MasterClassTM

Capital Roundtable

 

Sponsors

Association Partners

Research Partners

Capital IQ

Media Partners

 

The Deal

 

 

 

 

 

 

Clear the date March 31 on your calendar!

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

All-NEW MasterClass™

For Middle-Market Private Equity

 & Mezzanine Investors & Lenders

Private Equity Investing

In Canadian Companies --

Finding Growth & Opportunity

North of the Border

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Morty White, Managing Director

Wynnchurch Capital Ltd.

 

Featuring 20 Expert Speakers Including --

  • Adley Bowden, PitchBook Data Inc.
  • Richard Bradlow, Penfund
  • Jeremy D. Busch, Huron Capital Partners LLC
  • Blair Cowan, CIBC Commercial Banking
  • Leonard M. Harlan, Castle Harlan Inc.
  • Vincent Landry, National Bank of Canada
  • Mark MacTavish, ONCAP Management Partners LP
  • Patrick McCay, McCarthy Tetrault LLP

  • James Merkur, Canaccord Genuity Corp.
  • Rob Normandeau, Clarke Inc.
  • W. Ian Palm, McCarthy Tetrault LLP
  • Mark Pearlman, Meyers Norris Penny LLP
  • Jean-Francois Pontbriand, Courval Pontbriand Inc.
  • Valerie Scott, Swander Pace Capital LLC
  • Stephen Shaw, MNP Corporate Finance Inc.
  • Steve Somerville, BMO Capital Corp.
  • Rene Sylvestre, Investissement Quebec
  • Jim Warren, Riseley Strategies Inc.
  • Shon Wilkie, RBC Capital Markets Corp.

 

 

Click Here to Register >>   Purchase Audio Package >>

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, March 31, 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 |

It’s no wonder that more and more middle-market U.S. private equity investors are looking northward for buyouts. 

 

After all, Canada has been outperforming the rest of the G7 countries and is ranked as the #1 place to do business for the next five years.

 

Adding to the attraction is Canada’s favorable lending environment.  While Canadian banks tend to be more conservative than their U.S. counterparts, key deal terms tend to be highly favorable, including purchase agreements and escrow amounts.  

 

Coupled with a smaller, less structured intermediary market plus fewer homegrown private equity groups, prospective purchasers find Canada to be highly accommodating.

 

In addition, Canada boasts a highly educated workforce and a sophisticated, pro-private equity marketplace.

 

This conference will bring you a 360º view of Canadian companies, regulations and successes -- everything you will want to know before you include Canada in your investment plans.  You will discover how Canadian private equity is much like the U.S. in areas like reporting requirements and transparency standards, and how it differs on the legal and federal government fronts, including withholding tax issues on invested U.S. funds.

 

You’ll be able to talk Canadian business like a native after you join us for our brand-NEW full-day conference on Thursday, March 31, in New York --

 

Private Equity Investing

In Canadian Companies --

Finding Growth & Opportunity

North of the Border

 

When you sign up now for this in-demand conference, you’ll not only assure yourself a seat but also assure receiving our special Early Bird Discount.  A generous savings of $400 applies to all reservations made by February 11, 2011!

 

While the mainstay Canadian industries are industrial goods & services, chemicals & natural resources, and oil & gas, there are all kinds of other companies to be found from Vancouver to Halifax. 

 

Some recent high-profile deals by U.S. private equity funds include TLC Vision Corp. being acquired by Charlesbank Capital Partners for $23MM.  Cossette Inc. being acquired by Mill Road Capital for $125MM.  And Plasco Energy Group being acquired by Ares Management LLC for $106MM.

 

Make no mistake, however -- Canada is not the 51st state.  Its ten provinces and three territories all have their differences and cultural nuances, so doing business in Toronto is unlike Quebec and has little resemblance to Calgary. 

 

Rightly or wrongly, the perception is that American firms jump in and out of Canada to make a fast buck, so you need to be circumspect in your approach.

 

You also need to tap into homegrown contacts and connections when possible.  Simply put, Canadians like making deals with other Canadians, so it can benefit you to have local advisors and vendors on your team.  The good news is that Canada boasts top-drawer legal firms, accounting firms, and more that stand toe-to-toe with any firm south of the border -- and they’re easy to find.

 

Just as important, you’ll hear the potential pitfalls that can trap the unaware.  While Ottawa is traditionally supportive of private equity investment from Canada and the U.S., a scrubbed protectionist effort to block an Australian takeover of Potash Corp. shows that government intervention is not inconceivable.  

 

And Canada’s higher labor costs and strong unions mean it can be very costly to shift operations back into the U.S.

 

You’ll also want to be up to speed on Canadian environmental regulations, which are arguably among the strictest in the global economy.  Energy services companies in particular, and all companies as a whole, are subject to rules that can raise the cost of doing business quickly -- as well as the prospect of more onerous regulations should the political climate change.

 

20 Canadian Investing Experts Who Know the Challenges & Rewards.

 

To make sure you have the most current information on private equity opportunities in Canada, we are delighted to have as our conference chair Morty White, Managing Director of Wynnchurch Capital, a leading middle-market private equity firm headquartered in Chicago with resources throughout the U.S. and Canada.

