MasterClassTM

Capital Roundtable

Sponsors

Association Partners

Research Partners

Media Partner

Partial List of
Past Attendees

AIA Corp.

AlixPartners LLP

Ally Commercial Finance LLC

Altus Capital Partners Inc.

American Industrial Partners

Angelo Gordon & Co. LP

Ares Management LLC

Arnold Magnetic Technologies Corp.

Audax Group

Axion

Baird Capital Partners

Baker Tilly Virchow Krause LLP

BDO Capital Advisors LLC

BDO USA LLP

BlackArch Partners

BMO Harris Bank NA

Boston Industrial Consulting Inc.

Business Development Asia LLC

Carlyle Group LLC

Carter Morse & Mathias

CohnReznick LLP

Coupa Software Inc.

Craig-Hallum Capital Group LLC

CrimStone Partners Inc.

Drinker Biddle & Reath LLP

Expense Reduction Analysts Inc.

Fifth Third Bank NA

Forward Industries Inc.

GE Capital Markets Inc.

Gerson Lehrman Group Inc.

Grant Thornton LLP

Greyrock Capital Group

Grover Gundrilling Inc.

GT Finance International

H. I. G. Growth Partners LLC

Habif Arogeti & Wynne LLP

Harris Williams & Co.

Houlihan Lokey

Huron Capital Partners LLC

JM Search

JMC Investment

Johnson Group Consulting LLC

KKR Capstone

Kohlberg & Co. LLC

Lionheart Ventures

Littlejohn & Co. LLC

Long Point Capital Inc.

LongueVue Capital LLC

Macquarie Capital (USA) Inc.

Marquette Business Credit Inc.

McGladrey

Milestone Partners

MML Capital Partners

Morgan Stanley Global Private Equity

Morton Capital LLC

Neczus Inc.

NewStar Financial Inc.

Newton North America Ltd.

Norwest Equity Partners LP

Orrick Herrington & Sutcliffe LLP

Performance Improvement Partners LLC

Plante & Moran PLLC

Plex Systems Inc.

Profit Velocity Solutions

Prospect Capital Management LLC

Quabbin Capital Inc.

Quarton Partners LLC

Radius Partners LLC

Raymond James & Associates Inc.

Remington Group LLC

Reva Capital Holdings LLC

Riverside Co.

Robert W. Baird & Co. Inc.

Rosen Seymour Shapss Martin & Co. LLP

Saw Mill Capital LLC

Southlake Equity Group LLC

Stellato Associates

Stephens Inc.

Storm Lake Capital LLC

TBM Consulting Group Inc.

Tuckerman Capital LP

VRC | Valuation Research

Watermill Group Inc.

Wealth Partners Capital LLC

Weiler Corp.

William Blair & Co. LLC

Windels Marx Lane & Mittendorf LLP

Witmer & Associates Inc.

 

Clear the date March 27 on your calendar!

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

Attention -- Middle-Market Private Equity

& Mezzanine & BDC Investors & Lenders

 

ENCORE CONFERENCE

 

Private Equity Investing

In Niche Manufacturing Companies

As the “Made-in-America” Trend Picks Up Speed,

Operations Holds the Key to New Opportunities

 

Register Now

 

CHAIRED BY

Matthew P. Guenther, Partner

GenNx360 Capital Partners LP

 

Marquis Sponsors

Benesch
The Parthenon Group
Plante & Moran PLLC

 

FULL-DAY CONFERENCE

Thursday, March 27, 2014

8:00 am – 5:00 pm

At the University Club

New York City

 

Featuring 20 Expert Speakers

R. Wade Aust, C. W. Downer & Co.

Eric V. Bacon, Linsalata Capital Partners Inc.

Bart J. de Bie, Prospect Capital Management LLC

Matt Fish, The Parthenon Group

Nigel Gault, The Parthenon Group

Philip C. Gilbert, P & M Corporate Finance LLC

James M. Hill, Benesch

Richard A. Izzi, Radius Partners LLC

Drew T. Ladau, SPX Corp.

James S. Mahoney, Huron Capital Partners LLC

Nadim Malik, Sutton Place Strategies LLC

Lou Marmo, Fahrenheit Advisors

Harry Moser, Reshoring Initiative

Ryan Nelson, Harris Williams & Co.

Brian Orkin, Arsenal Capital Partners

Anand T. Philip, York Capital Management

Eric D. Reuther, Stout Risius Ross Inc.

Andrew W. Rice, The Jordan Company L.P.

Bryan O. Welsh, Plante & Moran PLLC

Thomas R. Williams, Lincoln International LLC

Eric Wisnefsky, Precinmac Precision Machining

 

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, BDC, 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 |

Set your clocks.  Sometime within the next few years -- perhaps as soon as 2015 -- manufacturing in the U.S. will be just as economical for many goods as manufacturing in Asia.

