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SBIA Digital Lunch & Learn: Independent Sponsor Fundraising Strategies

Challenges and Opportunities for Independent Sponsors in 2025

Independent sponsors are navigating a rapidly evolving landscape in 2025. With shifting market conditions, heightened competition for capital, and increasingly complex deal structures, today’s sponsors must be more strategic than ever. At the same time, new opportunities are emerging for those who can foster strong LP relationships, expand their capital base, and adapt to innovative deal-making approaches.

On September 18, Richard Consul of Bankers Edge will join an expert panel at SBIA’s Lunch & Learn to address these critical topics. This event will provide independent sponsors, fund managers, and deal professionals with actionable strategies designed to strengthen their market positioning and drive successful outcomes.

What to Expect

Attendees will gain practical insights on:

  • Navigating LP relationships: Building trust, alignment, and long-term partnerships with investors.
  • Expanding your capital base: Identifying new sources of funding and diversifying relationships to reduce reliance on limited pools of capital.
  • Structuring deals effectively: Leveraging creative structures and negotiation tactics that reflect current market dynamics.

Why It Matters

The independent sponsor model continues to evolve, offering flexibility and entrepreneurial freedom. Yet, success requires not just vision, but also the tactical ability to adapt to investor expectations, deal competition, and regulatory considerations. This Lunch & Learn session represents where deep market experience meets practical know-how—equipping professionals with tools to navigate both today’s challenges and tomorrow’s opportunities.

Event Details

  • Date: September 18, 2025
  • Format: SBIA’s Lunch & Learn Expert Panel
  • Speaker: Richard Consul, Bankers Edge

If you are active in the deal-making space, this is a conversation you will not want to miss

  • Categories: Credit Market Outlook
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Meet Mitch Vermet,

CFA, CAIA
Managing Director
Our other Managing Director, Mitch Vermet, CFA, CAIA, has a decade of experience in institutional asset management and investment banking. He has served as an integral asset within close-knit investment teams responsible for building portfolios and allocating tactical assets for over $30 billion in institutional capital.
Since earning a BA in Economics from the University of Michigan and an MA in Management from the Ross School of Business at the University of Michigan, Mr. Vermet has demonstrated mastery in helping clients manage and structure their balance sheets with strategic asset liability management solutions. He has built a reputation for helping clients strategically manage risk while capitalizing on opportunities across unique macroeconomic scenarios, lending valuable expertise and foresight to clients.  

Mr. Vermet is a member of the CFA Institute and CAIA Association. He is also a Registered Representative of BA Securities, LLC, and a member of FINRA and SIPC.

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Meet Richard Consul,

CFA
Managing Director
Richard Consul, CFA, brings unmatched expertise and experience as one of our Managing Directors. Mr. Consul has over 20 years of domestic and international secondary market expertise as a Senior Portfolio Manager and Fixed Income, Currency, and Commodities Strategist.
Since earning a BBA in Finance and an MSE in Financial Engineering from the University of Michigan, Mr. Consul has served as a dedicated business partner to many corporate, banking, and insurance clients. He has built a reputation for helping clients solve and overcome various complex liquidity, risk management, ALM, and secondary market challenges. 
Mr. Consul has lent his expertise to countless financial publications and platforms, including Asset TV, a renowned video research platform for investment professionals. He is a member of the CFA Institute and has received certifications in Securities Industry Essentials (SIE), Series 82, and Series 63 through FINRA.
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