MasterClassTM

Capital Roundtable

 

Partial List of
Past Attendees

Alaris Consulting

Alvarez & Marsal Capital LLC

Ares Management

Bank of America

Bank of Ireland

BB&T Capital Markets

Bunker Hill Capital

Calder Capital Partners

Chris Hamilton LLC

Clearview Capital

Credit Suisse Customized Fund Investment Group

Deutsche Bank AG

DGH Crest Advisory

Edgewater Funds

Fidus Partners LLC

GarMark Advisors

Gerson Lehrman Group Inc.

Harris Williams

ICV Partners

iLevel Solutions

Insight Equity Holdings LLC

Ivy Hill Asset Management

Jordan Co. LP

Lazard Middle Market LLC

Liberty Partners LP

McDonough Associates

MedEquity Capital

Merrill Corp.

Monomoy Capital Partners LP

Navon Partners

Park Hill Group

Paul Capital Investments LLC

PNC Equity Partners

Primus Capital Funds

Proskauer Rose

Quarry Capital Management LLC

Robert W. Baird

Silver Point Capital

Societe Generale de Financement du Quebec

Star Avenue Capital LLC

Stryker Corp.

Summit Park Partners

TSG Consumer Partners LLC

Valufinder Group

VonAllmen Capital

Wyndham Worldwide Corp.

Association Partner

Research Partners

Capital IQ

Media Partners

 

 

The Deal

 

 

 

 

 

 

Clear the date May 26 on your calendar!

CLICK HERE now to register before it's too late!
 

All-NEW MasterClass™

For Middle-Market Private Equity

& Mezzanine Investors & Lenders

 

Best Practices

For Sourcing Quality Deal Flow
& Developing New Business

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Robert J. Fitzsimmons, Managing Partner

High Road Capital Partners

 

Featuring 20 Expert Speakers Including --

  • Zubin Avari, Charter Oak Equity LP
  • Robert P. Bennett, Ground Swell Equity Partners LP
  • Howard M. Berkower, McCarter & English LLP
  • David Deutsch, David N. Deutsch & Co. LLC
  • Christopher A. Gebelein, Private Equity Growth Advisors LLC
  • David C. Glickman, Resilience Capital Partners LLC
  • Luke Johnson, Platinum Equity LLC
  • Sven A. Kins, Cook M&A Advisory Services
  • Robert B. Landis, The Riverside Company
  • Jake E. Lilie, Dynamic Data Inc.
  • Nadim Malik, Sutton Place Strategies LLC
  • Robert E. Michalik, Kinderhook Industries LLC
  • Thomas P. O'Connor, Berkery Noyes & Co. LLC
  • Richard P. Prestegaard, High Road Capital Partners
  • David Teten, Navon Partners LLC
  • Roland W. Tomforde, Broadgate Consultants LLC
  • John L. Tye, Edgeview Partners LLC
  • Harold J. Williams III, Dickinson Williams & Co.
  • Matthew S. Wells, PE-Nexus LLC

 

Click Here to Register >>   Purchase Audio Package >>

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, May 26, 2011

8:00 am – 5:00 pm
New York City 

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

Faculty | Schedule | Registration | Location | Sponsorship | Audio Package |

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 --

Best Practices

For Sourcing Quality Deal Flow
& Developing New Business

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 --

  • Are there special tactics for getting proprietary deal flow, or is it anybody’s game?
  • How can you develop a solid marketing strategy that incorporates multiple deal origination efforts?
  • What are the most promising avenues that firms are using to build their pipelines?
  • What role is social media marketing playing in finding deals today?
  • How many firms are relying on full-time new business development specialists?
  • How should you prepare yourself for a competitive auction, and what are the secrets of having the winning bid?
  • How do you spot companies that will be for sale before they’re actually for sale?
  • Which intermediaries have the best contacts today for sourcing deals -- wealth managers?  Business brokers?  Corporate m&a officers?  Others?
  • How can your marketing plan help you gain the confidence of prospective limited partners?
  • Which industry memberships can be leveraged into successful deals?
  • What are the secrets of dealing with CEOs and entrepreneurs?
  • And much, much more.

