John J. Koeppel, Lippes Mathias partner and team leader of the firm’s private equity and independent sponsor practice teams, is scheduled to speak at the Small Business Investor Alliance’s (SBIA) Chicago Independent Sponsor Forum Deal Series being held at the Hilton Chicago on September 12, 2024. 

During the discussion panel titled “Strategies to Navigate Exclusivity,” Koeppel and his co-panelists, who have handled more than 100 independent sponsor deals combined, will identify winning techniques for independent sponsors to get deals under letter of intent exclusivity, especially when competing against strategics and/or larger private equity. 

About John J. Koeppel 

John J. Koeppel is a partner and the team leader of the firm’s private equity practice. He is a corporate lawyer who has successfully structured, negotiated, and closed over 250 transactions in the past two decades, which typically involve mergers and acquisitions, fund formations and investments, and various private equity transactions (including co-investments, venture financings, and cross-border deals). He also works with clients on reviewing/structuring their Qualified Opportunity Zone and Qualified Small Business Stock investments. Koeppel acts as counsel to a number of leading funds, independent sponsors, middle market companies, institutional investors, and high-net-worth investors focused on buy-outs, growth, venture, real estate, intellectual property, energy, debt, fund-of-funds, co-investments, secondaries, and other strategies. He also often acts as US counsel to non-US clients on their US private equity and investment fund transactions. He also serves as a director for several private equity-backed companies. 

About Lippes Mathias LLP 

Lippes Mathias is a full-service law firm with nearly 200 attorneys serving clients regionally, nationally, and internationally. With offices in Buffalo, Clarence, Albany, Long Island, New York, Rochester and Saratoga Springs, N.Y.; Greater Toronto Area; Chicago, Ill.; Jacksonville, Fla.; Cleveland, Ohio; San Antonio, Texas; Oklahoma City, Okla. and Washington, D.C., the firm represents publicly and privately-owned companies, private equity and venture capital firms, real estate developers, financial institutions, municipalities, governmental entities, and individuals. 

Year after year, Lippes Mathias is proud to be recognized by The Best Lawyers in America®, U.S. News - Best Lawyers®, Super Lawyers, and Chambers USA. For more information, visit www.lippes.com.