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

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.

 

































 

 

Bridging the Educator-Employer Disconnect

 

Private Equity Investing

In For-Profit Education Focused Companies

                     

CHAIRED BY

Lawrence I. Shagrin, Managing Partner 
Millpond Equity Partners

 

MARQUEE SPONSORS

Drinker Biddle & Reath LLP

Parthenon-EY

 

CONTRIBUTING SPONSOR

Goldberg Kohn

 

FULL-DAY CONFERENCE

Thursday, July 30, 2015

8:00 am – 5:00 pm

New York Athletic Club
New York City

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Daniel M. Alfe, Robert W. Baird & Co. Inc.

 Diane Auer-Jones, AJsquared Consulting

Curtiss P. Barnes, Pearson Higher Education

Anthony S. Bieda, Accrediting Council for Indep. Colleges & Schools

Daniel J. Briggs, Orbis Education 

Ian Chiu, Warburg Pincus LLC

Jeff Conlon, Everspring Inc.

Graham Y. Doxey, Knod

Steve Fireng, PlattForm

Alex Hicks, MHT MidSpan Securities LP

Jeffery J. Keith, Sterling Partners

Scott Kirkpatrick, General Assembly

Adam J. Klaber, Weld North LLC

Chris Librizzi, Parthenon-EY

William R. Loesch, Goldberg Kohn Ltd.

Andrew Matorin, Houghton Mifflin Harcourt

Mike Mutka, Relias Learning LLC

John R. Przypyszny, Drinker Biddle & Reath LLP

Seth Reynolds, Parthenon-EY

John M. Rogers, Bridges Ventures LLP

Sara Thomas Rosen Ph. D., University of Kansas

Jonathan D. Tarnow, Drinker Biddle & Reath LLP


 

REGISTER NOW

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

More and more employers are complaining about the widening disconnect between what educators are delivering when they prepare students, and what employers want when they hire new personnel.

 

Yet, for private equity investors, this is a bright opportunity -- a number of innovative companies are providing new models of delivering career and skills-focused education.

 

These for-profit providers of professional instruction and training have the highest revenue growth among all segments of the total education marketplace.

 

They include corporate training specialists, competency-based program developers, enrichment specialists, boot camps, and other masters of lower-cost, higher-value products -- making up a huge sub-segment all their own.

 

And all are thriving because they serve multiple users. Some providers offer programs for companies with training departments, along with full services for companies who outsource. Some assist not-for-profit institutions by recruiting students and developing specialized programs. And some help K-12 institutions manage career readiness programs and rekindle vocational education.

 

You'll be ready to take advantage of the significant marketplace activity beyond the post-secondary space when you attend The Capital Roundtable’s specially-targeted ENCORE conference -- “Private Equity Investing in For-Profit Education Focused Companies -- Bridging the Educator-Employer Disconnect” -- being held in New York City, Thursday, July 30.

 

Here Are Three Reasons Why You Should Join Us

  • Find out why the new marketplace is generating more opportunities than many investors realize.
  • Understand why the focus on results across the education spectrum is creating winners out of companies that can address the challenges.
  • Recognize how new demands for productivity and accountability at federal, state, and municipal institutions are making outsourcing businesses highly attractive.

Register Now to Learn from Lawrence Shagrin
And More Than 20 Other Industry Experts

 

Chairing this conference is Lawrence I. Shagrin, managing partner at Millpond Equity Partners, a private equity firm that invests exclusively in the education, training, and outsourced services sectors. Larry also serves as a partner at Brockway Moran & Partners, a middle-market private equity firm with over $1 billion under management. 

 

Larry has over twenty years of private equity investing experience, including the sourcing, execution and management of growth-oriented lower middle-market investments in education, training, outsourced services, and other industries. Before forming Millpond, Larry served as Partner of Brockway Moran since 2002 and prior to that as managing director at William Blair Capital Partners and a principal at William Blair & Co. 

 

He currently serves as a chairman of the Board of Crisis Prevention Institute, a corporate training provider to the healthcare and K-12 end markets and Turning Technologies, a provider of education technology products to the higher education, K-12 and corporate training markets. He previously served as a director of U.S. Education Corporation, a provider of post-secondary education that was acquired by DeVry. 

 

Larry earned a BS in business administration from Ohio State University and an MBA from the Wharton School of the University of Pennsylvania.

 

Register Now to Know Which Investments Can Help Bridge the Gap

 

Industry experts foresee continued strong fundamental growth in professional and vocational training over the decade, and this conference offers a full day to explore the underlying drivers and relevant opportunities.

 

Our panelists will answer the key questions such as --

  • What new developments have taken place in the for-profit education world to bridge the gap between what educators deliver and what employers want?
  • What does the much-discussed acquisition of Lynda.com by LinkedIn portend for other subscription-based digital training companies?
  • How are education companies differentiating their services through catering to the demand for mobile learning?
  • What’s happening to the value in ROI of a traditional four-year degree, and what companies are taking the lead with employer and student-focused alternatives?
  • What are the major talent development needs among major employers, and which service providers offer the most help?
  • How important is it that corporate training providers go beyond content delivery to offer monitoring, tracking, and assessment?
  • In the K-12 space, how early are educators thinking about future career paths? How are they using partnerships to answer the need?
  • What are the key criteria that can help you judge a middle-market education company deal?
  • What are the most important things a firm has to get right when exiting an investment in the education space?
  • Where do new investors in education often make mistakes, and what are the truths that newcomers must learn?
  • What are the potential traps and pitfalls that can befall for-profit education investors, and how can they be avoided?

