MasterClassTM

Capital Roundtable

Marquee Sponsors

 

Association Partners

Data Partners

Partial List of
Past Attendees

ACA Compliance Group LLC

Amalgamated Capital

American Capital Ltd.

Audax Group

Auriga Capital Management LLC

Auriga Holdings LLC

Bank of Ireland

Black Diamond Capital Management LLC

Bloomberg LP

Blue Sky MLS Inc.

BNP Paribas

BNP Paribas Private Capital Group

Brean Capital LLC

Capitala Investment Advisors LLC

CapitalSouth Partners Funds LLC

Capitol Acquisition Corp. II

Carlyle GMS Finance Inc.

CarVal Investors LLC

Caspian Private Equity LLC

Citigroup Inc.

Consumer Growth Partners LLC

Cortland Capital Market Services LLC

Credit Suisse

Credit Suisse Securities (USA) LLC

D. Aaron Asset Management LLC

Dechert LLP

EisnerAmper LLP

Equalitas Capital

Equus Total Return Inc.

Ernst & Young LLP

Fidus Investment Corp.

Full Circle Capital Corp.

Gapstow Capital Partners

Gerson Lehrman Group Inc.

Gladstone Companies

Gladstone Investment Corp.

Grant Thornton LLP

Harris & Harris Group Inc.

Harvest Capital Credit Corp.

Haynes & Boone LLP

ICON Investments

Keefe Bruyette & Woods Inc.

King & Spalding LLP

Kiski Alpha Partners LLC

KPMG LLP

KSL Capital Partners LLC

Lincoln International LLC

McGladrey

McLarty Capital Partners

Medley Capital LLC

Mercer Capital

Milestone Partners

Monroe Capital LLC

Morgan Lewis & Bockius LLP

Murray Devine & Co. Inc.

MVC Capital Inc.

National Fund Advisors LLC

Nelson Mullins Riley & Scarborough LLP

New Mountain Capital LLC

NewSpring Capital

Old Hill Partners Inc.

Partners Group AG

Pepper Hamilton LLP

Perella Weinberg Partners LP

Robert W. Baird & Co. Inc.

Rothstein Kass & Co. PC

Saratoga Investment Corp.

Small Business Investor Alliance

State Street Corp.

State Street Global Svcs Alt. Investment Solutions

Stellus Capital Management LLC

Structural Capital

Sutherland Asbill & Brennan LLP

Technology Media Advisors LLC

THL Credit Inc.

VRC | Valuation Research Corporation

Wafra Capital Partners Inc.

Wells Fargo Securities LLC

Wood Creek Capital Management LLC

Wunderlich Securities Inc.

 

































 

 

How to Successfully

Compete Against Strategics

For Food & Nutrition Deals

 

Private Equity Investing

In Food & Nutrition Companies

                     

CHAIRED BY

Mark Burgett

Managing Director

Wind Point Partners

 

MARQUEE SPONSORS

IRI
Plante Moran

 

FULL-DAY CONFERENCE

Thursday, March 31, 2016

8:00 am – 5:00 pm

New York City

 

REGISTER NOW

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Scott Anderson, Alliance Sales & Marketing

Jeffrey S. Barber, TA Associates

David Bere, Nonni's Foods LLC

Michelle S. Brooks, Arlon Group LLC

Randy Chapman, Snyder's-Lance Inc.

Kevin Charlton, River Hollow Partners

Alexander K. Chefetz, BTIG LLC

Kelly A. Cornelis, LaSalle Capital

Paul E. Edwards, Plante Moran

John K. Giannuzzi, Sherbrooke Capital

John Haugen, 301 Inc. and General Mills Inc.

Mark A. Karns, Robert W. Baird & Co. Inc.

Robert King, Gehl Foods

Joan Y. McCabe, Lipotriad LLC

Trevor Nelson, Alliance Consumer Growth

Sean P. Roberts, Huron Capital Partners LLC

Jamil Satchu, Information Resources Inc.

