Welcome to The Deal Navigator; a newsletter exploring the latest insights and trends surrounding private equity, independent sponsors, mergers and acquisitions, and all topics related to corporate law.

 

Upcoming Events:

LinkedIn Live: The New Stewards of Private Enterprise


Join John Koeppel on an upcoming, complementary LinkedIn Live webcast where he will be discussing independent sponsor and family office investment trends in direct deals.


Date: Wednesday, July 1, 2026

Time: 1:00 PM EST

iGlobal Independent Sponsors Summit NYC


Date: September 28-29, 2026

Location: 360 Madison Avenue, New York, NY 10017


Lippes Mathias is proud to be an event sponsor.

ISF Deal Series - Chicago


Date: September 16, 2026

Time: 8:00am - 6:00pm CT

Location: Marriott Marquis Chicago, 2121 S Prairie Ave, Chicago, IL 60616


Lippes Mathias is proud to be an event sponsor.

Recent Speaking Engagements:

iGlobal Forum's Independent Sponsor Summit Dallas


John J. Koeppel, partner and leader of our private equity and independent sponsor practice teams, led an executive exchange titled, "Everything's Bigger in Texas — Including Deal Structures."

Fireside Discussion with Cassels and Lippes Mathias


John J. Koeppel recently spoke during a panel moderated by Mickey Lungu, partner and independent sponsor leader at Canadian law firm Cassels. Other speakers included Sylvie Gadant, Managing Partner of TAS at Citrin Cooperman, and Peter Maternsen, Managing Partner at Aviara Partners. 


The discussion focused on the evolution of the independent sponsor landscape and offered valuable insights from industry leaders about trends and changes shaping the market.

Trends & Insights:

The Jockey vs. the Horse: How Investors Size Up Independent Sponsor Deals

Explore the key criteria investors use to gauge risk, alignment, and return potential when reviewing independent sponsor acquisitions.

Will Private Equity Direct Deals Hit Half of All Capital Deployed Within a Decade?

Learn why investors are increasingly allocating capital to direct deals and what this shift could mean for the future of private equity investing.

Which Deal Size Drives the Highest Private Equity Returns? The Data Says $25M-$100M

Learn why $25 million to $100 million deals are delivering some of the highest returns in private equity and attracting growing interest from independent sponsors.

LinkedIn

For more insights,

follow John on LinkedIn.

Recent Deals:

Team Spotlight:

Welcome: Jesus Alberto Alcocer

Associate

aalcocer@lippes.com

585.770.7590 x1853


Jesus Alberto Alcocer joins as an associate in our Rochester office, where he is a member of the corporate practice team focusing on mergers and acquisitions, private equity and independent sponsor transactions, and capital markets matters. 


Alcocer's practice also encompasses commercial contracts, licensing, and customer and vendor agreements, as well as corporate governance. He brings additional experience supporting underwriters in initial public offerings and secondary offerings, and advises issuer and underwriter clients on debt and structured financings. Learn more.

Welcome: Matthew L. Brust

Associate

mbrust@lippes.com

561.842.3000 x1639


Matthew Brust joins as an associate in our West Palm Beach office. He concentrates his practice on mergers and acquisitions, private equity, partnerships, corporate governance, and general corporate matters.


He has experience advising private equity/ independent sponsors, and private companies on a wide range of transactional and governance matters, including acquisitions, dispositions, and structuring. He also routinely serves as outside general counsel to clients with a broad range of day-to-day contract and commercial matters, transactions, governance, and operational issues. Learn more.

lippes.com


New York: Albany, Buffalo, Clarence, Long Island, New York City, Rochester, Saratoga Springs, Syracuse

Florida: Jacksonville, Tampa Bay, West Palm Beach // Illinois: Chicago // Ohio: Cleveland

Oklahoma: Oklahoma City // Ontario: Greater Toronto Area // Texas: San Antonio // Washington, D.C.


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