Capital Roundtable





Association Partners

Research Partners

Media Partners

Partial List of
Past Attendees

Able Strangers LLC

ABRY Partners LLC

AEP Capital LLC

Allegiance Capital

Asset International

Berkery Noyes & Co.

BMC Group Inc.

BMO Capital Markets

Capital One Bank USA

Catalyst Investors LP

CIT Communications Media & Entertainment

DeSilva & Phillips LLC

Gerson Lehrman Group Inc.

Goldman Sachs Investment Partners

Gridley & Co. LLC

Gruppo Levey & Co.

Imperial Capital Group


International Inc.


Leeds Equity Partners

Market News International Inc.

New Mountain Capital

Newspaper National Network LP

ORC International

Parthenon Group LLC


Portico Capital Securities LLC

PQ Media LLC

PrinceRidge Group LLC

Proskauer Rose LLP

RBC Capital Markets Corp.


Rentrak Corp.

Shore Communications

Veronis Suhler Stevenson LLC

Wall Street Transcript Corp.

Webster Bank NA

WeiserMazars LLP

Wicks Group of Companies LLC

Workstream Inc.



Clear the date April 4 on your calendar!

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

ENCORE Conference

For Middle-Market Private Equity

& Mezzanine Investors & Lenders



Data Meets the Daylight

Private Equity Investing

In Information Services Companies



  Attendance Is Limited!

  CLICK HERE to Register Now



Michael B. Kessler, Partner
Veronis Suhler Stevenson LLC

Featuring 20 Expert Speakers Including --

Terry Bradshaw, Parthenon Group LLC

Scott E. Chappell, BIA Digital Partners LP

Karl Cheng, Parthenon Group LLC

Kevin C. Coleman, Coleman Research Group Inc.

Christopher A. Feiss, Oppenheimer & Co. Inc.

Scott J. Feldman, Susquehanna Growth Equity LLC

James H. Gellert, Rapid Ratings International Inc.

Scott J. Gilbertson, The Riverside Company

Lee R. Greenhouse, Greenhouse Associates Inc.

Linda B. Gridley, Gridley & Co. LLC

Eric Grosgogeat, FocusVision Worldwide Inc.

Rakesh K. Jain, Green Brook Capital Management LLC

Lloyd Lynford, REIS Inc.

Thor T. Mann, ghSMART & Co. Inc.

Timothy Monnin, Jefferies & Co. Inc.

Thomas P. O'Connor, Berkery Noyes & Co. LLC

Paul Pai, BMO Harris Bank NA 

Frank L. Schiff, MidOcean Partners LLP

Steven E. Siesser, Lowenstein Sandler PC

Scott Twibell, Lincoln International LLC



Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>



Thursday, April 4, 2013

8:00 am – 5:00 pm
New York City 

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

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

Because they take full advantage of technology, today’s information services businesses are considered by many investors the best businesses to own.

They offer high margins, have little volatility, and because of their scalable economics, barriers to entry grow in parallel with sales volumes.

Consider --

  • Last year, spending on Business and Professional Information and Services climbed 6.4%.
  • Institutions are continuing to expand spending to provide employees with must-have information, data, and workflow tools.
  • The cloud services sub-sector, arguably the hottest place to be, is estimated to hit $143 billion by itself next year according to analysts at HP.

But there are strings attached.

For example, with all the data that information services companies create, collect, trade, and process, it’s no wonder that they must be as zealous about protecting information as they are about creating passionate users.

For another example, remember that heaps of regulation is coming not just for financial and healthcare companies, but also for education and training, consumer marketing, and more.

So -- are you a private equity or growth-equity firm considering investing in middle-market information services companies?   


Then the place to hear from your peers about the changes that lie ahead is The Capital Roundtable’s ENCORE conference being held in New York City on Thursday, April 4.

Here are 6 important reasons you should attend this conference --

  1. Learn which market segments offer investors the best opportunities in 2013.
  2. Hear how mobile devices and tablets are creating amazing new opportunities for information delivery.
  3. Discover why the subscription model is very much alive and well for certain identifiable categories.
  4. Understand how the cloud model can help you enter businesses and deliver information far more cheaply than ever before.
  5. Find out why lenders are so interested in participating in information services deals.
  6. Listen to experts discuss the strategies for successful business information services exits.

Returning as chair of this ENCORE conference on Thursday, April 4, in New York, is Michael B. Kessler a partner at Veronis Suhler Stevenson in New York City.

VSS is a leading private investment firm that invests in the information, education, media, marketing, and business services industries in North America and Europe.

Michael specializes in the business information services sector, which includes companies engaged in data collection, creation and processing, and the use of technology to enhance and deliver content.

He has a particular focus on companies engaged in marketing, human resources, and credit and risk management.

He played an active role in the firm’s investments in SureSource, SHL (formerly PreVisor), Tranzact, TMP Worldwide, Market Strategies International and CoreData, including serving on the board of directors of those companies.

Prior to joining VSS in 2003, he had over 17 years of investment banking experience, including positions with CIBC World Markets, Oppenheimer & Co., and Merrill Lynch. Michael holds an MBA in finance from the Wharton School, and a BA in economics from the University of Pennsylvania.

