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Clear the date November 16 on your calendar!

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

All-NEW MasterClass™

On Private Equity & Mezz Investing

In Middle-Market Transportation, Distribution,

& Logistics Companies

 

Transportation, Distribution,

& Logistics Companies --

Opportunities Private Equity Investors

Are Finding in This Huge, Fragmented,

& Fast-Growing Universe

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

David K. Panton, Partner & Co-Founder

Navigation Capital Partners Inc.

 Featuring 20 Expert Speakers Including--

  • Lana Batts, Transport Capital Partners
  • Marc S. Blubaugh, Benesch Friedlander Coplan & Aronoff LLP
  • Tom Connolly, EVE Partners LLC
  • Brian Enright, syncreon International Group
  • Daniel B. Glickman, GE Antares Capital Corp.
  • Steven Gold, Alvarez & Marsal Holdings LLC
  • James M. Hill, Benesch Friedlander Coplan & Aronoff LLP
  • J. W. Ransom James, Arcapita Inc.
  • M. Paul Jones, Raymond James & Associates Inc.
  • Brian Kinsey, Brown Trucking Co.
  • Marc A. Kramer, Fenway Partners LLC
  • David R. Lack, Austin Ventures LP
  • Samuel B. Levine, Eos Partners LP
  • Chris Munro, Snow Phipps Group LLC
  • Noel Perry, Transport Fundamentals
  • Jill C. Raker, Greenbriar Equity Group LLC
  • Stephen Russell, Celadon Group Inc.
  • Thomas K. Sanderson, Transplace
  • Mark A. Scudder, Scudder Law Firm PC
  • Ronald T. Sorrow, AVRON Partners Inc.
  • Paul C. Svindland, AlixPartners LLP
  • Seth E. Wilson, Jefferies Capital Partners

 

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Tuesday, November 16, 2010

8:00 am – 4:30 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 |

Our global economy runs on its transportation systems, and never before have there been so many ways to move capital goods from the manufacturer to the purchaser. With a rebounding economy, this cyclical industry is poised to expand in a big way.

 

In fact, transportation & logistics is growing faster than the economy itself, and new business models are being forged that reflect today’s conditions.

 

For example, with new, stricter government regulations and more complex equipment technologies, fewer large companies want to handle their own transportation and warehousing anymore, making room for an influx of focused, professional third-party outsourcing providers. And there’s a strong push to adopt newer and better information technology, from GPS tracking to fuel management, that enhances control of where goods are in the supply chain.

 

What’s more, managing the movement of goods offers much higher growth rates than the movement of people. The industry is highly fragmented, with thousands of smaller companies and only a few big ones. As a result, the larger companies trade at very large valuations -- so there are attractive possibilities for combining smaller companies and achieving exponential growth.

 

So whether you want to get your foot in the door, add to your existing transportation portfolio, or simply educate yourself on this promising marketplace, you’ll want to come hear all about the strategies that are working and the less visible middle-market deals that are making news.

 

A Full Day of Information and Insight

 

While transportation & logistics is the fourth-largest segment of the U.S. economy, the way it unfolds is relatively simple.

 

First of all, there are the direct transportation providers -- airlines, trucks, railroads, and ships -- that physically move goods. Within each transportation mode are several business segments based on equipment and customer focus. Specialized and well-focused companies that contract with certain producers to provide regular, dedicated services are likely to create defensible market positions relative to those delivering multiple products for multiple customers on an ad hoc basis.

 

Second, there are companies who arrange transportation services -- third-party logistics providers, or “3PLs,” which provide physical services and logistics and consulting without necessarily having assets of their own. This is a key growth area, as even the largest U.S. player controls only about 5% of the domestic 3PL market. Every Fortune 100 company uses at least one third-party provider as one of its core carriers. These providers in turn maintain relationships with multiple transportation modes and thousands of individual carriers.

