MasterClassTM

Capital Roundtable
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Sponsors

Member

Association Partners

Research Partners

Media Partners

Partial List of
Past Attendees

Avalar Network Inc.

Baird Capital Partners

BB&T Capital Markets

Berkery Noyes & Co.

Boxford Consulting LLC / FranChoice Inc.

Brookwood Associates LLC

Cambridge Information Group Inc.

Capital Growth Advisors LLC

CapitalSpring LLC

Caymus Partners LLC

CIT Corporate Finance

Cogent Group LLC

Croft & Bender LLC

Crutchfield Capital

DLA Piper LLP

East Wind Advisors

Edgeview Partners

Fantastic Sams International

Fidus Partners LLC

Four Box Holdings Inc.

Franchise America Finance

Franchise Business Review LLC

Franchise Growth Group

FRANdata

Garden Fresh Gourmet

GE Capital, Franchise Finance

Gemini Investors

Grant Thornton LLP

Gray Plant Mooty

Huron Capital Partners LLC

IQ BackOffice Inc.

KarpReilly LLC

Levine Leichtman Capital Partners Inc.

Max Brenner

McLean Group LLC

MVP Capital Partners

Online Trading Academy

Penfund

Planet Beach Franchising Corp.

Plave Koch PLC

Pouschine Cook Capital Management

Quad-C Management

Quatrro FPO Solutions LLC

Quatrro Inc.

Rackson Corp.

Riverside Co.

Sarpino's USA Inc.

SLC Capital Partners

Square Treasure Food Inc.

Starboard Capital Partners LLC

Stuart Portfolio Consultants LP

Thomas Franchise Solutions Ltd.

Trinity Capital LLC

TriState Capital Bank

TSG Consumer Partners LLC

TZP Group LLC

Webster Capital LLC

Wiley Rein LLP

Wingstop Restaurants Inc.

Clear the date November 14th on your calendar!

REGISTER NOW before it's too late! 

Attention -- Middle-Market Private Equity
& Mezzanine Investors & Lenders

 

Private Equity Investing
In Middle-Market Franchise Companies

PE Firms Aggressively Building
Platforms with Multiple Brands


Register Now

                  

Chaired By

Thomas D. Christopoul, Senior Managing Director
Guggenheim Partners LLC

 

Special Keynote By

Henry R. Silverman, Founder & Former Chairman & CEO

Cendant Corp. (fka Hospitality Franchise Systems)

 

Sponsors

Gray Plant Mooty

Plante & Moran PLLC

Featuring Insights from 20 Expert Speakers --

Jeffrey R. Ackerman, Headwaters MB LLC

John E. Ball, Brookwood Associates LLC

Josh Brannan, Trinity Capital LLC

M. Christopher Dull, Global Franchise Group LLC

Mark A. Fleischer, Plante & Moran PLLC
Matthew S. Greeson, Greene Holcomb & Fisher LLC

Samuel L. Katz, TZP Group LLC

Mark A. Kirsch, Gray Plant Mooty

Margaret A. Montague, Fidus Partners LLC

Alex Perriello, Realogy Franchise Group

Keith Pierce, Wyndham Hotel Group LLC

H. Scott Pressly, BIP Opportunities Fund

Samuel L. Shimer, SLC Capital Partners LP

Mark Siebert, The iFranchise Group, Inc.

Henry R. Silverman, Cendant Corp.

Dan Tarantin, Harris Research Inc.

Michael B. Weinberg, Levine Leichtman Capital Partners

Burt Yarkin, McLean Group LLC


 

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, November 14, 2013

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 |

Back when private equity firms first got interested in franchise companies, their focus was on expanding standalone brands -- usually migrating them from local or regional chains into national or international ones.

 

But recently, backed by experience, capital resources, and M&A skills, more and more PE firms have been consolidating moderate-growth single brands into rapid-growth multiple-brand platforms -- often even embracing competing brands.

 

That’s led to combining the operations of different brands under single umbrellas, so all the brands benefit from shared systems and back office efficiencies.

 

So you can understand the benefits  (and pitfalls) of this and other new franchise strategies, please Register Now to attend The Capital Roundtable’s ENCORE conference -- “Private Equity Investing in Middle-Market Franchise Companies,” being held in New York City on Thursday, November 14th.

 

For example, come to this conference and you’ll hear how PE firms are increasingly moving beyond restaurant and fast-food franchise companies into other businesses that appeal to large numbers of customers who have less and less discretionary time -- e.g., home care, supplemental health, personal fitness, pet care, children’s education, and recreation.

 

Some of today’s most talked-about categories still have plenty of room for investment and growth. For example, doggie day care is a continuing hot industry, yet it’s still quite fragmented, with lots of only local operators -- the largest franchise brand has just dozens of locations, not yet hundreds.