20 Information Services Experts Bring You A Crystal-Clear Overview

Our Roundtable features 4 expert panel discussions led by our chair and with the shared insight of 20 of the top private equity experts in the information services sector. When you attend our April 4th Roundtable you will listen and learn from GPs, portfolio company operating executives, investment bankers, lenders, consultants, and more -- offering real-world perspectives, lessons learned and industry outlooks, plus insights on managing current portfolio companies.

Most importantly, these data masters will share the insights, tactics and strategies that they have used to make the most of current market opportunities in the information services sector. Our Roundtable will provide you a behind the scenes perspective on important and strategic deals recently completed in this sector, such as--

  • Golden Gate Capital’s acquisition of Ex Libris, a provider of library automation solutions, from Leeds Equity Partners.
  • Leonard Green & Partners’ acquisition of CCC Information Services, the nation’s leading provider of software and technologies to the automotive claims and collision repair industries, from Investcorp.
  • Spire Capital’s acquisition of Performance Assessment Network, a provider of human capital management assessment solutions, from Equifax Inc.

Capital Roundtable’s conference content is real time relevant and meaningful in a sector that is growing at hyper speed. Success comes not from drowning in data, but from making it usable, and our program will reveal the strategies today’s most successful companies are following:

  • How businesses are building engaged and evangelistic user communities that take customers relationships to even higher levels.
  • How to use partnerships as a powerful growth strategy that can rapidly evolve a platform.
  • How to deal with the real challenge of assembling, analyzing & optimizing real time customer profile data.
  • How to identify the sub-sectors within information services are ripe for consolidation.
  • How to add value to your existing information services portfolio companies.

Our Networking Opportunities Are As Exceptional As Our Content

We’ve built ample time into the agenda of this full-day conference so you can --

• Meet fellow attendees and featured speakers
• Enhance your personal database with valuable connections
• Share both ideas and business cards
• If you’re a lender, hedge fund manager or investment banker – Identify potential partners
• If you’re an attorney or advisor – Meet new potential clients
• If you work as an executive search professional – Meet potential prospects

And 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 Mara Kane today to confirm your attendance at 212-832-7300 ext. 0 or

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Chaired By

  • Michael B. Kessler, Partner, Veronis Suhler Stevenson LLC

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable


  • Terry Bradshaw, Partner, Parthenon Group LLC
  • Scott E. Chappell, Principal, BIA Digital Partners LP
  • Karl Cheng, Partner, Parthenon Group LLC
  • Kevin C. Coleman, President & CEO, Coleman Research Group Inc.
  • Christopher A. Feiss, Managing Director, Oppenheimer & Co. Inc.
  • Scott J. Feldman, Director, Susquehanna Growth Equity LLC
  • James H. Gellert, Chairman & CEO, Rapid Ratings International Inc.
  • Scott J. Gilbertson, Principal--Origination , The Riverside Company
  • Lee R. Greenhouse, President, Greenhouse Associates Inc.
  • Linda B. Gridley, President & CEO, Gridley & Co. LLC
  • Eric Grosgogeat, President & CEO, FocusVision Worldwide Inc.
  • Michael J. Iannelli, Managing Director, Lincoln International LLC
  • Rakesh K. Jain, Managing Partner, Green Brook Capital Management LLC
  • Lloyd  Lynford, President & CEO, REIS Inc.
  • Thor T. Mann, Principal, ghSMART & Co. Inc.
  • Timothy  Monnin, Managing Director, Jefferies & Co. Inc.
  • Thomas P. O'Connor, Managing Director, Berkery Noyes & Co. LLC
  • Paul Pai, Director, BMO Harris Bank NA
  • Frank L. Schiff, Managing Director, MidOcean Partners LLP
  • Steven E. Siesser, Partner, Lowenstein Sandler PC
  • Scott Twibell, Director, Lincoln International LLC

Additional speakers to be added.

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07:30 - 08:15
08:15 - 09:00
09:00 - 09:45
09:45 - 11:00

11:00 - 11:45

11:45 - 12:45

12:45 - 01:45
01:45 - 02:45

02:45 - 03:30

03:30 - 04:30



Thursday, April 4, 2013

Registration, Networking, & Continental Breakfast
Welcoming Remarks & Audience Introductions
Chairman’s Keynote -- Michael Kessler
Panel 1 -- “From the Trenches -- Five Private Equity Investors Report Where They Are Finding Exceptional Information Services Companies”
offee & Networking Break
Panel 2 -- “Sourcing Deal Flow & Financing -- What Four Key Investment Bankers & Lenders Are Telling Their PE Clients About Information Services Deals”
Networking Luncheon
Panel 3 -- “Due Diligence, Deal Structuring, Pricing, & Exits -- Four Top Deal Professionals Explain How They Identify & Navigate the Unique Issues of Info Services Deals” 
Afternoon Keynote    
Panel 4 -- “War Stories -- Perspectives from Senior Managers Who Have Been Through the Cycle”
Networking & Adjournment

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  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, February 8, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, March 1, 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 Mara Kane 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 28 at 5:00pm, and we will credit you for a future conference.)

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 Mara Kane at 212-832-7300 ext. 0 or by email at

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Private club in midtown Manhattan (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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The Capital Roundtable offers excellent marketing and business development opportunities to reach the middle-market private-equity community . For more details, please contact Marti Wheat at 212-832-7300 ext. 103 or by email at

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