MasterClassTM

Capital Roundtable

Marquee Sponsors

 

Contributing Sponsor

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.

 

































 

 

Using Partnerships to Unlock Investment Opportunities

Across the Education Life Cycle

 

Private Equity Investing

In For-Profit Education- Focused Companies

                     

CHAIRED BY

Jason Rosenberg

Managing Director --

 Education Opportunity Fund
Sterling Partners

 

MARQUEE SPONSORS

Drinker Biddle & Reath LLP

Parthenon-EY

 

CONTRIBUTING SPONSOR

Goldberg Kohn

 

FULL-DAY CONFERENCE

Tuesday, February 23, 2016

8:00 am – 5:00 pm

New York City

 

REGISTER NOW

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

James A. Bland, HCP & Co.

Todd R. Brekhus, myON

Thomas D. Dretler, Shorelight Education

Corey A. Greendale, First Analysis Corp.

Adam J. Klaber, Weld North LLC

William R. Loesch, Goldberg Kohn Ltd.

Robert Lytle, Parthenon-EY

Muriel Malka, Advance Publications Inc.

Alexander Mason, Carrick Capital Partners LLC

Daniel P. Neuwirth, Quad Partners LLC 

Paula I. Olson, Wells Fargo Securities LLC

Chris Onan, Galvanize Inc.

Daniel S. Pianko, University Ventures Fund

Zach Posner, McGraw-Hill Education

Seth A. Prostic, BMO Capital Markets Corp.

John R. Przypyszny, Drinker Biddle & Reath LLP

Steven C. Rodger, R3 Education Inc.

Chris Ross, Parthenon-EY

James A. Rowan, Stifel Investment Banking

Jonathan D. Tarnow, Drinker Biddle & Reath LLP

Shoshana M. Vernick, Sterling Partners

Edward J. Weklar, Advisory Board Co.

Pete Wheelan, InsideTrack Inc.


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

Private equity investors focusing on the for-profit education industry are providing important and necessary solutions, not only for students and teachers, but also for institutions themselves -- K-12 schools, colleges, universities, and corporations.

 

These private equity investments are engines for long-term change and growth.  In fact, many education-related companies are flying “under the radar,” gaining traction in their respective markets, before becoming interesting candidates for investment. 

 

To meet the challenges facing the industry today, many of these education-related companies are developing partnerships with their customers -- whether traditional colleges and universities or K-12 schools.

 

By attending this conference, you'll learn --

  • How partnerships with traditional educational institutions work, and how they can benefit the institutions as well as the investors.
  • Which private equity firms are active deal makers in the space.
  • Where investment opportunities exist in education services, specialty schools, and corporate training.
  • How earlier stage companies that provide education technology solutions are gaining momentum in the market.
  • What the trends are in corporate training and what companies are investing deeply in this area.
  • Where investors are unearthing growth in this sector.

You'll benefit from the 360º view our panelists will take when you attend The Capital Roundtable’s semi-annual conference on “Private Equity Investing in For-Profit Education Companies,” being held in New York City, Tuesday, February 23rd.

 

Here are just a few of the kinds of opportunities we’ll uncover at this conference --

  • Challenges in the education sector are being met by companies that are forming deeper partnerships with institutions.  More and more PE firms are finding attractive investment opportunities in companies that have a partnership mind set and economic model. 
  • PE investors can invest in companies that partner with education institutions through innovative strategies and technology to facilitate better outcomes for students and drive better financial performance for institutions. How are such partnerships developed? What structures do they take?  
  • Enrollment and retention challenges are forcing academic institutions to reinvent their business models.  Throughout the student lifecycle, they’re now seeking customized solutions to better engage students and improve the learning experience.
  • Early-stage companies represent a barometer for growth opportunities. How can PE investors spot the trends these companies are ushering and identify the market leaders of tomorrow?  Digitization, customized learning, and innovative ways of measuring performance are already driving change in the classroom.
  • As the domestic for-profit education industry undergoes transformation, investors are also increasingly looking overseas for opportunities. A rapidly growing private education sector abroad is emerging, but what pitfalls exist?