 

In the healthcare category, there’s buzz over weight loss centers, health and fitness facilities, chiropractic clinics, and patient advocacy services. One fast-growing weight loss chain has a franchise sales strategy of focusing mostly on one group of buyers -- obstetricians! Another franchisor is rolling out a chain of lice-picking businesses near schools.

 

Register Now to attend this conference, and you’ll learn how PE funds are looking to capitalize on appealing trends while they’re still in their infancies, hoping to capture gains as the systems grow.

 

Plus the economics are right -- you get steady cash flow for small capital investment. And of course, owning a system gives you a degree of risk protection that owning multiple individual facilities does not.

 

Operating Competing Brands Affords Tremendous Synergies

 

Operating multiple competing brands off the same administrative backbone affords tremendous synergies -- a benefit first proven in the hotel and restaurant industries. Consider the multiple franchises of Starwood Hotels and Focus Brands. 

 

Our keynote speaker, Henry Silverman, the famed former CEO of Cendant Corp., is a pioneer of this strategy.

You will meet the man who built Cendant Corp. into a multibillion-dollar business services company that was the largest global franchisor of hotels as well as car rentals, travel reservations, and real estate brokerage services. 

 

He is presenting a first-hand view of where he sees the future of investing in franchise companies.   

 

But there are challenges to operating competing brands -- e.g., assuring that sales forces are kept separate, assigning fair compensation practices across multiple brands, and convincing franchisees that their marketing resources are not being diluted by competing brands you are managing.

 

Please Register Now and hear how franchise companies that have enjoyed growth from this approach have had to fine tune their models.

 

Here are 6 more important reasons you should attend this encore conference, “Private Equity Investing in Franchise Companies” --

  • Learn why over 300 private equity firms have invested in franchisors or multi-unit franchisees
  • Realize the breakpoints that indicate when a brand is ready to be scaled from local market to regional to national
  • Hear how regulatory activities in certain states can affect the franchising decision
  • Recognize why the ratio of stores opened vs. stores sold is such a crucial indicator of overall franchise health
  • Understand the roles that social media can play in making franchising investments more profitable
  • Discover why franchise systems can absorb higher levels of leverage than other types of businesses in the same industry

Come Spend the Day with Tom Christopoul of Guggenheim Partners

 

To chair this encore conference, we’re delighted to welcome Tom Christopoul, Senior Managing Director at Guggenheim Partners in New York City. A global financial services firm with more than $170 billion in assets under management, Guggenheim serves clients around the world from more than 25 offices in eight countries.

 

Previously, Tom was an operating partner at Falconhead Capital, a middle-market private equity firm in New York City. He served as executive chairman of two of Falconhead’s portfolio companies -- GPSi Holdings and Rita’s Water Ice Franchise Company. Prior to joining Falconhead, Tom was president and chief executive officer of Resources Connection Inc., a billion-dollar multi-national professional services firm.

 

Tom is also non-executive chairman of Hudson Crossing, a travel industry consulting partnership, and serves as a director of Apollo Residential Mortgage and Rexnord Corp. He graduated from Rutgers with a BA degree and from Purdue with an MS degree.

 

20 Franchising Speakers Have All the Information You Need

 

This conference on November 14 will bring you three panel discussions featuring shared insights from 20 top private equity investors, and experts in franchise M&A, strategy, technology, and operations. You’ll hear real-world perspectives, lessons learned, and industry outlooks, plus insights on managing current portfolio companies.

 

You will also find out about recent notable industry deals including --

  • Acon Investments’ purchase of 40 Applebee’s units in the Midwest through its Acon Franchise Holdings unit
  • Palm Beach Capital’s sale of Cruise Planners, a home-based travel agent franchise, to members of company management
  • Brazos Private Equity Partners’ and Princeton Ventures’ investments in European Wax Center, a Florida-based provider of facial and body wax treatment services, through its network of franchised stores
  • JPB Capital Partners’ investment in Value Drycleaners of America, the parent company of ZIPS Franchising, one of the largest franchisors of retail dry cleaners in the Mid-Atlantic region
  • Excaltare Capital Partners’ and Brightwood Capital Advisors’ purchase of PFC Management, a Connecticut-based Planet Fitness franchisee

 By attending this Capital Roundtable conference, you’ll be well-prepared to maximize your investments in the franchise sector. We’ll answer such questions as --

