Independent Sponsors & Capital Providers Dealmakers Meeting — Boston

Independent sponsors are everywhere, but only a few thrive. With deal competition doubling in five years, winning is no longer about speed; it is about strategy. Guiding questions: • With over 1,500 sponsors competing, how do you identify and secure the right deals before others? • What structural or operational advantages separate the top 20% of high-performing sponsors? • Are there sectors where independent sponsors still have an edge due to less competition?

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?