MasterClass^TM

Sponsors

Partial List of
Past Attendees

AP Capital Partners

Argo Inc.

Arlington Capital Partners

Arsenal 2000 JSCo.

Bank of America Merrill Lynch

Bank of Ireland

Barronett Global Investors Inc.

Blue Harbour Group

C/H Global Strategies

C3 Capital LLC

Chertoff Group LLC

CHILDS Advisory Partners

Compusearch Software Systems

Deloitte Services LP

DLA Piper US LLP

EAH Management

Equity Risk Partners

Evercore Partners

Fidus Partners LLC

Firebird Management

Frontenac Co. LLC

General Catalyst Partners LLC

Georgetown Capital

Golden Gate Capital

Houlihan Lokey

J. F. Lehman & Co.

K&L Gates LLP

Lumeta Corp.

McElroy Deutsch Mulvaney & Carpenter

McGladrey

Navigation Capital Partners Inc.

Odyssey Investment Partners LLC

Pouschine Cook Capital Management

Prime Mover Capital Management

Prism VentureWorks

Relativity Capital LLC

Renaissance Strategic Advisors

Salient Federal Solutions Inc.

Secure Mission Solutions

Sitrick Brincko Group

SPECTRUM Group

SunTrust Robinson Humphrey Inc.

TeamHealth Holdings

Tunnell Consulting

Venture Business Research Ltd.

Wind River Holdings

Association Partners

Research Partners

Media Partners

Clear the date July 14 on your calendar!

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

An Encore MasterClass™

For Middle-Market Private Equity

 & Mezzanine Investors & Lenders

Private Equity Investing

In Middle-Market Defense

& Other Government Services Companies

Where Contrarians Are Finding Great Opportunities   

  Attendance Is Limited!

  CLICK HERE to Register Now

CHAIRED BY

David Panton, Partner & Co-Founder

Navigation Capital Partners

Featuring 20 Expert Speakers Including --

• Rand L. Allen, Wiley Rein LLP
• Seth W. Alvord, First New England Capital LP
• S. Bradford Antle, Salient Federal Solutions Inc.
• Dara F. Castle, McGladrey
• Larry A. Davis, Aronson Capital Partners LLC
• Sam A. DiPaola, SunTrust Robinson Humphrey Inc.
• Timothy P. Dowd, TPD Consulting LLC
• Timothy R. Garnett, Avascent Group
• Tony Koren, Blue Hackle LLC
• Michael H. Lustbader, Arlington Capital Partners
• William A. Morrissett, Edgeview Partners LLC
• Glenn T. Noble, Wells Fargo Capital Finance
• Zachary C. Parker, TeamStaff Inc.
• Tommy Parrott, SunTrust Robinson Humphrey Inc.
• Richard M. Powell, AP Capital Partners LLC
• Chris Reed, Iron Data LLC
• Jason F. Rigoli, Monument Capital Group LLC
• Mark Shaheen, Civitas Group LLC
• Charles A. Stott, ValuePoint Growth Partners
• Chad C. Sweet, Chertoff Group LLC
• Joshua S. Tambor, McGladrey
  

Click Here to Register >>   Purchase Audio Package >>

 Visit Audio Library >>    Add to Outlook Calendar >>

FULL-DAY MASTERCLASS

Thursday, July 14, 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 |

At first glance, you’d think that investors in middle-market defense and other government services companies are a decade late and a dollar short.  

After all, Congress is busy quarrelling over the debt ceiling, government expenditures on all levels are under fire, military commitments in Iraq and Afghanistan are getting cut back, and almost every other budget is getting sliced. 

So defense and government services companies would seem to be among the last places where private equity investors should be looking.

But dig deeper.  You’ll find very compelling reasons why many of these companies are in the right place at the right time.  

At this full-day encore conference on Thursday, July 14, in New York, with all-new content, you’ll be thoroughly briefed on all the potential rewards of doing business with Uncle Sam.

