MasterClassTM

Capital Roundtable

Marquis Sponsor

Association Partners

Research Partners

Partial List of
Past Attendees

ACON Investments LLC

American Capital Ltd.

Audax Group

Axcess Ventures

Baird Capital Partners

BDO USA LLP

BIP Opportunities Fund LP

Brookwood Associates LLC

Cambridge Information Group Inc.

CapitalSpring LLC

CFO Advisors LLC

Club Metro USA Franchising

Cogent Group LLC

Court Square Capital Partners LP

DLA Piper LLP

Duff & Phelps LLC

Fidus Partners LLC

Franchise Growth Capital

Franchise Market Ventures LLC

Global Franchise Group LLC

Grant Thornton LLP

Gray Plant Mooty

Greene Holcomb Fisher LLC

Guggenheim Partners LLC

Harris Research Inc.

Headwaters MB LLC

iFranchise Group Inc.

Levine Leichtman Capital Partners Inc.

McGladrey

McKeeCo Services LLC

McLean Group LLC

MVP Capital Partners

Orlando Associates

Outdoor Living Brands Inc.

Plante & Moran PLLC

Realogy Franchise Group

Realogy Franchise Group

Richards Kibbe & Orbe LLP

Roetzel & Andress LPA

SLC Capital Partners LP

Spring House Capital LLC

Steel Pier Capital Advisors LLC

STORE Capital

Thomas Franchise Solutions Ltd.

Trinity Capital LLC

TZP Group LLC

Walnut Ridge Strategic Management Co. LLC

Wyndham Hotel Group LLC

Zippy Shell USA LLC

 

 

Top Questions to Ask

When You’re Expanding

Your Franchise Portfolio

 Private Equity Investing
In Franchise Companies

     

CHAIRED BY

Michael B. Weinberg, Managing Director

Levine Leichtman Capital Partners Inc.

 

MARQUIS SPONSOR

Plant Moran
Mark R. Fleischer, Partner

 

FULL-DAY CONFERENCE

Thursday, October 23, 2014

8:00 am – 5:00 pm

New York City

 

Insights from 20 Expert Speakers

Jason Barclay, Lawn Doctor Inc.

Steve Beagelman, SMB Franchise Advisors LLC

Mark R. Fleischer, Plante Moran

James J. Goodman, Gemini Investors

Justin R. Green, Palladium Equity Partners LLC

David J. Grossman, Renue Systems Inc.

Jeremy R. Holland, The Riverside Company

David E. Hood, The iFranchise Group Inc.

Stephen Isaacs, BMO Harris Bank NA

Wesley F. Jablonski, Formerly with Wingstop Restaurants Inc.

Samuel L. Katz, TZP Group LLC

Matthew Kelly, North Point Advisors LLC

William R. Kraus, GE Capital, Franchise Finance

Tom Monaghan, Formerly with Griswold Home Care

Gary Occhiogrosso, Trufoods LLC

William G. Pabst, Cypress Group

Richard E. Schaden, Consumer Capital Partners LLC

Thomas S. Shattan, Shattan Mendel Enterprises LLC

Felicia N. Soler, Kaufmann Gildin & Robbins LLP

Dan Tarantin, Harris Research Inc.

Gregory Thomas, CFO Advisors LLC

Additional speakers to be announced

 

Register Now

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

Q – Why do experienced investors in franchise companies prefer to acquire more than one?

 

A – Partly because it’s tough for franchisors to find good franchisees – so their best prospects are people who they know are already successful in their other companies.

 

At The Capital Roundtable’s exclusive conference on Private Equity Investing in Middle-Market Franchise Companies, you’ll learn more about what to look for – plus these three other building blocks for successful investments --

 

  1. Why are franchise companies changing hands at high valuations?  Are more and more larger firms buying companies from smaller ones?
  2. Where is the action in categories that go beyond fast food to include healthcare, personal services, and more?
  3. What has recently changed in the way franchise deals are financed? When does securitization make sense?

 

Click Here to receive your best rate – a savings of $400 on our regular conference rates.

 

Meet Michael Weinberg & 20 Other Seasoned Franchise Investment Experts

 

Chairing the conference will be Michael Weinberg, managing director at Levine Leichtman Capital Partners – a prominent Los Angeles-based private equity firm with

approximately $7 billion of  assets under management.

 

Based in LLCP’s New York office, Michael is a member of the firm’s deal team. His franchise background includes Cici’s Pizza, Lawn Doctor, Quiznos, Senior Helpers, and Wetzel’s Pretzels.

 

Register Now to Pick up Strategies & Ideas You Won’t Find on Your Own

 

Three More Building Blocks for Successful Investments

 

  1. What are the considerations for expanding franchise companies overseas?
  2. How do you differentiate fads from sustainable concepts with stable revenues and solid growth prospects (e.g., cupcakes vs. meatballs)?
  3. How should you evaluate the different revenue streams from franchise companies (e.g., royalties, profits from supplies, and more)?
     

This conference explores the issues that matter most to PE firms looking to expand an existing franchise company investment portfolio or make an initial foray.

 

You’ll hear answers to questions like these --

 

  • How do you recognize sound unit economics?
  • Why is it so critical to your success that your front-line franchisees make money?
  • How do you recruit and evaluate franchisees? Should you rely on a dedicated development officer?
  • When is a concept truly differentiated, and what are the warning signs of a me-too franchise?
  • What steps do successful franchise companies take to promote consistency across the system while satisfying their franchisees?

