Podcasts

Three family offices share their views on the independent sponsor universe, the influx of equity into the space, and general advice for those independent sponsors actively pursuing deals. Joe Rodgers, Managing Director at Source Capital, was joined by Kevin Meyers from First Haven Capital, Kevin Wong from Lang Partners, and Clemente Micara from Graham Capital Investments. Perspectives of The Ever-Evolving Independent Sponsor Universe can be found wherever you get your podcasts.

Welcome to the second podcast of Perspectives of The Ever-Evolving Independent Sponsor Universe.

This podcast will discuss a specific investment, SpinnakerSCA, and the ups and downs that were experienced from when the investment was made in early 2021 to the successful exit in mid 2024.

Joe Rodgers, Managing Director at Source Capital, is joined by Chad Scripps, Managing Partner at Black Lake Capital, the independent sponsor that acquired the Company, and John Sharkey and Evan McCaig - both from the Company.

They discuss the factors that lead to a successful partnership, as well as the challenges that arose, some of which threatened the deal; and others which ultimately led to a stronger outcome for all participants.

Learn about the importance of flexibility, learning that sometimes losing a deal isn't the end of it, and the importance of people in a successful Independent Sponsor deal.

"Perspectives of The Ever-Evolving Independent Sponsor Universe" is a podcast that brings together a panel of seasoned investment professionals to offer invaluable insights into the dynamic and ever-changing world of independent sponsors within the competitive M&A landscape. Through engaging discussions, they highlight an array of topics relevant to the growing independent sponsor space, providing expert perspectives related to control buyouts, capital, investment banking and legal Whether you're a seasoned professional or new to the field, this podcast is essential listening for anyone looking to navigate this M&A space.

In this episode, Joe Rodgers talks with investment bankers Pat Galleher, Bo Briggs, and Gene Bazemore about the evolving role of independent sponsors in today's M&A market. They explore how macroeconomic trends are impacting deal flow, the traits that set successful sponsors apart, and practical advice for newcomers, emphasizing transparency, operational readiness, and strong capital relationships. Listeners gain behind-the-scenes insights into what it takes to thrive in the competitive independent sponsor landscape. Perspectives of The Ever-Evolving Independent Sponsor Universe can be found wherever you get your podcasts.