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

Pricing: 

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

Summary:

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.

Moderator: 

Dan Lee, Managing Director at Comvest Partners

Panelists:

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.

NYC Deal Connect: Independent Sponsors

Topic: NYC Deal Connect: Independent Sponsors

Date: November 6th, 2017

Time: 11:30 AM – 7:00 PM

Location: Lowenstein Sandler LLP, 1251 Ave of the Americas, New York, NY 10020

Opus Connect is excited to announce its NYC Deal Connect speed-networking event with independent sponsors. This exclusive event is hosted by Lowenstein Sandler LLP and includes highly interactive rotations of brief one-on-one meetings between independent sponsors and capital providers. All attendees are pre-selected to ensure quality and facilitate deal making in an efficient manner.

If you are interested in attending, please complete an application by clicking on the button above. Please note that applying does not guarantee your attendance at Deal Connect, and a brief introductory phone call may be scheduled by Opus Connect staff.

This event is one of twelve Fall 2017 Deal Connect events presented by Opus Connect.

Schedule: 

Registration/Lunch: 11:30am – 1:00pm
Meetings: 1:00pm – 3:00pm
Break: 3:00pm – 3:30pm
Meetings: 3:30pm – 5:30pm
Cocktail Reception: 5:30pm – 7:00pm

Benefits for participants:

• Meet a range of independent sponsors and capital providers firms located across the country through concentrated and efficient one-on-one meetings and a networking reception
• Save time finding deal partners: 12 meetings, each strictly 20 minutes long
• Panel featuring several of our sponsors immediately following the last meetings
• Sponsorship opportunities available

“The private equity firms and family offices that we’ve met at Deal Connect understand our business model and are serious about investing with us. These events are an indispensable resource for our firm.”
-Steve Reinstadtler, SR Capital Advisors

Pricing: 

(Early registration ends September 20th)

 

Deal Connect Capital Providers Independent Sponsors
Early           Late Early            Late
 Members $1500      $1800 $150           $250
 Non-Members  $1900      $2200 $300           $500
  • Additional attendees are assessed a $100 fee.
  • Priority for Capital Providers will be given to Opus Connect members. Non-members will be placed on a waitlist and accepted at the non-member price if there is space available.
  • All attendees must pre-register. Absolutely no walk-ins will be accepted.

 

Family Offices: An Increased Appetite for Direct Investing

Topic: Family Offices: An Increased Appetite for Direct Investing

Date: October 18, 2017

Time: 12:00pm-2:00pm

Location: New York Marriott Marquis – 1535 Broadway (Manhattan Ballroom, 8th Floor) New York, NY 10036

Pricing: 

  • Opus Connect Members: No Charge
  • Non-Members (On or before October 13th): $225
  • Non-Members (On or after October 14th): $250

Summary:

The rise of family office direct investing presents opportunities and challenges for the family office as well as for the traditional private equity firms and lenders who partner with them. This panel will discuss the latest trends in family office investment strategies and opportunities, as well as handling investment issues such as selecting co-investment partners, management, control, fees and exit issues, and best practices to getting deals closed. Whether you’re a family office wanting to network and hear about current best practices or a co-investor with family offices, this will be a great event to attend. Seats will be limited and service provider attendees will be limited to our members and sponsors.

Moderator: 

Timothy Frazier, Vice President at TriNet

Panelists:

Bill Fradin, Managing Partner at Seal Rock Partners

Wendy Craft, COO at Favara, LLC

Jolyne Caruso, CEO at The Alberleen Group

Ira J. Perlmuter, Founder & Head of Family Office Direct Investing at T5 Equity Partners, LLC

Brian Choi, VP of Finance and Business Development at Woerner Holdings, Inc.

A Wine Tasting Social: Sip, Learn & Network!

Thursday, October 5, 2017 – Thursday, October 5, 2017
6:00 PM – 8:30 PM EST
Astor Center
399 Lafayette Street (At East 4th Street) New York, NY United States
Our Invitation
Enjoy two and a half hours of wine tasting and networking with professionals in the restructuring industry at the Astor Center where you will taste eight different wines paired together with cheese, charcuterie and other delicious hors d’oeuvres.

 

The Plan
Structured as a networking cocktail reception, this event features four wine tasting stations highlighting two wines each for a total of eight wine tastings. Our guests are invited to sample all eight wines and/or continue to enjoy their favorite wine.

Upon entry, our guests will receive a glass of sparkling wine and a handout that outlines each of the four tasting stations. The tasting tables are managed by Astor Center’s knowledgeable staff who are prepared to answer questions or provide tasting notes on all of the eight wines served.

Our guests are invited to taste and explore at their own pace while networking, networking, networking!

