Competing Above Your Weight: The Modern Independent Sponsor Playbook

How lean sponsor teams can build the capabilities needed to source effectively, execute with confidence, and create value after closing. Independent sponsors are competing for deals against firms with larger teams and more resources. This session breaks down how lean sponsors can close that gap using the right tools, partners, and processes at each stage of the deal lifecycle. Panelists from XS, BluWave, and Levenfeld Pearlstein will cover: XS: Using data and market mapping to identify opportunities, build stronger theses, and target the right relationships BluWave: Accessing institutional-quality diligence and operating expertise without building a large internal team Levenfeld Pearlstein: Structuring transactions and sponsor relationships to protect economics, manage risk, and support efficient execution Presented by Independent Sponsor News (ISN).