ISF Deal Series - Philadelphia

May 6, 2026 | 8:00am - 6:00pm ET
Sheraton Philadelphia Downtown | Philadelphia, PA

Conducted in a convenient one-day format to maximize efficiency, the ISF Deal Series is open by invitation-only to vetted capital providers and independent sponsors and the Philadelphia event will take place on May 6, 2026, at the Sheraton Philadelphia Downtown.

Launched in partnership with the Small Business Investor Alliance (SBIA), the ISF Deal Series is: 

• Designed exclusively by and for independent sponsors and capital providers with a defined independent sponsor strategy.
• Invitation only to pre-screened capital providers and independent sponsors, ensuring your time will be well spent and yield the highest return.  
• Focused on attendee-selected 1:1 meetings using our proprietary scheduling platform featuring robust attendee profiles. 
• Designed to offer ample time for networking, peer discussions and key insights on current market trends.
• Limited in vendor involvement solely to ISF sponsors.
• Offered on a consistent basis, better matching the natural cadence of deal flow.

DEALINX ISF

You will be invited to access the DeaLinx ISF scheduling platform one week before the event on Wednesday, April 29, with reminder communication sent before the launch of the meeting platform. Only one profile is necessary per firm, so if you have additional colleagues registered, a meeting point-person will be determined and given access to the meeting platform on the firm's behalf.

Event Agenda

(Please note, times subject to adjustment)

Wednesday, May 6

8:00am     Registration & Networking Breakfast
9:00am     1:1 Meetings (4)
10:30am    Fireside Chat: M&A vs Organic Growth - Developing Your Growth Strategy

Moderator: Brian Korman - Ice Miller
Speaker: Adam Wise - Penstock Equity
Speaker: David Hobbs - HTR Capital
Speaker: Sonia Ponnusamy - Aspire Physician Solutions
Speaker: Michael Kornman - Align Collaborate

11:00am  1:1 Meetings (4)
12:30pm  Lunch & Roundtable Discussions

Roundtable 1: Emerging Trends Around Liquidity Rights
Bill Barlow - Barlow & Williams
Dom Noel - Tecum Capital

Roundtable 2: Deal Sourcing Trends in the Lower Middle Market
Sylvie Gadant - Citrin Cooperman
Ben Fenton - Verdant Growth Partners

Roundtable 3: Financial Red Flags in Deal Diligence
Rob Kissling - Source Capital LLC
Nick Stuart - Elliott Davis

2:00pm    1:1 Meetings (4)
3:30pm    Fireside Chat: AI's Impact on Driving Efficiency

Moderator: Rodney Reisdorf - Verivend
Speaker: Andy Garcia - Ed Henries & Co.
Speaker: David Acharya - Acharya Capital Partners
Speaker: Josh Welk - Full Guard Capital

4:00pm   1:1 Meetings (3)
5:00pm    Networking Reception