Sourcing. Structuring. Financing. Execution.

Independent Sponsors Summit: West Coast

December 1-2, 2026Los Angeles

The West Coast's marketplace for independent sponsors, direct-investing family offices, private equity investors, SBICs, lenders, institutional LPs, and transaction advisors to source proprietary deal opportunities, secure capital and build lasting investment relationships.

Built for the West Coast lower middle market, the summit offers a schedule of 22 curated 1-2-1 meetings, personalized meeting recommendations, 11+ hours of targeted networking, and practical discussions spanning the full deal lifecycle, from sourcing and underwriting through structuring, finance and execution.

Every meeting is matched to your deal stage, sector focus and capital priorities. Your most valuable introductions are identified before you arrive.

The 2026 room

Built for Capital Connections

Bringing together active capital allocators, sponsors, and institutional investors in a focused environment built for meaningful conversations and accelerating deal flow.

200+
Curated participants

Independent sponsors, family offices, private equity investors, lenders, and lower-middle-market advisors. Active capital deployers only.

10+
Family offices on program

Direct allocators embedded into the agenda. On-stage participation, live deal evaluation, and investment-level discussion throughout.

11+
Hours of structured capital interaction

1-2-1 investor meetings, small-group capital roundtables, and closed-door networking blocks focused on deal-level allocation conversations.

New formats

Live deal pitches (Shark Tank format)

Independent sponsors present live transactions to family office and capital allocators, with real-time underwriting, pricing, and approval responses.

The Great Debate series

Two head-to-head sessions. Senior investors on opposing strategies.

On the keynote stage
Warren Woo

Warren Woo

Co-Founder & Partner · Breakaway Capital

Inside a Multi-Billion Family Office: What Family Capital Now Looks for in Independent Sponsors

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Warren C. Woo is a Founding and Managing Partner of CFT Capital Partners Fund and CFT Capital Partners Fund II and the Managing Member of CFT Capital Management. CFT Capital Management manages alternative assets for the Cherng Family Trust, the family office of Andrew and Peggy Cherng, Founders of Panda Express/Panda Restaurant Group. CFT Capital Partners has over $3 billion of AUM and is currently investing out of CFT Capital Partners Fund II, a $781.2 million vehicle which closed in August 2024. CFT Capital Partners seeks to co-invest in proprietary, direct and aligned investments, across private equity, growth equity, real estate and other opportunistic asset classes, in partnership with other family offices, financial sponsors, institutional investors, and management teams. Previously, Warren was the Chief Investment Officer for the Cherng Family Trust. He is also the Founder and Managing General Partner of Breakaway Capital Partners Fund and Breakaway Capital Partners Fund II, private investment funds with $150 million of committed capital that provide unitranche financing solutions to lower middle market companies. Warren was a Founding Partner and Managing Director of Moelis & Company, and was at UBS Investment Bank as Vice Chairman, a member of the Board of Directors, and Global Head of Financial Sponsors, Hedge Funds and Leverage Finance. He received his MBA from the Stanford University Graduate School of Business and graduated Phi Beta Kappa and magna cum laude with a BA in Economics from UCLA.

Vishal Verma

Vishal Verma

Managing Partner · Edgewood Ventures

$1B+ in Institutional Family Wealth: How Family Offices Allocate Across Buyouts & Direct Deals

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Vishal is a Senior General Partner at Edgewood Ventures, LLC and their group companies, a venture fund focusing on investing in the USA and India. He has made investments and sits on the board of directors of Edgewood Networks (a joint venture with Juniper Networks), Edgewood CureAire, and HSMC, a leading independent semiconductor products provider recently awarded a $2.2B package from the government of India. Vishal is passionate about building strong education systems and is an active member of the non-profit boards of Trustees and Directors for the University of California at Merced and One Economy (Washington, D.C.). Prior to joining Edgewood, Vishal was a cofounder or held senior leadership roles at Akroria Networks, Geotouch and PointCross, and started his career at Loral Corporation. While pursuing his MBA at Chicago Booth, he cofounded the Hyde Park Angels to promote entrepreneurship in the Chicagoland area. Vishal holds a B.S. in Marketing from Santa Clara University and an MBA in Finance from the University of Chicago Booth School of Business.

Who this is for
Independent sponsors actively sourcing or executing transactions
Family offices deploying direct capital
Private equity professionals evaluating sponsor-led deals
Credit funds and lenders in the lower middle market
M&A advisors, legal and transaction professionals
Operating partners and capital formation teams

Where Deals Gain Momentum

This summit is designed to bring together premium independent deal flow with the right investors, partners, and market insights. Every keynote, meeting, and discussion is built to help move transactions forward.

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