc.com/

 

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To reserve a spot on our rooming list, please contact info@iglobalforum.com.

Guests are also 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.

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

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

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

Richard Baum

Richard Baum

Managing Partner

CONSUMER GROWTH PARTNERS

Mr. Baum is the Managing Partner of Consumer Growth Partners (CGP), a private equity investment and advisory firm with

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 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

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

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

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 MANAGEMENT

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

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

Jay Freund

Jay Freund

Partner

CANAL HOLDINGS

Prior to joining Canal in 2014, Jay’s 25-year career has been focused upon the financial transaction sector,

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

Sachin Sarnobat

Sachin Sarnobat

Managing Director

ATALAYA CAPITAL MANAGEMENT

View More

Zach Wooldridge

Zach Wooldridge

Co-Founder

ELM CREEK PARTNERS

Zach Wooldridge is a founding partner at Elm Creek Partners, which is a Dallas-based private equity firm that makes

View More

Ben deTar Wilhite

Ben deTar 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

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

Jim Hardin

Jim Hardin

Managing Member

THE SPONSOR FUND

Jim Hardin is a Charlotte, NC-based investment professional leading The Sponsor Fund, which invests equity as an LP in

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

Noah J. Kroloff

Noah J. Kroloff

Managing Director

BLACK GRANITE CAPITAL

Noah J. Kroloff is Managing Partner of Black Granite Capital. Mr Kroloff has been helping innovative companies grow for

View More

Michael D. Ilagan

Michael D. Ilagan

Managing Partner

BLACKLAND CAPITAL PARTNERS, LLC

Michael D. Ilagan is the founder and Managing Partner of Blackland Capital Partners, a private equity firm investing in

View More

Gerson Guzman

Gerson Guzman

Managing Director & CCO

CORINTHIAN CAPITAL GROUP

Mr. Guzman is a Managing Director at Corinthian Capital, LLC, a middle-market private equity firm focused on control

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

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

Pavel Smyshlyaev

Pavel Smyshlyaev

Principal

BEACONHOUSE CAPITAL MANAGEMENT, LLC

Pavel has over a decade of investment, corporate advisory / investment banking and capital markets experience including

View More

Alex Allgood

Alex Allgood

Managing Director

VERIQUEST CAPITAL MANAGEMENT, LP

Mr. Alex Allgood has over 23 years of experience across a broad range of principal investment and investment banking

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

David J. DiPaolo

David J. DiPaolo

Managing Director & Investment Committee Member

STAR MOUNTAIN CAPITAL

David J. DiPaolo has nearly two decades of alternative investment management and advisory experience with the majority

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

Mina Pacheco Nazemi

Mina Pacheco Nazemi

Managing Director

BARINGS ALTERNATIVE INVESTMENTS

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

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