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