MasterClassTM

Capital Roundtable

Marquis Sponsor

Contributing Sponsor

Association Partners

Data Partners

Partial List of
Past Attendees

A. T. Kearney Inc.

ACG New York

Active Freight & Logistics Inc.

AEA Investors LP

American Fast Freight Inc.

Angelo Gordon & Co. LP

Bay Grove Capital LLC

BB&T Capital Markets

Benesch

Benesch Friedlander Coplan & Aronoff LLP

BG Strategic Advisors LLC

BV Investment Partners

CIT Group Inc.

Clarendon Group LLC

Comvest Partners

CrimStone Partners Inc.

Fenway Consulting Partners LLC

Fieldstone Associates

G2 Capital Advisors LLC

Gowling Lafleur Henderson LLP

Grant Thornton LLP

Greenbriar Equity Group LLC

Harris Williams & Co.

Harsco Infrastructure

Imperial Bag & Paper Co. LLC

JBG Management Services LLC

Jiangsu Xinning Modern Logistics Co. Ltd.

Justin Zubrod & Co. LLC

Korn/Ferry International

Lanetix

Lazard Middle Market LLC

Littlejohn & Co. LLC

Logistics Dadoo

M2 Holdings LLC & Dana Holdings LLC

McGladrey

Metalmark Capital LLC

Mi-Sher Fleet Inc.

Nassau Point Investors LLC

Newton Strategy Group LLC

OMERS Private Equity Inc.

Pine Creek Partners LP

Pontalba Capital

PricewaterhouseCoopers LLP

Quabbin Capital Inc.

Quarton Partners LLC

Raymond James & Associates Inc.

Raymond James & Associates Inc.

Republic Partners Inc.

Revelstoke Capital Partners LLC

Safeguard Capital Group

SBL Logistics Inc.

Scott-Macon Ltd.

SolomonEdwardsGroup LLC

Spencer Stuart

Stanton Chase International

SunTrust Robinson Humphrey Inc.

Taylor & Martin Inc.

The Carlyle Group

Tianyin Law Firm

Transportation Resource Partners LP

Trivergance LLC

United Road Services Inc.

WeiserMazars LLP

Westport Capital Partners LLC

Windels Marx Lane & Mittendorf LLP

Z Capital Partners LLC

































 

 

Where Consolidation
Is Driving the TDL Industries

 

Private Equity Investing in Transportation,
Distribution, & Logistics Companies

 

 

                                           CHAIRED BY                                       

Seth E. Wilson, Managing Partner

Headhaul Capital Partners LLC

 

MARQUIS SPONSOR

Benesch
James M. Hill, Partner & Executive Chairman

 

CONTRIBUTING SPONSOR
G2 Capital Advisors LLC

Ronald Lentz, Managing Director

 

FULL-DAY CONFERENCE

Wednesday, December 3, 2014

8:00 am – 5:00 pm

New York City

 

Featuring 20 Expert Speakers

Simon A. Bachleda, Revelstoke Capital Partners LLC

Farrukh A. Bezar, Clarendon Group LLC

L. Price Blackford, Scott-Macon Ltd.

Craig M. Decker, Wolfe Research Securities

Scott L. Dobak, Dicom Transportation Group

Kevin R. Fielder, Raymond James & Associates Inc.

James B. Gamache, Pace Transportation Services

Mitchell I. Gordon, Cambridge Capital Acquisition Corp.

Jason Grant, Headhaul Capital Partners LLC & Formerly of United Maritime Group LLC

Peter J. Hicks, Linx Partners LLC

James M. Hill, Benesch

J. W. Ransom James, Eagle Merchant Partners

Rick Jones, Lone Star Overnight

Ronald Lentz,G2 Capital Advisors LLC

Frank F. Mountcastle, Harris Williams & Co.

Jill C. Raker, Greenbriar Equity Group LLC

David G. Ross, Stifel Nicolaus & Co.Inc.

Paul C. Svindland, EZE Trucking Holdings Inc.

Matthew Thomson, RBC Capital Markets LLC

Jim van Leenen, Flash Global Logisitics Inc.

Justin F. Zubrod, Zubrod/Clair & Co. LLC
Additional speakers to be announced

 

 

Register Now

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

Consolidation is changing the rules across all segments of the TDL industries.

 

Most of these industries are amazingly fragmented.  Consider how the average truckload carrier has much less than a 1% market share.  Or the LTL (less-than-truckload) segment, where 50% of the market is controlled by just six companies.

 

Right behind those two are third-party logistics (3PL), intermodal transportation, freight forwarding, truck brokerage, reverse logistics, online freight exchanges, and warehousing.

 

At this Capital Roundtable conference, 20 TDL experts will bring you their latest insights about building scale and new platforms through acquisition.  You’ll agree this is good news for investors who foresee meeting willing buyers down the road.

 

Here Are Three Reasons Why You Should Join Us

 

  1. Discover why asset-light models are so attractive to PE investors.
  2. Hear why sliding energy costs are transforming supply-chain patterns.
  3. Understand how traditional channels are being disrupted by internet-based exchanges that pair shippers with carriers from smartphones and tablets.

 

Click here to receive your best rate -- a savings of $200 on our regular conference rates.

 

Register Now to Gain Awesome Intelligence
From Seth Wilson and 20 Other Industry Specialists

  

Seth Wilson recently founded Headhaul Capital Partners LLC in New York City. He is a former managing director and co-head of the TDL investing practice at Jefferies Capital Partners.

 

Seth has served on the boards of Arnold Transportation Services, Aurora Trailer Holdings, Epic Gas, IDB Carriers (BVI), K-Sea Transportation LLC, New Century Transportation, and R&R Trucking Holdings. He earned degrees from Harvard College and Stanford Business School.

