iGlobal Forum – Independent Sponsors Summit, Dallas
Partner and co-chair of Herrick's Corporate Department, Morris F. DeFeo, Jr., moderated an Executive Exchange on Advance Deal Structuring - Side Letters at iGlobal Forum's Independent Sponsors Summit, Dallas.
The Independent Sponsor Summit, Dallas brought together independent sponsors, capital providers, family offices, lenders, operators, and founders who are actively driving dealmaking across the Texas lower middle market, one of the most active and relationship-driven deal environments in the country.
The summit focused on the region’s unique deal dynamics, from industrial- and services-heavy deal flow to founder-led businesses, operator-driven platforms, and a deep, local capital base.
Key Topics Covered
- Texas-specific deal sourcing strategies
- Industrial & field services platforms
- Operator-led investing in Texas
- Family office co-investment approaches
- SBIC and regional lender perspectives
- Capital structures in a higher-rate environment
- Post-close value creation in Texas-based businesses