MasterClassTM

Capital Roundtable

Marquee Sponsors

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.

 

































 

 

Will Low Energy Costs

& Disruptive Technologies

Create Big Returns for Manufacturing?

 

Private Equity Investing in Niche Manufacturing
& Industrial Services Companies

 

                                           CHAIRED BY                                       

Robert A. Newbold, Managing Principal

Graham Partners Inc.

 

MARQUEE SPONSORS

AlixPartners

Benesch

Plante Moran

 

FULL-DAY CONFERENCE

Thursday, March 5, 2015

8:00 am – 5:00 pm

Private Venue in Midtown
New York City

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

R. Wade Aust, C. W. Downer & Co. LLC
Geoffrey Blythe, Rothschild Inc.

Gregory J. Bondick, Windjammer Capital Investors LLC

Brian N. Cherry, Oak Hill Capital Partners

William E. Downs, SP Industries, Inc.

Robert D. Frost, Lazard Middle Market LLC

Scott M. Glickman, Graham Partners Inc.

Edward A. Hanlon, Lincoln International LLC

James M. Hill, Benesch

Brian R. Hoesterey, AEA Investors LP

Michael J. Hogan, Harris Williams & Co.

Tom Nugent, KNOX Capital Holdings LLC

Luigi A. Peluso, AlixPartners LLP

W. Andrew Shea, GenNx360 Capital Partners LP

Fred Thiel, Local Corp.

Bryan O. Welsh, Plante Moran
Additional speakers to be announced

 

Register Now

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

America’s resurgent manufacturing competitiveness continues to advance. 

 

Taken alone, U.S. manufacturing would be the world’s 8th largest economy, according to the National Association of Manufacturers. It contributes over $2 trillion to the economy,

12.5 percent of GDP -- employing over 9 percent of the workforce.  And for every $1.00 spent in manufacturing, another $1.32 is added to the economy.

 

According to BCG, manufacturing costs here are now lower than in Europe and South America, and are overtaking parts of Asia.  With U.S. manufacturers the most productive in the world, re-shoring has moved from an intriguing trend to a best practice.

 

The reasons the U.S. looks better than ever include --

  • Oil prices plunging to their lowest level in five years
  • Sliding costs for oil-derivative products (like plastics), other raw materials, and transportation.
  • Labor costs that are becoming more competitive with Asia’s, where rates have skyrocketed.
  • Rebounding economy, increased efficiency, and more favorable regulatory environment than most of the world. 

Investors are finding success with manufacturing businesses that can make the most of U.S. innovation -- as well as industrial services companies that focus on implementation.

 

Opportunities stem partly from manufacturing know-how, but also from America’s commitment to steady innovation and disruptive technologies.

 

Other long-term trends include --

  • implementing green technologies
  • growth of the “Internet of Things”
  • increased use of energy-efficient products

To learn how to benefit from these trends, register now for The Capital Roundtable’s ENCORE conference -- “Private Equity Investing in Niche Manufacturing & Industrial Services Companies,” being held in New York City on Thursday, March 5.

 

Here Are Three Reasons Why You Should Join Us

 

  1. Hear where today’s most rewarding deals are being sourced, and how operational value-add plays a major role.
  2. Understand the biggest game changers in the sector, such as the “internet of things”.
  3. Discover the wide variety of companies that will benefit from low prices for oil and natural gas.

 

Meet Rob Newbold & 20 Other Experienced
Niche Manufacturing and Industrial Services Pros

  

Chairing the conference is Rob Newbold, Managing Principal at Graham Partners -- a Philadelphia-based private investment firm focused on acquiring and investing in high growth, middle-market advanced manufacturing and industrial technology-related companies.

 

The committed capital raised since inception of the Graham Partners funds, together with Graham-led co-investments, totals approximately $1.7 billion.

 

Rob joined Graham Partners in 1998, and shares responsibility for all major aspects of the firm’s investment process. He leads the general industrial, building products, and water management industry sectors. Prior to Graham, he worked for Investcorp, Goldman Sachs, and McKinsey.

 

His numerous past and present board seats include B&B, Chelsea, Dynojet, Eberle, Eldorado, HB&G, Henry, Infiltrator, NDS, SP Industries, StormTech, and TransAxle. He earned BS and MA degrees in accounting from the University of Texas, and an MBA from the Wharton School.

 

Register Now to Improve Your Returns
As a Manufacturing Sector Buyer or Seller

 

Our panelists will cover such topics as --

  • Which manufacturing sectors are particularly attractive to middle-market investors?
  • What are some of the growth niches and conversion play opportunities in manufacturing today?
  • How do you find success with specialty niche manufacturing businesses?
  • What are the most important things to get right when planning to exit an investment in the manufacturing space? What are realistic time horizons?
  • Where do new investors in the sector often make mistakes, and what are the truths to know coming in?
  • How do PE firms effectively add operational value to their portfolio companies?
  • How will low cost oil and natural gas impact manufacturing costs in the U.S.?
  • How industrial services companies that focus on implementation are making the most of U.S. innovation.
  • What new doors are being opened by new technologies?
  • How have changes in green technology and energy efficiency been impacting PE investor strategies
  • How the “internet of things” is impacting niche manufacturing and industrial services companies

Three More Reasons Why You Should Join Us

 

  1. Learn which products are now more economical to manufacture in the U.S. than in Asia, when productivity and shipping costs are factored in.
  2. Find out the steps old-line independent suppliers must follow to remake themselves into competitive powerhouses.
  3. Discover which manufacturing industries hold the greatest investment potential.

