MasterClassTM

Capital Roundtable

Association Partners

Research Partners

Media Partner

Partial List of
Past Attendees

21CT Inc.

Arlington Capital Partners

Aronson Capital Partners LLC

Avascent

BB&T Capital Markets | Windsor Group

BBH Capital Partners

BDO USA LLP

Behrman Capital LP

Bregal Sagemount

BV Investment Partners

Capital A Partners

Central Intelligence Agency

CIT Aerospace & Defense Finance

Civitas Group LLC

Coalfire Sytems Inc.

Comsec Consulting Ltd.

Cyber Security Solutions LLC

Fairmont Consulting Group LLC

Funk Advisory Group

Gerson Lehrman Group Inc.

Great Hill Partners LLC

GrowthPoint Technology Partners LLC

GTCR LLC

Halyard Capital Management LLC

Harris Williams & Co.

Houlihan Lokey

Hudson Fairfax Group LLC

IBM Corp.

Investcorp International Inc.

Ironwood Capital Ltd.

Ironwood Partners LLC

KippsDeSanto & Co.

Lockheed Martin Corp.

McGladrey

McLarty Capital Partners

Medina Capital

Moelis & Co. Holdings LP

Morrison & Foerster LLP

New Mountain Capital LLC

Paladin Capital Group

PKWARE Inc.

Renaissance Strategic Advisors LLC

Science Applications International Corp.

Seyfarth Shaw LLP

Sierra Vista Group LLC

Sorenson Capital

Stroz Friedberg LLC

Technology Media Advisors LLC

uReveal

Venture Management Inc.

Wave Systems Corp.

Wells Fargo Capital Finance

Whitenoise Laboratories (Canada) Inc.

 

Clear the date June 12 on your calendar!

CLICK HERE now to register before it's too late!

Attention -- Middle-Market Private Equity,
BDC, and Mezzanine Investors & Lenders

 

ENCORE CONFERENCE

 

Private Equity Investing
In Information Services
& Big Data Companies

How Investors Are Generating Outsized Growth
& Returns From Evolving Models

 

Register Now

 

CHAIRED BY

Mathew J. Lori, Managing Director
New Mountain Capital LLC

 

FULL-DAY CONFERENCE

Thursday, June 12, 2014

8:00 am – 5:00 pm

At a Private Venue on Fifth Avenue
In Midtown New York City

 

Insights From 20 Expert Speakers

Waleed Al-Atraqchi, Affinnova Inc.

Jonathan P. Barnes, Halyard Capital Management LLC

Manish Bhatia, comScore Inc.

Terry Bradshaw, The Parthenon Group

Erik L. Brooks, ABRY Partners LLC

Scott E. Chappell, BDCA Adviser LLC

Krishnakumar S. Davey, IRI

John P. Fargis, Jefferies LLC

James M. Fischer, Drinker Biddle & Reath LLP

Edward D. FitzGerald, Bank of America Merrill Lynch

Arnab K. Gupta, Opera Solutions LLC

Scott C. Marden, CIP Capital

Kenneth B. Marlin, Marlin & Associates Securities LLC

Grant Munro, FlashStock Inc.

Renny Smith, Staley Capital

Sheila Spence, WPP Group USA Inc.

Michael D. Stovsky, Benesch

Laura L. Teller, Connotate Inc.

Bob Zurek, Epsilon Data Management LLC

 

 

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

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

 

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

The tech PE deal environment for 2014/15 is laser focused on companies that can turn big data into actionable intelligence.

 

Most private equity investors agree with Peter Sondergaard, research head at Gartner Inc., when he famously said that “information is the oil of the 21st century, and analytics is the combustion engine.”

 

The business world swims in an ocean of data now being measured in zettabytes, so the leaders at solving problems across multiple industries represent attractive opportunities for PE investors.

 

These information and big data companies often dominate their specific markets, because they’ve generally been working with large-scale analytics and predictive modeling long before “big data” became a buzzword.

