iGlobal Forum

06/06/2024

David Acharya, the Managing Partner of ACP, with over 25 years of experience in investing and transacting has built a reputation for his expertise in private equity, capital markets, and portfolio value creation.

As a frequent speaker at industry events, he often shares his insights and strategies to help others succeed in the dynamic world of independent sponsors and private equity.

In his latest article, David explores a compelling narrative about the evolving landscape of institutional private equity funds and the rising prominence of independent sponsors.

Read the article to explore 6 ways Independent Sponsors can help Institutional Private Equity Funds expand reach & diversify: https://hubs.li/Q02zNJfy0

Discover the synergy between institutional private equity funds and independent sponsors at the 17th iGlobal Forum Conference. Explore how collaboration, diversification, and innovation drive superior investment outcomes in the evolving private equity landscape.

05/31/2024

Acustrategy is a valued sponsor for the Value Creation Summit on June 4th in New York.

Acustrategy is a pricing strategy consulting firm focused on the mid-market. We regularly work with operating partners at private equity firms to provide pricing diagnostics, pricing & packaging optimization, and pricing implementation guidance for their portcos in tech, manufacturing, and other sectors.

Mohammed Zakir, Founder and Principal of Acustrategy will lead the executive exchange "Pricing excellence for value-creation".

View more details: https://hubs.li/Q02xHWnk0

05/30/2024

Ramp is a valued sponsor for the Value Creation Summit on June 4th in New York.

Ramp is the ultimate platform for modern finance teams. Combining corporate cards with expense management, bill payments, procurement, accounting automation and more, Ramp is on a mission to help customers save their most valuable resources – time and money.

Guy Cartwright, Advisor at Ramp will lead the executive exchange "Accelerated Returns".

View more details: https://hubs.li/Q02xHWyz0

05/28/2024

United Healthcare is a valued sponsor for the Value Creation Summit on June 4th in New York.

UnitedHealthcare is an operating division of UnitedHealth Group® – the largest single health carrier in the United States. With the nation's largest proprietary network, portfolio companies and their employees can choose from more than 1.7M physicians and health care professionals and over 7K hospitals.

Stop by the United Healthcare booth at the summit for your opportunity to enter the raffle. The winner will be announced during cocktail reception.

View more details: https://hubs.li/Q02xJ1vm0

05/27/2024

Sage is a valued sponsor for the Value Creation Summit on June 4th in New York.

Sage exists to knock down barriers so everyone can thrive, starting with the millions of small and mid-sized businesses served by us, our partners, and accountants. Customers trust our finance, HR, and payroll software to make work and money flow. By digitizing business processes and relationships with customers, suppliers, employees, banks, and governments, our digital network connects SMBs, removing friction and delivering insights. Knocking down barriers also means we use our time, technology, and experience to tackle digital inequality, economic inequality, and the climate crisis.

Jesse Weber, Director of Alliances at Sage Intacct will lead the executive exchange on "Finance Transformation".

View more details: https://hubs.li/Q02xJ1Fn0

05/23/2024

Beckway is a valued sponsor for the Value Creation Summit on June 4th in New York.

BECKWAY: DRIVING PRIVATE EQUITY RETURNS
They serve financial sponsors and their portfolio companies. Their expertise is improving the value of privately held businesses — they help execute strategies and create value through projects solutions, full time resources and interim management. They maximize impact by leveraging technology to deliver insights and sustainability of the improvements.

Rich Mozeleski, Senior Operating Partner at Beckway will lead the executive exchange on "Cost Containment" and moderate the panel "Maximizing The Utility Of Your Operating Partners, & Building Trust & Synergy Between Your Firm & Your Portcos".

View more details: https://hubs.li/Q02xH-820

05/23/2024

Citrin Cooperman is a valued sponsor for the Value Creation Summit on June 4th in New York.

“Citrin Cooperman” is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. Citrin Cooperman is an independent member of Moore North America, which is itself a regional member of Moore Global Network Limited (MGNL).

Kevin Ricci, Partner at Citrin Cooperman Advisors LLC will moderate the panel discussion on "Fully Harnessing Digital Tech, AI & Analytics For Value Creation".

View more details: https://hubs.li/Q02xJ1Bp0

05/22/2024

ECA is a valued sponsor for the Value Creation Summit on June 4th in New York.

