Independent sponsors forum: A video series

    financial buildings skyline
    Claudine Cohen hosts a new video series, interviewing capital providers and market movers who share with us their insights and strategies into how this new asset class can optimize performance.

    Turning Rock Partners

    Navigating the independent sponsor ecosystem and knowing how to stand out, both as an independent sponsor and when it comes to executing deals, is key to success, David Marcus, founder of Turning Rocks Partners, explains.

    New 2ND Capital

    Dan Townsend, partner, and Robert Luttrell, vice president, of New 2ND Capital, discuss the secondary capital industry and the increasing role it plays in transactions with independent sponsors.

    Tamarix Capital and Pacific General Holdings

    Mark Hauser, Founder and Managing Partner at Tamarix Equity Partners, and Matthew Yoon, Managing Partner at Pacific General Holdings, both agree: at the end of the day relationships make or break a deal.

    Laurel Oak Capital Partners

    From proprietary deals to carve-outs to nurturing relationships, and more, Rena Clark and Emanuel Slater, managing partners at Laurel Oak Capital Partners, discuss their experiences.

    LP First Capital

    In this video series, learn what a thesis-driven investment approach is, how to professionalize your business, the key to a smooth integration process, and more, from Matthew Jackson, Vice President at LP First Capital, and Michael Sommerdorf, Associate at LP First Capital.

    Frisch Capital Partners

    As an independent sponsor, it’s important to know what type of partnership works for you and how to fit the puzzle pieces together to help ensure a successful transaction. Drew Brantley, Managing Director at Frisch Capital Partners, shares his insights.

    Rellevant Partners

    While there certainly are opportunities for deals in the restaurant industry – including with restaurant technology – understanding how to navigate partnerships with entrepreneurs is important to success. Janice Meyer and Jessica Kates, Co-Founders and Managing Partners at Rellevant Partners, share their insights.

    VisioCap

    David Cunningham and Steve Marton, Co-Founders of VisioCap, talk successful exits, supply chain, value creation, and more.

    Valley Ridge Capital

    Exits, deal terms, and relationships can be tricky to navigate. Mark Tedford and John Sheffield, Founders and Managing Directors at Valley Ridge Investment Partners, provide some insights.

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    This has been prepared for information purposes and general guidance only and does not constitute legal or professional advice. You should not act upon the information contained in this publication without obtaining specific professional advice. No representation or warranty (express or implied) is made as to the accuracy or completeness of the information contained in this publication, and CohnReznick LLP, its partners, employees and agents accept no liability, and disclaim all responsibility, for the consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this publication or for any decision based on it.