With their deep domain knowledge and proprietary content, they are often commanding high valuations. Yet to keep up with the pace of change, companies are evolving their business models and creating powerful and engaging platforms through acquisition.

 

Data customers now demand instant access across multiple screens, whether desktop, tablet, mobile, even via their always-on social networks.  Pearson’s acquisition of Connections Education and McGraw Hill’s acquisition of ALEKS are just two examples of how traditional content providers are increasingly investing in new technology.

 

You’ll understand how to sort out the winners when you attend The Capital Roundtable’s ENCORE conference -- “Private Equity Investing in Information Services and Big Data Companies” -- being held in New York City on Thursday, June 12th.

 

The overall information industry is now $721 billion globally, and middle-market information and big data companies make up a key portion.

 

Search, aggregation, human resources, credit, and health information are among the segments experiencing the greatest growth.

 

These companies are also characterized by stickiness of revenues, as their analytic output becomes embedded into customers’ decision-making processes. For example, Nielsen and Solera have 70% of revenue from subscriptions. And IHS and Gartner have renewal rates over 90%, with contracts as long as five years.

 

Some prime indicators of the sector’s importance are --

  • The information and big data segment is expected to grow at six times the rate of the combined IT and communication industries.
  • Spending on big data hardware, software, and services is expected to grow to around $34 billion in 2020.
  • Cloud computing infrastructure is projected to grow at a 49% compound annual growth rate through 2017.
  • In 2014, enterprises will spend an average of $8 million on big data-related initiatives.
  • 70% of enterprise organizations have deployed big data projects or are planning to.

In fact, both Gartner and IDC forecast that information and big data will grow in the high single digits through 2015.

 

Successful investors look for a number of key characteristics when considering middle-market information and big data companies. These include --

  • modern technology infrastructures
  • embedded workflow solutions
  • proprietary content integrated with third-party data
  • vertical market expertise
  • a strong new product development pipeline
  • “need to have” versus “nice to have” data

Most important are the opportunities to consolidate fragmented markets and create high value. Verisk lept its competition in the healthcare industry by acquiring MediConnect, Bloodhound, D2Hawkeye, Healthcare Insight, HRP, and TierMed Systems. And CoStar created the leading online commercial real estate marketing platform with its acquisition of LoopNet.

 

What are some key industry drivers that are catalysts for 2014’s deals?

  • Cloud-based platforms – with increased adoption of the Platform as a Service model and helping enterprises move to complex multi-cloud deployments.
  • Predictive analytics – currently focused on advanced technologies for visualizing data and developing new tools for Apache Hadoop applications.
  • Mobility – capitalizing on the shift to new smart mobile devices for social networks, enterprise applications and customer engagement.
  • Automation – creating algorithms to minimize the need for human tedium in the analysis of big data.
  • Data security – securing the enterprise and stored customers’ information, and using big data techniques to analyze and predict security incidents.

Here are 6 important reasons you should Register Now for this encore Capital Roundtable conference, “Private Equity Investing in Information Services and Big Data Companies” --

  • Hear in depth which categories of business information, from life sciences to legal services, are most in demand.
  • Find out the types of companies that provide today’s best opportunities for consolidation.
  • Recognize how to boost value by offering subscription-based pricing models.
  • Understand the paths companies are taking to expand and maximize revenue streams.
  • Discover how to build and benefit from rabid user communities through social media.
  • Learn which information and big data companies are adopting advertising-based models.

As chair of this conference, we’re delighted to welcome Mathew Lori, managing director at New Mountain Capital, in New York City – a middle-market investment firm managing approximately $12 billion of capital commitments.

 

Prior to joining New Mountain in 2007, Mat was a managing director of CCMP Capital Advisors and its predecessor firm, JP Morgan Partners, where he was responsible for investing on behalf of global funds with more than $10 billion under management.  He has executed over $12 billion of transactions in the past 10 years across a wide range of industries including business services, information services, consumer products and services, specialty distribution, media and communications. 