ECA is a specialized project staffing and executive search firm focused on private equity and PE portfolio companies. ECA provides value-creation talent solutions for strategy, finance, and operations.

Burt Francis, Managing Director at ECA Partners will lead the executive exchange on "Strategic Human Capital As A Value Creation Lever".

View more details: https://hubs.li/Q02xLwt-0

05/22/2024

BluWave is a valued sponsor for the Value Creation Summit on June 4th in New York.

BluWave is the Business Builders' Network for private equity grade service provider needs. The company’s platform combines technology, data and AI with concierge-like consultative support to expertly connect businesses with proven providers across due diligence, value creation and prep for sale. The BluWave Vetted network is an invite-only ecosystem of top-tier service-providing groups and individuals. Based in Nashville, Tenn., BluWave ranks as one of America’s fastest-growing companies and today serves hundreds of leading private equity firms and thousands of portfolio companies.

Erez Schnaittacher, Vice President of Client Coverage at BluWave will moderate the panel "Finding The Best People In Today’s Market & Using Talent As A Value Creation Lever".

View more details: https://hubs.li/Q02xJ20r0

05/21/2024

Aspen HR is a valued sponsor for the Value Creation Summit on June 4th in New York.

Aspen HR (“Aspen”) is a white-glove PEO that provides independent sponsors and their portfolio companies with cost effective employee benefits, streamlined payroll and expert HR guidance. Aspen has a unique product and service offering such as due diligence support, add-on acquisition support and tailored benefit plans that are customized for the independent sponsor. Aspen serves clients in all 50 states and holds the industry’s prestigious ESAC accreditation.

Mark Sinatra, CEO of Aspen HR will lead Talent Optimization Luncheon Workshop - Driving Enterprise Value Through Human Capital.

View more details: https://hubs.li/Q02xJ1LT0

05/21/2024

Insperity is a valued sponsor for the Value Creation Summit on June 4th in New York.

Insperity’s goal is to help organizations align their people strategy with their business strategy. We know that people can be the greatest value – and risk – to the success of an M&A transaction. Insperity helps prepare organizations for the process and sees them through it.

Ron Senatore, Business Performance Advisor at Insperity will lead the executive exchange on "Culture & Change Management".

View more details: https://hubs.li/Q02xJ1Sk0

05/20/2024

CohnReznick LLP is a valued sponsor of the Value Creation Summit on June 4th in New York. We appreciate their long-standing partnership and look forward to their continued support.

CohnReznick LLP is one of the top accounting, tax, and advisory firms in the United States, combining the deep resources of a national firm with the hands-on, agile approach that today's dynamic business environment demands. With diverse industry expertise, the Firm provides companies with the insight and experience to help them break through and seize growth opportunities.

Claudine Cohen, Managing Principal at CohnReznick will deliver opening remarks and Jeffrey Wissink, Principal, Performance Improvement at CohnReznick will moderate the panel discussion on "Value Creation Strategies To Drive Top Line Growth & Accelerate Time To Value".

View more details: https://hubs.li/Q02xJ1Sd0

05/08/2024

Learn how to find the best people in today’s market and use talent as a value creation lever at the Value Creation Summit on June 4 in New York.

Our panel session will examine how to upskill your people, build out the best management teams, get the organization and succession planning right and more.

Register now: https://hubs.ly/Q02w9kHS0

05/07/2024

Join us at the Independent Sponsors & Capital Providers Dealmakers Meeting on June 18th in Chicago to delve into pivotal discussions covering:
1. Pitch Perfect: Presenting Your Deal to Win Funding From Capital Providers
2. Trends and Outlook: Thriving in 2024 and Beyond
3. Family Office Partnerships: Collaborating for Long-Term Success

Register now: https://hubs.li/Q02vvrgT0

05/02/2024

Join us at the Value Creation Summit on June 4 in New York.

With 150+ private equity firms and independent sponsors in attendance, you can benefit from ample networking time and curated one-to-one meetings to build your network and benchmark your strategy.

The interactive program will give you examples of best practice across leveraging digital technology and AI, using talent as a value driver, change management, and so much more.

