iGlobal Forum

RoundtableWorking SessionsFeaturedFeatured Roundtable

Executive Exchange: Advance Deal Structuring - Side Letters

10:50 AM → 12:00 PMRoundtablesMorris DeFeo, Partner, Chair-Corporate Department, Herrick Feinstein LLP

SponsorsCapitalFamily OfficesTexasCapital

RoundtableWorking SessionsFeaturedLikely to Fill

Executive Exchange: Everything's Bigger in Texas - Including Deal Structures (Rollover Equity, Seller Financing & Earnout Trends)

10:50 AM → 12:00 PMRoundtablesJohn Koeppel, Partner and Private Equity/Independent Sponsor Leader, Lippes Mathias

SponsorsCapitalFamily OfficesAdvisorsRiskOperationsLP

RoundtableWorking SessionsFeaturedLikely to Fill

Executive Exchange: Low-mid-market CFO Talent Pool

10:50 AM → 12:00 PMRoundtablesSteven Haug, Managing Director and Finance Practice Lead, ECA Partners

SponsorsCapitalFamily OfficesAdvisorsAICapitalDeal Sourcing

RoundtableWorking SessionsHigh Networking ValueFamily Office Focus

Executive Exchange: How Independent Sponsors Win Economics and Capital Providers Relationship Trends

10:50 AM → 12:00 PMRoundtablesChase Stuart, Managing Partner, Ice Miller

SponsorsCapitalFamily OfficesAdvisorsNetworking

RoundtableWorking SessionsHigh Networking Value

Roundtable: Tax Strategies That Create Value in Independent Sponsor Transactions

1:15 PM → 1:50 PMRoundtablesNichol Chiarella, Market Managing Partner & M&A Tax Practice Leader, Citrin Cooperman

RoundtableWorking SessionsHigh Networking Value

Roundtable: Deal Execution & Risk Management in Texas

1:50 PM → 2:25 PMRoundtablesPaul Marino, Partner, Sadis; Aaron Mack, Managing Director, Crestline Investors

RoundtableWorking SessionsHigh Networking Value

Roundtable: The EBITDA Levers That Move the Needle Fast

2:25 PM → 3:00 PMRoundtablesJenny Souksavath, Co-Founder/COO, Aspen HR

PartnerFeaturedadvisor

CohnReznick

cohnreznick.com Request introduction

Partnerservice provider

Verivend

verivend.com Request introduction

Partneradvisor

Lippes Mathias

lippes.com Request introduction

Partneradvisor

Ice Miller

icemiller.com Request introduction

Partnerservice provider

Aspen HR

aspenhr.com Request introduction

Partnercapital provider

Stream Capital Partners

stream-cp.com Request introduction

Partnerservice provider

ECA Partners

eca-partners.com Request introduction

Partneradvisor

Herrick

herrick.com Request introduction

Partnerservice provider

Virtus Insurance

virtusins.com Request introduction

Partneradvisor

SADIS

sadis.com Request introduction

Partnerservice provider

Celarity

celarity.com Request introduction

Partnerservice provider

Sapien

sapien.ai Request introduction

Partneradvisor

Haynes Boone

haynesboone.com Request introduction

Partneradvisor

Gray Reed

grayreed.com Request introduction

Partneradvisor

Baker Tilly

bakertilly.com Request introduction

Partnerservice provider

ExtensisHR

extensishr.com Request introduction

Partneradvisor

Winstead

winstead.com Request introduction

Working Sessions

Featured in this track

Executive Exchange: Advance Deal Structuring - Side Letters

Executive Exchange: Everything's Bigger in Texas - Including Deal Structures (Rollover Equity, Seller Financing & Earnout Trends)

Executive Exchange: Low-mid-market CFO Talent Pool

All sessions in Working Sessions

Executive Exchange: How Independent Sponsors Win Economics and Capital Providers Relationship Trends

Roundtable: Tax Strategies That Create Value in Independent Sponsor Transactions

Roundtable: Deal Execution & Risk Management in Texas

Roundtable: The EBITDA Levers That Move the Needle Fast

Faculty

Michael Kornman

David Giroux

Matt London

Sponsors aligned to Working Sessions

CohnReznick

Other tracks

Payton Schramm

Aaron Mack

Hunter Dallas

Brandon Boyd

Stacy Dick

Eliot Kerlin

Cody Church

Drew Adams

Fletcher Boyles

Citrin Cooperman

Verivend

Lippes Mathias

Ice Miller

Aspen HR

Stream Capital Partners

ECA Partners

Herrick

Virtus Insurance

SADIS

Celarity

Sapien

Haynes Boone

Gray Reed

Baker Tilly

ExtensisHR

Winstead