ISF Deal Series - Chicago

September 16, 2026 | 8:00am - 6:00pm CT
Marriott Marquis Chicago | Chicago, IL

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 Chicago event will take place on September 16, 2026, at the Marriott Marquis Chicago.

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.

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LOCATION:

Marriott Marquis Chicago
2121 South Prairie Avenue
Chicago, IL 60616 United States

Request an Invitation Who Attends? Agenda Pricing Sponsorship

Request an Invitation

Please fill out the appropriate application:

I am a Capital Provider >

I'm an Independent Sponsor >

Who Attends?

Agenda

(Please note, times subject to adjustment)

8:30am Registration & Networking Breakfast
9:00am 1:1 Meetings (4)
10:30am Fireside Chat: Flash Panel - 2026 Market Trends for Independent Sponsor Deals

Speaker: Grant Kornman - Align Collaborate
Speaker: Logan Walters - Forge Equity Partners
Speaker: Bryan Bylica - Bass Berry Sims
Speaker: Rodney Reisdorf - Verivend

11:00am 1:1 Meetings (4)
12:30pm Lunch & Fireside Chat
1:00pm Concurrent Roundtables

Round Table 1: Spreading Costs Strategically Across Your Due Diligence

Moderator: Richard Consul - Bankers Edge Advisory
Moderator: Tom Parro MERK - Capital Corporation

Round Table 2: Protect Your Upside: Structuring Deals To Minimize Tax Exposure

Moderator: Nichol Chiarella - Citrin Cooperman
Moderator: Ravi Rao - Meridian General Capital

Round Table 3: Becoming a More Efficient Independent Sponsor - Technology/AI Use Across Your Operations

Moderator: Leslie Cedar - CapHub
Moderator: Taylor Perry - Tristela Capital Partners

1:30pm   Concurrent Roundtables Repeat
2:00pm   1:1 Meetings (4)
3:30pm   Fireside Chat: Fundraising Strategies for Independent Sponsors

Moderator: Brian Korman - Ice Miller
Speaker: Mark Sinatra - Aspen HR
Speaker: Marco Born - Conscious Capital

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

Pricing

ISF and SBIA Members
Independent Sponsors: $299
Independent Sponsor 2-Pack Registration: $499
Capital Providers (SBIC & Equity): $799

Non-Members
Independent Sponsors: $599
Independent Sponsor 2-Pack Registration: $729
Capital Providers (SBIC & Equity): $1,299

Please note: Early pricing ends on February 2, 2026.

Capital Providers: Join SBIA today and save.

Independent Sponsors: Your ISF membership is included in your non-member rate!

Sponsorship

See the ISF National Steering Committee Members

Thank you to our Chicago Sponsors

PRESENTING

PATRON

PREMIER

CONTRIBUTING

529 14th Street, NW
Suite 400
Washington, DC 20045
Phone: 202-628-5055

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