 

Third, there are ancillary companies that provide warehousing and other value-added services that aid the “last mile” distribution between the terminal and the user. Much of this uses niche companies specializing in a particular industry or commodity. Other key ancillary services include equipment leasing, specialized telecommunications, and maintenance.

 

Fourth, infrastructure is increasingly presenting real opportunities for middle-market private equity, particularly with the movement toward privatization. In Europe, toll roads, airports, and seaports have been partially or fully privatized since the 1980s. Now the U.S. is following suit, e.g., the newly-privatized Chicago Skyway Toll Bridge.

 

The extent to which a company can smooth and enhance supply chain operations adds value -- differentiating it from competition and boosting its performance. So the factors you need to assess, whether investing anew or burnishing current holdings, include on-time performance history. Workforce turnover. Operator safety ratings. Quality of equipment. And increasingly, carbon footprints, as the entire industry is shifting to more efficient modes of transportation.

 

All this is evidenced by current deal activity. For example, Kinderhook recently bought waste management company Stafford Logistics in the Southeast. Greenbriar Equity financed pharmaceutical logistics firm Genco’s acquisition of ATC Technology. CI Capital purchased logistics player Transpace. And arguably the most reputed investor of all, Warren Buffett, engineered Berkshire Hathaway’s largest deal ever with his purchase of the Burlington Northern railroad.

 

No question, to discover all the ways private equity investing in middle-market transportation & logistics companies can be your pathway to success in 2011, be sure to plan now to attend The Capital Roundtable’s full-day conference --

 

Transportation, Distribution,

& Logistics Companies --

Opportunities Private Equity Investors

Are Finding in This Huge, Fragmented,

& Fast-Growing Universe

Sign up now for this conference, and we’ll reward your timely registration with our special Early Bird Discount -- a generous savings of $400!

 

This all-new conference on Tuesday, November 16, in New York, gives you a 360º view of the transportation, distribution, & logistics marketplace while focusing on the most promising investment opportunities. We’ll be examining all the major issues such as --

  • Prospects for greater consolidation.
  • Proposed government regulations by the Obama administration.
  • New safety initiatives. And what lies ahead with environmental considerations.

 

To serve as guide, we’re pleased to turn the controls over to David Panton, partner and co-founder of Navigation Capital Partners (NCP) in Atlanta. David has spent several years actively evaluating transportation and logistics opportunities on behalf of Navigation Capital, a leading middle-market private equity firm. He is the board chairman of Atlanta-based Brown Trucking, a dominant Southeast regional carrier, and also serves on the board of Dallas-based Exeter Finance, a specialty auto finance company; Chicago-based Prepaid Solutions, a payments solutions provider; and Atlanta-based Secureworks, an Internet security firm.

 

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 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. Born and raised in Jamaica, David previously served as a senator in the Upper House of Parliament.

 

Real-World Knowledge from 20 Transportation & Logistics Experts

 

Joining David will be a team of 20 panelists sharing their substantial experience with transportation & logistics deals. You’ll hear from GPs, portfolio company operating executives, investment bankers, lenders, consultants and more -- eager to provide you with action plans for getting started, leapfrogging competitors, and adding value to current holdings.

 

Register now to get the answers to your top-of-mind questions like these --

  • What sub-sectors within transportation, distribution, & logistics hold the most promise for investors in 2011?
  • What makes the transportation, distribution, & logistics space relatively straightforward to get into for new investors?
  • How can you buy an asset-intensive business and convert it into an asset-light business?
  • What are the advantages of the owner-operator model, and why is the Obama administration sounding a note of caution?
  • Are long term contracts key to long term profits, or can you be successful serving multiple customers?
  • What are the nuts and bolts of evaluating a transportation, distribution, & logistics deal?
  • What upcoming federal changes in truck driver safety standards are likely to shake up the industry?
  • How can you get your portfolio companies on a more secure footing?
  • How eager are lenders to participate in transportation, distribution, & logistics deals?
  • What are the trends and the time horizons for transportation, distribution, & logistics exits?
  • And much, much more.