At this conference, you'll meet and hear from 20 for-profit education investing specialists who will guide you through today's trends and portfolio possibilities.

 

Here Are Five Reasons Why You Should Join Us 

  • Hear why the partnership model has become so successful among companies and investors in the sector.
  • Gain a better understanding of the challenges that are facing students, teachers, schools and universities.
  • Learn how to uncover interesting pockets of growth across the entire for-profit education industry.
  • Find out how having an eye on the venture capital space can benefit PE investors in the short term.
  • Gain a better understanding around regulatory and privacy laws that are affecting the sector.

Register Now to Meet Jason Rosenberg
& More Than 20 Other For-Profit Education Experts

 

Chairing our conference is Jason Rosenberg, managing director at the Education Opportunity Fund of Sterling Partners, the prominent Chicago-based private equity firm, with offices in Baltimore and Miami.

 

Jason joined Sterling in 2005. He now co-manages the firm's new fund that focuses on growth-stage, education-focused companies that are advancing opportunities for learners, driving new revenue streams for institutions and enabling efficiencies and improved outcomes across the sector. 

 

Before joining Sterling, Jason worked in the investment banking division of Lehman Brothers and an early-stage business, Found Inc. He currently serves on the board of directors of Tribeca Flashpoint College, Keypath Education, and Spartan College of Aeronautics & Technology.

 

He earned BA and JD and MBA degrees at Northwestern University

 

Jason will be joined by 20 GPs and other experienced for-profit education company professionals.

 

Register Now to Gain Insight
On How Partnering Is Creating Value


Jason and our 20 other knowledgeable panelists will address such questions as --

  • When initiating a partnership with an educational institution, who should be your main point of contact -- what level, what department?
  • Which specific segments within for-profit education offer investors the greatest opportunities today?
  • What service providers in the post-secondary space are currently in favor among investors? E.g., Enrollment management? Recruitment? Financial aid? Alumni relations?
  • What is different about the for-profit education sector today as compared to one year ago? What changes are anticipated throughout 2016 and beyond?
  • What other significant trends are taking place in the for-profit education space? Addressing skill gaps? Utilizing advanced analytics? Enabling globalization?
  • What are the typical multiples of recent deals in the education sector?
  • What metrics and guidelines are leading middle-market PE firms using to evaluate new education deals?
  • What are the most important things a firm has to get right when planning to exit a for-profit education investment? What are realistic time horizons?
  • Where newcomers to investing in for-profit education companies often make mistakes, and, how can the traps and pitfalls be avoided?

Recent Middle-Market For-Profit Education Deals

  • The $575 million acquisition of six Meritas schools by Nord Anglia, an international premium schools organization,
  • The acquisition of Smart Tuition, a tuition management company for private and faith-based schools, by Blackbaud, the leading provider of software and services for the worldwide philanthropic community,
  • TPG and Leonard Green’s co-investment in Ellucian, a provider of software and services that higher education institutions need to help students succeed.
  • The merger between Specialized Education Services Inc. (SESI), a premier provider of alternative and special education services merger with Catapult Learning, a leading technology-enabled K–12 services provider.
  • McGraw-Hill’s $6.7 million minority investment in London-based busuu, a social network for language learning.
  • The raise by Udacity, a coding education service, of a $105 million Series D funding led by Bertelsmann, with participation from Scotland's Baillie Gifford, Emerson Collective, Google Ventures, Andreessen Horowitz, Charles River Ventures, and Drive Capital.
  • The raise by HotChalk, a company focused on helping colleges build online degree programs, of $230 million from Bertelsmann.
  • The raise by PresenceLearning, a provider of live online speech therapy, occupational therapy, and behavior and mental health services for K-12 students, of $25 million in a Series C round of funding led by Catalyst Investors, with participation from Birchmere Ventures, Blue Heron Capital, Catamount Ventures, and New Markets Venture Partners.
  • The merger between Keypath Education, a provider of marketing performance solutions to high education institutions, with GlobalHealth Education, a provider of online healthcare degree programs for employees and members of healthcare companies and associations.
  • The acquisition by Carlyle Group and Vinci Partners of Uniasselvi, a Brazilian education company with 100,000 students, from Kroton Educacional.
  • Providence Equity's acquisition of Studialis, a French provider of higher-education institutions, from Bregal Capital.
  • Vista Equity Partners' acquisition from Pearson PLC of Powerschool, a provider of back-office software to schools.

