MasterClassTM

Capital Roundtable

 

 

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Association Partners

 

Research Partners

Capital IQ

Media Partners

 

The Deal

 

 

 

 

Clear the date June 23 on your calendar!

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

Brand-NEW MasterClass™

For Middle-Market Private Equity

 & Mezzanine Investors & Lenders

Private Equity Investing

In Marketing & Digital Services Companies

Finding the Golden Nuggets

In Today’s Data-Driven World

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Marc Byron, Chairman
Trivergance LLC

 

Featuring 20 Expert Speakers Including --

  • Nick Bandy, Engauge Marketing
  • Rene D. Benedetto, Trivergance LLC
  • Scott E. Chappell, BIA Digital Partners LP
  • Wayne A. Chavez, Intermundo Media LLC
  • Matthew Diamond, Alloy Online Inc.
  • Bruce A. Eatroff, Halyard Capital
  • Mitchell S. Goldstein, Ares Management LLC
  • Eyal S. Goldwerger, TargetSpot Inc.
  • Michael B. Kessler, Veronis Suhler Stevenson Partners LLC
  • John Matthews, Comscient Group Inc.
  • Adele M. Morrissette, BMO Capital Markets Corp.
  • Scott Peters, Jordan Edmiston Group Inc.
  • Michael L. Petsky, Petsky Prunier LLC
  • Eric G. Reiter, Brentwood Associates
  • Steven E. Siesser, Lowenstein Sandler PC
  • Ken Sonenclar, DeSilva & Phillips LLC
  • Jonathan D. Steele, Raymond James & Associates Inc.
  • Tanzeen Syed, General Atlantic LLC
  • Robert Walczak, Ringleader Digital Inc.
  • Kenneth Wasik, Stephens Inc.
  • David Yarnell, Falconhead Capital LLC

 

Click Here to Register >>   Purchase Audio Package >>

 

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, June 23, 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 |

Welcome to the realm of marketing and digital solutions providers --

  • Agencies who provide advertising and creative services for digital media.  
  • Firms that understand how marketing channels work independently and together.
  • Aggregators who mine databases and combine information to help companies launch and brand products.  
  • Firms who make analytical tools that enable marketers to optimize their programs.  
  • Plus hundreds, even thousands of other companies who do any or all of these in various permutations.

 

This realm has grown into a major industry that attracts considerable interest from middle-market private equity investors. 

 

It’s a unique sector inasmuch as its key assets are not buildings or other hard assets but rather scalable Intellectual Property, proprietary technologies, skillful know how of how to navigate the complex digital landscape, and how to work with large, global brands.

 

And it’s an exceptionally active sector.  According to investment bankers Petsky Prunier, 2010 experienced a significant rebound with over 1,000 transactions totaling $51.3 billion.  And the first quarter of 2011 alone has hit record activity with over 650 transactions totaling $25.3 billion.  

Significant private equity transactions included Rockbridge Growth Equity’s investment in One on One Marketing, Silver Lake Partners’ buyout of Interactive Data Corp., Apax Partners’ buyout of Advantage Sales & Marketing, and Thomas H. Lee Partners’ acquisition of in Ventiv Health.

 

You’ll get an up close and personal look at this in-demand sector when you attend The Capital Roundtable’s brand-NEW full‑day conference Thursday, June 23, in New York --

 

Private Equity Investing

In Marketing & Digital Services Companies

Finding the Golden Nuggets

In Today’s Data-Driven World

 

In addition, there are very real savings of $400 you can claim by signing up now for this conference.  Our generous Early Bird Discount applies on all seats when you make your reservation by May 13, 2011!

 

The opportunities are expanding in the marketing and digital services category as the dollars spent on traditional media -- TV, radio, print, outdoor -- migrate to digital.  But so are the various segments within the digital services pie, and success in this industry demands a real understanding of which areas are growing and which are not.

 

Central to this is a company’s embrace of what can be called Web 3.0 -- an emerging trend that is now where social media was just two or three years ago.

 

Historically, two camps have dominated the digital space.  First, there are those companies who develop content-rich sites and applications supported by advertiser revenue and/or paid subscriptions.  One example is WebMD, which has eclipsed hospital and medical society-operated sites to become the nation’s leading health information portal.

 

By contrast, there are major retailers and small entrepreneurs alike who make their money on transactions -- everything from Amazon’s books to Zappo’s shoes (not coincidentally, now owned by Amazon).  While these companies excel at product breadth and depth, the same seldom applies to their content.  

 

The Web 3.0 model suggests that private equity firms who make investments that marry complimentary content and transaction platforms will be tomorrow’s leaders -- so for example, consider the potential of a nutraceutical destination combining stellar product assortment with virtual prescribing, peer-reviewed research, social media components, and more.

 

And with the tremendous consolidation taking place in the sector, extending existing platforms and building greater scale is very doable.  The companies most able to make their mark are those who understand convergent marketing -- finding the right balance of online and offline from a brand perspective.  

 

Those who can develop proprietary intellectual property, making their company highly differentiated, are particularly enhanced with high valuations.

 

To examine the intricacies of this sector in full detail, we’re delighted to have as our conference chair Marc Byron, founder and chairman at Trivergance LLC, a Fort Lee, New Jersey, private equity firm that focuses on acquiring and investing in middle-market industrial companies with exceptional growth potential.

 

Marc has a proven track record of starting, building, and selling successful, large service businesses.  He has over 20 years of strategic and tactical experience in brand extensions, data aggregation, direct marketing, packaging and promotion, telecommunications and many other consumer-focused marketing services businesses. 