  • What makes franchising companies so attractive to PE investors?
  • Which industries that use the franchising model are likely to provide investors with the best opportunities in 2014 and 2015?
  • How do franchise company valuations compare to those of comparable non‑franchise businesses?
  • What is the current regulatory climate for franchising companies and how do you assess whether or not to franchise in a particularly restrictive area?
  • What are the potential pitfalls facing PE firms investing in the franchise
    space for the first time?
  • How is due diligence for a franchising deal different from that
    of a traditional company?
  • How are lenders approaching franchising deals and what factors
    are behind their decisions?
  • How do the relationship dynamics between franchisor
    and franchisee affect profitability?
  • How is consumers’ growing interest in interacting with brands via social media affecting franchise companies? How do you assess the present
    and future value of a brand name?
  • When might a PE firm decide to expand one of its portfolio companies using a franchising model?
  • What are the best practices for managing franchise portfolio companies today?
  • What current middle-market deals are representative of recent
    franchise company activity?
  • What are the most important things a firm has to get right when planning to exit a franchise investment? What are realistic time horizons?

Build Valuable Contacts Through Our Networking Opportunities

 

The day’s agenda includes ample time to let you --

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable connections
  • Share both ideas and business cards
  • If you’re an attorney or advisor -- Meet new potential clients
  • If you work as an executive search professional -- Meet potential prospects

Register Now To Receive Our Early Bird Discount

 

You will benefit from our lowest possible rate by making your reservations for this conference before September 20, 2013.

 

Keep in mind this conference is certain to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Hallie Watson today to confirm your attendance at 212-832-7300 ext. 0, or hwatson@capitalroundtable.com.

 

We look forward to having you join us on November 14.

 

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 conferences and other events and programs, please visit www.capitalroundtable.com

 

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Faculty

Chaired By

  • Thomas D. Christopoul, Senior Managing Director, Guggenheim Partners LLC

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Jeffrey R. Ackerman, Managing Director, Headwaters MB LLC
  • John E. Ball, Managing Director, Brookwood Associates LLC
  • Josh Brannan, Vice President, Trinity Capital LLC
  • M. Christopher Dull, President & CEO, Global Franchise Group LLC
  • Mark R. Fleischer, Partner, Plante & Moran PLLC
  • Matthew S. Greeson, Managing Director, Greene, Holcomb & Fisher LLC
  • Samuel L. Katz, Managing Partner, TZP Group LLC
  • Mark A. Kirsch, Principal, Gray Plant Mooty
  • Margaret A. Montague, Director, Fidus Partners LLC
  • Alex Perriello, President & CEO, Realogy Franchise Group
  • Keith Pierce, President, Wyndham Hotel Group LLC
  • H. Scott Pressly, Partner, BIP Opportunities Fund
  • Samuel L. Shimer, Managing Director, SLC Capital Partners LP
  • Mark Siebert, CEO, The iFranchise Group Inc.
  • Henry R. Silverman, Founder & Former Chairman & CEO, Cendant Corp.
  • Dan Tarantin, President & CEO, Harris Research Inc.
  • Michael B. Weinberg, Managing Director, Levine Leichtman Capital Partners
  • Burt Yarkin, Managing Director, McLean Group LLC

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Schedule

 

Conference
07:30 - 08:45
08:45 - 09:25
09:30 - 10:15
10:15 - 11:00
11:00 - 11:45
11:45 - 01:00


01:00 - 02:00
02:00 - 03:00



03:00 - 03:45
03:45 - 05:00


5:00

  

Thursday, November 14, 2013

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman's Keynote -- Thomas D. Christopoul
Introductory Keynote -- Henry R. Silverman

Coffee Break
Panel 1 -- "Voices of Experience -- Five Experts Discuss the Advantages & Pitfalls of Managing Multiple Brands in the Franchise Industry"

Networking Luncheon

Panel 2 -- Financing, Due Diligence, Deal Structuring, & Exits -- What Four Industry Consultants & Bankers Are Telling Their PE Clients About Franchise Deals”

Afternoon Chat

Panel 3 --“Emerging Investment Opportunities -- Five Professionals Report on Specialty Franchise Systems & Emerging Categories in the Franchise Industry”

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- save $400 off the standard fee! Register by September 20th, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, October 18th, and the fee for the conference is $1195.
  • After that, the standard fee is $1395 for the conference.
  • At the door, if space is available, the fee is $1495 for the conference.
  • Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Hallie Watson at hwatson@capitalroundtable.com or 212-832-7300 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, October 7th at 5:00pm, and we will credit you for a future Roundtable.)


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 Hallie Watson at 212-832-7300 ext. 0 or by email at hwatson@capitalroundtable.com.

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Location

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

(Jacket and tie required)

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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

Do you provide a professional service to private equity firms or their portfolio companies and want to enhance your exposure to new clients? Ask us about our sponsorship opportunities! Contact Burt Alimansky at 212-832-7300 ext.101, or balimansky@capitalroundtable.com.

 

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