Description

The ISF Emerging Independent Sponsor Boot Camp is an immersive executive education style initiative designed and launched by the Independent Sponsor Forum (ISF) and developed BY leading independent sponsors, leveraging their deep expertise, to provide those who are new to the strategy with critical insights, best practices, effective strategies, valued networks and frameworks for success. ISF Boot Camp is intentionally held the day prior to our September 10 ISF Chicago Deal Series (to learn more or register for the Deal Series event click here) which brings together pre-vetted capital providers and independent sponsors for a day of 1:1 meetings.

Curriculum Advisors will be announced soon!

Curriculum

The one-day curriculum will guide you through understanding and planning for the unique challenges and opportunities presented when investing on a deal by deal basis without a committed fund.

1. What It Takes to Become an Independent Sponsor - Investment Frameworks, Commitment & Strategies
2. Models for Sourcing Your Deals & Adding Value
3. Types of Capital in the Market and Building Your Capital Stack on a Deal by Deal Basis
4. IOI & LOI: Nuances of Staging Diligence & Negotiating the Deal
5. Sourcing Capital, Structuring the Deal & Understanding What’s Market in Deal Terms
6. Key Governance Considerations & Alignment of Interests Unique to Independent Sponsor Led Deals
7. Independent Sponsor Strategies for Growing the Business with an Exit in Mind

To foster valued relationship building in the lower middle market, the day will culminate with a networking reception bringing you together with independent sponsor-friendly capital providers and established independent sponsors who are attending the ISF Chicago Deal Series event the next day. 

Please contact the Independent Sponsor Forum team at information@isponsorforum.org with questions.

Please note: Membership in ISF is included for those who pay the non-member rate.