MasterClassTM

Capital Roundtable

 

Sponsors

Association Partners

 

Research Partners

mergermarket

Media Partners

 

The Deal

 

 

Partial List of
Past Attendees

Alvarez & Marsal Transaction Advisory Group LLC
American Securities Capital Partners LLC
Apta Capital LLC
Articulate Communications Inc.
Atlantic Developers
Avista Capital Partners
Boroian Associates
Broadview Advisors
Carter Morse & Mathias
Centerview Capital Holdings LLC
Clear Thinking Group
Cole Taylor Retail Finance
Consumer Growth Partners
Credit Suisse Group
Deutsche Bank Securities Inc.
DLJ Merchant Banking
Duff & Phelps LLC
EG Capital Group LLC
Emerson Group LLC
Financo Inc.
General Nutrition Centers Inc.
Gerson Lehrman Group Inc.
Golub Capital
Grant Thornton LLP
Great American Group LLC
Grupo Rey
Harris Williams & Co.
Harvest Partners LLC
InLine Strategies LLC
Kurt Salmon Capital Advisors Inc.
Lincoln International
Logicai LLC
Mason Wells Inc.
North Castle Partners
Novacap Investments
Penfund
Peter J. Solomon Co.
Piper Jaffray & Co.
S. H. Martin & Co. Inc.
Sawaya Segalas & Co. LLC
The Deal LLC
TM Capital Corp.
Topspin Partners LBO
Wealth Partners Capital LLC
Webster Capital LLC
William Blair & Co.
Winston & Strawn

 

AttentionMiddle-Market Private Equity

& Mezzanine Investors & Lenders

 

Private Equity Investing

In Retail & E-Commerce Companies

Finding Great Opportunities
in a Multi-Channel World

 

ENCORE ROUNDTABLE

 

Attendance Is Limited --

Register Now

 

CHAIRED BY

Billy Logan, Partner
KarpReilly LLC

 

Featuring 20 Expert Speakers, including --

Amir Akhavan, Jordan Edmiston Group Inc.
William Auchincloss, NutriSystem Inc.
Jeffrey S. Barber, TA Associates Inc.
Joshua K. Benn, Duff & Phelps LLC
Alexander K. Chefetz, GCA Savvian Advisors LLC
Mario A. Ciampi, Prentice Capital Management LP

Hannah Craven, Stone-Goff Partners LLC
William F. Dawson, Wellspring Capital Management LLC
Daniel S. Evans, Ropes & Gray LLP
Edward P. Foy, eFashionSolutions LLC
David A. Galper, KeyBanc Capital Markets Inc.
Christian B. Johnson, Freeman Spogli & Co. Inc.
Mike Mullen, SureSource LLC
Matthew R. Nemer, Wells Fargo Securities LLC
Daniel M. Roitman, Stroll LLC
Joseph M. Scharfenberger, CCMP Capital Advisors LLC
Ron Shah, Stripes Group LLC
Ian D. Sigalow, Greycroft Partners LLC
Ed Thomas, Wet Seal Inc.
Steven J. Tricarico, Jefferies & Co. Inc.
Stephen Wyss, BDO USA LLP


Click Here to Register >>   Purchase Audio Package >>

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Wednesday, December 12, 2012

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 |

Private equity investments in middle-market specialty retail deals have surged in 2012 for very good reasons -- investors are drawn to the power of brands and to the prospects for using innovation to build revenues and profits.

 

And one of today’s prime focuses for innovation is the interplay between e-commerce and brick-and-mortar retail.

 

These two retailing dimensions are no longer a question of apples vs. oranges.  Companies are finding new ways to coordinate the two, and their biggest concern is getting the mix right.

 

Helping you take advantage of these promising opportunities is the focus of this ENCORE conference from The Capital Roundtable -- “Private Equity Investing in Retail & E-Commerce Companies,” being held in New York City on Wednesday, December 12.

 

Here are 6 important reasons you should attend this conference --

  • Find out how social media and mobile apps are increasingly providing an important upside for retail businesses.
  • Hear why more and more e-commerce companies are considering opening brick and mortar businesses.
  • Discover how physical retail stores are generating high traffic with entertainment draws and designer collaborations.
  • Discover why the discount tier remains a hot area within traditional retail, with its built-in economies of scale.
  • Hear why the e-commerce action is bifurcated into easily-comparable commodity items, and unique and exclusive items.
  • Hear how the new sophistication of loyalty programs allows deep dives into customer files for individualized offers.

Serving as chair of this ENCORE conference is Billy Logan, partner at KarpReilly, Greenwich, Connecticut.  Billy is a former partner at Apax Partners LP and has over 15 years of experience investing in consumer-facing businesses at KarpReilly, Apax, and Saunders Karp & Megrue. Billy is currently a member of the board of directors of Bob's Discount Furniture and XS Cargo Ltd., a close-out retailer with stores across Canada. He is a former director of Ollie's Bargain Outlet, a portfolio company recently sold to CCMP.

 

A leading consumer-focused middle- market private equity firm, KarpReilly manages funds and affiliates with capital commitments over $500 million. The principals of KarpReilly have been responsible for the investment of over $320 million of equity in the retail sector in fifteen different retailers, including Doctor Tree Stores, Charlotte Russe and Comark.

 

20 Retail & E-Commerce Experts Poised to Help You Cash In

 

Our Roundtable features four expert panel discussions led by our chair and with the shared insight of 20 of the top private equity experts in the retail and e-commerce marketplace.