Timothy Shanley, Victoria Fine Foods 

Keith H. Stimson, Gryphon Investors

William D. Toler, Hostess Brands LLC

Andy Unanue, AUA Private Equity Partners LLC

Scott R. Wille, Cerberus Capital Management LP


Faculty | Schedule | Registration | Location | Sponsorship | Audio Package |

When shopping for buyout opportunities today, you're certain to find tempting targets in the food and nutrition aisles. But rest assured, you'll have plenty of company -- not only from other middle-market firms but also from large well-capitalized strategic acquirers.

 

Why are strategics looking lower on the food chain for acquisitions?  Because of shifting demographics and consumer preferences -- consumers today want things that are authentic, simple, natural, good-for-you, and made from sustainable products.  The giant food manufacturers realize they lack the right product offerings to capitalize on these trends.

 

Register Now to reap the information you need at this all-new conference from The Capital Roundtable.

 

Since it's quicker for big guys to buy growth outright rather than develop innovations themselves, food businesses that once would have been too small for consideration are squarely on their radars.

 

Among the areas where strategics are driving multiples up include -- The gamut of better-for-you brands. Protein. Nutraceuticals. Snack foods. Plant-based foods. Authentic and ethnic flavors. And any product that can fill in the blank "FREE FROM ____"

 

So what's a private equity firm to do?

  • Look for niches that strategics may be ignoring -- such as non-branded manufacturing businesses or “fixer-upper” brands?
  • Hitch your wagon to the newest food trend millennials are praising on social media?
  • Explore companies earlier in their life cycles?
  • Build your domain expertise so you have less chance of being burned?

Whatever path you choose, it's clear that food and nutrition strategies you followed yesterday need to be redefined and the place to begin the process is this encore conference from The Capital Roundtable. Our presenters are uniquely equipped to guide you through the 2016 food and nutrition landscape.

 

If you're ready to meet the challenges of rising multiples, changing trends, and stiffer competition, plan now to attend The Capital Roundtable’s ENCORE conference -- “Private Equity Investing in Food & Nutrition Companies" being held in New York City on Thursday, March 31.

 

Here Are Three Key Reasons Why You Should Join Us

 

  1. Understand why multiples are reaching 10, 12, and 14 times EBITDA, and whether or not this is a bubble similar to 10 years ago.
  2. Identify the smaller arenas with attractive multiples where strategics typically choose not to play.
  3. Learn how commodity price moves can affect your investment and what you can do to offset volatility.

 

Register Now to Join Mark Burgett
And More Than 20 Industry Experts

 

We are delighted to welcome as our conference chair Mark Burgett, managing director at Wind Point Partners, a Chicago-based middle-market private equity firm that has raised over $2.8 billion since its founding in 1984.

 

Mark joined Wind Point Partners in 2004. He currently serves on the boards of portfolio companies Gehl Foods, Nonni’s, Rupari Foods, Shearer’s, and Vision-Ease. Prior food investments include Hearthside Food Solutions, Santa Maria Foods, Ryt-way industries, and Nonni’s Food Company.  Previously, he was a vice president in Morgan Stanley’s investment banking division and an analyst at Robert W. Baird & Co.

 

Mark earned an MBA from Columbia Business School and a BA from Northwestern University.

 

Register Now to Learn Where
To Place Your Bets for a Successful 2016

 

With exclusive panel discussions and conversations, you'll hear how top PE firms compete against strategic buyers. You'll gain more confidence as we answer your key questions --

  • What are the most significant trends now happening in the food and nutrition world? Are there any upcoming factors that could disrupt the industry?
  • Which specific subsectors among food and nutrition companies are likely to provide the best returns during 2016?
  • How is the clean label phenomenon driving change in the food industry?
  • What are the key misconceptions about investing in middle-market food and nutrition companies -- and what is the reality?
  • What are the sector-specific risks that PE firms must prepare for, and how can you best protect your investments?
  • What are some of the key macroeconomic factors that investors should consider when considering the health or strength of food and nutrition companies?
  • Are there upcoming government regulation and/or disclosure requirements that may affect the food and nutrition industry in 2016?
  • Why can super-healthy or super-indulgent foods be a better place to be than mainstream brands?
  • What are the hidden traps and pitfalls with food and nutrition companies that PE investors can likely avoid by attending this conference?

