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.
InsightIndependent Sponsors Are An Emerging Force in the MarketCompetition for private equity transactions from independent sponsors is on the rise. As this emerging asset class of investors grows in size and power, it is gaining momentum in the market and searching for larger deals.
InsightTransactional insights: Quality of earnings and beyondChristopher ArohToday’s heightened level of transaction activity coupled with a complex set of market conditions requires a comprehensive and expanded approach to preparing a Quality of Earnings Report.
Press ReleaseCohnReznick Expands Transaction Advisory Services TeamGrowth Supports Middle Market M&A Activity Among Financial Sponsors and Strategic Buyers
InsightThe Role of Family Offices in Private EquityFamily offices have historically taken the role of limited partner, relying on private equity firms to make critical investment decisions. But this is changing. To gain greater control of their investment strategies, and to reduce management fees, direct investment is becoming more popular among family offices.