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.



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


  • 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