Independent Sponsor Forum Event Calendar
Independent Sponsor Forum Event Calendar
2025 Digital Lunch & Learn: Facing Uncertainty in Times of Change
12:00 PM - 1:00 PM
Explore how recent legislative shifts like the One Big Beautiful Bill Act are reshaping Section 1202 and QSBS opportunities, what year-end planning looks like in a post-bill landscape, and how lower middle market leaders can make confident decisions amid e
2025 Digital Lunch and Learn: Efficient Structuring & Staging of Financial Diligence
12:00 PM - 1:00 PM
Staging due diligence for Independent Sponsors can be a tricky thing. It’s essential for Independent Sponsors to stage diligence strategically - to identify the key risks and strategies early on for capital providers before getting too far out in front of
2025 Digital Lunch and Learn: Corporate Governance for Private Boards: What Lenders Need to Know
12:00 PM - 1:00 PM
Join SBIA for an in-depth exploration of private company board governance, with a focused lens on key issues and considerations for lenders. This special session—developed by SBIA members, for SBIA members—will delve into critical topics such as recusal pr
2025 Digital Lunch and Learn: Transitioning from a Committed Fund to Deal-by-Deal Strategy
12:00 PM - 1:00 PM
As the Independent Sponsor community grows both in size and impact, there are a growing number of executives transitioning from private equity to the independent sponsor/deal-by-deal model. Doing so allows for greater involvement and control in each deal a