Hear about Recent Middle-Market Deals Such as --

 

  • Brazos Private Equity Partners’ acquisition of optometric franchisor Vision Source from Charlesbank Capital Partners and H.I.G. Capital Partners.
  • Berkshire Partners’ acquisition of Chicago-based restaurant chain Portillo’s.
  • Roark Capital Partners’ acquisition of a minority stake in franchise brand Anytime Fitness.
  • Fireman Capital Partners’ acquisition of a majority stake in Surfside Coffee Company, parent of the Dunkin’ Donuts franchise network based in south Florida.
  • TZP’s investment in health club franchise Snap Fitness.

 

 

 

 

Benefit from a generous savings of $400 off our regular price by making your reservations for this conference before September 5, 2014.

 

 Reap Valuable Contacts through Our Networking Opportunities

 

The day’s agenda includes ample time to let you --

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable connections
  • Share both ideas and business cards
  • If you’re an attorney or advisor -- meet new potential clients
  • If you work as an executive search professional -- meet potential prospects 

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 Who Should Attend

 

Designed to meet the needs of GPs, LPs, & managers of buyout, growth equity, mezzanine, 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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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. 

 

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Speaking & Business Development Opportunities

 

We offer excellent speaking 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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Registration

 

Space at this conference in strictly limited. 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.

 

  • Best rate: Early Bird Registration. Save $400 off the standard fee of $1,395 when you register by Friday, September 5. Just $995.
  • 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 to Receive Best Rate

 

You can pay by credit card, using the links above. Or if you prefer, mail your check and business card to New York Business Roundtable Inc., 12 East 44 Street, Penthouse, New York, NY 10017.

 

Have a Question?


Please contact Joanna Russell jrussell@capitalroundtable.com or 212-832-7300 ext 0.

 

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 franchise company investing. You’ll gain valuable insights from:

 

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

 


 

 

 

Reap Valuable Contacts Through Our Networking Opportunities

 

The day’s agenda includes ample time to let you --

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable connections
  • Share both ideas and business cards
  • If you’re an attorney or advisor -- meet new potential clients
  • If you work as an executive search professional -- meet potential prospects

 Who Should Attend

 

This conference is specifically designed to meet the needs of colleagues like yourself who are CFOs, COOs, CAOs, CCOs, CIOs, and IROs of middle-market buyout, growth equity, BDCs, & mezzanine funds, as well as the advisors and GPs and LPs like those you work with.

 

Sponsorship Opportunities

 

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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Faculty

Chaired By

  • Michael B. Weinberg, Managing Director, Levine Leichtman Capital Partners Inc.

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Jason Barclay, V.P.--Franchise Development, Lawn Doctor Inc.

  • Steve Beagelman, Preisdent & CEO, SMB Franchise Advisors LLC
  • Mark R. Fleischer, Partner, Plante Moran

  • James J. Goodman, President, Gemini Investors
  • Justin R. Green, Vice President, Palladium Equity Partners LLC
  • David J. Grossman, Owner & CEO, Renue Systems Inc.
  • Jeremy R. Holland, Principal--Origination, The Riverside Company

  • David E. Hood, President, The iFranchise Group Inc.

  • Stephen Isaacs, Managing Dir.--Sponsor Finance, BMO Harris Bank NA

  • Wesley F. Jablonski, Former E.V.P--Franchise Development, Wingstop Restaurants Inc.
  • Samuel L. Katz, Managing Partner, TZP Group LLC

  • Matthew Kelly, Partner, North Point Advisors LLC
  • William R. Kraus, Senior Managing Director, GE Capital, Franchise Finance
  • Tom Monaghan, Former President & CEO, Griswold Home Care
  • Gary Occhiogrosso, President & Chief Development Officer, Trufoods LLC
  • William G. Pabst, Managing Director, Cypress Group
  • Richard E. Schaden, Chairman & CEO, Consumer Capital Partners LLC
  • Thomas S. Shattan, Co-Chairman, Shattan Mendel Enterprises LLC

  • Felicia N. Soler, Partner, Kaufmann Gildin & Robbins LLP
  • Dan Tarantin, President & CEO, Harris Research Inc.

  • Gregory Thomas, Partner, CFO Advisors LLC

  • Additional speakers to be announced

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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 -- Mike Weinberg

09:30-10:15 Morning Interview --
10:15-11:15 Networking & Coffee
11:00-12:00 Panel 1 -- Identifying & Developing New Franchisees -- Secrets of Top Franchise Development Officers
12:00-12:30 Morning Keynote -- TBD
12:30-1:30 Networking & Luncheon
01:30-02:30 Panel 2 -- Trends in Financing For Franchisees & Franchisors
02:30-02:45 Networking & Dessert
02:45-3:30 Afternoon Conversation/Keynote -- Case Histories of Three Industries That Are Attracting Franchise Growth
03:30-04:30 Panel 3 -- Perspectives from Four Successful PE-Backed Franchise Company CEOs Who Have Been Through the Cycle
04:30 Networking & Adjournment


  

 

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Registration

Space at this conference in strictly limited. Last year all seats were accounted for in less than two weeks. 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.

 

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

 

  • Premiere Registration save $200 off the standard fee!
    Register by Friday, September 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: New York Business Roundtable Inc., 12 East 44 Street, Penthouse, New York, NY 10017.

Have a special question? Please contact Joanna Russell jrussell@capitalroundtable.com or 212-832-7300 ext 0.

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Location

The University Club
Dwight Room -- 1st Floor
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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Conference Sponsorship

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.101, or by email at cnotton@capitalroundtable.com.

 

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