Private Equity Investing

In Middle-Market Defense

& Other Government Services Companies

Where Contrarians Are Finding Great Opportunities

Now That It’s a Buyer’s Market

And as long as spending cuts are on the table, we’ll gladly add one of our own.  When you sign up now as a first responder, you’ll receive our special Early Bird Discount -- a generous savings of $400!

Come to this conference and you’ll learn how it’s a buyer’s market, with sub-sectors that have high growth potential -- so investors who understand where to focus their sights can do quite well in 2011, 2012, and beyond. 

For example, as military operations wind down in war theaters, there’s a correlating increase in civilian operations -- which means increased spending for building infrastructure, creating judicial systems, spearheading training and education, and other themes.  

In addition, you’ll hear how the continuing security threat is driving higher spending for human intelligence, cyber security, and information technology.

The difference is clear when you consider that the government’s defense spending has two components -- war funding (aka overseas contingency operations) and base budget (where middle-market investors normally focus).  

While total spending is down from fiscal 2011 to 2012 -- to $671 billion from $708 billion -- the portion for the base budget has actually gone up to $553 billion from $526 billion.  And Department of Defense projections through 2016 show a yearly rise in base spending up to $671 billion in 2016.

Which means that large procurement weapons systems -- such as the Navy’s DDG-1000 Zumwalt-class destroyer with its three billion-dollar price tag -- will be facing major cuts. Products and services that break the traditional manpower-intensive military model in favor of technology and intelligence -- such as drones -- have the green light.

Recent deals reflecting this changing mindset include Providence Equity Partners’ purchase of SRA International, a government provider of computer services for national security and disaster response planning.  New Mountain Capital’s sale of Apptis, a provider of high-end IT services to federal agencies, to URS Corp.  And Camber’s acquisition of DS3, a leading provider of cyber security, IT, and secure satellite communication services for the Department of Defense.

What’s more, 800-pound gorilla contractors such as Boeing are now divesting many of their consulting businesses to avoid conflicts of interest.  Lockheed Martin has recently sold its EIG business, providing mission-critical simulation, modeling, analysis and risk mitigation services, to Veritas Capital -- and its Pacific Architects & Engineers business, specializing in expeditionary construction, logistics, operations and training, to Lindsay Goldberg.

20 Defense And Government Experts Disclose Their Specialized Knowledge.

This encore MasterClass will cover the best practices, trend forecasts, and actionable strategies that will help you succeed in this attractive marketplace.  

While there are changes taking place in contract management and procurement guidelines, we’ll share the current best practices and proven strategies you can proceed in confidence.

With the migration from cost-plus to fixed-price contracts continuing, you’ll need to know how to maximize efficiency in order to maximize your margins.  You can take advantage of added flexibility and profit potential under fixed-price contracts so long as you have effective cost management systems in place -- and we’ll tell you how.

You’ll also understand how the new vigilance by the Defense Contractor Audit Agency affects the landscape.  Firms with strong ethics and compliance policies now command a premium, as the agency is ramping up its efforts to make sure companies are doing things right.  

There is also a corresponding increase in the number of successful bid protests, so finding companies with strong capabilities and qualified staff trumps companies that once relied on cozy relationships.

Returning to chair this encore conference is David Panton, partner and co-founder of Navigation Capital Partners, an Atlanta-based private equity firm that makes growth and buyout investments in middle-market niche companies across the United States.

At Navigation Capital Partners, David has spent several years actively evaluating defense and government services company opportunities.  Prior to NCP, David was a vice president at Mellon Ventures where he focused on long-term growth capital investments and buyouts, and was managing director and co-founder of a private equity fund management firm targeting investments in the Caribbean and Latin America.  He also served as a Senator in the Upper House of Jamaica’s Parliament.

David received a doctorate in management studies from Oxford University, where he was a Rhodes Scholar, a JD from Harvard Law School, where he was president of the Harvard Law Review, and a BA in public policy from Princeton University.

