MasterClassTM

Capital Roundtable

Marquee 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.

 

































 

 

How to Identify Franchise Companies

That Can Successfully Disrupt

Their Marketplaces

 

Private Equity Investing

In Franchise Companies

                     

CHAIRED BY

Jeff Brock

Founder & Managing Partner

         Hargett Hunter Capital Partners         

 

MARQUEE SPONSOR

Plante Moran

 

FULL-DAY CONFERENCE

Thursday, January 28, 2016

8:00 am – 5:00 pm
New York City

 

REGISTER NOW

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Jim Balis, Capital Spring LLC

John E. Ball, Brookwood Associates LLC

Marc C. Bergschneider, Starboard Capital Partners LLC

Susan E. Beth, NRD Capital Management LLC

Chris Cathcart, Halifax Group

Nathan Chandrasekaran, TZP Group LLC

Alexander K. Chefetz, BTIG LLC

Paige Daly, Harvest Partners LP

Jamie Davis, Primrose Schools

Michael Elliott, Peak Franchise Capital LLC

Brian D. Frank, TD Bank NA

David Gonzalez, First Watch Restaurants Inc.

Jeremy R. Holland, The Riverside Company

James G. Ilaria, Potomac Family Dining Group

Jeffrey E. Kolton, Franchise Market Ventures LLC

Michael Lubitz, My Fit Foods Inc.

Lisa C. Manetta, Plante Moran

Kristina McDonough, Capital Growth Advisors LLC

Raj Patel, Plante Moran

Dana C. Pawlicki, Stonington Capital Advisors LLC

Martin L. Okner, SHM Corporate Navigators

David B. Pittaway, Branford Castle Inc.

Tina Sodhi, Triago Americas Inc.

Michael Tiliakos, Duane Morris LLP


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

Today, private equity firms are exploring franchise deals in more categories than ever. While restaurants have typically garnered most of the attention, other industries are increasingly presenting investors with strong concepts and unique economics.

 

At this encore conference from The Capital Roundtable, you'll discover how the scope of franchising is changing and why valuations continue to soar across the field. We'll be examining innovations in the quick-service, fast-casual, and fine dining arena, but also the concepts that are disrupting the marketplace such as --

  • Education franchises that focus on early learning, supplemental tutoring, and children's services
  • Health-related franchises such as fitness centers, massage therapy providers, and nutritional programs
  • Commercial and residential real estate franchises such as green cleaning, industrial maintenance, and security products

You'll hear why PE firms are succeeding with both franchisors and franchisees alike when you attend The Capital Roundtable’s ENCORE conference -- “Private Equity Investing in Franchise Companies,” being held in New York City, Thursday, January 28.

 

Here Are Several Reasons Why You Should Join Us

 

  1. Discover which disruptive ideas are already in the pipeline and how you can use them to your best advantage.
  2. Find out how to manage post-acquisition relationships that pit credentialed PE partners against hands-on managers who've risen through their system.
  3. Understand why PE firms are focusing on smaller and smaller franchise companies, and why this is not as risky as it may seem.

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

 

Register Now to Meet Jeff Brock
& More Than 20 Other Franchise Experts

 

Chairing the conference will be Jeff Brock, founder and managing partner at Hargett Hunter Capital Partners -- a unique investment vehicle focused on strategic equity and mezzanine capital to selected segments of the domestic food & beverage industry with an initial emphasis on restaurant opportunities in the United States.

 

Jeff has 18 years of debt capital markets and investment banking experience, having played a role in executing more than $3 billion of debt financing across restaurant and beverage, diversified industries, and multinational platforms.

 

Prior to founding Hargett Hunter Capital Partners, Jeff was partner at Morehead Capital and formerly he was director at GE Capital Franchise Finance where he held multiple roles managing some of the firm’s largest system-wide exposures.

 

Jeff earned an MBA with a focus on corporate finance from the Kenan-Flagler Business School in 2001 and a bachelor’s degree from North Carolina State University’s College of Management in 1993.

 

Register Now to Hear How About Which Trends Can Impact Your Investments

While it's good to have a birds-eye view of franchising, the bread and butter is in the micro trends that are heard on the street. That's exactly why this conference will have Jeff and our knowledgeable panelists answering the questions you most want to know, such as --

  • Where are valuations for franchise companies headed in the coming months?
  • How do you identify the right franchisees?
  • How do you assess the present and future value of a brand name?
  • What proposed government regulations may affect the franchise sector in 2016 -- especially in Department of Labor compliance?
  • What steps do successful franchise companies take to promote consistency across the system while satisfying their franchisees?
  • What are the most important things a firm has to get right when planning to exit an investment in the franchise space? What are realistic time horizons?
  • Which mistakes do newcomers to investing in franchise companies often make, and how can the traps and pitfalls be avoided?

