MealHigh Networking ValueFamily Office Focus
Registration & Breakfast
8:00 AM → 9:00 AMFoyer
SponsorsCapitalFamily OfficesAdvisorsNetworking
Agenda
Independent Sponsors Summit: Dallas
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18 of 18 sessions
Thursday, June 11
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
BreakFamily Office FocusFor Independent Sponsors
Networking Break
10:30 AM → 10:50 AMFoyer
SponsorsCapitalFamily OfficesAdvisors
RoundtableWorking SessionsFeaturedMost Popular
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 SessionsMost PopularHigh Networking Value
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
MealFeaturedLikely to Fill
Networking Lunch
12:00 PM → 12:10 PMDining Hall
SponsorsCapitalFamily OfficesAdvisorsTaxSourcingTexas
WorkshopFamily Office FocusFor Independent Sponsors
Lunch Workshop: AI as the Independent Sponsor's Operating Partner - From Diligence to Value Creation
12:10 PM → 12:55 PMMain StageRon Nachum, Co-Founder and CEO, Sapien
SponsorsCapitalFamily OfficesAdvisors
PanelTexas CapitalFeaturedFamily Office Focus
What Your Numbers Are Telling Capital Providers Before You Walk In the Room
12:55 PM → 1:15 PMMain StageClaudine Cohen, Managing Principal Value360 Practice, CohnReznick; Andy Foskey, Managing Partner, Transition Capital Partners; Nick Barnard, Partner, Switchback Capital
SponsorsCapitalFamily OfficesNetworking1-2-1
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
PanelTexas CapitalFeaturedFamily Office Focus
What Makes the Texas Deal Market Different
1:15 PM → 1:50 PMMain StageCameron Scales, Partner, Haynes Boone; Zak Everson, Principal Audit Practice, Baker Tilly; Payton Schramm, Director, Genesis Park; Brien Davis, Managing Director, Fidus Capital
SponsorsCapitalFamily OfficesAdvisorsNetworking
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
PanelTexas Capital
Panel: What LPs Expect from Independent Sponsors
1:50 PM → 2:25 PMMain StageTom Kesoglou, Partner, Ice Miller; Cody Church, CEO and Founder, Clear North Capital; Patrick Hamner, Managing Partner, Battalion Capital Partners
PanelTexas Capital
Panel: Sourcing Deals in Texas: What Still Works
2:25 PM → 3:00 PMMain StageJohn Arnold, Managing Partner, Celarity; Bill Floyd, Principal, Merit Capital; Chandra Kaza, Director Equity Group, Monroe Capital
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
1-2-1 MeetingsNetworking & 1-2-1High Networking Value
1-2-1 Meetings: Deal Execution
3:00 PM → 5:30 PMMeeting Floor
NetworkingNetworking & 1-2-1High Networking Value
Cocktail Reception
Sponsored by Winstead.
5:30 PM → 7:30 PMSkyline Lounge