Along with David, our four panel discussions will feature 20 knowledgeable private equity experts in the defense and government services sector, including GPs, portfolio company operating executives, investment bankers, lenders, consultants, and more.  They will share their real-world perspectives, lessons learned and industry outlooks, including insights on recent deal activity and managing current portfolio companies.

Register now to hear fully transparent answers to the questions you’re sure to have  --

• What key issues are changing the game for defense and government services companies’ investments?
• What sub-sectors have the most significant potential for 2011-2012?  Cyber security?  Disaster response?  IT?  Others?
• What do you have to know about meeting new defense and government services regulations?
• How is the current administration budget impasse likely to be resolved?
• Has consolidation within the space affected opportunities, or are the doors wide open for smaller firms?
• What do Department of Defense projections reveal for the decade to come?
• How are changes to the government procurement process affecting current deals?
• What are the preferred approaches to conducting due diligence on defense and government deals?
• What valuations can investors expect for defense and government services company deals?
• How can you ensure your portfolio companies are following the protocols in your contracts?
• How do you strategically take advantage of subcontracting opportunities?
• And much, much more.

Networking That’s Open, Face-To-Face, And Productive.

Seating was in demand for our previous defense and government services companies conference not only for its content, but also for its connections.  The day’s agenda includes planned session breaks and an open lunch when you can exchange ideas and business cards with fellow attendees and featured speakers.

You should attend this MasterClass if you are a --

• GP or LP looking to invest in defense and government services companies.
• PE firm considering investing in defense and government services companies.
• Hedge fund manager or venture capitalist interested in this specialized space.
• Lender seeking participation in defense and government services transactions.
• Investment banker pursuing deals with defense and government services companies.
• Attorney or advisor representing defense and government services companies.
• Partner or operating executive of a defense or government services or company.
• Executive search professional recruiting for the PE industry.

Remember, register with our Early Bird Discount by June 3, 2011, and you’ll save $400 off our standard fee! Please make your reservation now while seats are available; we don’t want you to be disappointed later.  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.

The Capital Roundtable thanks McGladrey, SunTrust Robinson Humphrey Inc., and Wiley Rein LLP for sponsoring this outstanding event. It’s due in great part to their collaboration and support that we have the resources to make this event so worthwhile for you.

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Faculty

Chaired By

• David Panton, Partner & Co-Founder, Navigation Capital Partners

Hosted By

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

Speakers

• Rand L. Allen, Partner, Wiley Rein LLP
• Seth W. Alvord, Principal, First New England Capital LP
• S. Bradford Antle, President & CEO, Salient Federal Solutions Inc.
• Dara F. Castle, Managing Director, McGladrey
• Larry A. Davis, Managing Partner, Aronson Capital Partners LLC
• Sam A. DiPaola, Director, SunTrust Robinson Humphrey Inc.
• Timothy P. Dowd, Principal, TPD Consulting LLC
• Timothy R. Garnett, Partner, Avascent Group
• Tony Koren, President, Blue Hackle LLC
• Michael H. Lustbader, Partner, Arlington Capital Partners
• William A. Morrissett, Partner, Edgeview Partners LLC
• Glenn T. Noble, Vice President, Wells Fargo Capital Finance
• Zachary C. Parker, President & CEO, TeamStaff Inc.
• Tommy Parrott, Director, SunTrust Robinson Humphrey Inc.
• Richard M. Powell, Managing Partner, AP Capital Partners LLC
• Chris Reed, Chief Executive Officer, Iron Data LLC
• Jason F. Rigoli, Managing Director, Monument Capital Group LLC
• Mark Shaheen, Managing Director, Civitas Group LLC
• Charles A. Stott, Managing Director, ValuePoint Growth Partners
• Chad C. Sweet, Co-founder & Managing Principal, Chertoff Group LLC
• Joshua S. Tambor, Director, McGladrey

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Schedule

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Registration

• Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, June 3, and the fee for the MasterClass is $995.

• Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, July 24, 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, July 7 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.

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Location

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

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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.

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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.

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