Agenda

1. From8:00 AM - to9:00 AM

   Registration

   All Attendees

   Registration and breakfast

   Start the day with breakfast and connect with peers before the morning sessions kick off.

2. From9:00 AM - to10:30 AM

   Networking

   All IS, |Capital Providers

   More about Business building 1-2-1 meetings

   Business building 1-2-1 meetings

   Pre-arranged meetings connecting independent sponsors, capital providers and family offices based on sector focus, deal size, geography and investment criteria.

   Close

   Networking

   Business building 1-2-1 meetings

   Wednesday 09 December | 9:00 AM - 10:30 AM

   Topics

   • Deal Sourcing

   Pre-scheduled 15-minute slots, matched on the sectors and cheque sizes you gave us at registration. Meetings run back to back in the meeting hall, and your schedule is in the app the evening before.

3. From10:30 AM - to11:00 AM

   Break

   All Attendees

   More about Networking break

   Networking break

   Close

   Break

   Networking break

   Wednesday 09 December | 10:30 AM - 11:00 AM

   Where independent sponsor economics come under pressure, and the terms that hold up on the second look.

4. From11:00 AM - to12:00 PM

   Roundtable

   More about Roundtables

   Roundtables

   Join peers for a series of focused roundtable discussions on the issues shaping independent sponsor deals.

   Close

   Roundtable

   Roundtables

   Wednesday 09 December | 11:00 AM - 12:00 PM

   Tables

   1. Table 1

      ROUNDTABLE 1: WHAT HAPPENS WHEN THE FOUNDER STEPS BACK?

      Founder-led businesses can be compelling acquisition targets—but the first institutional transaction often reveals how much value still depends on one individual. How do you determine whether value sits within the company or primarily with the founder? What changes when a founder is completing their first—and potentially only—transaction with private equity? How should the founder’s future role, rollover and incentives shape structure, valuation and the transition to new ownership?

      • Facilitator

        

        Kenneth Heuer

        Kidd & Company

        Principal

      • Facilitator

        

        Andy Baker

        Tyrian Capital

        Managing Partner

      • Facilitator

        

        Douglas Rose

        Gardner Webster Capital Partners

        Managing Partner

      • Facilitator

        

        Paolo Timoni

        Augeo Capital

        Co-Founder & Managing Partner —

      • Moderator

        

        Burton Francis

        ECA Partner

        Managing Partner and Head of the Private Equity

   2. Table 2

      ROUNDTABLE 2: BEYOND THE FIRST CLOSE

      A first transaction proves a deal can get done. The next challenge is building a model that can be repeated across sourcing, capital formation and value creation. When does partnering with another independent sponsor make a transaction stronger, faster or more executable? How narrow should an independent sponsor’s investment focus become as the platform develops? What separates a successful first deal from the beginning of a sustainable sponsor franchise? How should sponsors think about fundraising and value creation as part of the same long-term strategy?

      • Facilitator

        

        Richard Baum

        Consumer Growth Partners

        Managing Partner

      • Facilitator

        

        David Acharya

        Acharya Capital Partners

        Managing Partner

      • Moderator

        

        Ryan Paskin

        CohnReznick

        Partner

   3. Table 3

      ROUNDTABLE 3: WHAT MAKES CAPITAL PROVIDERS LEAN IN — OR WALK

      Capital providers rarely explain every reason behind a pass. Many of the issues that weaken conviction are recurring—and avoidable. What makes an investor or lender lose confidence in a sponsor before diligence has even begun? How should sponsors approach economics, carry and “skin in the game” without putting the relationship on the wrong footing? What information should investors receive before being asked to take a call? What separates a fundraising process that builds momentum from one that quietly loses it? How can first-time sponsors avoid the credibility mistakes that capital providers see repeatedly?

      • Moderator

        

        Tom Kesoglou

        Ice Miller LLP

        Partner of Private Equity Practice Chair, and Board of Directors Member

      • Facilitator

        

        Winston Ma

        Dragon Global Family Office

        Partner

      • Facilitator

        

        Michael Sommerdorf

        LP First Capital

        Principal

      • Facilitator

        

        Michael Trachtenberg

        Cedar Elm Capital

        Principal

5. From12:00 PM - to1:00 PM

   Break

   All Attendees

   More about Networking lunch

   Networking lunch

   Close

   Break

   Networking lunch

   Wednesday 09 December | 12:00 PM - 1:00 PM

   Finding proprietary opportunities is one challenge. Recognizing the exceptional ones is another. Forty years of backing businesses before they became household names, and the investment frameworks that help investors identify the opportunities others miss.

   Speaker (1 confirmed)

   • 

   Sponsor

   • 

6. From1:00 PM - to4:30 PM

   BUSINESS-BUILDING 1-2-1s

   Participants connect with a new group of independent sponsors, capital providers, family offices and relevant strategic partners to discuss active opportunities, capital requirements and potential future collaborations.
   

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