MasterClassTM

Capital Roundtable

 

 

Partial List of
Past Attendees

ACON Investments LLC

AIG Franchise Finance

AlixPartners LLC

Arlon Group LLC

AYR Capital

Bank of America

Bar Breton

BBK Ltd.

BDO Seidman LLP

Beef 'O' Brady's Inc.

BellMark Partners

Brand Value Advisors

Brookwood Associates

Cabrera Capital Markets

Cafe Deluxe

Capital Growth Advisors

CapitalSpring LLC

Cardinal Capital Partners

Casco Bay Capital LLC

Cash Powers Taylor LLP

Castle Harlan Inc.

Cedar Point Financial Services

Cerberus Capital

Chair 5 Restaurants LLC

Chatham Capital Partners Inc.

CIT Corporate Finance

CM&D Capital Advisors

Consolidated Restaurant Operations Inc.

Cordova Smart & Williams LLC

Covalent Capital LLC

Crescendo Partners LP

CTS Capital Advisors LLC

Delaware Valley Designs

DLA Piper US LLP

DNB Advisors LLC

Duff & Phelps LLC

Einstein Noah Restaurant Group Inc.

Epulor Management Services Inc.

Fortress Investment Group LLC

FTI Consulting Inc.

Garrison Investment

GBR LLC

GE Capital, Franchise Finance

Goode Partners LLC

Grant Thornton LLP

Gruss Asset Management LP

Hadley Partners Inc.

Hilco Real Estate LLC

Interaction Restaurants Group Inc.

J. P. Morgan Chase

Kachi Partners LP

KarpReilly LLC

Kurt Salmon Associates

LBC Credit Partners Inc.

Lincoln International LLC

Marco's Franchising LLC

Mastodon Ventures Inc.

Milestone Partners

Morning Star LLC

MTN Capital Partners

Navigant Capital

Newcastle Capital

Palisade Capital

Palladium Equity Partners LLC

Parthenon Group LLC

Piccadilly Restaurants

Redmon Advisory Group

Redstone American Grill

Sentinel Consulting Group LLC

Silver Diner Development

Snapper Creek Equity Management LLC

Sonic Drive-In Restaurants

Steel Partners Ltd.

Stephens Inc.

Stewart National Title Services

Streambank LLC

Strike Holdings LLC

Sun Capital Partners Inc.

Terra Nova Pub Group

Thomas & King Inc.

Topspin Partners LBO LP

Transwest Partners / NCH Corp.

United Enterprise Fund

Vicorp Restaurants Inc.

Wells Fargo Advisors

William Blair & Co. LLC

Yucaipa Companies LLC

 

Association Partner

Research Partners

Media Partners

The Deal

Buyouts

VC Experts

Capital IQ

 

 

 

Clear the date January 27 on your calendar!

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

 

ENCORE MasterClass™

For Middle-Market Private Equity

& Mezzanine Investors & Lenders

 

Private Equity Investing

In the Restaurant Industry --
Deals Are Back on the Table
As Consumer Demand Returns

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

David B. Pittaway, Senior Managing Director

Castle Harlan Inc.

 

Featuring 20 Expert Speakers Including --

  • Timothy B. Armstrong, H. I. G. Capital LLC
  • William F. Bell, Parthenon Group LLC
  • Robert Q. Berlin, Baupost Group LLC
  • Daniel R. Bonoff, Goode Partners LLC
  • Gregory W. Cashman, Golub Capital LLC
  • Cheryl H. Carner, Franchise Finance
  • Damon S. Chandik, Piper Jaffray & Co.
  • Jay G. Finkelstein, DLA Piper US LLP
  • Amy V. Forrestal, Brookwood Associates LLC
  • Edmund J. Gaffney, Jacobson Partners LP
  • James J. Greco, Bruegger's Enterprises Inc.
  • Gary J. Heller, Terra Nova Pub Group
  • Robert S. Hersch, Mastodon Ventures Inc.
  • Matthew Kelly, North Point Advisors LLC
  • Richard R. Leonard, Angelo Gordon & Co. LP
  • Philip McDonough, Capital Growth Advisors LLC
  • Bradford Nugent, The Yucaipa Companies LLC
  • Jeffrey M. Perlman, LNK Partners
  • John Tibe, Jefferies & Co. Inc.
  • Tyler J. Wolfram, Oak Hill Capital Partners LLC
  • Robert J. Woolway, Trinity Capital LLC

 

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, January 27, 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 |

Good news.  Investors’ interest in restaurant companies has revived, and mostly for one simple reason -- consumers are eating out again. 

