- December 1 - 2 2026
- Los Angeles, United States
Independent Sponsors Summit: West Coast
Event stats
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200+
attendees
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1000+
1-2-1 meetings
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22
meetings per attendee
Sourcing. Structuring. Financing. Execution.
A regional summit for the West Coast lower middle market, bringing together independent sponsors, family offices, private equity investors, SBICs, lenders, LPs and transaction advisors active in the region.
Each attendee receives up to 22 curated 1-2-1 meetings, personalized recommendations and more than 11 hours of networking, alongside practical sessions covering sourcing, underwriting, structuring, financing and execution.
Match every meeting to your deal stage, sector focus and capital priorities, and your recommended meetings are shared before you arrive.
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Why attend
The right people are here
Meet the independent sponsors, family offices, lenders and advisors active in the West Coast lower middle market, with your meetings matched to your deal stage, sector and capital priorities before you arrive. Between meetings, hear from independent sponsors and investors on how deals are sourced, structured and evaluated.
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Live deal evaluation
Join the judging panel, or watch alongside your peers, as experienced family office and institutional investors evaluate three independent sponsor transactions.
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Inside the investment committee
At the Investment Committee Filter breakfast, allocators share the issues that most often stop transactions at final underwriting.
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The West Coast market in one room
The independent sponsors, family offices, lenders and advisors doing deals across the West Coast, together over two days.
Agenda
Two days of sessions and meetings.
Sessions and one-to-one meetings run side by side across both days, so you can build a schedule around what matters to you.
Speakers
The people in the room who set the tone.
50+ confirmed speakers, with more keynotes, panelists, Chatham House hosts, and sector clinic leads being added in the coming weeks.