 

Based in Wynnchurch’s Toronto office, Morty has extensive experience in Canadian and cross-border transactions.  A native of Canada, he is keenly interested in supporting the growth of Canadian businesses through private equity investments, from manufacturing, retail, and transportation through financial services, media, and technology.

 

Morty previously served as director of his own investment firm, and was a vice president of GE Capital, helping launch their merchant banking group and co-founding a private equity group focused on building GE's standalone investment portfolio.  He holds a B.Commerce, with great distinction, from McGill University, and an MBA, with high distinction, from the University of Michigan Ross School of Business.

 

Along with Morty, our four panel discussions will feature 20 knowledgeable private equity experts in the Canadian investment community, including GPs, portfolio company operating executives, investment bankers, lenders, consultants and more.  They will share their real-world perspectives, lessons learned and industry outlooks, including insights on recent deal activity and guidance for managing Canadian portfolio companies.

 

Register now to get the answers that can prepare you for a more successful 2011 --

  • What makes Canada such a good place to do business in 2011-2012?
  • What are the current legal issues affecting cross-border private equity investments in Canada?
  • Are there forthcoming regulations for 2011 that may affect deals in the making?
  • Which key sectors do U.S. investors focus on among Canadian companies?
  • How do typical debt multiples differ between the U.S. and Canada?
  • Can you do business in Quebec without being bilingual?
  • How supportive is the Canadian government toward U.S. private equity investment?
  • Should you be concerned about the direction of the Canadian dollar?
  • What are the potential secondary costs that can affect Canadian businesses?
  • How does Canada’s multi-cultural nature affect private equity investment?
  • And much, much more.

Build Your Relationships With Colleagues & Canadians.

 

Having connections is so very important when you approach the Canadian private equity marketplace.  That’s why this conference includes plenty of time over the day when you can meet fellow attendees and featured speakers, including session breaks and an open lunch.  You’ll be able to exchange business cards and business plans in a comfortable, convivial setting.

 

You should attend this conference if you are a --

  • GP or LP looking to invest in Canadian companies.
  • New private equity firm considering investing in the Canadian marketplace.
  • Hedge fund manager or venture capitalist interested in Canadian investment.
  • Partner or operating executive of a Canadian portfolio company.
  • Lender seeking participation in cross-border transactions.
  • Investment banker pursuing deals with Canadian companies.
  • Attorney or advisor representing Canadian companies.
  • Executive search professional recruiting for the private equity industry.

 

Remember, register with our Early Bird Discount by February 11, 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 20 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

The Capital Roundtable thanks McCarthy Tétrault LLP and Meyers Norris Penny LLP 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

  • Morty White, Managing Director, Wynnchurch Capital Ltd.

Hosted By

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

Speakers

  • Adley Bowden, Dir.--Research, PitchBook Data Inc.
  • Richard Bradlow, Partner, Penfund
  • Jeremy D. Busch, Principal, Huron Capital Partners LLC
  • Blair Cowan, Senior Dir. & Group Head, CIBC Commercial Banking
  • Leonard M. Harlan, Chairman, Castle Harlan Inc.
  • Vincent Landry, Manager, National Bank of Canada
  • Mark MacTavish, Managing Director, ONCAP Management Partners LP
  • Patrick McCay, Partner, McCarthy Tetrault LLP
  • James Merkur, Managing Director, Canaccord Genuity Corp.
  • Rob Normandeau, President & CEO, Clarke Inc.
  • W. Ian Palm, Partner, McCarthy Tetrault LLP
  • Mark Pearlman, Partner, Meyers Norris Penny LLP
  • Jean-Francois Pontbriand, President, Courval Pontbriand Inc.
  • Valerie Scott, Principal, Swander Pace Capital LLC
  • Stephen Shaw, Sr. Vice President & Director, MNP Corporate Finance Inc.
  • Steve Somerville, President & CEO, BMO Capital Corp.
  • Rene Sylvestre, Director, Investissement Quebec
  • Jim Warren, President & CEO, Riseley Strategies Inc.
  • Shon Wilkie, Managing Director, RBC Capital Markets Corp.
  • Additional Speakers To Be Announced

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Schedule

 

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

09:30 - 10:15

10:15 - 10:45

10:45 - 12:00

12:00 - 01:00

01:00 - 02:00

02:00 - 03:00

03:00 - 03:15

03:15 - 04:15


04:15

  

Thursday, March 31, 2011

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Introductory Keynote -- “Key Trends in Acquiring Canadian Companies -- Implications for Private Equity Dealmaking”

Chairman’s Keynote -- “Why We Like Canadian Companies -- The Voice of Experience”

Coffee & Networking Break

First Panel -- “Getting the Jump on Doing Canadian Deals in 2011 -- Where to Source Them, How to Pick Them”

Networking Luncheon

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

Third Panel -- “Navigating Canadian Legal & Regulatory Hurdles -- How to Identify & Manage Regulatory Issues, & Deal with Provincial & Federal Authorities”

Coffee & Networking Break

Fourth Panel -- “Exiting Canadian Deals -- How to Prepare for 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, February 11, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, March 4, 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, March 17 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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