NYC Independent Sponsor Summit: Multiple Panels (IN PERSON)

- Ice Miller, 1500 Broadway, Suite 2900, New York, NY, 10036

Date

at
Location

Ice Miller
1500 Broadway, Suite 2900
New York, NY, 10036

About

Opus Connect is looking forward to welcoming you to Part II of our Independent Sponsor Summit featuring three consecutive afternoon panels followed by an evening cocktail reception. These panels will feature industry leading M&A professionals, and will focus on current trends impacting the independent sponsor landscape. This is an exclusive IN PERSON event and will be hosted at Ice Miller LLP in New York City.

A signed COVID waiver within 5 days of the event is a requirement for attendance. Registration includes attendance to afternoon panels & cocktail reception only.

Panel Topics:

  1. Private Equity Panel: How Capital Providers Are Responding to the Changing Financing Markets
  2. Private Debt Panel: Impact of Volatility and Shifting Market Conditions on the Direct Lending Market
  3. Independent Sponsor Panel: Finding Platforms and Raising Capital in Volatile Markets

Panel Summaries:

Panel 1: How Capital Providers Are Responding to the Changing Financing Markets
With rising interest rates, inflation, and increasing financial uncertainty, how have capital providers responded to the M&A market? Under these current market conditions, what opportunities/risks have emerged specifically for Independent Sponsors and what can we predict moving into 2023? Are we seeing changes to investment theses and if so, what are those shifts? Is there a lack of access to the right capital? With the increased cost of debt, how are equity structures in certain deals being impacted? Join us for a discussion on how the current environment is impacting M&A activity, timing, and certainty, particularly in the lower end of the middle market. 

Moderator: Chase Stuart, Partner at Ice Miller

Panelists:
 
Paul Shufro, Principal at Greyrock Capital Group
Drew Scannell, Principal at NewSpring Capital
Curtis Glovier, Senior Investment Advisor at Grafine Partners
Dane Joella, Managing Director at MGG Investment Group, LP


Panel 2: Impact of Volatility and Shifting Market Conditions on the Direct Lending Market
The volatility hitting broadly syndicated markets is working its way down to the lower middle market. How has that impacted financing for independent sponsors generally, and how has private credit held up across different segments? More specifically, how and where are independent sponsors able to access private credit in some of the harder hit sectors? What alternatives are available for financing in those harder hit sectors? Join our panel of experienced private lenders as they explore these questions and many more while sharing their advice with the crowd. 

Moderator: Dan Lee, Partner at Comvest

Panelists:
Marilyn Adler, Founder/Managing Partner at Mizzen Capital
Tony Hokayem, Managing Director at Colbeck Capital Management
Christopher Pope, Partner at Parkway Capital
Eric Nadzo, Principal at WhiteHorse Capital

Panel 3: Finding Platforms and Raising Capital in Volatile Markets
Join us as we reflect on the impact of current market volatility, inflation and rising interest rates on independent sponsors. This expert panel will provide an overview of the implications on deal flow, multiples, and capital raising and structuring so far in 2022, and share thoughts on the potential impacts for the rest of 2022 and beyond on these areas.

This group of industry professionals from a variety of backgrounds will also share their perspectives on what the independent sponsor investment landscape will look like in the current and forecast milieu, and how investors and management teams will need to continue to adapt amidst increasing multilevel uncertainty.

Moderator: Scott Porter, Managing Director at Brightwood Capital Advisors

Panelists:
 
Richard Baum, Managing Partner at Consumer Growth Partners
Jonathan Saltzman, Managing Partner at Torque Capital Group
Mark Tedford, Founder/Managing Director at Valley Ridge Investment Partners
Jeffrey Valenty, Managing Partner at Fortuna Capital


Pricing (includes attendance to all three panels and cocktail reception only)

  • Members: complimentary
  • Non-Members (before Oct. 23rd): $295
  • Non-Members (after Oct. 23rd): $395


By Invitation Only
Opus Connect is a membership-based organization.
If you have any queries, please contact lena@opusconnect.com
*Opus Connect adheres to a strict no cancellations, no refunds, no application of registration fees to future events policy.
Qualified substitutions are accepted. To send a substitute, please notify lena@opusconnect.com
**Opus Connect reserves the right to refuse entry to prospective attendees

Moderators

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Chase Stuart
Ice Miller
Partner
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Dan Lee
Comvest Credit Partners
Partner
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Scott Porter
Brightwood Capital Advisors
Managing Director, Origination

Panelists

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Christopher Pope
Parkway Capital
Partner
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Curtis Glovier
Grafine Partners
Senior Investment Advisor
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Dane Joella
MGG Investment Group, LP
Managing Director
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Drew Scannell
NewSpring Capital
Principal
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Eric Nadzo
WhiteHorse Capital
Principal
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Jeffrey Valenty
Fortuna Capital
Managing Partner
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Jonathan Saltzman
Torque Capital Group
Managing Partner
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Mark Tedford
Valley Ridge Investment Partners
Founder/Managing Director
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Marlyn Adler
Mizzen Capital
Founder/Managing Partner
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Paul Shufro
Greyrock Capital Group
Principal
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Richard Baum
Consumer Growth Partners
Managing Partner
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Tony Hokayem
Colbeck Capital Management
Managing Director

Agenda

December 7th
Summit Registration/Check-In
Private Equity Panel: How Capital Providers Are Responding to the Changing Financing Markets
Private Debt Panel: Impact of Volatility and Shifting Market Conditions on the Direct Lending Market
Independent Sponsor Panel: Finding Platforms and Raising Capital in Volatile Markets
Cocktail Reception/Networking
End

Sponsors

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