Three More Reasons Why You Should Join Us


  1. Recognize how to leverage consumers' distrust in traditional big food brands.
  2. Hear what opportunities exist for private equity in food purchased on the go -- such as companies serving gas station food marts and convenience stores.
  3. Discover why private equity firms are overlapping venture capital firms as the search for promising acquisitions goes lower on the maturity scale.


Recent Middle-Market Food & Nutrition Deals

  • Swander Pace Capital's  sale of Applegate Farms, a producer of organic hot dogs, bacon, and sausages, to Hormel Foods Corp.
  • Lonsdale Capital Partners’ acquisition of Nutrisure Ltd., a provider of such superfoods as acai and cacao.
  • Gryphon Investors’ acquisition of a majority equity stake in The Original Cakerie, a maker of frozen desserts for retail and foodservice customers in North America.
  • Nestlé’s upcoming merger of its international ice cream business with R&R Ice Cream, a portfolio company of PAI Partners and Graphite Capital.
  • Wind Point Partners’ acquisition of Gehl Foods, a maker of dairy products.
  • Peak Rock Capital's acquisition of Berner Food & Beverage, a maker of dairy-based food products and beverages.
  • LaSalle Capital's recapitalization of Westminster Cracker Co., maker of oyster and snack cracker products, and acquisition of Gold Pure Food Products Co., a maker of fresh horseradish products and specialty mustards, cocktail sauces, and other condiments and sauces.
  • Mid Europa Partners’ acquisition of a majority stake in Danube Foods Group, a Serbian foods group that includes dairy producers and a mineral water bottling plant.
  • H.I.G. Europe's acquisition of Adelie Foods, a provider of chilled food-to-go products, from India Hospitality Corp.
  • TSG Capital Partners’ sale of its majority stake in Stumptown Coffee Roasters, the company credited with popularizing cold-brewed coffee, to Peet’s Coffee & Tea, a portfolio company of Donata Holding and BDT Capital Partners.

Register Now to Form Valuable Contacts
With Colleagues & Professionals

 

This Capital Roundtable conference is the ideal place to expand your network and open up pathways to future deals. The day’s agenda includes ample time to let you --

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable new connections
  • Share both ideas and business cards
  • Meet potential investment partners and clients

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 Mary Regan today to confirm your attendance at 212-832-7300 ext. 0 or mregan@capitalroundtable.com.


 

 Who Should Attend

 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, BDC, and Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants,
& Other Advisors Who Support Them.

 

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We look forward to having you join us on Thursday, March 31.

 

Conference Organizers

 

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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 Speaking & Business Development Opportunities

 

We offer excellent speaking, marketing, and business development opportunities to reach the middle‑market private equity community. For more details, please contact Maria Magro or Claire Notton at 212-832-7300 or by email at mmagro@capitalroundtable.com or cnotton@capitalroundtable.com.

 

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Have a Question?

 

Please contact Mary Regan at mregan@capitalroundtable.com or 212-832-7300 ext. 0.

