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Clear the date May 26 on your calendar!
CLICK HERE now to register before it's too late!
For Middle-Market Private Equity
& Mezzanine Investors & Lenders
For Sourcing Quality Deal Flow
Attendance Is Limited!
CLICK HERE to Register Now
Robert J. Fitzsimmons, Managing Partner
High Road Capital Partners
Featuring 20 Expert Speakers Including --
Thursday, May 26, 2011
8:00 am – 5:00 pm
Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, & Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants,
& Other Advisors Who Support Them
After hibernating for the past couple of years, middle-market private equity dealmakers are
ramping up business development activities, building new relationships, and trolling for deal flow.
The numbers show that deal flow in 2010 took a giant leap upward. M&A transactions completed last year rose to nearly 11,000 deals, up from about 8,000 in 2009 -- an impressive increase of over 37%.
But the big question you should be asking yourself is how many of these deals did YOU see?
With more and better deals out there, there’s also a great deal of competition. So it’s never been so important to refine your strategy, improve your tactics, and study the approaches that are working for others.
You just don’t want random deal flow. Rather, you want the right deal flow where you see opportunities that are relevant to your strengths -- and likely to be successful.
That takes a thoughtful marketing plan, one that you execute with precision and recalibrate as needed. And it takes familiarity with all the potential avenues for originating deals today, from intermediaries and auctions and trade shows and ACG parties -- to email campaigns and LinkedIn networks and Google AdWords.
At some firms, the search for proprietary deal flow begins with casting a wide net. It can include outbound phone calls to hundreds of companies, looking for potential sellers. Conducting marketing campaigns to build awareness. And increasingly, hiring retired industry experts as new business specialists -- with their bulging databases of contacts.
At other firms, deep relationships are prized over volume. They prefer to source deals through the close connections and trusted intermediaries they’ve worked with for years. Building partnerships with the right investment bankers can be a winning strategy -- as can branding yourself as a specialist among attorneys, accountants, wealth managers, and other intermediaries.
And today, most firms are trying to figure out how to leverage social media and Internet presences into tangible deal sourcing. Yet before you jump in with both feet, you’ll want to know how results are being generated by Facebook pages, LinkedIn groups, and Twitter tweets.
While no 800-pound gorilla website has yet evolved for aggregating private equity deals, some niche sites are making an impact.
Identifying which techniques work better than others to generate high-quality deal flow is the aim of The Capital Roundtable’s all-NEW full‑day conference on private equity investing deal flow and business development Thursday, May 26, in New York --
For Sourcing Quality Deal Flow
Remember, if you gain just one great idea for enhancing your firm’s deal flow, it could pay for the cost of this conference one-thousand-fold! But we’ll make things even more irresistible.
When you sign up now for this conference, you’ll be entitled to proprietary advance pricing. Our generous Early Bird Discount -- saving you $400 on your seat -- applies to all reservations made by April 15, 2011!
20 Private Equity Deal Flow Experts Will Reveal Their Unique Methods
Without a one size fits all solution to deal sourcing, you need to identify all the possibilities for getting deals done. So you’ll hear at which meetings and events buyers are finding sellers today -- and they’re probably not the same old networking events everyone else goes to. And you’ll discover when to step up at auction, and when making a bid may not make ideal sense.
You’ll also hear how to select and use consultants who can promote your capabilities to a wider audience -- from public relations professionals to email specialists.
And you’ll understand the tricks of finding companies for sale before they’re put up for sale -- what databases to mine, what people to talk to, what approaches to use.
To share his expertise, we’re pleased to have as our conference chairman Bob Fitzsimmons, managing partner at High Road Capital Partners, a New York City private equity firm focused on the smaller end of the middle-market.
Bob co-founded High Road in 2007 and serves on the board of directors of each of its portfolio companies. Previously, he served as a managing partner with private equity firm The Riverside Company. He holds a BS in accounting from the University of Pennsylvania, and an MBA in finance from the University of Chicago.
Along with Bob, we’ll be featuring specialists who advise private equity firms on deal sourcing.
For example, Nadim Malik, CFA, founder of Sutton Place Strategies, which provides its clients market research tools and analytics that focus their sourcing efforts and improve market coverage. Before founding Sutton Place Strategies, Nadim spent six years in the business development team of American Capital, the prominent BDC.
Another example is David Teten of Navon Partners, who specializes in helping private equity firms use social media and other nontraditional tools for deal origination. Last year he led a study of best practices by private equity firms based on data from 150 firms. Results were published in the Harvard Business Review.
There will be four panel discussions featuring 20 other private equity experts, including GPs, LPs, investment bankers, advisors, brokers, placement agents, and more. They will share their real-world perspectives and lessons learned, including insights on recent deal activity and alternative sources in the spotlight.
Register now for answers that will help you create and expand your deal flow, including --
It’s a Full Day of Valuable Networking As Well
This conference includes plenty of time throughout the day to make valuable contacts and connections with attendees and speakers who just may become new deal sources. You’ll be able to exchange ideas and swap business cards over session breaks and an open lunch.
You should attend this conference if you are a --
Remember, register with our Early Bird Discount by April 15, 2011, and you’ll save $400 off our standard fee! Seats are available right now, but not for long, so please make your reservation now so you’re not disappointed. We’ll be looking forward to greeting you.
For more information, please feel free to contact Shaina Mardinly at 212-832-7333 ext. 0 or firstname.lastname@example.org.
This conference is being produced by The Capital Roundtable, America’s leading conference organization focusing on “need-to-know” information for professionals in the middle-market private equity community. For more information about The Capital Roundtable’s 30 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.
You can pay by credit card (using the links above) or by check. Mail your check and business card to: New York Business Roundtable Inc., 12 East 44 Street, Penthouse, New York, NY 10017.
If the program is oversubscribed, we will notify you immediately and not charge your credit card. (If you need to cancel, please do so by Thursday, May 19 at 5:00pm, and we will credit you for a future MasterClass.)
Have a special question? Please contact Shaina Mardinly at 212-832-7333 ext.0 or by email at email@example.com.
The University Club
Can't attend but want to hear the program? You can buy the audio package along with the handouts. Purchase the audio package online now.
The Capital Roundtable offers excellent marketing and business development opportunities to reach the middle-market private-equity community . For more details, please contact Dana DeMattia at 212-832-7333 or by email at firstname.lastname@example.org.
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