Expert Roundtable: New Trends in Capital and Financing Options for Independent Sponsors

Join Jim Davidson of Avant Advisory Group and a panel of distinguished M&A veterans as we discuss topics such as the involvement of independent sponsors in the deal process, financing independent sponsor transactions, and independent sponsors.

PANEL:

• Terry Keating, President and CEO, Accord Financial, Inc.

• Jon Finger, Partner, McGuireWoods, LLP

• Elaine Carey, Managing Director, Forensic & Litigation Consulting, FTI Consulting

• James F. Davidson, CPA, CFF, CFE, CM&AA, CIRA, CTP, CGMA, CM&AP, CBA, Managing Director, Avant Advisory Group

MODERATOR:

• Alex Kasdan, Senior Managing Director, DelMorgan & Co.

MAJOR TOPICS:

• Terminology — Independent Sponsors, Private Equity and Family Offices

• Search fund model

• Involvement of independent sponsors in the deal process

• Financing independent sponsor transactions

• Independent sponsor, PE and family office transactional alliances

• Finding and closing deals in the hyper-competitive seller’s market

• Understanding financial and “people” due diligence risks

• Source of funds

• Deal structures

• Common issues and solutions