 

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Who We Are

 

This Capital Roundtable conference in midtown, New York City, is all-business, all-targeted, all-designed to be a completely focused day of practical information and revealing insights about food & nutrition companies. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from food & nutrition company experts
  • Industry outlooks from noted sector experts
  • War stories and lessons learned from experienced hands

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Faculty

Chaired By

  • Mark Burgett, Managing Director, Wind Point Partners

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Scott Anderson, Chief Executive Officer, Alliance Sales & Marketing

  • Jeffrey S. Barber, Managing Director, TA Associates

  • David Bere, Chairman, Nonni's Foods LLC

  • Michelle S. Brooks, Managing Principal, Arlon Group LLC
  • Randy Chapman, Chief Strategy Officer, Snyder's-Lance Inc.
  • Kevin Charlton, Managing Partner, River Hollow Partners
  • Alexander K. Chefetz, Managing Director, BTIG LLC
  • Kelly A. Cornelis, Partner, LaSalle Capital
  • Paul E. Edwards, Partner, Plante Moran

  • John K. Giannuzzi, Managing General Partner, Sherbrooke Capital
  • John Haugen, General Manager--301 Inc./ Vice President--General Mills Inc.
  • Mark A. Karns, Director, Robert W. Baird & Co. Inc.
  • Robert King, Chairman, Gehl Foods
  • Joan Y. McCabe, Chairman & CEO, Lipotriad LLC

  • Trevor Nelson, Co-Founder & Managing Partner, Alliance Consumer Growth
  • Sean P. Roberts, Principal, Huron Capital Partners LLC

  • Jamil Satchu, Partner, Information Resources Inc.
  • Timothy Shanley, President & CEO, Victoria Fine Foods 
  • Keith H. Stimson, Partner, Gryphon Investors
  • William D. Toler, President & CEO, Hostess Brands LLC

  • Andy Unanue, Managing Partner, AUA Private Equity Partners LLC

  • Scott R. Wille, Managing Director & Co-Head--U.S. Private Equity, Cerberus Capital Management LP

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Schedule

 

 

07:30-08:30

Networking & Registration & Breakfast

08:30-09:00

Welcoming Remarks & Audience Self-Introductions

09:00-09:30

Introductory Keynote

  • John F. Haugen, General Manager--301 Inc. /Vice President--General Mills Inc.

09:30-10:30

Panel 1 -- Fishing for Niches -- Competing with Strategics for Acquisitions

10:30-11:15

Networking & Coffee

11:15-12:00

Morning Conversation -- Building Attractive Portfolio
Companies -- Making Your Investments Appealing to Strategic Buyers

12:00-12:30

Morning Keynote -- Drive Better Acquisition Decisions with More Precise Due Diligence

12:30-01:30

Networking & Luncheon

01:30-02:30

Panel 2 -- Veggies vs. Twinkies -- How Good-for-You Nutritious Foods Co-Exist with Indulgent “Junk” Foods                          

02:30-02:45

Networking & Dessert

02:45-03:30

Afternoon Conversation -- What Private Equity Can Do Better --Thoughts from Portfolio Company CEOs

03:30-04:30

Panel 3 -- Food Retailers under Pressure --
Opportunities & Challenges for PE Investors

04:30 Networking & Adjournment

 

  

 

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Registration

Space at this conference is limited, so register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Mary Regan today to confirm your attendance at 212-832-7300 ext. 0 or mregan@capitalroundtable.com.

 

Please note that The Capital Roundtable limits the number of registrants from a single firm to three.

 

  • Best Rate -- Early Registration -- Save $400 off the standard fee of $1495 when you register by Friday, February 4. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, February 26, and the fee for the conference is $1295.

 

  • Conference Rate -- $1,495 increasing to $1,595 day of conference, space permitting.

 

  • Group Rate -- $995 each, when you register two or more people to attend from the same company.

 

Register Now

 

You can pay by credit card (using the links above) or by check. Mail your check and business card to: The Capital Roundtable, 747 Third Avenue, Suite 200, New York, NY 10017.

Have a special question? Please contact Mary Regan at mregan@capitalroundtable.com or 212-832-7300 ext 0.

 

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.

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Location

The University Club

College Hall

One West 54 Street (at 5th Avenue)

New York City

(Jacket and tie required)

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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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Sponsorships

We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 ext.117, or by email at cnotton@capitalroundtable.com.

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