In this episode, Joe Rodgers sits down with three seasoned investment bankers—Pat Galleher (Boxwood Partners), Bo Briggs (Croft & Bender), and Gene Bazemore (Founders Advisors)—to discuss the growing credibility and challenges of independent sponsors in the M&A landscape.

The discussion dives into:

• Market Dynamics: How macroeconomic uncertainty and political policies are shaping deal activity in 2024.
• Independent Sponsor Evolution: Why the space is expanding, and the key differences between established sponsors and newcomers.
• Deal-Making Realities: The importance of transparency, capital verification, and operational expertise for sponsors to win auctions.
• Success Stories & Pitfalls: Lessons from deals that thrived (or failed) due to sponsor preparedness and LP relationships.
• Advice for New Sponsors: Niche focus, proprietary deal flow, and the critical role of trusted capital partners.

Tune in for candid insights on navigating the competitive yet opportunistic world of independent sponsors—straight from bankers who’ve seen it all.

Disclaimer: This podcast is for informational purposes only and does not constitute investment advice.

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