 

Mat is the lead director of Alexander Mann Solutions, ABB Optical Group and IRI Worldwide, a director of SNL Financial, and a former director of Intermarine.  He received his BS from the University of Windsor and his MBA from the Kellogg School at Northwestern University.

 

Register Now to Meet 20 Information Services & Big Data Company Experts

 

This conference on June 12th will bring you three panel discussions led by our chair and featuring shared insights from top PE professionals, plus two informative keynote presentations and two informal conversations. You will hear real-world perspectives, lessons learned and industry outlooks, plus insights on managing current portfolio companies.

 

You will also hear about notable middle-market industry deals including --

  • Polaris Partners’ acquisition of a control stake in The Roberts Group, a provider of market data cost and inventory management solutions to the financial market.
  • Great Hill Partners’ funding of Bswift, a provider of cloud-based technology and services for employee benefits.
  • Roynat Equity Partners’ funding of Carbon60 Networks, a provider of cloud computing and managed IT services for enterprises and public sector clients.
  • Thoma Bravo‘s acquisition of TravelClick, a provider of cloud-based solutions for the hospitality industry, from Genstar Capital.
  • Vista Equity Partners’ acquisition of PeopleAdmin Inc., a provider of SaaS talent management solutions for higher education and government, from Summit Partners.
  • HGGC Capital’s acquisition of Serena Software, a provider of enterprise IT management solutions, from Silver Lake.

By attending this Capital Roundtable conference, you’ll be well poised to act on the very best middle-market deal opportunities of 2014. We’ll answer questions such as --

  • What makes the information and big data space so attractive for middle-market PE investors today?
  • Where should information and big data investors be looking for the best opportunities of 2014 and 2015?
  • How can first-time investors in the information and big data space avoid traps and pitfalls?
  • What are the different investment strategies leading firms use to build information and big data platforms, and which are most successful?
  • Will investors in the space be affected by any forthcoming government regulations?
  • Are privacy concerns an issue in the space?
  • How are lenders approaching information and big data deals and what factors are behind their decisions?
  • What are the metrics and valuation guidelines that can help you judge a middle-market information and big data deal?
  • How can global information and big data companies continue growth trajectories as Europe and Asia economies slow?
  • What are the misconceptions about middle-market information and big data investing -- and what is the reality?
  • What are the best practices of managing information and big data portfolio companies?

Register Now to 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

Register Now To Receive Our Early Bird Rate

 

You will benefit from a generous savings of $400 off our regular price by making your reservations for this conference before May 9, 2014.

 

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 Hallie Watson today to confirm your attendance at 212-832-7300 ext. 0 or hwatson@capitalroundtable.com

 

We look forward to having you join us on June 12th.

 

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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Faculty

Chaired By

  • Mathew J. Lori, Managing Director, New Mountain Capital LLC

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Waleed Al-Atraqchi, President & CEO, Affinnova Inc.

  • Jonathan P. Barnes, Partner, Halyard Capital Management LLC

  • Manish Bhatia, Chief Revenue Officer, comScore Inc.

  • Terry Bradshaw, Partner, The Parthenon Group

  • Erik L. Brooks, Managing Partner, ABRY Partners LLC

  • Scott E. Chappell, Managing Director, BDCA Adviser LLC
  • Krishnakumar S. Davey, President--Analytics & Consulting, IRI

  • John P. Fargis, Managing Dir. & U.S. Head--Media Investment Banking, Jefferies LLC

  • James M. Fischer, Partner, Drinker Biddle & Reath LLP

  • Edward D. FitzGerald, Managing Dir. & Head--Tech. Services Investment Banking, Bank of America Merrill Lynch

  • Arnab K. Gupta, Executive Chairman, Opera Solutions LLC

  • Scott C. Marden, Managing Partner, CIP Capital

  • Kenneth B. Marlin, Managing Partner, Marlin & Associates Securities LLC
  • Grant Munro, Co-Founder & CEO, Flashstock Inc.
  • Renny Smith, Managing Partner, Staley Capital

  • Sheila Spence, S.V.P.--Corporate Development, WPP Group USA Inc.