 

Guarantee Your Seat Today While Space is Still Available

 

Seating is going to be in high demand for this conference, so we encourage you to make your plans now. We never like having to turn people away, but it can become necessary at “hot topic” conferences as this.

 

Remember, too, that with exceptional content come exceptional networking opportunities. We’ve built ample time into the agenda, including session breaks and an open lunch, where you can connect with fellow attendees and featured speakers to expand your address book.

 

You should attend this conference if you are a --

  • GP or LP looking to invest in transportation, distribution, & logistics companies.
  • Operating partner or operating executive of a transportation, distribution, & logistics portfolio company.
  • Hedge fund manager or venture capitalist seeking investments in this area.
  • Lender wishing to participate in transportation, distribution, & logistics transactions.
  • Investment banker pursuing deals within the transportation, distribution, & logistics industry.
  • Attorney or advisor who focuses on the transportation, distribution, & logistics space.
  • Executive search professional recruiting for the PE industry.

 

Remember, register with our Early Bird Discount by October 8, 2010, 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.

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 25 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

The Capital Roundtable thanks Benesch Friedlander Coplan & Aronoff LLP and Raymond James & Associates Inc. 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 K. Panton, Partner, Navigation Capital Partners Inc.

Hosted By

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

Speakers

  • Lana Batts, Partner, Transport Capital Partners
  • Marc S. Blubaugh, Partner, Benesch Friedlander Coplan & Aronoff LLP
  • Tom Connolly, Managing Partner, EVE Partners LLC
  • Brian Enright, Chief Executive Officer, syncreon International Group
  • Daniel B. Glickman, Managing Director, GE Antares Capital Corp.
  • Steven Gold, Managing Director, Alvarez & Marsal Holdings LLC
  • James M. Hill, Executive Chairman, Benesch Friedlander Coplan & Aronoff LLP
  • J. W. Ransom James, Director, Arcapita Inc.
  • M. Paul Jones, Managing Director, Raymond James & Associates Inc.
  • Brian Kinsey, President & CEO, Brown Trucking Co.
  • Marc A. Kramer, Managing Director, Fenway Partners LLC
  • David R. Lack, Partner, Austin Ventures LP
  • Samuel B. Levine, Managing Director, Eos Partners LP
  • Chris Munro, Operating Partner, Snow Phipps Group LLC
  • Noel Perry, Principal, Transport Fundamentals
  • Jill C. Raker, Managing Director, Greenbriar Equity Group LLC
  • Stephen Russell, Chairman & CEO, Celadon Group Inc.
  • Thomas K. Sanderson, President & CEO, Transplace
  • Mark A. Scudder, Partner, Scudder Law Firm PC
  • Ronald T. Sorrow, Chief Executive Officer, AVRON Partners Inc.
  • Paul C. Svindland, Managing Director, AlixPartners LLP
  • Seth E. Wilson, Managing Director, Jefferies Capital Partners

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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

  

Tuesday, November 16, 2010
Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Introductory Keynote -- “Key Trends in Transportation, Distribution, & Logistics Deals -- & Implications for Private Equity Dealmaking”

Chairman’s Keynote -- “Why We Like the Transportation, Distribution, & Logistics Industries -- & How We Have Navigated Through the Deal Sourcing Process”

Coffee & Networking Break

First Panel -- “Why We Do It, What We’ve Learned -- Winning Strategies From Five Prominent Private Equity Investors”

Networking Luncheon

Second Panel -- “Executing Transportation, Distribution, & Logistics Deals -- How to Complete Due Diligence, Get Financing, & Manage Valuation & Structuring Issues”

Third Panel -- “Navigating Transportatio, Distribution, & Logistics’ Legal & Regulatory Hurdles – How to Identify & Manage Regulatory Issues, & Deal with State & Federal Authorities”

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 -- save $400 off the standard fee! Register by Friday, October 8, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, October 29, 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 Tuesday, November 9, 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

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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