TMA NYC Event Planning Committee

Kate McGlynn, VP Programming, Deloitte CRG
Marc Skapof, Programming Chair, Royer Cooper Cohen Braunfeld

Darren Azman, Event Committee, McDermott Will & Emery LLP
Jon Henrich, Event Committee, Berkeley Research Group
Jeremy Johnson, Event Committee, Polsinelli PC

Registration Information
Online Registration Closes at Noon on 10/4/2017

Registration Fee Schedule:
Early Bird
 (now – Friday 9/22/17): Member $70, Student Member $30, NonMember $95

Regular (9/23/17 – Noon 10/4/17): Member $90, Student Member $40, NonMember $115
OnSite (If Available on 10/5/17): Member $110, Student Member $50, NonMember $135

 

 

 

What’s Trending in Private Equity Investing and Fund-Raising

Topic: What’s Trending in Private Equity Investing and Fund-Raising

Date: September 19, 2017

Time: 6:00pm-8:00pm

Location: New York Marriott Marquis – 1535 Broadway Street (O’Neill Room, 4th floor) New York, NY 10036

Pricing: 

  • Opus Connect Members: No Charge
  • Non-Members (On or before September 14th): $225
  • Non-Members (On or after September 15th): $250

Summary:

This panel of private equity professionals, including one of the leading limited partners in the middle market, will discuss the increasing role of limited partners and co-investment, innovative ways for deal sourcing, dealing with high valuations, industries to focus on and why, and what may lie ahead for the PE industry.  Come and learn from some of private equity industry’s leading experts.

Moderator: 

Marilyn Adler, Managing Director of Medley

Panelists:

Ilene Levinson, Principal at Hamilton Lane

Rachael A. Wagner, Managing Director at Atairos

Zeena H. Rao, Managing Director at ICV Partners

Suzanne Yoon, Founder & Managing Partner at Kinzie Capital Partners LLC

Beatrice Mitchell, Co-Founder and Managing Director of Sperry, Mitchell & Company

NYC: Summer Social

NYC: Summer Social

Date: August 9, 2017

Time: 6:00pm-8:00pm

Location: New York Yankees Steakhouse: 7 W 51st St, New York, NY 10019

Pricing: 

  • Opus Connect Members: No Charge
  • Non-Members (On or before August 4th): $225
  • Non-Members (On or after August 5th): $250

The Alliance New York Chapter

Please join AM&AA New York on the Summer Solstice for a Summer Social & Deal Sourcing Networking Event!
In addition to the good food and great company that you have come to expect, this event will include middle market Investment Banks bearing deals and transaction opportunities. Come mix and mingle with the investment community to discuss current, past or potential opportunities.

The Clash: Should I stay or should I go? What’s an investor to do?

Opus Connect

Topic: The Clash: Should I stay or should I go? What’s an investor to do?

Date: May 10, 2017

Time: 6:00pm-8:00pm

Location: Bernstein 1345 Avenue of the Americas (36th Fl.) New York, NY 10105

Summary:

Stocks have been up sharply since the election, but the upward market and recent volatility has reasons far beyond politics. The global economy has shown resiliency, and earnings are beginning to accelerate. Despite this, valuations and the potential for increased volatility have created uncertainty.

Paul Robertson, Bernstein Senior Portfolio Manager, will discuss what Bernstein believes is behind the expectation of greater economic growth, the market rally and recent increase in volatility, and how Bernstein is responding. His discussion will include what areas of the economy are expected to grow faster than normal, what growth-enhancing policies from the new administration mean for investors, and whether staying invested is a prudent plan.

Speaker:

Paul Robertson, Senior Portfolio Manager of Bernstein

 

Boston Deal Connect: Capital Providers and Independent Sponsors

Opus Connect is excited to announce its Boston Deal Connect speed-networking event with independent sponsors. This exclusive event is hosted by Burns & Levinson and includes highly interactive rotations of brief one-on-one meetings between independent sponsors and capital providers. All attendees are pre-selected to ensure quality and facilitate deal making in an efficient manner.

If you are interested in attending, please complete an application by clicking on the button above. Please note that applying does not guarantee your attendance at Deal Connect, and a brief introductory phone call may be scheduled by Opus Connect staff.

This event is one of six Spring 2017 Deal Connect events presented by Opus Connect.

 

Schedule:

Registration: 11:00am – 11:30am
Lunch/Panel: 11:30am – 1:00pm
Meetings: 1:00pm – 3:00pm
Break: 3:00pm – 3:30pm
Meetings: 3:30pm – 5:30pm
Cocktail Reception: 5:30pm – 7:00pm

Benefits for participants:

  • Meet a range of independent sponsors and capital provider firms located across the country through concentrated and efficient one-on-one meetings and a networking reception
  • Save time finding deal partners: 12 meetings, each strictly 20 minutes long
  • Panel featuring several of our sponsors during lunch with Q&A
  • Sponsorship opportunities available

iGlobal Forum: 5th Independent Sponsors Summit

Changing market forces, rising interest rates and shifting investor attributes desiring lower cost and risk structures have made the private equity marketplace highly competitive. Independent sponsors are providing unique opportunities for private equity and mezzanine debt investors who are looking to better align incentives with the standard private equity fund. However, they face many challenges around deal sourcing, compensation and governance and with new entrants in the sector, it is critical that they develop the right partnerships to ensure deal flow in all market cycles. iGlobal Forum’s 5th Independent Sponsor Summit, held on April 19th & 20th in New York, will bring together over 150 senior level capital providers and IS executives by combining high-level networking and one-to-one meetings, alongside in-depth content, so you can pick up the best strategies from industry experts, make valuable connections, and improve your odds in generating successful deals. The 5th Independent Sponsor Summit is a key platform to meet and network directly with leading industry professionals and decision-makers all under one roof such as: Independent Sponsors (Fundless Sponsors), Private Equity Firms, Family Offices, Mezzanine Lenders, Hedge Funds, Institutional Investors, HNWIs (High Net Worth Individuals) and M&A Intermediaries/Advisors.