The room you’re walking into.
The West Coast’s marketplace for independent sponsors, direct-investing family offices, private equity investors, lenders, and lower-middle-market advisors, built for two days of curated meetings and deal-stage-matched conversations.
Independent sponsors, family offices, private equity investors, lenders, and lower-middle-market advisors.
Direct allocators integrated throughout the agenda, hear directly from family office investors through panel discussions, live deal reviews, and practical conversations on capital deployment.
Curated 1-to-1 meetings, investor roundtables, and focused networking sessions designed to facilitate meaningful lower middle market transactions.
Where Emerging Independent Sponsors Build Momentum.
Gain practical insight into sourcing, fundraising, and transaction execution while building relationships with the investors and advisors who support first-time and growing sponsors.
Connect with Active Family Office Investors
Engage with active family offices participating throughout the agenda and networking programme.
See Investment Decisions in Real Time
Experience real transaction presentations reviewed by experienced family office and institutional investors.
Master Deal-by-Deal Capital Formation
Understand the capital formation strategies used by independent sponsors raising equity on a deal-specific basis.
Build a Proprietary Sourcing Strategy
Discover proven approaches for identifying and originating proprietary investment opportunities.
Independent Sponsors · 1 to 3 Deals · 22 meetings · 5 / 10 recommendations pre-Summit, regular / premium · 2wk early platform access · 200+ curated room · Cocktail reception
View pass optionsSeven reasons independent sponsors, family offices, and capital providers return year after year.
22 Curated Meetings
Maximise your time with structured meeting slots and personalized recommendations based on your investment profile and transaction priorities.
200+ Curated Participants
An intentionally focused audience of independent sponsors, family offices, lenders, advisors, and institutional investors.
10+ Active Family Offices
Meet direct investors participating across the programme, from panel discussions to live deal evaluations.
Live Deal Evaluation
Shark Tank Live showcases independent sponsor transactions before a judging panel of experienced investors.
Twelve Chatham House Breakfast Tables
Twelve Chatham House breakfast tables covering the decisions sponsors and allocators face at every stage of the platform lifecycle.
New format: The Great Debate Series
Hear experienced sponsors and investors challenge conventional thinking through opposing viewpoints.
One Marketplace. Two Days.
Two days with the sponsors, capital providers, and transaction advisors actively shaping the market.