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 --

  • GP seeking a greater pool of acquisition candidates
  • CEO of a public or private company looking to sell
  • Entrepreneur looking to potentially sell or understand a company’s value
  • Banker, lawyer, or private banker seeking introductions for your clients
  • Business broker or other intermediary seeking to attract new clients
  • Investment banker who works on m&a deals
  • Leverage finance provider who backs private equity deals
  • Independent sponsor who wants to learn new techniques and meet new players
  • Attorney or advisor representing private companies
  • Executive search professional recruiting for the private equity industry

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 smardinly@capitalroundtable.com.

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.

  

^ Back to Top ^

Faculty

Chaired By

  • Robert J. Fitzsimmons, Managing Partner, High Road Capital Partners

Hosted By

  • Burt Alimansky, Managing Partner, Alimansky & Bethell Group, and Chairman, The Capital Roundtable

Speakers

  • Zubin Avari, General Partner, Charter Oak Equity LP
  • Robert P. Bennett, Chief Executive Officer, Ground Swell Equity Partners LP
  • Howard M. Berkower, Partner, McCarter & English LLP
  • David Deutsch, President, David N. Deutsch & Co. LLC
  • Christopher A. Gebelein, Managing Director, Private Equity Growth Advisors LLC
  • David C. Glickman, Partner, Resilience Capital Partners LLC
  • Luke Johnson, Senior Vice President, Platinum Equity LLC
  • Sven A. Kins, Managing Director, Cook M&A Advisory Services
  • Robert B. Landis, Partner, The Riverside Company
  • Jake E. Lilie, Regional Mgr.--IT & Operations, Dynamic Data Inc.
  • Nadim Malik, Founder, Sutton Place Strategies LLC
  • Robert E. Michalik, Managing Director, Kinderhook Industries LLC
  • Thomas P. O'Connor, Managing Director, Berkery Noyes & Co. LLC
  • Richard P. Prestegaard, Dir.--Business Development, High Road Capital Partners
  • David Teten, Chief Executive Officer, Navon Partners LLC
  • Roland W. Tomforde, Managing Director, Broadgate Consultants LLC
  • John L. Tye, Partner, Edgeview Partners LLC
  • Harold J. Williams  III, Managing Director, Dickinson Williams & Co.
  • Matthew S. Wells, Managing Partner, PE-Nexus LLC

^ Back to Top ^

Schedule

 

MasterClass
07:30 - 08:15
08:15 - 08:45
08:45 - 09:45

09:45 - 11:00


11:00 - 11:30
11:30 - 12:30


12:30 - 01:30
01:30 - 02:30

02:30 - 03:15

03:15 - 03:30

03:30 - 04:30

04:30

  

Thursday, May 26, 2011

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman’s Keynote -- "How to Win -- The Five S's of Successful Deal Sourcing"

First Panel -- “Creating the Right Deal Flow -- Creating & Managing Sustainable Replicable Strategies -- Five Investors Report Different Ways They Tap the Market”  

Coffee & Networking Break

Second Panel -- “Positioning Yourself to Win -- Four I-Bankers Explain How to Compete for the Good Deals” 

Luncheon & Networking

Third Panel -- “Finding Hidden Gems -- Four Proprietary Deal Flow Experts Discuss How They Advise Their Clients
Afternoon Keynote -- "The Virtual Handshake: Sourcing with Social Media"

Coffee & Networking Break

Fourth Panel -- “Alternative Deal Resources -- Four Other Advisors Discuss The Value They Add to the Process” 

Networking & Adjournment

^ Back to Top ^

Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, April 15, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, May 6, and the fee for the MasterClass is $1195.
  • After that, the standard fee is $1395 for the MasterClass.
  • At the door, if space is available, the fee is $1495 for the MasterClass.
  • Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Shaina Mardinly smardinly@capitalroundtable.com or 212-832-7333 ext 0.


Click Here to Register >>    Purchase Audio Package >>

 

 Visit Audio Library >>    Add to Outlook Calendar >>

 


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.)


From time to time, for reasons beyond Capital Roundtable's control, program schedules and speakers become subject to change.  We make every effort to announce substantive changes by email to registrants at least 48 hours in advance.

Have a special question?  Please contact Shaina Mardinly at 212-832-7333 ext.0 or by email at smardinly@capitalroundtable.com.

^ Back to Top ^

Location

The University Club
College Hall -- First Floor
One West 54 Street (at 5th Avenue)
New York City

 

^ Back to Top ^

Audio Package

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.

^ Back to Top ^

Sponsorship

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 ddemattia@capitalroundtable.com.

^ Back to Top ^