Independent Sponsors & Capital Providers Dealmakers Meeting — Boston

Family office capital is available, but elusive. Access requires understanding how they think, structure deals, and measure risk to build trust and alignment. Guiding questions: • How do family offices' investment preferences differ across size and generational profile? • Which co-investment structures create alignment and confidence for them? • How can you build credibility and relationships that last beyond one deal?

The first three months are make-or-break. Early missteps can erase years of value creation. Guiding questions: • Which board and management alignment practices accelerate results? • What KPIs matter most in the early months post-acquisition? • How can sponsors prevent early operational missteps from escalating?