In this episode of Perspectives of the Ever-Evolving Independent Sponsor Universe, host Joe Rodgers, Managing Director at Source Capital, sits down with three leading family office investors to unpack the dynamic world of independent sponsors. Kevin Meyers (First Haven Capital), Kevin Wong (Lang Partners), and Clemente Micara (Graham Capital Investments) share their views on the independent sponsor universe, the influx of equity into the space, and general advice as independent sponsors are actively pursuing deals.

Key discussion points include:

• The growth of the independent sponsor model and why family offices are allocating more capital to this space.
• Investment criteria—deal size, EBITDA ranges, and the importance of sponsor alignment.
• Cap structure preferences, including rollover equity, sponsor skin-in-the-game, and governance.
• Advice for new independent sponsors, from specialization to building strong advisory boards.
• Future trends, including the rise of larger deals and the entry of institutional players.

Whether you're an independent sponsor seeking capital or an investor exploring this niche, this episode offers actionable takeaways and a reality check on what it takes to succeed.

Listen now to gain insider perspectives from those shaping the future of the independent sponsor ecosystem.

Perspectives of the Ever-Evolving Independent Sponsor Universe can be found wherever you get your podcasts, including:

Apple

https://podcasts.apple.com/us/podcast/perspectives-of-the-ever-evolving-independent-sponsor-universe/id1765495381

Spotify

https://open.spotify.com/show/7zZHoMp9NI5D3BMaG2fnfl

Web

https://redcircle.com/shows/perspectives-of-the-ever-evolving-independent-sponsor-universe