 

There are many reasons why this is a foregone conclusion--

  • Low domestic energy costs are making it more economical for manufacturers of chemicals, plastics, machinery, and transportation equipment to produce here.
  • Many manufacturers are rethinking the wisdom of locating their R&D teams here while their manufacturing workers are far away.
  • The bull run in commodity prices has ended.
  • The currency gap between the dollar and yuan is narrowing.
  • Transportation expenses of overseas production are at elevated levels.
  • Localizing your supply chain reduces the risks of an overseas natural disaster, port closure, or trade dispute.
  • Most tellingly, wages outside the U.S. are rising rapidly.

Blend all these factors, and investors are finding in China, for example, that the manufacturing cost advantage over the U.S. is projected to shrink to merely 5% by 2015!

Register Now so you’ll be ready to succeed with private equity investment opportunities in middle-market manufacturing companies when you attend The Capital Roundtable’s ENCORE conference -- “Private Equity Investing in Niche Manufacturing Companies” -- being held in New York City on Thursday, March 27.

 

There’s plenty of evidence that this transformation is occurring in all sizes of manufacturing companies. Consider --

  • Apple, long synonymous with Asian manufacturing, is now building its new Mac Pro desktop line in Texas.
  • GE has moved a portion of appliance manufacturing back to Louisville from China.
  • NCR is moving production of its ATMs from overseas to a new plant in Georgia.
  • Sleek Audio has moved its production of high-end headphones away from China to its plant in Florida.
  • Peerless Industries is moving all manufacturing of its audio-visual mounting systems out of China to Illinois.

And Apple-supplier Foxconn is working with Google to make the U.S. the leader in robotic manufacturing technologies.

 

The basic types of manufactured goods that are increasingly being produced in the U.S. include goods that have a low-cost total value, yet are highly complex to make.  Examples include --  

  • Components that go into larger industrial products made by the giant OEMs.
  • Products that have a high IP risk if sent overseas to a country with loose or inadequate IP protection.

Register Now for this conference, so you can hear about the sectors that hold today’s most promising opportunities, such as --

  • specialty chemicals
  • oil, gas, and power generation
  • transportation and aerospace
  • agriculture
  • logistics

As chairman of this conference, we’re delighted to welcome Matt Guenther, a partner at GenNx360 Capital Partners in New York City -- an operationally focused PE firm driving value creation in industrial B2B companies.

 

Matt joined the GenNx team in 2007. Previously he was at KPMG Consulting in its strategic, financial planning, and analysis department. Matt began his career at AT&T where he worked in various sales, marketing, and finance positions. He earned a BA in history from Union College and an MBA in finance and international business from Columbia Business School.

 

Register Now to Meet 20 Manufacturing Company Experts

 

Joining Matt are three distinguished experts in niche manufacturing --

  • Andrew W. Rice, senior vice president of international business at The Jordan Company L.P., an $8 billion private investment firm.  Andy is giving a keynote entitled “Are There Still Opportunities in China & Asia?”  Over the past 25 years, he has coordinated over 45 acquisitions, joint ventures, and wholly-owned startup operations in China, Russia, India, Brazil, Mexico, Czech Republic, and other countries. 
  • Harry Moser, founder and president of the Reshoring Initiative, who is speaking on a panel about how to improve bottom line growth by reducing offshore manufacturing.  With over 45 years of manufacturing experience under his belt, Harry is a leading industry spokesman for reshoring and for developing the skilled manufacturing workforce required by reshoring.
  • Nigel Gault, partner & co-chief economist at The Parthenon Group, the prominent  international strategic consulting firm, who is giving a keynote on the myths and realities of the U.S. manufacturing renaissance.  Based on his 30 years of experience in the U.S. and Europe, Nigel is an expert analyst and forecaster of the world’s business economies.

 

This conference on March 27 will bring you two dozen other top PE professionals and manufacturing experts, participating in three panel discussions plus two informal chat conversations. You‘ll hear real-world perspectives, lessons learned, and industry outlooks, plus insights on managing current portfolio companies.

 

The Capital Roundtable welcomes and thanks our Marquis Sponsors--

  • Benesch, a leading law practice for private equity firms with manufacturing companies in their portfolios.
  • The Parthenon Group, a global consulting firm with expertise in private equity firms and manufacturing companies.
  • Plante & Moran PLLC, a multi-disciplinary accounting firm that specializes in helping PE firms negotiate strong ROIs.

Here are some examples of recent notable niche manufacturing PE deals --

  • Hancock Park Associates and Next Point Capital’s acquisition of Sheffield Manufacturing, a manufacturer of precision-machined components for the aerospace industry.
  • Windjammer Capital’s acquisition of Component Hardware Group, a provider of hardware components to the foodservice industry.
  • Liberty Hall Capital Partners’ acquisition of Precise Machining & Manufacturing, a provider of highly-engineered machined parts, kits, and assemblies for the aerospace industry.
  • Platinum Equity’s acquisition of MetoKote Corp., a provider of industrial metal coating services.
  • Century Park Capital Partners’ sale of ROM Corp. and Specialty Manufacturing Inc. to  The Sterling Group, who is merging them into a single provider of safety components for the emergency vehicle, truck, transit, and school bus markets.
  • High Road Capital Partners’ recapitalization of SMB Machinery Systems, a provider of packaging and process equipment and services.
  • Genstar Capital portfolio company MW Industries’ acquisition of Hi-Tech Machine, a precision machining business serving the medical and military/defense markets.

