SPEAKERS:

• Sylvie Gadant, Transaction Advisory Services Practice Leader, Citrin Cooperman

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

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

• Gerry Williams, Partner, DLA Piper, Member, US Private Equity Group Steering Committee

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 proces

• 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

SPONSOR:

Dealounge is an online deal platform in the middle market. We are the Hotwire of the deal business, where investment banks, deal brokers and deal advisors list and distribute deals anonymously. Our one-touch distribution is the most efficient way to get the deal into the marketplace, and we free up your resources to work on high value-added tasks. What differentiates Dealounge is the integration between that distribution, and our data. We keep data on what firms have in their portfolio, their competence in various industries, and what platforms they are looking to build. We can often expand a banker’s buyer universe, and enable them to build relationships with those buyers on future deals.

LEADING FIRMS SHARE THEIR KNOWLEDGE ON EXPERT WEBCAST: