iGlobal Forum
iGlobal Forum is a privately held New York-based events and media organization producing exclusive summits, a virtual membership club, and digital education for independent sponsors, capital providers, and professional service firms in the lower-middle-market private equity ecosystem. Flagship offering is the recurring Independent Sponsors Summit.
- Company typePrivate
- Founded2009
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What iGlobal Forum does
iGlobal Forum is a privately held, New York-based events and media organization that operates exclusive senior-level forums targeting the lower-middle-market private equity ecosystem. Operating as IGLOBAL FORUM INC. since circa 2009, the company curates multi-day summits, a virtual membership community, on-demand video content, structured digital education, mentorship programming, and an annual awards franchise. Its flagship is the Independent Sponsors Summit, with the 17th New York edition (September 2024, 300+ attendees, 900+ 1x1 meetings) complemented by a Dallas regional variant launched in June 2026 (150+ attendees, 1,000+ 1x1 meetings). Customers comprise independent sponsors, capital providers (family offices, mezzanine lenders, hedge funds, institutional investors, HNWs), founders and operators, and professional service firms that sponsor and attend.
The product surface spans in-person summits in major US cities, the ISCP Club online membership community operated in partnership with Deal Flow Xchange (DFX) since 2015, an on-demand insights video library, the Emerging Independent Sponsor Digital Masterclass, the Independent Sponsors Mentorship Exchange, and the Independent Sponsors Summit Awards. iGlobal Forum does not develop proprietary technology products; the underlying stack consists of standard event-management web platforms, virtual networking and matching tools, and content publishing infrastructure, with partner integrations (Verivend for deal lifecycle, AlphaSearch for AI-assisted M&A lead generation) extending functionality into the surrounding workflow. The company claims 150+ tailored events, 350+ sponsors, 2,500+ speakers, and 1,100+ ISCP Club members, with 95% of summit attendees reporting they meet new prospects or secure deals.
Revenue is generated through three streams: tiered conference registration fees ranging from $899 (early-bird Independent Sponsor) to $1,800-$2,999 (premium and Service Provider tiers), event sponsorships from accounting, legal, HR, M&A insurance, and financial firms, and ISCP Club membership (where members receive complimentary conference access, indicating the club functions primarily as a relationship-building and customer-acquisition lever rather than a direct subscription revenue stream). Pricing follows pay-as-you-go for events and annual cadence for the virtual club, with early-bird discounts and group discounts of up to $2,800 on 5-attendee passes. GTM is event-led and vertically specialized rather than horizontal, with distribution concentrated in the US (New York, Dallas) and brand visibility reinforced through inclusions in the Wall Street Journal, Bloomberg, Financial Times, and Forbes.
iGlobal Forum firmographics
Firmographics- Name
- iGlobal Forum
- Legal name
- IGLOBAL FORUM INC.
- Website
- https://iglobalforum.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- iGlobal Forum is a privately held New York-based events and media organization producing exclusive summits, a virtual membership club, and digital education for independent sponsors, capital providers, and professional service firms in the lower-middle-market private equity ecosystem. Flagship offering is the recurring Independent Sponsors Summit.
- Ownership category
- akta.pro rank
iGlobal Forum industry classification
Industry- Product category
- Financial Event Services
- NAICS
- Convention and Trade Show Organizers (561920), Professional Organizations (81392)
- SIC
- Services-Membership Organizations (8600)
- akta.pro primary industry
- Executive Summits & Invitation-Only Forums (MPAGAGAK)
- akta.pro secondary industries
- Partner, Channel & Alliance Summits (THAHAMAC), Virtual/Hybrid Conference Production & Platform Management (THAHACAM), Interest-Based Communities & Forums (BPAMABAC)
Keywords
Where iGlobal Forum is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
iGlobal Forum business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Operations, Marketing or Sales, Personnel, Others
Revenue model
- Conference Registration Fees: iGlobal Forum generates revenue through paid conference registrations for events like the Independent Sponsors Summit. Pricing varies by attendee type (Independent Sponsors, Capital Providers, Service Providers) with early-bird and standard pricing tiers. Additional premium ticket options are available.