Find out more here: https://hubs.li/Q02vG2ZS0

05/01/2024

Maximize your engagement at the upcoming Independent Sponsors and Capital Providers Dealmakers Meeting in Chicago on June 18th. Tailored to your unique business model, these sessions offer exclusive opportunities to connect with independent sponsors or capital providers who specialize in investments aligned with your sector and market. Don't miss out on this targeted networking event!

Register for your place here: https://hubs.li/Q02vv8vp0

04/30/2024

Tune in to our engaging panel discussion featuring industry experts Tom Kesoglou (Moderator, Partner, Ice Miller), Duran Curis (Partner, Ocean Avenue Capital Partners, L.P), Austin Nuedecker (Managing Partner, Weave Growth Partners), and Michael Kornman (Partner, Align Collaborate) as we delve into the intricacies of raising equity funding.

Key Discussion Points Include:

Assessing the spectrum of equity capital sources, including family offices, HNWIs, private equity, and more
Streamlining the co-investment process for sponsors and equity partners
Adapting to valuation changes and optimizing equity structures
Strategies for sourcing and structuring deals to meet the criteria for attracting equity funding
Cultivating a dependable pool of equity investors for efficient capital raising
Evaluating the trade-offs between single equity investors and pools of equity investors

https://hubs.li/Q02tLcwy0

2024 Market Insights: Navigating Credit Uncertainty and Deal Complexity with Industry Leaders

04/25/2024

Whether you're an independent sponsor ready to level up or an emerging manager seeking expert advice, this podcast episode from the Independent Sponsors Summit provides actionable insights on navigating legal requirements, engaging service providers, and cultivating investor relations.

Key Takeaways:

Streamline your journey from independent sponsorship to emerging manager
Gain insider tips for raising your inaugural fund
Navigate legal complexities and compliance essentials with ease
Forge strategic partnerships with service providers for seamless operations
Master the art of investor relations to secure commitments
Evaluate the best path forward for your fund: funded or independent?

Tune in now to gain invaluable insights and propel your success in the competitive world of fund management: https://hubs.li/Q02tLbNV0

Navigating the Transition: From Independent Sponsor to Emerging Manager

04/24/2024

We're thrilled to announce the agenda for our upcoming Independent Sponsors & Capital Providers Dealmakers Meeting, scheduled for June 18th, 2024 in Chicago!

Join us for an insightful gathering where independent sponsors, capital providers, and dealmakers converge to explore new opportunities, forge strategic partnerships, and navigate the ever-evolving landscape of private equity and alternative investments.

Register now: https://hubs.li/Q02tLnQ70

04/23/2024

Excited to announce our latest podcast episode from the Independent Sponsors Summit: "Equity Funding Explained: Navigating Sources and Strategies for Success"!

🔍 In this episode, we'll be exploring the vast landscape of equity capital sources, providing a deep dive into the pros and cons of each option. From family offices to private equity firms, we'll analyze the available avenues for securing equity capital and offer invaluable insights into optimizing structures and compensation to attract investors.

Key Discussion Points:

Assessing the spectrum of equity capital sources, from family offices to private equity
Streamlining the co-investment process for sponsors and equity partners
Adapting to valuation changes and optimizing equity structures
Strategies for sourcing and structuring deals to attract equity funding
Cultivating a dependable pool of equity investors for efficient capital raising
Evaluating the trade-offs between single equity investors and pools of equity investors

Tune in for an insightful discussion on navigating the complexities of equity funding: https://hubs.li/Q02tL5V_0

2024 Market Insights: Navigating Credit Uncertainty and Deal Complexity with Industry Leaders

04/12/2024

We are excited to announce TRIDENT as a valuable sponsor of the Independent Sponsors & Capital Providers Dealmakers Meeting on April 17th in New York.

Trident is an equity capital partner focused on investing in US-based small businesses. Trident exclusively partners with Independent Sponsor Operating Partners (ISOPs) to execute on this mission. As a firm, Trident is a patient and thoughtful investment partner that prioritizes ISOP leadership by aligning incentives to create optimal outcomes. As a value-oriented investor, Trident prioritizes simplified capital structures and high cash-on-cash returns.

View more details: https://hubs.li/Q02sncQ00

04/12/2024

Excited to announce Aspen as a valuable sponsor of the Independent Sponsors & Capital Providers Dealmakers Meeting on April 17th in New York.