After 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 -- 

  • How is the “reverse brain drain” affecting the future of overseas manufacturing competitiveness?
  • Will the emergence of 3D printing and push-button CNC processes impact labor costs and employment in manufacturing companies?
  • What are the best practices for improving operations in niche manufacturing portfolio companies?
  • Which specific sub-categories of middle-market niche manufacturing are likely to provide the best returns during 2014?
  • What makes the niche manufacturing space so attractive for middle-market PE investors today and what factors may impact its future growth?
  • How may the U.S. tax and regulatory environment in 2014 affect middle-market PE investors in niche manufacturing companies?
  • How are lenders approaching niche manufacturing deals and what factors are behind their decisions?
  • What are the metrics and valuation guidelines that can help you judge a middle-market niche manufacturing deal?
  • What are the misconceptions about middle-market niche manufacturing investing -- and what is the reality?
  • How can first-time investors in the space avoid traps and pitfalls?
  • What are the most important things a firm has to get right when exiting a niche manufacturing investment? 

Register Now to Build 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 discount of $400 off our regular price by making your reservations for this conference before January 31, 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 our registrars, Hallie Watson or Joanna Levin, today to confirm your attendance at 212-832-7300 ext. 0 or hwatson@capitalroundtable.com.

 

We look forward to having you join us on March 27.

 

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

  • Matthew P. Guenther, Partner, GenNx360 Capital Partners LP

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • R. Wade Aust, Managing Director & Partner, C. W. Downer & Co.
  • Eric V. Bacon, Co-President & Sr. Managing Director, Linsalata Capital Partners Inc.
  • Bart J. de Bie, Managing Director, Prospect Capital Management LLC

  • Matt Fish, Partner, The Parthenon Group
  • Nigel Gault, Co-Chief Economist, The Parthenon Group
  • Philip C. Gilbert, Managing Director & President, P & M Corporate Finance LLC
  • James M. Hill, Partner, Benesch
  • Richard A. Izzi, Managing Member, Radius Partners LLC
  • Drew T. Ladau, Former Segment President, SPX Corp.
  • James S. Mahoney, Partner, Huron Capital Partners LLC
  • Nadim Malik, Chief Executive Officer, Sutton Place Strategies LLC
  • Lou Marmo, Managing Director, Fahrenheit Advisors
  • Harry Moser, Founder & President, Reshoring Initiative
  • Ryan Nelson, Managing Director, Harris Williams & Co.
  • Brian Orkin, Operating Partner, Arsenal Capital Partners
  • Anand T. Philip, Managing Director, York Capital Management
  • Eric D. Reuther, Director, Stout Risius Ross Inc.
  • Andrew W. Rice, S.V.P.--International Business, The Jordan Company L.P.
  • Bryan O. Welsh, Partner, Plante & Moran PLLC
  • Thomas R. Williams, Managing Director, Lincoln International LLC
  • Eric Wisnefsky, Chief Executive Officer, Precinmac Precision Machining

 

Additional speakers to be announced

 

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Schedule

 

  
07:30-8:15 Networking & Registration & Breakfast
08:15-09:00 Welcoming Remarks & Audience Self-Introductions
09:00-09:30

Chairman's Keynote --

  • Matthew P. Guenther, GenNx360 Capital Partners LP
09:30-10:15

Morning Keynote --

  • Nigel Gault, The Parthenon Group
10:15-11:00 Networking & Breakfast
11:00-12:00 Panel 1 -- Reshoring Manufacturing Operations -- Four Operating Partners & CEOs Report How to Cut Costs & Improve Bottom Line Growth by Reducing Offshore Manufacturing
12:00-12:45

Morning Chat

12:45-01:45 Networking & Luncheon
01:45-02:45 Panel 2 -- Finding & Identifying Attractive Deals -- Four Investment Bankers Discuss Sourcing Issues in the Niche Manufacturing Market
02:45-03:00 Networking & Dessert
03:00-03:45

Afternoon Keynote -- Are there Still Opportunities in China and Asia?

  • Andrew Rice, The Jordan Company
03:45-04:30

Panel 3 -- Building Deal Platforms -- Four PE Investors Describe Niche Manufacturing Company Platforms They’re Building -- & Why They Chose Them

04:30 Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, January 31, and the fee for the conference is $995.

 

  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, February 21, 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, March 20 at 5:00pm, 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

The University Club
College Hall -- First 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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Sponsorship

We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. Please join consulting firm The Parthenon Group and the law firm Benesch today.  For more details, contact Claire Notton at 212-832-7300 ext.117, or by email at cnotton@capitalroundtable.com.

 

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