Independent Sponsor or Broker: How Independent Sponsors Can Add Value to Deals

Topic: Independent Sponsor or Broker: How Independent Sponsors Can Add Value to Deals

Date: November 7, 2017

Time: 12:00pm-2:00pm

Location: Bernstein 1345 Avenue of the Americas (41st Fl.) New York, NY 10105


  • Opus Connect Members: No Charge
  • Non-Members (On or before November 10th): $225
  • Non-Members (On or after November 11th): $250


More independent sponsors are entering the lower middle market each year. Some are former fund investors, others are former operators, and fewer are both. As capital providers shift strategies to look for new and creative ways to deploy their capital, partnership with independent sponsors on deals is an increasingly attractive model. But in the absence of a relationship, how can a check writer build quick trust with an independent sponsor? And besides the actual deal, what can the independent sponsor bring to the table to add value throughout the life of the investment?

Join some of the country’s leading lower middle market capital providers and seasoned independent sponsors to hear them share their experiences and suggestions for building successful partnerships. Following the panel, questions are encouraged from the audience.


Dan Lee, Managing Director at Comvest Partners


Tom Henderson, President & CEO at Accord Financial Corp

Doug Bunim, Director at OFS Capital

Jacques Youssefmir, Partner at Ocean Avenue Capital

Gerry Debiasi, Partner at Kidd & Co.