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 Tuesday, February 23.

 

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 for-profit education companies. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from for-profit education experts
  • Industry outlooks from noted sector experts
  • War stories and lessons learned from experienced hands
  • Intelligence on managing portfolio companies from well-known GPs

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Faculty

Chaired By

  • Jason Rosenberg, Managing Director -- Education Opportunity Fund, Sterling Partners   

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • James A. Bland, Partner, HCP & Co.
  • Todd R. Brekhus, President, MyON
  • Thomas D. Dretler, Chief Executive Officer, Shorelight Education
  • Corey A. Greendale, Senior Vice President, First Analysis Corp.
  • Adam J. Klaber, Managing Director, Weld North LLC
  • William R. Loesch, Principal, Goldberg Kohn Ltd.
  • Robert Lytle, Managing Director & Co-Head--Education Practice, Parthenon-EY
  • Muriel Malka, Head--M&A, Advance Publications Inc.
  • Alexander Mason, Managing Director, Carrick Capital Partners LLC
  • Daniel P. Neuwirth, General Partner, Quad Partners LLC 
  • Paula I. Olson, Managing Director & Head--Edu. Technology & Services, Wells Fargo Securities LLC
  • Chris Onan, Chief Financial Officer, Galvanize Inc.
  • Daniel S. Pianko, Managing Director, University Ventures Fund
  • Zach Posner, Senior Vice President & Managing Director, McGraw-Hill Education
  • Seth A. Prostic, Managing Director, BMO Capital Markets Corp.
  • John R. Przypyszny, Partner, Drinker Biddle & Reath LLP

  • Steven C. Rodger, Chairman & CEO, R3 Education Inc.
  • Chris Ross, Managing Director, Parthenon-EY
  • James A. Rowan, Senior Advisor & Head--Education Group, Stifel Investment Banking
  • Jonathan D. Tarnow, Partner, Drinker Biddle & Reath LLP

  • Shoshana M. Vernick, Managing Dir.--Education Opportunity Fund, Sterling Partners
  • Edward J. Weklar, Managing Dir.--Corporate Development, Advisory Board Co.
  • Pete Wheelan, Chief Executive Officer, InsideTrack Inc.

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Schedule

 

 

07:30-08:15

Networking & Registration & Breakfast

08:15-09:00

Welcoming Remarks & Audience Self-Introductions

09:00-09:30

Conference Chairman’s Introduction

  • Jason Rosenberg, Sterling Partners

09:30-10:15

Morning Keynote

10:15-11:00

Networking & Breakfast

11:00-12:00

Panel 1-- Dealmaking in the Current Landscape -- Identifying Pockets of Growth & Overcoming Unfavorable Trends 

12:00-12:45

Morning Conversation -- Monitoring Future Trends -- Personalized Learning, Digitalization, & Measuring Performance

12:45-01:45

Networking & Luncheon      

01:45-02:45

Panel 2 -- From Enrollment Through Retention -- Targeting Investments Across the Education Lifecycle                                              

02:45-03:00

Networking & Dessert

03:00-03:45

Afternoon Conversation -- Taking the International Leap -- Opportunities & Pitfalls 

03:45-04:45

Panel 3 -- Creative Partnerships -- How Education Companies & Institutions Are Solving Common Problems

4:45 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 Ashley Byrne 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, January 1. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, January 22, 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

  • Midtown, NYC

    Details provided upon registration

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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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