When you attend our December 12 Roundtable you will listen and learn from GPs, portfolio company operating executives, investment bankers, lenders, consultants, and more -- offering real-world perspectives, lessons learned and industry outlooks, plus insights on managing current portfolio companies.

 

Plus, you will find out about recent retail and e-commerce deals with noteworthy backstories, including --

 

  • SKM Equity Fund III's recent sale of Ollie’s Bargain Outlet, a specialty retailer of brand-name closeout merchandise, to CCMP Capital Advisors.
  • Thomas H. Lee Partners’ acquisition of party goods retail chain Party City, from Advent International, Berkshire Partners, and Weston Presidio Group.
  • TSG Consumer Partners’ investment in affordable luxury brand Paige Denim.
  • Sycamore Partners’ acquisition of women’s apparel retailer Talbots Companies.
  • Leonard Green & Partners’ acquisition of the Savers chain of for-profit thrift stores.

 You will take away strategies and tactics from some of the best minds in retail and e-commerce private equity by attending this Capital Roundtable conference. And you will be ready to add value to your existing portfolio companies.

 

You can look forward to such information as --

 

  • What metrics you should use to judge a retail or e-commerce deal.
  • How best to capitalize on multichannel strategies.
  • What valuations are typical in retail and e-commerce transactions.
  • How November’s election results may affect retail margins and employee healthcare expenses.

A Full Day of Exceptional Content & Exceptional Networking Opportunities

We’ve built ample time into the day’s agenda so you can -- 

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable connections
  • Share both ideas and business cards
  • If you’re a lender, hedge fund manager or investment banker – Identify potential partners
  • If you’re an attorney or advisor – Meet new potential clients
  • If you work as an executive search professional – Meet potential prospects

Register Now And Receive Our Early Bird Discount

Value is just as important to investors as it is to consumers, which is why The Capital Roundtable is pleased to offer a generous discount for attendees who register early.

Sign up for this brand-new conference before October 19, 2012, and you’ll receive $400 off our regular price.

 

And 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 Mara Kane today to confirm your attendance at 212-832-7300 ext. 0 or mkane@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 conferences and other events and programs, please visit www.capitalroundtable.com.

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Faculty

Chaired By

  • Billy Logan, Partner at KarpReilly

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers 

  • Amir Akhavan, Director, Jordan Edmiston Group Inc.
  • William Auchincloss, S.V.P.--Business Development, NutriSystem Inc.
  • Jeffrey S. Barber, Managing Director, TA Associates Inc.
  • Joshua K. Benn, Managing Director, Duff & Phelps LLC
  • Alexander K. Chefetz, Managing Director, GCA Savvian Advisors LLC
  • Mario A. Ciampi, Managing Partner, Prentice Capital Management LP
  • Hannah Craven, Managing Partner, Stone-Goff Partners LLC
  • William F. Dawson, Managing Partner, Wellspring Capital Management LLC
  • Daniel S. Evans, Partner, Ropes & Gray LLP
  • Edward P. Foy, Chief Executive Officer, eFashionSolutions LLC
  • David A. Galper, Managing Director, KeyBanc Capital Markets Inc.
  • Christian B. Johnson, Principal, Freeman Spogli & Co. Inc.
  • Mike Mullen, President, SureSource LLC
  • Matthew R. Nemer, Managing Director, Wells Fargo Securities LLC
  • Daniel M. Roitman Chief Executive Officer, Stroll LLC
  • Joseph M. Scharfenberger Managing Director, CCMP Capital Advisors LLC
  • Ron Shah Vice President, Stripes Group LLC
  • Ian D. Sigalow Partner, Greycroft Partners LLC
  • Ed Thomas Former Chief Executive Officer, Wet Seal Inc.
  • Steven J. Tricarico Managing Dir.--Retail & Apparel, Jefferies & Co. Inc.
  • Stephen Wyss Audit Partner, BDO USA LLP

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Schedule

 

Conference
07:30 - 08:30
08:30 - 09:00
09:00 - 09:45
09:45 -
11:00


 

11:00 - 11:45
11:45 - 12:45


12:45 - 01:45

01:45 - 02:30

02:30 - 03:30


03:30 - 04:30


04:30

  

Thursday, December 12, 2012

Registration, Networking & Continental Breakfast

Welcome Remarks & Audience Introductions

Keynote 1

Panel 1 -- "Private Equity Perspective -- Five Private Equity Investors Discuss Investment Opportunities in Bricks & Mortar Retail During the Age of E-Commerce"

Coffee & Networking Break

Panel 2 -- "Growth Investor Perspective -- Four Venture Capitalists Discuss E-Commerce Opportunities That Are Transforming Traditional Retailing"

Luncheon & Networking

Keynote 2

Panel 3 --“Sourcing Deal Flow & Financing -- What Four Key Investment Bankers & Lenders Are Telling Their PE Clients About Retail & E-Commerce Deals”

Panel 4 --"War Stories -- Five Senior Operating Executives Provide First-Hand Anecdotes of How E-Commerce is Impacting Their Companies"

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, October 19, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, November 9, 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 Mara Kane af@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 Wednesday, December 5 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 Mara Kane at 212-832-7300 ext. 0 or by email at af@capitalroundtable.com.

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Location

University Club New York

One West 54th Street

New York, NY 10019

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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 Charistine Rath at 212-832-7300 or by email at crath@capitalroundtable.com.

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