Three More Reasons Why You Should Join Us

  • Realize why regulatory scrutiny doesn't have to be a roadblock for those companies already delivering good value propositions.
  • Hear why lenders are putting their resources behind corporate training deals, making some very aggressive proposals for the right businesses.
  • Discover why niche training programs that focus on 21st century skills for the workplace are in high demand.

Recent Middle-Market For-Profit Education Deals

  • Brentwood Associates’ acquisition of Excelligence Learning Corp., a leading developer, manufacturer, distributor, and multi-channel retailer of educational products, from Sterling Investment Partners.
  • The Riverside Company's acquisition of Grace Hill, a training provider for the multi-family industry -- and its subsequent addition of The Training Factor to expand the platform.
  • Persistence Capital Partners' investment in mdBriefCase, a provider of online continuing health education.
  • Falfurrias Capital Partners' portfolio company American Safety Council's acquisition of The Online Traffic School, a provider of driving and driver safety e-learning.
  • Revelstoke Capital Partners' acquisition of Career Step, a provider of online career training programs for the healthcare sector.
  • Waud Capital Partners' investment in PSI Services, a provider of professional testing services.
  • Leeds Equity Partners' portfolio company iModules' acquisition of OrgSync, an online provider of student community management solutions for higher education.

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 Joanna Russell today to confirm your attendance at 212-832-7300 ext. 0 or jrussell@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, July 30.

 

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 Mara Kane or Claire Notton at 212-832-7300 or by email at mkane@capitalroundtable.com or cnotton@capitalroundtable.com.

 

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Have a Question?

 

Please contact Joanna Russell at jrussell@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 and nutrition company investing. 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

  • Lawrence I. Shagrin, Managing Partner, Millpond Equity Partners LLC

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Daniel M. Alfe, Director, Robert W. Baird & Co. Inc.
  • Diane Auer-Jones, President, AJsquared Consulting
  • Curtiss P. Barnes, Managing Dir.--Technology Products, Pearson Higher Education
  • Anthony S. Bieda, V.P.--External Affairs, Accrediting Council for Indep. Colleges & Schools
  • Daniel J. Briggs, President & CEO, Orbis Education 
  • Ian Chiu, Principal, Warburg Pincus LLC
  • Jeff Conlon, Chief Executive Officer, Everspring Inc.
  • Graham Y. Doxey, Founder & CEO, Knod
  • Steve Fireng, Chief Executive Officer, PlattForm
  • Alex Hicks, Principal, MHT MidSpan Securities LP

  • Jeffery J. Keith, Operating Partner, Sterling Partners
  • Scott Kirkpatrick, President & COO, General Assembly
  • Adam J. Klaber, Managing Director, Weld North LLC
  • Chris Librizzi, Partner, Parthenon-EY

  • William R. Loesch, Principal, Goldberg Kohn Ltd.
  • Andrew Matorin, S.V.P.--Corporate Development, Houghton Mifflin Harcourt
  • Mike Mutka, Chief Strategy Officer, Relias Learning LLC
  • John R. Przypyszny, Partner, Drinker Biddle & Reath LLP
  • Seth Reynolds, Managing Director, Parthenon-EY

  • John M. Rogers, Partner, Bridges Ventures LLP
  • Sara Thomas Rosen Ph. D., Senior Vice Provost--Academic Affairs, University of Kansas
  • Jonathan D. Tarnow, Partner, Drinker Biddle & Reath LLP

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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

Chairman's Keynote -- Investing in For-Profit Education

  • Larry Shagrin, Millpond Equity Partners LLC

09:30-10:15

Morning Keynote

  • Chris Librizzi, Parthenon-EY

10:15-11:00

Networking & Breakfast

11:00-12:00

Panel 1 -- Bridging the Gap -- How Innovators Are Fueling Industry Growth by Career & Skills Focused Education

12:00-12:45

Morning Conversation -- Navigating the Evolving Regulatory Environment -- Addressing the Pros & Cons

12:45-01:45

Networking & Luncheon

01:45-02:45

Panel 2 -- Making Confident Investment Decisions -- Addressing the Valuation Gap, Identifying Where the Valuations are High & Why

02:45-03:00

Networking & Dessert

03:00-03:45

Afternoon Conversation/Interview -- Key Players & Influencers -- How Publishers Are Making an Impact

03:45-04:45

Panel 3 -- The Intersection of Not-for-Profit & For-Profit Business Models -- How Partnerships & Competitive Dynamics Are Shaping the Future

 

04:45 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 Joanna Russell today to confirm your attendance at 212-832-7300 ext. 0 or jrussell@capitalroundtable.com.

 

  • Best Rate -- Early Bird Registration -- Save $400 off the standard fee of $1395 when you register by Friday, June 5. Just $995.

 

  • Premiere Registration -- save $200 off the standard fee!
    Register by Friday, June 26, and the fee for the conference is $1195.

 

  • Conference Rate -- $1,395 increasing to $1,495 day of conference, space permitting.

 

  • Group Rate -- Take an additional $100 off when two or more people 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 Joanna Russell at jrussell@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

New York Athletic Club

180 Central Park South

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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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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