February 7, 2024
MIAMI, FL — February 7, 2024 — The Berkman Woods team made its inaugural appearance at the 16th annual Independent Sponsors Summit, hosted by iGlobal Forum at The Ritz-Carlton Coconut Grove in Miami, Florida on February 6–7, 2024.
The summit, widely regarded as the premier gathering for independent sponsors and capital providers, brought together over 300 participants including independent sponsors, family offices, institutional allocators, and lenders for two days of panels, roundtable discussions, and structured networking.
"The Independent Sponsors Summit was an important milestone for our firm," said Ron Martinez, Managing Partner of Berkman Woods. "The event provided an opportunity to engage directly with capital partners and institutional allocators who share our conviction in the deal-by-deal model. The caliber of the participants and the quality of the conversations reinforced our belief that the independent sponsor community is entering a period of significant growth and institutional acceptance."
The summit's programming addressed several themes relevant to Berkman Woods' investment strategy, including sourcing and executing quality transactions in a competitive deal environment, structuring partnerships between independent sponsors and capital providers, identifying optimal financing solutions for lower middle market acquisitions, and leveraging technology to improve deal sourcing and operational workflows.
The conference also featured the annual Independent Sponsor Awards, recognizing outstanding deal execution and entrepreneurial leadership within the independent sponsor community.
Berkman Woods' attendance at the summit reflects the firm's ongoing commitment to building relationships with institutional capital partners who value transparency, alignment, and the disciplined, deal-by-deal approach that defines the independent sponsor model.
The Independent Sponsors Summit, produced by iGlobal Forum, is the largest annual gathering of independent sponsors and capital providers in the United States. The event features expert-led panels, interactive roundtables, and extensive networking opportunities designed to drive deal activity and foster partnerships across the independent sponsor ecosystem.
Berkman Woods is a private equity firm focused on acquiring, building, and growing businesses across the lower middle market and small business segments. For more information, visit www.berkmanwoodsco.com.
