MasterClassTM

Capital Roundtable

 

Sponsors

 

Partial List of
Past Attendees

Agility Global Advisors

AlixPartners LLP

Alvarez & Marsal

Arcapita Inc.

Austin Ventures

AVRON Partners Inc.

Benesch Friedlander Coplan & Aronoff LLP

Bengur Bryan & Co.

BIA Digital Partners

BMO Capital Markets

Brown Trucking Co.

Celadon Group Inc.

CI Capital Partners

CIVC Partners LLC

Cobblestone / Harris Williams

Cole Taylor Business Capital

Eos Partners LP

EVE Partners LLC

Fenway Partners LLC

Fidelitone Logistics

GE Antares Capital

GenNx360 Capital Partners

Greenbriar Equity Group LLC

Harris Williams & Co.

Hugh Wood Inc.

Jefferies Capital Partners

KeyBanc Capital Markets Inc.

MidCap Advisors LLC

Navigation Capital Partners Inc.

NFI Industries Inc.

ONCAP Management Partners LP

Penfund Inc.

Raymond James & Associates Inc.

RSR Partners

Scudder Law Firm PC

Snow Phipps Group

Sunteck Transport Group Inc.

SunTrust Robinson Humphrey Inc.

syncreon International Group

Transplace

Transport Capital Partners

Transport Fundamentals

Treadstone Partners LLC

Unlimited Horizons Inc.

WR Securities LLC

Wynnchurch Capital Ltd.

 

Association Partners

Research Partners

Capital IQ

mergermarket

Media Partners

The Deal

 

 

 

 

 

 

Clear the date October 5 on your calendar!

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

Encore Conference

For Middle-Market Private Equity

 & Mezzanine Investors & Lenders

 

Private Equity Investing in Transportation, Distribution, & Logistics Companies --

The Cornerstones of the Middle Market

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

David K. Panton, Partner

Navigation Capital Partners Inc.

 

Featuring 20 Expert Speakers Including --

  • Rob Adams, Former CEO of Refrigerated Holdings Inc.
  • Adriene B. Bailey, Yusen Logistics (Americas) Inc.
  • Lana R. Batts, Transport Capital Partners LLC
  • Marc S. Blubaugh, Benesch Friedlander Coplan & Aronoff LLP
  • Joseph H. Conner, Harris Williams & Co.
  • John M. Dupuy, H. I. G. Bayside Capital
  • Jay M. Gates, Charterhouse Group Inc.
  • Bradley S. Jacobs, XPO Logistics Inc.
  • M. Paul Jones, Raymond James & Associates Inc.
  • Brian Kinsey, Brown Trucking Co.
  • Ronald Lentz, G2 Capital Advisors LLC
  • Robert S. Levin, Republic Partners Inc.
  • Rick Lowes, Oliver Wyman Group
  • Bruce A. McDonald, Houlihan Lokey
  • M. William Macey, Sterling Investment Partners LP
  • David R. Mitchell, Transportation Resource Partners
  • Chris Munro, PLS
  • Scott D. Rued, HCI Equity Partners
  • J. J. Schickel, EVE Partners LLC

 

Click Here to Register >>   Purchase Audio Package >>

 

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Wednesday, October 5, 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 |

As global economic fundamentals improve, the transportation, distribution, and logistics sector is a key place to be.  It’s the fourth-largest segment of the U.S. economy, estimated at just over a trillion dollars (globally, over $3 trillion).  Best of all, it’s famously profitable and largely fragmented.

 

Berkshire Hathaway’s acquisition last year of Burlington Northern was a compelling vote of confidence. 

 

But the majority of buyouts and mergers take place in the middle-market, where investors face a variety of opportunities to buy and expand platforms with more territories, new capabilities, or ways of reaching new customers.

 

          So by popular demand, The Capital Roundtable is pleased to announce an encore

          full-day conference on Wednesday, October 5, in New York.  You’ll learn the

          trends, the strategies, and the tactics that will define 2012 and beyond.  

 

          Whether you’re new to the marketplace or an experienced transportation,

         distribution, and logistics investor, plan now to attend --

 

Private Equity Investing in Transportation,

Distribution, & Logistics Companies --

The Cornerstones of the Middle-Market

 

          Sign up now for this conference, and we’ll speed welcome savings your way with

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

 

Just some of the recent upper middle-market activity includes Platinum Equity’s acquisition of barge operator American Commercial Lines.  Wayzata Investment Partners’ acquisition of Gainey Corp.  And HCI Equity Partners’ add-on acquisition of Bullet Transportation Services to its Roadrunner Transportation Services platform.

To serve as chair of this encore conference on Wednesday, October 5, in New York, we’re pleased to welcome back David Panton, co-founder of Navigation Capital Partners in Atlanta.  David has spent several years actively evaluating transportation and logistics opportunities.  He is chairman of Atlanta-based Brown Trucking, a dominant Southeast regional carrier.

 

He holds 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.  

