The Future of Independent Sponsors & Capital Providers Amidst Covid-19

April 28th, 2020 at 11:00AM (EST)

 

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About the virtual event

iGlobal Forum is pleased to present the upcoming virtual event for The Future Of Independent Sponsors & Capital Providers Amidst Covid-19.

Taking place on April 28th, this online event builds on iGlobal's long-standing success of the Independent Sponsor Summit series and the industry's largest gathering of independent sponsors and capital providers.

Key topics include:

  • Assess your investor pool just like you assess the portfolio: Staying power, Ability to invest or support further, Other demands they may be seeing from their core or portfolio businesses.
  • Don’t “wait and see” – others are moving forward: PPP loans, Listen to customers, Size the businesses – revised pro-forma, Make changes accordingly – space, people, CapEx, etc.
  • Re-assess structures going forward: Broken deal costs, IS versus fund (pros and cons), Procedures.
  • What needs to be true to move forward on transactions?
  • Where will Independent Sponsors (IS) find acquisition opportunities through the remainder of 2020.
  • Where will IS turn to for funding during the remainder of 2020.
  • What will it take to win an opportunity in this market?
  • What sectors are thriving during this economy?
  • How can IS best support their current portfolio – what should we be doing/not doing?
  • COVID 19 reiterates the strength of the model. Investors were attracted to this model due to flexibility, lower fees and choice.
  • COVID 19 will shows investors which group were focused on building great businesses and which were focused on financial engineering.

Network with leading:

  • Independent Sponsors
  • Private Equity Firms
  • Family Offices
  • Mezzanine Lenders
  • Hedge Funds
  • Institutional Investors
  • HNWIs (High Net Worth Individuals)
  • M&A Intermediaries/Advisors

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Panelist

Prior to joining Tuckerman, Nick was a principal at North Star Advisors, an investment and advisory firm where he advised private equity and debt investors, worked with portfolio company boards and senior management teams to build and implement value creation initiatives, and originated and analyzed investment opportunities in lower and middle-market companies across several sectors.

Nick Russell

Nick Russell

Partner
Tuckerman Capital 

 

Previously, Nick worked in the private equity and strategy practices at Oliver Wyman Group (previously known as Mercer Management Consulting) advising private investors and corporations on matters of growth, turnaround, and investment.  Nick is a Trustee of the Upper Valley Land Trust and an active member of the Dartmouth and Tuck alumni communities. Nick graduated from Dartmouth College and received an MBA from the Tuck School of Business at Dartmouth College.  

Panelist

​David’s background includes leadership, operations, entrepreneurship, and investment experience.

DAVID MANN

David Mann

Co-Founder
The Firefly Group (IS)

Prior to co-founding The Firefly Group, David co-founded Spring Mill Venture Partners, a venture capital firm.  Previously, he worked with ServiceMaster Ventures and served as a founding member of the ServiceMaster Home Service Center, a joint venture between Kleiner Perkins and ServiceMaster.  David began his career as an officer in the U.S. Navy.  He serves on a number of non-profit boards and is an adjunct faculty member at Indiana University, Kelley School of Business (Indianapolis).

Panelist

John Huhn brings a 25-year track record of success in private equity, entrepreneurism and strategic consulting to his leadership of Compass Group. Over the course of his career, he has been involved in more than 50 transactions representing over $1 billion in revenue.

John Huhn

John Huhn

Managing Partner
Compass Group Equity Partners

Prior to founding Compass Group, John launched and led HBM Holdings, a family office focused on diversifying its core holdings. Earlier in his career, he served as Senior Vice President of Strategy & Corporate Development for Aegion (NASDAQ: AEGN), where he was responsible for corporate strategy, mergers & acquisitions, joint-ventures and strategic alliances.

His earlier experience also includes serving as Managing Principal of an international consulting firm, where he provided strategic and organizational consulting to Global 1000 customers.

John is a graduate of the University of Illinois, where he received degrees in Engineering and Business Administration.

Panelist

David Acharya is a Partner at AGI Partners LLC, an alternative investment management firm that deploys capital in private equity investments and special situation opportunities from our funds.

david acharya

David Acharya

Partner
AGI Partners LLC

Mr. Acharya is a Board Member of Impact XM, a leading provider of experiential marketing solutions for global clients and a portfolio company of AGI Partners LLC.

Previously, Mr. Acharya was a Director of a NYC based private equity firm. Mr. Acharya was responsible for investment sourcing and execution. Among other accomplishments, he sourced and executed Revolution Dancewear for this NYC based private equity firm (co-sponsored with Incline Equity Partners), an investment that won the Consumer Products Deal of the Year from the Global M&A Network.

Before joining this NYC based private equity firm in 2009, Mr. Acharya was a Vice President with Apprise Media, a private equity firm focused on niche media investments, where he worked with the founders of PRIMEDIA, a former KKR founded portfolio company. Mr. Acharya invested over $200 million in niche media companies across digital, events and print products in North America, Europe and Asia. He has made significant contributions to Apprise Media’s largest portfolio company: Canon Communications, the leading B2B media company focused on the $3 trillion advanced, technology-based manufacturing industries. Canon was successfully sold to United Business Media in 2010.

Prior to his time at Apprise Media, he spent 10 years as an investment banker in the highly ranked leveraged finance groups of JP Morgan Chase and Toronto Dominion Securities where he advised, structured and raised over $18 billion of capital for leading financial sponsors, media, telecom, consumer product and other various companies across the globe. He also advised clients on debt tender/consent transactions that affected over $4 billion in debt. In addition, he was involved in numerous private equity investments including Rural Cellular Corporation (sold to Verizon), Voicestream (aka T-Mobile), Completel, Bresnan Communications, Intermedia Communications (Leo Hindery’s Cable Venture), as part of Toronto Dominion’s merchant banking investments.

Mr. Acharya was elected President of the Board for the ACG New York Chapter, the largest and premier association for middle market deal making professionals. Also, he is a member of the Advisory Board of The Sport Source, the leading educational technology company in providing students with access to scholarship information for collegiate athletic programs across 23 sports.

Mr. Acharya holds B.S. and M.B.A. degrees, both conferred with honors, from St. John’s University. He was also selected for the Executives-In-Residence program where he worked with leading executives from financial service firms. In addition, he was inducted into Omicron Delta Epsilon, the economics and finance honor society.

Panelist

Daniel E. Pansing, Managing Director, joined Merit in 1999. He began his career at the First National Bank of Omaha where he was a Management Trainee, gaining exposure to all aspects of the bank’s operations.

Daniel Pansing

Daniel Pansing

Merit Capital

He later joined the bank’s Commercial Lending Department. In 1995, Dan moved to Chicago to join LaSalle Bank’s (now Bank of America) credit training program. As a Commercial Loan Officer at LaSalle, Dan focused on leveraged and asset based transactions with middle market companies.

Dan received his M.B.A., with honors, in 1999 from the Anderson School at U.C.L.A. As a Venture Fellow, his studies focused on finance and entrepreneurial studies. In 1993, Dan earned a B.S. in Political Science, magna cum laude, from Miami University in Oxford, Ohio. He graduated Phi Beta Kappa.

Dan currently serves on the Board of Directors of Classic Brands Holdco, Inc., Monarch Industries Limited, Nester Hosiery and Reliant at Home Inc.
Dan lives with his wife and two daughters in Western Springs. He is active in his community, serving on the board of his local school district’s foundation and as a coach of his daughters’ teams.

PRICING

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April 28, 2020

Full Access plus on-demand recording  $99

 

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