- Event Sponsorships: The company generates revenue from sponsorships at its events. Companies pay to sponsor summits, gaining visibility among senior finance executives and independent sponsors.
- ISCP Club Membership: The Independent Sponsors & Capital Provider (ISCP) Club provides virtual networking and connectivity services, potentially with premium membership tiers for enhanced access.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Independent Sponsors - Early Bird |
| One time/ perpetual license | Pay-as-you-go | Capital Providers - Early Bird |
| One time/ perpetual license | Pay-as-you-go | Premium Tickets (Limited Availability) |
| One time/ perpetual license | Pay-as-you-go | Group Discounts |
| One time/ perpetual license | Pay-as-you-go | Service Provider & Placement Agents |
| Subscription | Annual | ISCP Club Members |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
iGlobal Forum product offering
Product offeringCore offering
iGlobal Forum organizes and runs exclusive senior-level investor conferences and summits — headlined by the Independent Sponsors Summit series in New York and Dallas — that convene independent sponsors, capital providers, and dealmakers for networking, 1-on-1 meetings, and educational sessions. The firm also operates the ISCP Club, a virtual membership community in partnership with Deal Flow Xchange (DFX) that enables ongoing peer connectivity, and produces on-demand video insights, an Emerging Independent Sponsor Digital Masterclass, a Mentorship Exchange program, and an annual awards program.
Product overview
iGlobal Forum is a global events and media organization that provides a platform of interconnected products and services for senior executives in finance and private equity. The core offering is the Independent Sponsors Summit series of in-person conferences, complemented by the ISCP Club online membership community for virtual networking and deal matching, the On-Demand Insights content library for on-demand educational content, the Emerging Independent Sponsor Digital Masterclass for structured learning, and the Independent Sponsors Mentorship Exchange for peer guidance. Together, these products form a comprehensive ecosystem connecting independent sponsors with capital providers through both in-person events and digital platforms.
Differentiator
Problem solved
Functional benefit
Brands
- ISCP Club: Independent Sponsors & Capital Providers Club — a membership community partnering with Deal Flow Xchange (DFX) providing industry content, live/virtual events, and deal-matching for independent sponsors and capital providers.
Products and services
- Independent Sponsors Summit iGlobal Forum's flagship in-person conference bringing together independent sponsors, capital providers, and dealmakers for networking, deal sourcing, and educational sessions focused on the lower middle market.
- Independent Sponsors Summit: Dallas Regional conference tailored to the Texas independent sponsor ecosystem, focusing on local deal dynamics, industrial and field services, and founder-led businesses in the Texas market.
- ISCP Club Online membership community connecting independent sponsors and capital providers, enabling virtual networking, deal matching, and access to industry content and events.
- On-Demand Insights On-demand video content including interviews, expert insights, and educational materials covering independent sponsor topics, deal structuring, and market trends.
- Emerging Independent Sponsor Digital Masterclass Digital educational program designed for emerging independent sponsors, providing structured learning and guidance on the independent sponsor model.
- Independent Sponsors Mentorship Exchange Mentorship program connecting experienced industry professionals with emerging independent sponsors for guidance and knowledge transfer.
- Independent Sponsors Summit Awards Annual awards program recognizing excellence and achievement among independent sponsors and capital providers in the private equity ecosystem.
Quantifiable outcome
- 95% of attendees meet new prospects or secure deals
- +1 more outcomes
Companies that use iGlobal Forum
Customer profileNamed customers8 records
Segments4 records
Ideal customer profiles3 records
iGlobal Forum technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
iGlobal Forum partnerships and signals
Strategic signalPartnerships
18 partnerships are on record, tiered core, flagship and minor.
- Deal Flow Xchange (DFX)coreDFX is a strategic partner for the ISCP Club, which connects 1,100+ Independent Sponsors and Capital Providers since 2015. The partnership creates the largest membership community of Independent Sponsors & Capital Providers, providing members with insightful industry content, live and virtual events, and deal-making capabilities.