 

Actionable Advice from 20 Transportation, Distribution, & Logistics Experts

 

Joining David will be a team of 20 panelists sharing their substantial experience with transportation, distribution, and logistics deals.  You’ll hear from GPs, portfolio company operating executives, investment bankers, lenders, consultants, and more -- serving up real-world solutions for gaining competitive advantages and growing current holdings.

 

Because the industry is so fragmented, for new investors, entry into the market is very doable.  The ongoing trend to outsource internal activities to third parties helps mean that private equity portfolio companies can be solidly positioned for long‑term growth.

 

And activity continues to expand at our nation’s ports, airports, canals, and roads, driven in large part by growth in emerging markets and China.

 

One Focused Day, One Purposeful Conference

 

You’ll understand why all the conditions are in place for significant deal flow over the coming months.  Dealmaking in the sector tends to increase after a recessionary period, as these companies benefit from an improving manufacturing outlook, rising retail sales, and inventory expansion.

 

For example, in the trucking segment, the most recent quarterly survey by Transport Capital Partners suggests that most company owners are either looking to sell or buy -- not stay with the status quo.

 

Register now to get the answers to these and other big questions -- 

  • What segments of the transportation, distribution, and logistics market offer the best opportunities for investors in 2011/2012?
  • What are some of the main challenges transportation, distribution, and logistics firms face today?
  • How can you buy an asset-intensive business and convert it into an asset-light business?
  • What are the best places where a PE firm new to the sector can find value?
  • What is the status of proposed regulations on tightening driver supply and capacity in the trucking industry? How is this affecting investors?
  • With so much fragmentation in the marketplace, what consolidations have recently taken place, and what is the outlook for 2012?
  • Why are many logistics players expanding into cold chain storage and distribution?
  • What are the nuts and bolts of evaluating a transportation & logistics deal?
  • How eager are lenders to participate in transportation, logistics, and distribution deals?
  • What are the trends and the time horizons for transportation, logistics, and distribution exits?
  • And much, much more.

 

Chairs -- And Connections -- Are Available When You Reply Now

 

Because we know this conference will be in high demand, we encourage you to make your plans now.  We don’t want you to be disappointed later, and we dislike having to turn anyone away.

 

Most important, you’ll be sitting down to both exceptional content and 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, and logistics companies.
  • Operating partner or operating executive of a transportation, distribution, and logistics portfolio company.
  • Hedge fund manager or venture capitalist seeking investments in this area.
  • Lender wishing to participate in transportation, distribution, and logistics transactions.
  • Investment banker pursuing deals within the transportation, distribution, and logistics industry.
  • Attorney or advisor who focuses on the transportation, distribution, and logistics space.
  • Executive search professional recruiting for the private equity industry.

 

          Remember, register with our Early Bird Discount by August 26, 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.

 

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 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

  • Rob Adams, Former CEO of Refrigerated Holdings Inc.
  • Adriene B. Bailey, V.P.--Yield Management, Yusen Logistics (Americas) Inc.
  • Lana R. Batts, Managing Partner, Transport Capital Partners LLC    

  • Marc S. Blubaugh, Partner, Benesch Friedlander Coplan & Aronoff LLP               

  • Joseph H. Conner, Head--Trnsp. & Logistics Grp., Harris Williams & Co.

  • John M. Dupuy, Operating Partner, H. I. G. Bayside Capital

  • Jay M. Gates, Managing Director, Charterhouse Group Inc.
  • Bradley S. Jacobs, Chairman & CEO, XPO Logistics Inc.
  • M. Paul Jones, Managing Director, Raymond James & Associates Inc.

  • Brian Kinsey, President & CEO, Brown Trucking Co.
  • Ronald Lentz, Managing Director, G2 Capital Advisors LLC
  • Robert S. Levin, Founding Principal, Republic Partners Inc.
  • Rick Lowes, Partner, Oliver Wyman Group
  • M. William Macey, Managing Partner, Sterling Investment Partners LP
  • Bruce A. McDonald, Managing Director, Houlihan Lokey
  • David R. Mitchell, Managing Director, Transportation Resource Partners
  • Chris Munro, Chairman, PLS

  • Scott D. Rued, Managing Partner, HCI Equity Partners
  • J. J. Schickel, Principal, EVE Partners LLC

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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

  

Wednesday, October 5, 2011

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman’s Keynote

First Panel -- “From the Trenches -- Four Private Equity Investors Report Why They Like Transportation, Distribution & Logistics Companies”
Coffee & Networking Break

Second Panel -- “Sourcing Deal Flow & Financing -- What Four Key Investment Bankers Are Telling Their PE Clients About Transportation, Distribution & Logistics Deals"
Luncheon & Networking
Third Panel -- “Due Diligence, Deal Structuring, Pricing, & Exits -- Four Top Deal Professionals Explain How They Identify & Navigate the Unique Issues of Transportation, Distribution & Logistics Deals”
Afternoon Keynote -- Market Insights -- Private Equity Investing Within the Transportation & Logistics Industry
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, August 26, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, September 16, 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 Wednesday, September 28 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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