ISF Deal Series - Dallas

March 3, 2026 | 8:00am - 6:00pm CT
Sheraton DFW Airport Hotel | Irving, TX

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 Dallas event will take place on March 3, 2026, at the Sheraton DFW Airport Hotel.

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, 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)

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
Speaker: Mike Blume - Agility Equity Partners

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: Tye Hernandez - Aspen HR
Speaker: Marco Born - Conscious Capital
Paul Oris - Tecum Capital
David Mann - TEAM Partners LLC

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