 

And not just in the value segment -- high-end dining is reviving even faster than casual dining, with positive momentum and improved same-store sales over consecutive quarters at such chains as Morton’s, Capital Grille, and Ruth’s Chris.

 

A prime indicator of this resurgence is that the four-year wait for a restaurant IPO finally ended in October when the Bravo Brio upscale casual dining chain went public.  Same-store sales had turned positive at the beginning of the year, and grew over the following quarters, so the timing was right. 

 

Proving that there was pent-up demand for restaurant investments, especially from an asset allocation standpoint, the IPO was extremely successful with a 14 percent share price hike the very first day.

 

Another sign is that the National Restaurant Association’s Restaurant Performance Index has reached its highest level in three years.  An index of over 100 signifies an expanding industry, and the index has achieved this mark over consecutive months.  

 

What’s more, a majority of restaurants have recently reported higher same-store sales, and are optimistic their sales will stay positive in the months to come.

 

But as good as a restaurant business may seem, the fact remains -- it’s still a business!  More than that, it’s a business unlike other retail businesses. 

 

So you must understand that even great, much-loved restaurant concepts can have lousy business models that just won’t meet the test of time.  For example, no wise investor should pay a double-digit multiple for a company with a brilliant concept but poor unit economics.

 

Make plans now to join us for our annual full-day conference on private equity investing in restaurant companies --

 

Private Equity Investing

In the Restaurant Industry --
Deals Are Back on the Table
As Consumer Demand Returns

 

This conference on Thursday, January 27, in New York, will help you make smart choices and sound decisions throughout 2011 and 2012, both with new investments and with managing current portfolio companies.  You’ll hear about the trends and forecasts that can point you in profitable directions and reward your attendance.

 

What’s more, making your reservation ahead of time carries an immediate financial reward.  Sign up now, and you will receive our special Early Bird Discount -- a generous savings of $400!

 

20 Restaurant Industry Veterans Serve Up Fresh Insights.

 

This conference will give you the big picture of the entire $580 billion restaurant space-- what types of deals are in the pipeline, who’s lending, which business models are succeeding, and more.  

 

And while there may be cause for some celebration, some segments remain weak, many potential landmines exist, and we’ll cover these in detail as well.

 

For example, unemployment continues to be an issue, as a decrease in two-income families means more people staying at home to cook meals and stretch lower household incomes.  And down the road, the new Health Care Bill may force the restaurant industry to cover millions of employees not presently covered -- which will be a huge cost to all employers.  

 

To serve as our chair, we’re delighted to welcome David Pittaway, senior managing director at Castle Harlan in New York City.  David has been with Castle Harlan since its founding in 1987, and is a board member of Morton's Restaurant Group, Bravo/Brio Restaurant Group, Caribbean Restaurants, and Perkins & Marie Callender's.  He holds both an MBA with High Distinction, and a JD from Harvard University.

 

Along with David, our panel discussions will feature 20 leading private equity experts in the restaurant space, including senior GPs, portfolio company operating executives, investment bankers, lenders, consultants, and more.  They’ll be sharing their candid opinions on operating strategies, branding challenges, deal structures, and other key topics.

 

Register now to get the answers that can make 2011 a banner year --

  • Why is 2011 expected to be such a good year for the restaurant industry?
  • Which industry segments -- from quick service to upscale dining -- are on the speediest growth trajectories?
  • How are government regulations -- health care reform, nutritional posting requirements, taxing of sugar drinks and more -- affecting the industry?
  • What ways can you employ technology to better navigate new environments?
  • Who is lending today for restaurant deals, and what are current entry requirements?
  • How are recent improvements to the SBA loan program aiding the industry?
  • What are today’s best practices for managing restaurant portfolio companies?
  • Are restaurant companies with cash flow royalties from franchise fees worth higher multiples, and if so, how much higher?
  • What has changed in the site selection process, and what areas merit caution?
  • Which commodity price increases are likely to affect industry profits, and for how long?
  • And much, much more.