Aspen HR (“Aspen”) is a white-glove PEO that provides independent sponsors and their portfolio companies with cost effective employee benefits, streamlined payroll and expert HR guidance. Aspen has a unique product and service offering such as due diligence support, add-on acquisition support and tailored benefit plans that are customized for the independent sponsor.

Mark Sinatra, CEO at Aspen HR will lead a Thought Leadership - How Aspen HR saved a sponsor-backed portfolio company $1mm in overhead.

View more details: https://hubs.li/Q02sncN50

04/11/2024

We're thrilled to announce Frisch Capital as a valuable sponsor of the Independent Sponsors & Capital Providers Dealmakers Meeting on April 17th in New York.

For over 25 years Frisch Capital, has specialized in raising both debt and equity for what is today, value-added Independent Sponsors. Having successfully raised well over $1.5 Billion in capital for Independent Sponsors, Frisch Capital has developed a deep expertise in Independent Sponsor transactions and the capital providers financing their transactions. In addition to raising the capital, Frisch Capital also helps Independent Sponsors and the companies they are acquiring navigate their transactions.

View more details: https://hubs.li/Q02snf690

04/11/2024

We are excited to announce STREAM as a valuable sponsor of the Independent Sponsors & Capital Providers Dealmakers Meeting on April 17th in New York.

STREAM Capital Partners specializes in underwriting, structuring, and executing sale leaseback and net lease investment sale transactions across all commercial property types in markets around the globe.

View more details: https://hubs.li/Q02snlYp0

04/11/2024

Star Mountain Capital is a valuable sponsor of the Independent Sponsors & Capital Providers Dealmakers Meeting on April 17th in New York.

Star Mountain Capital, founded in 2010 by Brett Hickey, is a specialized asset management firm focused exclusively on the large and fragmented U.S. lower middle-market. Backed by some of the world’s most sophisticated institutional and high-net-worth investors, Star Mountain has developed a unique and proprietary platform to provide investors with highly diversified access to the attractive risk-reward opportunities available from established businesses that are not large enough to access the more efficient U.S. capital markets.

David J.Dipaolo, Managing Director & Investment Committee Member at Star Mountain Capital, LLC will lead the discussion "Top Strategies for Deal Success".

View more details: https://hubs.li/Q02snf470

04/10/2024

CohnReznick is a valuable sponsor of the Independent Sponsors & Capital Providers Dealmakers Meeting on April 17th in New York.

CohnReznick LLP is one of the top accounting, tax, and advisory firms in the United States, combining the deep resources of a national firm with the hands-on, agile approach that today's dynamic business environment demands. With diverse industry expertise, the Firm provides companies with the insight and experience to help them break through and seize growth opportunities.

Claudine Cohen, Managing Principal at CohnReznick will moderate the panel discussion: Maximizing Growth: Elevating Independent Sponsorship Through Lasting Partnerships and Continuous Capital Access.

View more details: https://hubs.li/Q02snltr0

04/10/2024

Relive the glitz of Independent Sponsor Awards held this February in Miami!
Join us in congratulating the brightest minds in the industry as we honor the outstanding winners who are shaping the future of independent sponsorship. Once again big congratulations Lipian Adams Illikman -Jean Baptiste Acharya Brindisi Lee Mill.

This video featuring the awe-inspiring winners and their remarkable achievements is here to ignite your inspiration!

04/09/2024

Gain insights on how to identify and capitalize on new opportunities, manage risks, and create value in a changing economic environment - join us in New York on April 17.

Register now for the ISCP Dealmakers Meeting: https://hubs.li/Q02qxYg30

04/05/2024

Digital transformation is a key lever in driving growth and creating value in a portco.

At the Value Creation Summit we take you through how you can leverage AI and analytics in our interactive panel: Fully Harnessing Digital Tech, AI & Analytics For Value Creation.

This session features the experience of Lee McCabe who is responsible for driving digital value creation across AEA's portfolio of 47 companies and Ercan Ucak who works at the intersection of AI, analytics and value creation at Cerberu. Steve Siwinskifocuses on driving finance, operational and strategic initiatives across the investment cycle and AKKR’s portfolio of 70+ companies.

This is just one of many focus areas that you’ll learn about on June 4, sign up now to secure your place: https://hubs.li/Q02rRXZb0