On-Demand

Anatomy of an Independent Sponsor transaction (developing the investment thesis, sourcing acquisition targets, raising the capital, performing due diligence and moving to close)

Executing on a buy and build strategy in a fragmented market – who to target and what geographies

As a first time IS, working with a firm to navigate the universe of capital providers

Selecting a capital provider – negotiating terms, determining roles, etc.

Selecting your professional advisors and working through the different diligence streams during the pandemic

Closing a transaction – including which businesses to close first and finalizing the terms with the sellers

Speakers: Claudine Cohen, Managing Principal, Transactions and Turnaround Advisory, CohnReznick LLP

Drew Brantley, Managing Director, Frisch Capital Partners

Thomas Ince, Managing Director, First Capital

Gabriel Schrade, Managing Director, First Capital