 

A Sampling of Recent Middle-Market Niche Manufacturing and
Industrial Services Deals

  • Kohlberg & Co.’s acquisition of PPC Industries, a provider of highly engineered consumable specialty plastics including tubing, bags, and films to the medical, food, and industrial end markets.
  • Sale by One Rock Capital Partners of Airxcel, a manufacturer of air conditioners, furnaces, water heaters, and cooking appliances for the recreation vehicle (“RV”) industry.
  • FFL Partners’ acquisition of Icynene Group, a manufacturer and distributor of polyurethane spray foam insulation for residential and commercial construction applications.   
  • Sentinel Capital Partners’ acquisition of RotoMetrics, a provider of precision rotary tooling and accessories, from Morgenthaler Private Equity.
  • Citadel Plastics’ acquisition of The Composites Group, a manufacturer of engineered composite compounds – Citadel is a portfolio company of HGGC and Charlesbank Capital Partners.
  • Sale by Odyssey Investment Partners to Rhone Capital of Ranpak Holdings, a manufacturer of protective paper packaging materials and systems.

Register Now to Form Valuable Contacts
With Colleagues & Professionals

This Capital Roundtable conference is an 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 connections
  • Share both ideas and business cards
  • Meet potential investment partners & clients

Register NowTo Receive Our Early Bird Rate

 

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.

 


Register Now to Join Colleagues & Receive Your Best Rate

 

Benefit from a generous savings of $400 off our regular price by making your reservations for this conference before January 15, 2015.

 

Click Below to Learn More

 

 

 Who Should Attend

 

Designed to meet the needs of GPs, LPs, and managers of buyout, growth equity, mezzanine, and lending funds, as well as independent sponsors, operating partners, portfolio company managers, and the bankers, lawyers, accountants, and other advisors who support them.

 

****

 

We look forward to having you join us on Thursday, March 5.

 

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.

 

****

 

 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.

 

****

 

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 packaging company investing. You’ll gain valuable insights from --

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

^ Back to Top ^

Faculty

Chaired By

  • Robert A. Newbold, Managing Principal, Graham Partners Inc.

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • R. Wade Aust, Managing Director & Partner, C. W. Downer & Co. LLC

  • Geoffrey Blythe, Managing Director & Co-Head--Industrials, Rothschild Inc.
  • Gregory J. Bondick, Managing Director, Windjammer Capital Investors LLC

  • Brian N. Cherry, Partner, Oak Hill Capital Partners

  • William E. Downs, President & CEO, SP Industries, Inc.

  • Robert D. Frost, Managing Director & Head--Industrials Group, Lazard Middle Market LLC

  • Scott M. Glickman, Senior Operating Partner, Graham Partners Inc.
  • Edward A. Hanlon, Managing Director, Lincoln International LLC
  • James M. Hill, Partner & Vice Chairman, Benesch
  • Brian R. Hoesterey, Managing Director, AEA Investors LP
  • Michael J. Hogan, Managing Director, Harris Williams & Co.
  • Tom Nugent, Partner, KNOX Capital Holdings LLC

  • Luigi A. Peluso, Managing Director, AlixPartners LLP

  • W. Andrew Shea, Managing Partner, GenNx360 Capital Partners LP
  • Fred Thiel, Chairman & CEO, Local Corp.
  • Bryan O. Welsh, Partner, Plante Moran

  • Additional speakers to be announced

^ Back to Top ^

Schedule

 


  

  

 

07:30-08:45 Networking & Registration & Breakfast
08:45-09:15 Welcoming Remarks & Audience Self-Introductions
09:15-09:45

Chairman's Keynote -- Private Equity Investing in Niche Manufacturing & Industrial Services Companies

  • Rob Newbold, Graham Partners
09:45-10:00

Coffee Refresh Break

10:00-10:45 Morning Conversation -- Mega Trends in Manufacturing -- How Changes in Energy Costs Are Impacting PE Investing Strategies
10:45-11:30 Networking & Coffee
11:30-12:30

Panel 1 -- Growth Niches & Conversion Plays -- Four Top PE Investors Report Which Industries They Like

12:30-01:30 Networking & Luncheon
01:30-02:30 Panel 2 -- Traps & Pitfalls -- Four Top PE Dealmakers Discuss Negatives Unique to Manufacturing
02:30-02:45 Networking & Dessert
02:45-03:30 Afternoon Keynote --

How the Internet of Things is Creating Transformational Growth Opportunities & More Efficient Operations in Manufacturing Companies

03:30-4:30

Panel 3 -- War Stories -- Four PE Operating Partners & Portfolio CEOs Highlight Experiences in Adding Operational Value

04:30 Networking & Adjournment
 
  

 

^ Back to Top ^

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, January 15. Just $995.

 

  • Premiere Registration -- save $200 off the standard fee!
    Register by Friday, January 30, 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, 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.

^ Back to Top ^

Location

The University Club
College Hall -- First Floor
One West 54 Street (at 5th Avenue)
New York City

(Jacket and tie required)

^ Back to Top ^

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.

^ Back to Top ^

Conference Partnerships

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.

^ Back to Top ^