  • Michael D. Stovsky, Partner & Chair--Innovations, Info. Tech. & Intell. Property, Benesch
  • Laura L. Teller, Chief Strategy Officer, Connotate Inc.
  • Bob Zurek, S.V.P.—Products, Epsilon Data Management 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

  • Burt Alimansky, The Capital Roundtable
09:00-09:30

Chairman's Keynote --“Themes & Analogs in Information Services Investing”

  • Mathew J. Lori, New Mountain Capital LLC
09:30-10:15

Morning Interview -- "Big Data -- Where Investors Are Finding Big Opportunities & Big Successes"

 

Interviewer:

  • Mathew J. Lori, New Mountain Capital LLC

Interviewee:

  • Arnab K. Gupta, Opera Solutions LLC
10:15-11:00 Networking & Breakfast
11:00-12:00

Panel 1 -- "Making the Right Choices -- Four PE Investors Discuss Major Themes That Attract Them to Information Services"

 

Moderator:

  • Terry Bradshaw, The Parthenon Group

Panelists:

  • Jonathan P. Barnes, Halyard Capital Management LLC
  • Erik L. Brooks, ABRY Partners LLC
  • Scott E. Chappell, BDCA Adviser LLC
  • Scott C. Marden, CIP Capital
12:00-12:30

Morning Keynote --"Big Data, Big Confusion, Big Bubble?"

  • Kenneth B. Marlin, Marlin & Associates Securities LLC
12:30-01:30

Networking & Luncheon

01:30-02:30

Panel 2 -- "Transformational Business Models in Analytics & Predictive Modeling Sector -- Four Senior Executives Describe New Platforms They’re Building"

 

Moderator:

  • James M. Fischer, Drinker Biddle & Reath LLP

Panelists:

  • Waleed Al-Atraqchi, Affinnova Inc.
  • Krishnakumar S. Davey, IRI
  • Laura L. Teller, Connotate Inc.
  • Bob Zurek, Epsilon Data Management LLC
02:30-02:45 Networking & Dessert
02:45-03:30

Afternoon Interview -- “Managing User Generated Content in the World of Big Data”

 

Interviewer:

  • Renny Smith, Staley Capital

Interviewee:

  • Grant Munro, FlashStock Inc.
03:30-04:30

Panel 3 -- "Digital Marketing Tools & Services -- Four Dealmakers Discuss How Information Services Are Transforming & Rescuing the Advertising, Retailing, & Publishing Industries"

 

Moderator:

  • Michael D. Stovsky, Benesch

Panelists:

  • Manish Bhatia, comScore Inc.
  • John P. Fargis, Jefferies LLC
  • Edward D. FitzGerald, Bank of America Merrill Lynch
  • Sheila Spence, WPP Group USA Inc.
04:30 Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, May 9, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, May 23, and the fee for the conference is $1195.

 

  • After that, the standard fee is $1395 for the conference.

 

  • At the door, if space is available, the fee is $1495 for the conference.

 

  • Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Hallie Watson hwatson@capitalroundtable.com or 212-832-7300 ext 0.


Click Here to Register >>    Purchase Audio Package >>

 

 Visit Audio Library >>    Add to Outlook Calendar >>

 


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.

If the program is oversubscribed, we will notify you immediately and not charge your credit card.  (If you need to cancel, please do so by Thursday, June 5 at 5:00 p.m. and we will credit you for a future MasterClass.)


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.

Have a special question?  Please contact Hallie Watson hwatson@capitalroundtable.com or 212-832-7300 ext 0.

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Location

 

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

 

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