Networking Opportunities as Superb as Our Content.

 

Beyond informative presentations and proprietary information, this conference brings you the chance to make valuable contacts and connections.  We’ve built in plenty of time over the day when you can meet fellow attendees and featured speakers, including session breaks and an open lunch.

 

You should attend this conference if you are a --

  • GP or LP looking to invest in available restaurant opportunities.
  • Partner or operating executive of a restaurant portfolio company.
  • Hedge fund manager or venture capitalist examining restaurant investments.
  • Lender with restaurant financing available for the right deal.
  • Investment banker pursuing deals in the restaurant industry.
  • Attorney or advisor with clients in the restaurant space.
  • Executive search professional recruiting for the private equity industry.

Remember, register with our Early Bird Discount by December 17, 2011 and you’ll save $400 off our standard fee!  Our previous restaurant investing conferences have quickly filled up, and this all‑NEW encore 2011 conference will be no different -- 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 Dana DeMattia at 212-832-7333 ext. 102 or ddemattia@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 20 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

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Faculty

Chaired By

  • David B. Pittaway, Senior Managing Director, Castle Harlan Inc.

Hosted By

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

Speakers

  • Timothy B. Armstrong, Managing Director, H. I. G. Capital LLC
  • William F. Bell, Partner, Parthenon Group LLC
  • Robert Q. Berlin, Investment Specialist, Baupost Group LLC
  • Daniel R. Bonoff, Partner, Goode Partners LLC
  • Cheryl H. Carner, Senior Vice President, GE Capital, Franchise Finance
  • Gregory W. Cashman, Senior Managing Director, Golub Capital LLC
  • Damon S. Chandik, Managing Director, Piper Jaffray & Co.
  • Jay G. Finkelstein, Partner, DLA Piper US LLP
  • Amy V. Forrestal, Managing Director, Brookwood Associates LLC
  • Edmund J. Gaffney, Partner, Jacobson Partners LP
  • James J. Greco, Chief Executive Officer, Bruegger's Enterprises Inc.
  • Gary J. Heller, Executive Vice President, Terra Nova Pub Group
  • Robert S. Hersch, Senior Managing Director, Mastodon Ventures Inc.
  • Matthew Kelly, Partner, North Point Advisors LLC
  • Richard R. Leonard, Managing Director, Angelo Gordon & Co. LP
  • Philip McDonough, Managing Director, Capital Growth Advisors LLC
  • Bradford Nugent, Investment Professional, The Yucaipa Companies LLC
  • Jeffrey M. Perlman, Partner, LNK Partners
  • John Tibe, Managing Director, Jefferies & Co. Inc.
  • Tyler J. Wolfram, Partner, Oak Hill Capital Partners LLC
  • Robert J. Woolway, Managing Director, Trinity 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, January 27, 2011
Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Introductory Keynote -- “Key Trends in Doing Restaurant Deals -- & Implications for Private Equity Dealmaking”

Chairman’s Keynote -- “Why We Like Restaurant Companies -- & How We Have Navigated Through the Deal Sourcing Process”

Coffee & Networking Break

First Panel -- “Getting the Jump on Doing Restaurant Deals in 2011 --

Where to Source Them, How to Pick Them”

Networking Luncheon

Second Panel -- “Executing Restaurant Deals During This Tough Environment -- How to Manage Due Diligence, Get Financing, & Handle Structural Issues”

Third Panel -- “Working with Restaurant Companies in Your Portfolio --

How to Help Them Ride Out the Recession”

Coffee & Networking Break

Fourth Panel -- “Exiting Restaurant Deals --

How to Prepare & Where to Find the Best Liquidity Opportunities

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, December 17, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, January 7, 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 103.


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, January 20 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.103 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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