- CohnReznickflagshipOne of the top accounting, tax, and advisory firms in the United States, combining deep resources of a national firm with agile approach. Serves as a key sponsor for the Independent Sponsors Summit events, providing thought leadership content and visibility among senior finance executives.
- Citrin CoopermanflagshipLeading accounting, tax and advisory services firm and sponsor of Independent Sponsors Summit. Publishes annual Independent Sponsor Survey through their Transaction Advisory Services practice, providing industry insights and research.
- VirtuscoreVirtus Private Capital Insurance Practice (PCIP) and M&A Group delivers insurance aspect of M&A process. Services span all M&A-related and pre/post-close needs including diligence work, portfolio value creation, and consulting for complex deals.
- BeneschcoreAmLaw 200 business law firm with offices in Chicago, Cleveland, Columbus, Hackensack, San Francisco, Shanghai and Wilmington. Provides sophisticated legal services to national and international clients including private equity funds and entrepreneurs.
- Lippes MathiascoreFull-service law firm with nearly 200 attorneys serving clients regionally, nationally, and internationally. One of preeminent firms focused on lower middle market, advising leading independent sponsors, private equity firms, family offices, and private companies.
- ECA PartnerscoreSpecialized executive search firm focused on placing critical senior leaders with Private Equity and their portfolio companies. Provides value-creation talent solutions for commercial growth, finance, and operations.
- Sadis & GoldbergminorFounded in 1997, provides legal services with senior attorneys comprising former SEC enforcement lawyers and seasoned attorneys from major law firms.
- Holland & KnightcoreApproximately 2,200 lawyers in U.S. and international offices serving clients globally. Provides comprehensive legal guidance including M&A, real estate, healthcare, commercial litigation, and regulatory matters.
- Stream Capital PartnersminorSpecializes in underwriting, structuring, and executing sale leaseback and net lease investment sale transactions across all commercial property types. Market leader in single tenant investment sales with over $20 billion in transaction volume.
- STNL AdvisorsminorReal estate consulting group specializing in unlocking hidden value related to leasehold and fee-owned real estate assets for portfolio companies and equity sponsors.
- InsperitycoreNational provider of HR solutions with 2023 revenue of $6.5 billion and more than 90 locations across the U.S. Helps prepare organizations for human capital aspects of M&A transactions with comprehensive HR solutions.
- Aspen HRcoreWhite-glove PEO providing independent sponsors and portfolio companies with cost-effective employee benefits, streamlined payroll, and expert HR guidance. Unique offering includes due diligence support and add-on acquisition support.
- VerivendcorePlatform Powering Private Capital, enabling Independent Sponsors to manage entire deal lifecycle, collaborate, communicate, and securely raise and deploy capital in a seamless experience.
- Ice MillercoreBuilt on 100+ year foundation, committed to helping clients stay ahead of changing world with diverse client base from start-ups to Fortune 500. Provides M&A, private equity, and venture capital services.
- UnitedHealthcareminorLargest single health carrier in the U.S. with dedicated Private Equity team offering innovative solutions for portfolio companies' healthcare needs.
- Baldwin GROUPminorProfessional services firm providing support to independent sponsors and capital providers.
- Loeb & LoebminorPremier law firm focused on helping organizations innovate, grow and evolve with approximately 450 lawyers across eight offices in U.S. and Asia.
Scale indicators8 records
Recent moves6 records
Expansion highlights5 records
iGlobal Forum competitors and assessment
Company assessmentDirect peers
- PEI Group (Private Equity International): PEI Group runs the Private Equity International media platform and a global portfolio of PE summits (e.g., Operating Partners Forum, PEI media events). It is the most direct analog to iGlobal Forum's model of senior-executive summits and recurring content for the private equity market.
- Association for Corporate Growth (ACG): ACG is a global middle-market M&A and private equity community running extensive chapter-based networking and an annual InterGrowth conference. Closely comparable to iGlobal Forum on audience (lower-middle-market dealmakers), event format, and sponsor-driven economics.
