iGlobal Forum

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.

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

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

• Investor conferences
• Executive networking events
• Private equity forums
• Capital introduction events
• Summit event management

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Marketing or Sales, Personnel, Others

Revenue model

1. 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.
2. 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.
3. 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

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core 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

Named customers8 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

18 partnerships are on record, tiered core, flagship and minor.

• Deal Flow Xchange (DFX)coreStrategic or Co-development PartnerDFX 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.
• CohnReznickflagshipGTM or Marketing PartnerOne 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 CoopermanflagshipGTM or Marketing PartnerLeading 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.
• VirtuscoreImplementation/ SI/ Consulting PartnerVirtus 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.
• BeneschcoreImplementation/ SI/ Consulting PartnerAmLaw 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 MathiascoreImplementation/ SI/ Consulting PartnerFull-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 PartnerscoreImplementation/ SI/ Consulting PartnerSpecialized 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 & GoldbergminorImplementation/ SI/ Consulting PartnerFounded in 1997, provides legal services with senior attorneys comprising former SEC enforcement lawyers and seasoned attorneys from major law firms.
• Holland & KnightcoreImplementation/ SI/ Consulting PartnerApproximately 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 PartnersminorChannel Partner/ Reseller/ DistributorSpecializes 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 AdvisorsminorImplementation/ SI/ Consulting PartnerReal estate consulting group specializing in unlocking hidden value related to leasehold and fee-owned real estate assets for portfolio companies and equity sponsors.
• InsperitycoreImplementation/ SI/ Consulting PartnerNational 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 HRcoreImplementation/ SI/ Consulting PartnerWhite-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.
• VerivendcoreTechnology or IntegrationPlatform Powering Private Capital, enabling Independent Sponsors to manage entire deal lifecycle, collaborate, communicate, and securely raise and deploy capital in a seamless experience.
• Ice MillercoreImplementation/ SI/ Consulting PartnerBuilt 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.
• UnitedHealthcareminorImplementation/ SI/ Consulting PartnerLargest single health carrier in the U.S. with dedicated Private Equity team offering innovative solutions for portfolio companies' healthcare needs.
• Baldwin GROUPminorImplementation/ SI/ Consulting PartnerProfessional services firm providing support to independent sponsors and capital providers.
• Loeb & LoebminorImplementation/ SI/ Consulting PartnerPremier 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

Direct 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

• Xx.com/iGlobalForum

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about iGlobal Forum