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The Deal

 

 

 

 

 

 

Clear the date October 20 on your calendar!

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

All-NEW Conference

For Middle-Market Private Equity

 & Mezzanine Investors & Lenders

 

 

 

Private Equity Investing

In Business Information & Media Companies

Where Middle-Market Investors
Are Finding Profitable, Growing Companies

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Michael B. Kessler, Partner
Veronis Suhler Stevenson


 

Featuring 20 Expert Speakers Including --

  • Daniel L. Black, Wicks Group of Companies LLC
  • John Blossom, Shore Communications Inc.
  • Larry H. Budish, Proskauer Rose LLP
  • Karl Cheng, Parthenon Group LLC
  • Linda B. Gridley, Gridley & Co. LLC
  • Hilary K. Grove, ABRY Partners LLC
  • Michael Franciscovich, KPMG LLP
  • Carter W. Harned, Leeds Equity Partners LLC
  • Leo Kivijarv, PQ Media LLC
  • Marc Litvinoff, ORC International
  • William P. Livek, Rentrak Corp.
  • Mathew J. Lori, New Mountain Capital LLC
  • Lloyd Lynford, REIS Inc.
  • Daniel R. McCarthy, DeSilva & Phillips LLC
  • Christopher J. Motl, Webster Bank NA
  • Thomas P. O'Connor, Berkery Noyes & Co. LLC
  • Mark E. Roszkowski, Portico Capital Securities LLC
  • Ezra Schneier, Workstream Inc.
  • Peter Stack, BMO Capital Markets Corp.

 

Click Here to Register >>   Purchase Audio Package >>

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, October 20, 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 |

There’s a lot to like about companies with predictable revenue streams, strong profit margins, and resistance to recessions.  So it’s no wonder that business information and media companies are increasingly being targeted by middle-market PE investors.

 

For over a decade, the information and media industries’ growth has outperformed the U.S. nominal GDP -- with good reason.  These companies provide the type of information that is not just nice to have, but that businesses need to have to stay competitive.  

 

They specialize in the creation and delivery of content -- from general and specialized news and information to proprietary databases, compiled facts and figures, and expert commentary and analysis.  

 

Leading companies also provide the software and tools that allow subscribers and users to optimize data usage and integrate with workflow.

 

Some recent notable activity includes TPG Capital’s acquisition of Primedia, a leading resource of real estate information.  Calera Capital’s investment in Sterling Infosystems, a well‑known data provider for background investigation, employment screening, and corporate due diligence.  And New Mountain Capital’s investment in SymphonyIRI Group, an innovator in shopper marketing and predictive analytics.

 

          So the Capital Roundtable is pleased to announce an all-NEW conference on

          Thursday, October 20, in New York.  It’s a very good time to be active in this

          space, and this conference will provide a 360º look at the trends, players, and

          opportunities that can boost your success in 2012.

 

          And when you sign up now for this conference, you’ll receive good news in the

          form of our Early Bird Discount -- a generous savings of $400!

 

Business information and media companies make up a sizable and growing market, reaching about $55 billion in annual spend over the past year.  And for 2010, this market grew approximately 6% while so many other sectors shrank.

 

Over the past 12 months, the Professional & Business Information & Services Index has consistently outperformed the S&P 500.  In addition, it has shown higher enterprise value revenue multiples and EBITDA multiples versus the S&P500 for the past five years.

 

The market consists mainly of four sectors -- marketing information, financial and economic information, credit and risk information, and general business.  Each sector has its leaders, and each vertical sub-sector has its niche providers.

 

What makes these companies such attractive investments is that their costs of data acquisition are generally fixed, so their incremental margins are quite strong.  Further, the revenue model tends to be subscription-based and thus provides a high degree of visibility and stability.

 

To serve as chairman of this all-NEW conference on Thursday, October 20, in New York, we’re delighted to welcome Michael B. Kessler, Partner and member of the investment committee of Veronis Suhler Stevenson in New York City.  Michael has a particular focus on investing in business information and services companies engaged in marketing, human resources, and credit and risk management.  

 

Michael played key roles in the firm's investments in SureSource, SHL/PreVisor, Tranzact, TMP Worldwide, and Market Strategies International, and serves on the boards of these companies.  Prior to joining VSS in 2003, he had over 17 years of investment banking experience, including positions with CIBC, Oppenheimer & Co. and Merrill Lynch.  Michael holds an MBA in finance from the Wharton School, and a BA in economics from the University of Pennsylvania.

 

          Remember, register with our Early Bird Discount by September 9, 2011, and you’ll

          save $400 off our standard fee!  Please make your reservation now so you’re not

          disappointed. We’ll be looking forward to greeting you.

 

Joining Michael will be a team of 20 panelists sharing their substantial experience with business information and media deals.  You’ll hear from GPs, portfolio company operating executives, investment bankers, lenders, consultants, and more -- bringing you timely data, analysis, and tactics for success within this marketplace.

