Independent Sponsors Forum

Independent sponsors are emerging as an impactful asset class due to their nimble and entrepreneurial approach. Through their ability to craft smart investment criteria, build focused deal-sourcing strategies, and develop relationships with symbiotic capital partners, independent sponsors are positioned to deliver outsized returns.

In a series of videos, Claudine Cohen interviews independent sponsors, capital providers, and market movers who share with us their insights and strategies into how this new asset class can optimize performance.

RAISING CAPITAL WITH THE HELP OF A PLACEMENT AGENT

Mona Marquardt, Managing Director, Private Fund Placement at Trailmark (formerly Fortress Group), explains how independent sponsors can connect to institutional investors.

FINANCING OPTIONS FOR INDEPENDENT SPONSORS

Jeri Harman, Founder and Chairman of Avante Capital Partners, shares her thoughts about the increased level of independent sponsor deal activity and how independent sponsors can connect to the best investment partners.

CLOSING YOUR FIRST DEAL

Find out how John Sheffield, Founder and Managing Director at independent sponsor Valley Ridge Investment Partners, prepared for and closed his first deal.

NEGOTIATING FEES, CARRY, AND CONTROL

If you want to negotiate favorable fees, carry, and control, Thomas Zahn, Partner at McGuireWoods LLP, reflects on how independent sponsors and investors are negotiating deals amid today’s market conditions.

Connecting to family office investors

Gain insight from Mickey McFarlin, head of Family Advisory Services of Stephens Inc., on how independent sponsors can position themselves if they want to attract family office investors.

You've won, what's next? Accelerating growth post-close

Learn best practices that independent sponsors David Cunningham and Steven Marton, co-founders of Visiocap, have developed to accelerate growth after the deal has closed.

Subject matter expertise

Contact Claudine Claudine+Cohen Claudine.Cohen@cohnreznick.com

Claudine Cohen
Managing Principal, Value360 Practice
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RAISING CAPITAL WITH THE HELP OF A PLACEMENT AGENT