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