Registration + breakfast
Personalized printed agenda at check-in with phase and audience tags. Your five curated meeting suggestions included.
1-2-1 meeting slots run all day, not just within defined 1-2-1 meeting sessions.
Sessions are tagged by deal phase, audience tier, and room. Panels, roundtables, and sector clinics run in parallel with 1-2-1 meetings. You choose how to spend every block of the day.
Personalized printed agenda at check-in with phase and audience tags. Your five curated meeting suggestions included.
15-minute slots. Bell system. Four slots before the morning break. LOI gate is active for capital provider bookings. Five-minute reset every four slots.
Open floor. Exhibitor stands. Coffee.
Lively, interactive small-group discussions on the most pressing topics independent sponsors are facing today. Groups of 6 to 8 rotate every 20 minutes. Tables are clearly labeled and pre-assigned based on registration profiling so you sit with peers actually working on the problem.
Tables organised by sector: healthcare, B2B services, industrials, and generalist. Curated by iGlobal Forum.
High-draw external voice. Headline speaker and full session title will be announced ahead of the summit.
Not every deal works. Not every management team performs. Not every capital partner stays aligned. Senior independent sponsors on stage talking about what actually went wrong and how they handled underperformance.
The most active IS deal sector by volume and the most technically demanding. Home health, behavioral, dental, physician practices. Closed peer session for IS with active healthcare deals.
Qualification: one or more closed healthcare deals or an active LOI. Open door for listeners. Apply at registration.
You have heard the deal from the IS perspective. Now hear it from the company. A portfolio CEO joins on stage and the conversation starts with one question: why did you choose this sponsor over the other offers on the table?
The most crowded IS sector at auction. Every sponsor is chasing the same recurring-revenue businesses and differentiation has never mattered more. Closed clinic for IS active in B2B services.
Qualification: one or more closed B2B deals or an active LOI. Open door for listeners. Apply at registration.
Post-clinic meeting window.
The IS-to-fund decision is one of the most consequential a sponsor can make, and most people making it are doing so without a realistic picture of what changes. Three seats: an IS who stayed deal-by-deal, one who just closed their first fund, and the LP who backed them.
Final meeting window of the day.
All 1-2-1s end. Transition to the reception.
Drinks. Unstructured networking. Day 1 wraps.
Informal. The meeting room opens at 9:00 AM.
15-minute slots. Bell system. Day 2 caps reset (20 per person). Four slots before the morning break.
Open floor. Exhibitor stands. Coffee.
Family offices. SBICs. The capital providers IS most want to meet. This roundtable puts a spotlight on them and asks the questions IS cannot ask in a 1-2-1: what is actually in their inbox, what makes them say yes, and what IS consistently get wrong before the first call.
Management fees. Carry. Promote. What is market for deal one and what experienced IS wish they had negotiated differently. A candid peer conversation with the numbers on the table.
Full spectrum: SBIC, Align-style collaborate model, family office co-invest, traditional PE fund. What does the sponsor give up in each?
An interactive session for operators, advisors, and PE professionals who want to sharpen their value creation approach. Participants move from individual perspective to shared insight through structured peer-sourcing, diagnostic frameworks, and committed action.
The SBIC model is one of the most IS-friendly capital structures available and one of the least understood by IS in their first one to three deals. Practitioners who have closed 100+ IS-backed SBIC transactions cover the mechanics in real terms.
Open seating.
Headline speaker and full session title will be announced ahead of the summit. Everyone gathers.
Partner disagreements. Firing a CEO you recruited. Governance friction when your capital provider and management team are pulling in different directions.
Highest pursuit rate of any LMM sub-sector on Axial. And in 2025, the sector where tariff exposure is rewriting deal models overnight. For IS with active manufacturing deals.
Qualification: one or more closed manufacturing deals or an active LOI. Open door for listeners. Apply at registration.
Post-panel meeting window.
Co-sponsorship is a fast-rising trend in the IS model. This session goes beyond the concept: two IS co-sponsors from the same real deal walk through the structure live.
HVAC. Roofing. Pest control. Facilities. The fastest-growing IS deal category in 2025, and the one where buy-and-build looks easiest on paper and hardest in practice. For IS building platforms in essential services.
Qualification: one or more closed essential services deals or an active LOI. Open door for listeners. Apply at registration.
Final meeting slots of the conference.
Program subject to refinement as speakers confirm. Sector clinic access is gated by an active deal or LOI in that sector. Apply at registration.