 

We’ll cover the roles that both subscription model providers and advertising model providers play.  There’s room for both within the industry -- having a subscriber base gives you greater visibility, but relying on advertising revenues can often be more profitable.

 

And we’ll discuss the challenge of making data available on all the platforms that customers use today.  The fragmentation of mobile information delivery means that companies often have longer and costlier development cycles for meeting the needs of every customer.

 

Learn Why The Trends Are In Your Favor

 

You’ll leave this conference with a greater understanding of how growing sophistication among data-driven businesses bodes well for information providers.  Marketers in all industries want to know better ways to attract customers through search, their true cost of acquiring customers, their available avenues for one-to-one targeting -- and these companies have the tools.

 

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

 

  • What segments of the information and media marketplace offer the best opportunities for investors in 2011/2012?
  • What are some of the main challenges information and media firms face today?
  • How do the fixed costs of data oriented businesses translate into revenue potential?
  • How do subscription-based and advertising-based models differ, and which is preferable for certain types of information providers?
  • How are information and media companies capitalizing on the shift by marketers away from traditional branding to customer engagement?
  • How is the growth of the mobile Internet fueling the need for information on-the-go in both professional and personal categories?
  • With many people expecting online information to be free, what is the outlook for changing attitudes in the coming years?
  • What are the takeaways investors should know from recent information and media deals?
  • What are the strategies for successful information and media exits?
  • And much, much more.

You’ll Make Outstanding Contacts And Connections

 

One of the best benefits of this conference is the truly exceptional networking opportunity. We’ve built ample time into the agenda, including session breaks and an open lunch, where you can meet fellow attendees and featured speakers to exchange ideas and business cards.

 

You should attend this conference if you are a --

  • GP or LP looking to invest in information and media companies.
  • Operating partner or operating executive of an information or media company.
  • Hedge fund manager or venture capitalist seeking investments in this area.
  • Lender wishing to participate in information and media transactions.
  • Investment banker pursuing deals within the information and media industry.
  • Attorney or advisor who focuses on the information and media space.
  • Executive search professional recruiting for the private equity industry.

          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.

 

 

 

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Faculty

Chaired By

  • Michael B. Kessler, Partner, Veronis Suhler Stevenson

Hosted By

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

Speakers

  • Daniel L. Black, Managing Partner, Wicks Group of Companies LLC
  • John Blossom, President, Shore Communications Inc.
  • Larry H. Budish, Partner, Proskauer Rose LLP
  • Karl Cheng, Partner, Parthenon Group LLC
  • Linda B. Gridley, President & CEO, Gridley & Co. LLC
  • Hilary K. Grove, Partner, ABRY Partners LLC
  • Michael Franciscovich, Dir.--Audit & Risk Services, KPMG LLP
  • Carter W. Harned, Managing Director, Leeds Equity Partners LLC
  • Leo Kivijarv, V.P.--Research, PQ Media LLC
  • Marc Litvinoff, President, ORC International
  • William P. Livek, Chief Executive Officer, Rentrak Corp.
  • Mathew J. Lori, Managing Director, New Mountain Capital LLC
  • Lloyd Lynford, President & CEO , REIS Inc.
  • Daniel R. McCarthy, Partner, DeSilva & Phillips LLC
  • Christopher J. Motl, Vice President, Webster Bank NA
  • Thomas P. O'Connor, Managing Director, Berkery Noyes & Co. LLC
  • Mark E. Roszkowski, Principal, Portico Capital Securities LLC
  • Ezra Schneier, Corporate Development Officer, Workstream Inc.
  • Peter Stack, Managing Director, BMO Capital Markets Corp.

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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 - 01:45

01:45 - 02:45



02:45 - 03:30


03:30 - 04:30


04:30

  

Thursday, October 20, 2011

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman’s Keynote -- "Investing in & Building World Class Business Information & Media Companies -- A Private Equity Perspective”

First Panel -- “From the Trenches -- Five Private Equity Investors Report Where They Are Finding Exceptional Investments in Business Information & Media Companies?”
Coffee & Networking Break

Second Panel -- “Sourcing Deal Flow & Financing -- What Key Investment Bankers Are Telling Their PE Clients About Business Information & Media Deals"
Luncheon & Networking

Third Panel -- “Due Diligence, Deal Structuring, Pricing, & Exits -- Four Top Deal Professionals Explain How They Identify & Navigate the Unique Issues of Business Information & Media Deals”
Afternoon Keynote -- "Understanding the Revolution in Business Information & Media Companies -- What Types of Buyouts Are Going to Thrive?"
Fourth Panel -- “War Stories -- Perspectives from Senior Managers Who Have Been Through the Cycle”
Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, September 9, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, September 30, 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, October 13 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

Private club in midtown Manhattan

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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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