1-2-1 MeetingsNetworking & 1-2-1FeaturedHigh Networking Value
1-2-1 Meetings: Active Deals
9:00 AM → 10:30 AMMeeting Floor
SponsorsCapitalFamily OfficesNetworking1-2-1
iGlobal Forum Flagship
Independent Sponsors Summit: Dallas
A focused one-day summit for independent sponsors, capital providers, family offices, lenders, operators, and founders active in Texas lower-middle-market dealmaking. Programming centres on Texas-specific deal sourcing, capital structures, and post-close execution - practical, actionable content built around the region's industrial, services, and founder-led businesses.
Thursday, June 11, 2026Dallas, TXArts District Mansion
164Attendees curated
200+1-2-1 Meetings
15Speakers
3Tracks
18Sessions
18Sponsors
5Personas
Independent SponsorsCapital ProvidersFamily OfficesAdvisorsTexas CapitalWorking SessionsNetworking & 1-2-1CohnReznickCitrin CoopermanVerivendLippes MathiasIce MillerAspen HR
About the Conference
Built for the institutional independent-sponsor universe.
A focused one-day summit for independent sponsors, capital providers, family offices, lenders, operators, and founders active in Texas lower-middle-market dealmaking. Programming centres on Texas-specific deal sourcing, capital structures, and post-close execution - practical, actionable content built around the region's industrial, services, and founder-led businesses.
01
Curated room
Senior-only audience, vetted by the iGlobal team and matched on live thesis fit.
02
Persona-driven 1-2-1s
Schedule the meetings that map to your live pipeline, not random introductions.
03
Institutional roundtables
Closed-door sessions for family offices, credit, and capital providers.
04
Live operating layer
Native iGlobal app keeps schedule, push, messaging, and matching in sync.
Built For You
See all sessionsEvery audience has a curated path through the event.
Featured Agenda
Explore the full agendaThe sessions defining the week.
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
Popular with capital providers
Most-attended sessions for capital providers.
1-2-1 MeetingsNetworking & 1-2-1FeaturedHigh Networking Value
1-2-1 Meetings: Active Deals
9:00 AM → 10:30 AMMeeting Floor
SponsorsCapitalFamily OfficesNetworking1-2-1
Popular with capital providers
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
Popular with capital providers
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
Popular with capital providers
Recommended for independent sponsors
What independent sponsors come for.
1-2-1 MeetingsNetworking & 1-2-1FeaturedHigh Networking Value
1-2-1 Meetings: Active Deals
9:00 AM → 10:30 AMMeeting Floor
SponsorsCapitalFamily OfficesNetworking1-2-1
Recommended for independent sponsors
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
Recommended for independent sponsors
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
Recommended for independent sponsors
Featured Sponsors
See all sponsorsCapital partners across every layer of the stack.
C
PartnerFeaturedadvisor
CohnReznick
CC
App + Web Continuity
One platform. Browser, iPhone, Android, in-room.
The iGlobal Forum app is the live operating layer of the event. Save sessions on the web, get push reminders on your phone, scan into sessions, manage your 1-2-1 Meetings, and message peers. Every surface stays in sync.
Save sessions across devices
Build your schedule on the web, find it ready on your phone.
Live event push
Room changes, 1-2-1 reminders, and announcements arrive natively.
QR check-in & badge
Native check-in into the venue and individual sessions.