- Deal Flow Xchange (DFX): DFX is iGlobal Forum's ISCP Club partner and operates directly in independent sponsor / capital provider matching and deal flow. Comparable as a deal-matching and networking platform for the same audience, with overlapping but only partially adjacent business model.
Broad incumbents
- Milken Institute: Milken Institute operates the annual Global Conference and various finance-focused forums that convene capital allocators, sponsors, and policymakers. Comparable as a senior-executive finance forum operator, but at much larger scale and with a broader mandate.
- Informa (SuperReturn / PE-focused events): Informa runs the SuperReturn series and other large PE conferences globally. It is a much larger incumbent operating broadly across the PE event category; comparable on product (executive summits) and customer base, but not specialized in independent sponsors.
- Financial Times Live (FT Live): FT Live produces high-end executive summits (e.g., FT PE Summit, FT Moral Money) covering finance and investing. Comparable as an invitation-only summit operator serving senior finance executives, but with broader thematic coverage and greater scale.
- Reuters Events (Pro): Reuters Events runs large senior-executive summits across financial services and private capital. Comparable on senior-executive summit format and sponsor ecosystem, but operates across industries rather than specializing in the independent-sponsor niche.
- CB Insights: CB Insights operates subscription intelligence plus executive events (e.g., CB Insights Future of Fintech, Industry Analyst Briefings) serving PE/VC capital allocators. Comparable on senior-executive event format serving institutional investors, though much larger and tech/data-led rather than community-led.
Emerging players
- Markets Group: Markets Group runs invitation-only institutional forums for limited partners and general partners, including pension funds and sovereign wealth funds. Comparable on curated-summit and 1-on-1-meeting format and on senior capital-provider audience.
- Capitalize for Kids: Capitalize for Kids runs investment-related forums and pitch events for finance professionals, with a focus on development and networking for dealmakers. Comparable as an executive event/community for finance professionals, but smaller and narrower in scope.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
iGlobal Forum social profiles
Digital presenceiGlobal Forum financial estimates
Financial estimateRevenue estimate
Valuation estimate
iGlobal Forum leadership team
Management profileNumber of profiles
iGlobal Forum funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
iGlobal Forum M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about iGlobal Forum
What does iGlobal Forum do?
iGlobal Forum organizes and runs exclusive senior-level investor conferences and summits — headlined by the Independent Sponsors Summit series in New York and Dallas — that convene independent sponsors, capital providers, and dealmakers for networking, 1-on-1 meetings, and educational sessions. The firm also operates the ISCP Club, a virtual membership community in partnership with Deal Flow Xchange (DFX) that enables ongoing peer connectivity, and produces on-demand video insights, an Emerging Independent Sponsor Digital Masterclass, a Mentorship Exchange program, and an annual awards program.
Is iGlobal Forum a public or private company?
iGlobal Forum is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was iGlobal Forum founded?
iGlobal Forum was founded in 2009. It employs 11 to 50 people.
Where is iGlobal Forum based?
iGlobal Forum is headquartered in New York, United States, in the North America region.
How does iGlobal Forum make money?
Three revenue lines are on record. Conference Registration Fees are the primary driver. The others are event Sponsorships and ISCP Club Membership.
Who are iGlobal Forum's main competitors?
Direct peers on record are PEI Group (Private Equity International), Association for Corporate Growth (ACG) and Deal Flow Xchange (DFX). Broad incumbents are Milken Institute, Informa (SuperReturn / PE-focused events), Financial Times Live (FT Live), Reuters Events (Pro) and CB Insights. Emerging players are Markets Group and Capitalize for Kids.
Does iGlobal Forum have an API?
No public API is recorded for iGlobal Forum.
What industry is iGlobal Forum in?
iGlobal Forum's product category is Financial Event Services. Its primary akta.pro industry code is MPAGAGAK, Executive Summits & Invitation-Only Forums, with a secondary code of THAHAMAC, Partner, Channel & Alliance Summits. Its NAICS code is 561920 and its SIC code is 8600.