 

Currently, he is chairman of marketing services firm Tranzact, and an advisor to Apollo Management, Halyard Capital, and Sonostar Capital on marketing and media related transactions.  Before founding Trivergance LLC, Marc served as CEO for Mosaic Group, founder of Paradigm Direct, and president of telemarketing firm National Market Share He is a graduate of Emory University.

 

Marc is being accompanied by four panel discussions featuring 20 knowledgeable private equity experts in marketing and digital services, including GPs, LPs, portfolio company operating executives, investment bankers, lenders, consultants, and more. 

 

They’ll share their real-world perspectives, lessons learned, and industry outlooks, including insights on recent deal activity and managing current portfolio companies.

 

Open Communication from 20 Marketing & Digital Experts.

 

While this sector has no shortage of opportunities, you can’t just jump in.  Not all companies will succeed, and knowing the potential pitfalls is sound advice.  That’s why this conference brings you a 360º view of the industry, so you can proceed with confidence and separate the true potential from the pie-in-the-sky.

 

You’ll hear why regulation is an ever-present concern, and what you can do to stay above the privacy fray.  The same targeting and behavioral analysis that offline marketers have done for years carries new cautions in the digital world, and we’ll discuss the issues you need to know.  

 

In addition, we’ll cover the status of ongoing legislation regarding state sales taxes. Internet gambling.  Pharmaceutical sales, and more.

 

You’ll also hear how to put your best foot forward with lenders -- we’ll cover whose doors are open and how to get inside.

 

Register now to get the latest answers, guidance and solutions for digital success, such as --

  • What are the best areas of opportunity for new investors in 2011-2012?
  • What makes marketing and digital services firms so attractive with so many intangible skill-based assets?
  • How are marketing and digital services firms coping with planned and proposed regulations?
  • Are today’s high company valuations realistic or cautionary?
  • What is the viability for marketing services investors of building a company and selling it to one of the four global holding companies?
  • How is consolidation affecting marketing and digital services companies, and which segments are most suited to scale upwards?
  • Why can lenders be reluctant to participate in marketing and digital services deals?
  • What strategies are in favor today for managing marketing and professional services portfolio companies and preparing for exits?
  • What have been some of the most representative middle-market deals in the sector?
  • And much, much more.

Exchange Ideas, Make Connections, and Swap Leads.

 

Throughout the day, you’ll enjoy excellent networking opportunities with both fellow attendees and featured speakers.  We provide dedicated session breaks plus an open lunch that will help you grow your database of marketing and digital services contacts.

 

You should attend this conference if you are a --

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

 

Remember, register with our Early Bird Discount by May 13, 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.

The Capital Roundtable thanks Lowenstein Sandler PC 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

  • Marc Byron, Chairman, Trivergance LLC

Hosted By

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

Speakers

  • Nick Bandy, Chief Executive Officer, Engauge Marketing
  • Rene D. Benedetto, Managing Director, Trivergance LLC
  • Scott E. Chappell, Principal, BIA Digital Partners LP
  • Wayne A. Chavez, President, Intermundo Media LLC
  • Matthew Diamond, Chief Executive Officer, Alloy Online Inc.
  • Bruce A. Eatroff, Partner, Halyard Capital
  • Mitchell S. Goldstein, Senior Partner, Ares Management LLC
  • Eyal S. Goldwerger, Chief Executive Officer, TargetSpot Inc.
  • Michael B. Kessler, Managing Director, Veronis Suhler Stevenson Partners LLC
  • John Matthews, President, Comscient Group Inc.
  • Adele M. Morrissette, Managing Director, BMO Capital Markets Corp.
  • Scott Peters, Co-President, Jordan Edmiston Group Inc.
  • Michael L. Petsky, Partner, Petsky Prunier LLC
  • Eric G. Reiter, Partner, Brentwood Associates
  • Steven E. Siesser, Member, Lowenstein Sandler PC
  • Ken Sonenclar, Managing Director, DeSilva & Phillips LLC
  • Jonathan D. Steele, Managing Director, Raymond James & Associates Inc.
  • Tanzeen Syed, Vice President, General Atlantic LLC
  • Robert Walczak, Chief Executive Officer, Ringleader Digital Inc.
  • Kenneth Wasik, Managing Director, Stephens Inc.
  • David Yarnell, Operating Partner, Falconhead Capital LLC

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Schedule

 

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

09:45 - 10:30

10:30 - 11:00

11:00 - 12:15

12:15 - 01:15

01:15 - 02:15

02:15 - 03:15


03:15 - 03:30

03:30 - 04:30


04:30

  

Thursday, June 23, 2011

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Introductory Keynote -- “The Evolution of Marketing & Digital Services & Where Companies Are Investing for Growth

Chairman’s Keynote -- “Value Creation in Marketing & Digital Services --The Next Great Wave

Coffee & Networking Break

First Panel -- From the Trenches --Five Private Equity Investors Report Why They Like Marketing & Digital Services Companies

Networking Luncheon

Second Panel -- “Sourcing Deal Flow & Financing -- What Four Key Investment Bankers Are Telling Their PE Clients About Marketing & Digital Services Deals

Third Panel -- “Due Diligence, Deal Structuring, Pricing, & Exits -- Four Top Deal Professionals Explain How They Identify & Navigate the Unique Issues of Marketing & Digital Services Deals

Coffee & Networking Break

Fourth Panel -- “War Stories -- Perspectives from CEOs & CFOs 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, May 13, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, June 3, 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, June 16 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
Council Room -- Seventh 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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