 

Seth and our panelists will answer all your important questions such as --

  • What are the major themes impacting the TDL industry?
  • What is driving the increasing trend in consolidation?
  • What makes customer relationships at 3PL providers so sticky?
  • Which non-asset-based models are thriving in today’s marketplace?
  • How significant are current industry-wide difficulties in recruiting and training drivers?
  • Are new EPA regulations for tractors making it harder for companies to compete?
  • What will be the impact of the movement to electronic logs?
  • How is the energy revolution in the US impacting TDL?
  • What are the key mistakes that new investors in the TDL sector often make?
  • What are the best practices for overseeing TDL companies in your portfolio?
  • What metrics and valuation guidelines can help you judge a middle-market TDL company deal?

Hear the Benefits and Backstories of Recent Middle-Market Indsutry Deals

 

Our chair and panelists will share their knowledge of such transactions as --

  • Evergreen Pacific Partners’ recent investment in Span Alaska, a freight forwarding and logistics company.
  • Levine Leichtman Capital Partners’ acquisition of Smith System Driver Improvement Institute, a provider of accident avoidance training for fleet drivers, from Transportation Resource Partners.
  • Summit Partners’ and FleetCor Technologies’ joint venture acquisition of Masternaut Group, a provider of telematics solutions to commercial fleets.
  • Oak Hill Capital Partners’ exit of portfolio company Jacobson Companies, a logistics provider, to logistics company Norbert Dentressangle.
  • Riverstone Holdings portfolio company TrailStone’s acquisition of transportation logistics provider U.S. Oil & Refining Co.

Three More Reasons Why You Should Join Us

 

  1. Hear how to identify the customers whose leaving could have disastrous ripple effects on your operation.
  2. Learn which technologies are most crucial for immediate investment within an industry notoriously slow to adapt.
  3. Recognize why growing domestic energy production and reshoring is changing the flows of freight and commodities.

 

Register Now To Build Relationships That Can Benefit Your Career

 

This Capital Roundtable conference held in Midtown New York City 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
  • 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

 

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 October 10, 2014.

 

Click Below to Learn More

 

 

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 Who Should Attend

 

Designed to meet the needs of GPs, LPs, & managers of buyout, growth equity, mezzanine, & 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 Wednesday, December 3.

 

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 & Marketing & 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.

 

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Have a Question?

 

Please contact Joanna Russell jrussell@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 TDL investing. You’ll gain valuable insights from --

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

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Faculty

Chaired By

  • Seth E. Wilson, Managing Partner, Headhaul Capital Partners LLC

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Simon A. Bachleda, Managing Partner, Revelstoke Capital Partners LLC

  • Farrukh A. Bezar, Partner, Clarendon Group LLC

  • L. Price Blackford, Managing Dir. & Group Head--Trans. & Logistics, Scott-Macon Ltd.
  • Craig M. Decker, Managing Director & Head--Investment Banking, Wolfe Research Securities
  • Scott L. Dobak, Chief Executive Officer, Dicom Transportation Group
  • Kevin R. Fielder, V.P.--Transport & Infrastructure Group, Raymond James & Associates Inc.
  • James B. Gamache, Chief Executive Officer, Pace Transportation Services
  • Mitchell I. Gordon, President & CFO, Cambridge Capital Acquisition Corp.

  • Jason Grant, Managing Partner--Headhaul Capital Partners LLC & Former CFO--United Maritime Group LLC
  • Peter J. Hicks, Managing Director, Linx Partners LLC
  • James M. Hill, Partner & Executive Chairman, Benesch

  • J. W. Ransom James, Partner, Eagle Merchant Partners

  • Rick Jones, President & CEO, Lone Star Overnight
  • Ronald Lentz, Managing Director, G2 Capital Advisors LLC

  • Frank F. Mountcastle, Managing Director, Harris Williams & Co.

  • Jill C. Raker, Managing Partner, Greenbriar Equity Group LLC
  • David G. Ross, Managing Dir.--Global Transportation & Logistics, Stifel Nicolaus & Co. Inc.
  • Paul C. Svindland, Chief Executive Officer, EZE Trucking Holdings Inc.
  • Matthew Thomson, Head--Transportation & Logistics Investment Banking, RBC Capital Markets LLC
  • Jim van Leenen, Chairman, Flash Global Logistics Inc.
  • Justin F. Zubrod, Managing Partner, Zubrod/Clair & Co. 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 --

  • Seth Wilson, Headhaul Capital Partners LLC
09:30-10:15

Morning Conversation -- Where Consolidation is Driving The TDL Industry

10:15-11:00 Networking & Coffee
11:00-12:00

Panel 1 -- Four Top PE Investors Report Which TDL Segments They Recommend for Seeking Opportunities

12:00-12:30

Morning Keynote --

12:30-01:30 Networking & Luncheon
01:30-02:30

Panel 2 -- Four Top PE Dealmakers & Consultants Discuss Traps & Pitfalls Unique to the TDL Industry

02:30-02:45 Networking & Dessert
02:45-03:30

Afternoon Conversation -- How Changes in Last-Mile
& Home-Delivery
Are Impacting the TDL Industry

03:30-4:30

Panel 3 – Four CEOs of TDL Portfolio Companies Recount War Stories & Lessons-Learned

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, October 10. Just $995.

 

  • Premiere Registration -- save $200 off the standard fee!
    Register by Friday, November 7, 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.

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Location

The Princeton Club -- 2nd Floor
15 West 43rd Street
New York, NY

 

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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 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.

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