Three More Reasons Why You Should Join Us

 

  1. Learn how unit economic performance differs by which industry vertical you're measuring -- from personal services to fast food.
  2. Realize when technology can positively impact your investment, and when it's difficult to achieve a competitive advantage.
  3. Hear what value LPs can strategically bring to franchise investments.

 

Recent Middle-Market Franchise Company Deals

  • The Riverside Company's franchising platform company The Dwyer Group's acquisition of Five Star Painting, a commercial and residential painting franchise.
  • Levine Leichtman Capital Partners' acquisition of Hand & Stone Franchise Corp., a franchisor in the massage and facial spa industry.
  • Golden Gate Capital's sale of On the Border Mexican Grill to Argonne Capital Group and an affiliate of Fortress Investment Group.
  • Catterton's acquisition of Pure Barre, a provider of fitness programs inspired from ballet, yoga, and dance with locations in 42 states.
  • NRD Partners' acquisition of Frisch's Restaurants, an operator of Big Boy family dining restaurants in four states.

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, January 28.

 

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 franchise companies. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from franchise 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

  • Jeff Brock, Founder & Managing Partner, Hargett Hunter Capital Partners   

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Jim Balis, Principal, Capital Spring LLC
  • John E. Ball, Managing Director, Brookwood Associates LLC
  • Marc C. Bergschneider, Managing Member, Starboard Capital Partners LLC
  • Susan E. Beth, Operating Partner, NRD Capital Management LLC
  • Chris Cathcart, Principal, Halifax Group
  • Nathan Chandrasekaran, Principal, TZP Group LLC
  • Alexander K. Chefetz, Managing Director, BTIG LLC
  • Paige Daly, Managing Director, Harvest Partners LP

  • Jamie Davis, Dir.--Franchise Development, Primrose Schools
  • Michael Elliott, Managing Partner & CEO, Peak Franchise Capital LLC
  • Brian D. Frank, Head--Restaurant & Franchise Finance, TD Bank NA
  • David Gonzalez, Vice President, First Watch Restaurants Inc.
  • Jeremy R. Holland, Principal--Origination, The Riverside Company
  • James G. Ilaria, President & CEO, Potomac Family Dining Group
  • Jeffrey E. Kolton, Principal, Franchise Market Ventures LLC
  • Michael Lubitz, Chief Financial Officer, My Fit Foods Inc.
  • Lisa C. Manetta, Senior Manager, Plante Moran
  • Kristina McDonough, Managing Director, Capital Growth Advisors LLC
  • Martin L. Okner, Managing Director, SHM Corporate Navigators
  • Raj Patel, Partner--Cybersecurity Consulting, Plante Moran
  • Dana C. Pawlicki, Managing Partner, Stonington Capital Advisors LLC
  • David B. Pittaway, Senior Managing Director, Branford Castle Inc.

  • Tina Sodhi, Partner, Triago Americas Inc.
  • Michael Tiliakos, Partner, Duane Morris LLP

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Schedule

 



  


07:30-08:15

Networking & Registration & Breakfast

08:15-08:45

Welcoming Remarks & Audience Self-Introductions

08:45-09:00

Conference Chairman’s Introduction

  • Jeff Brock, Hargett Hunter Capital Partners

09:00-09:30

Morning Interview

09:30-10:30

Panel 1 -- High Valuations --How PE Deals are Being Impacted

10:30-11:15

Networking & Coffee

11:15-12:15

Panel 2 -- Pre & Post Transaction Relationships with Franchise Management Teams -- Operating & Deal Partners Share Strife & Success

12:15-01:00

Morning Conversation -- Franchisors & Franchisees -- Navigating Legal Complexities & Joint Employee Standards

01:00-02:00

Networking & Luncheon                                                 

02:00-03:00

Panel 3 -- Staying Competitive -- Adopting Disruptive Technology in the Marketplace

03:00-03:15

Networking & Dessert

03:15-04:00

Midday Converstation --  Franchise Conversion -- Criteria to Consider When Converting an Existing Brand into a Franchise Model

04:00 - 04:45 Afternoon Conversation -- The LP Connection -- Strategies for Fundraising & Finding the Right LPs
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 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, December 18. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, December 25, 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.comor 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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