MasterClassTM

Capital Roundtable

 

Sponsor

Association Partners

Research Partners

mergermarket

Media Partners

The Deal

 

 

 

Partial List of
Past Attendees

1st BridgeHouse Securities LLC

AEA Investors

Aldine Capital Partners

AloStar Bank of Commerce

AlpInvest Partners Inc.

American Capital

Antelum Capital

Ares Management

Audax Group

Baker & Hostetler LLP

Bank of America

Benesch Friedlander

Berkery Noyes & Co. LLC

Bertram Capital Management LLC

Black Canyon Capital

BMO Harris Bank

Bridge Ventures LLC

Broadway Partners

Cantor Fitzgerald LP

CapitalSource Inc.

The Carlyle Group

Castle Harlan Inc.

Catalus Capital

Centre Partners Management LLC

Charlesbank Capital

Churchill Financial

CIT Corporate Finance

CNL Private Equity Corp.

Cornell University

Court Square Capital

Credit Suisse Group

Culpeper Capital Partners LLC

D. E. Shaw & Co.

D. E. Shaw Direct Capital

Debevoise & Plimpton

Deloitte & Touche LLP

Development Bank of Southern Africa

Emtec Inc.

Ernst & Young LLP

Fenway Partners LLC

Fifth Street Finance

Financo Securities LLC

Finn Dixon & Herling LLP

First Atlantic Capital

GB Merchant Partners

GE Antares Capital

GE Capital Markets Inc.

Geller & Co. LLC

Gerson Lehrman Group Inc.

Global Sponsor Finance

Guggenheim Partners

Highstar Capital LP

Honey Wine Co. LLC

Houlihan Lokey

Huron Consulting Group Inc.

Intersection Partners

Ironwood Capital Ltd.

K&L Gates LLP

Kayne Anderson Capital Advisors LP

KeyBanc Capital Markets Inc.

Key Principal Partners

Kohlberg Capital Corp.

KPMG LLP

Latham & Watkins LLP

Law Offices of Clement B. Wood

Lazard Middle Market LLC

LBC Credit Partners Inc.

Legg Mason Investment Counsel

Levine Leichtman Capital Partners Inc.

Lincoln International

LongueVue Capital LLC

Lucas Group Inc.

Merrill Lynch Global Private Equity

Milbank Tweed Hadley & McCloy LLP

MidOcean Partners

Morgan Joseph & Co.

Morgan Keegan & Co.

Morgan Stanley Private Equity

New York Life Capital Partners LLC

Northstar Capital LLC

Norwest Mezzanine Partners

Novacap Investments

Oak Hill Capital Partners LP

Orbis Technologies Inc.

Parthenon Capital Partners

Partners Group (USA) Inc.

Paul Hastings LLP

Penfund

PennantPark Investment Corp.

Pepper Hamilton LLP

Portfolio Advisors LLC

PricewaterhouseCoopers

Pritzker Organization LLC

Proskauer Rose LLP

Prospect Capital Corp.

Pullman & Comley LLC

Quabbin Capital Inc.

Raines International Inc.

Raymond James | Morgan Keegan

Ropes & Gray LLP

Sagent Advisors Inc.

Sankaty Advisors LLC

Schiff Hardin LLP

Schulte Roth & Zabel LLP

Silver Point Capital

S. R. Capital Advisors LLC

Solar Capital Ltd.

Sonenshine Partners LLC

Standard Bank of New York

Stella Point Capital LLC

Stephens Inc.

Stroll LLC

Sullivan & Worcester LLP

SunTrust Robinson Humphrey

Thomson Reuters Corp.

Triangle Capital Corp.

Trilantic Capital Partners

Union Square Advisors LLC

Valuation Research Corp.

VenGrowth Private Equity

Venus Capital Management Inc.

vTuner

Wealth Partners Capital LLC

WhiteHorse Finance Inc.

Wicks Group of Companies LLC

Windage Capital

 

 

 

Clear the date February 7 on your calendar!

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

AttentionMiddle-Market Private Equity

& Mezzanine Investors & Lenders

 

ALL-NEW ROUNDTABLE

 

Where PE Firms Are Raising Debt For Their Deals & Portfolio Companies
How Today’s Market Is Benefitting
Companies Seeking Debt Financing

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY
Christian Oberbeck, CEO
Saratoga Investment Corp.

 

20 Expert Speakers, including --

Joseph B. Alala, Capital South Partners Funds

Alyson Allen, Ropes & Gray LLP

Michael S. Becker, Plexus Capital LLC

Scott E. Carpenter, Crescent Capital Group LP

Dean D'Angelo, Stellus Capital Management LLC

John C. DiDonato, Huron Consulting Group Inc.

Jeffrey P. Gerson, Wafra Partners LLC

Trevoir D. Gregg, RLJ Credit Opportunity Fund

Michael J. Grisius, Saratoga Partners LP

Gerson R. Guzman, Corinthian Capital Group LLC

Ronald A. Kahn, Lincoln International LLC

Kevin Karl, Alvarez & Marsal Holdings LLC

David L. Kulakofsky, Madison Capital Funding LLC
S. Randy Lampert, Lampert Debt Advisors LLC
Jeffrey R. Larsen, Larsen MacColl Partners LP

E. Peter Malekian, MCG Capital Corp.
Barry A. Osherow, Enhanced Capital Partners Inc.
Dayl W. Pearson, KCAP Financial Inc.

Marc A. Preiser, MidCap Financial LLC

Leon Rubinov, Incline Equity Partners

John E. Stuart, Full Circle Capital Corp.

Theodore Thorp, ORIX USA Corp.

Mick Tuohy, FTI Consulting Inc.

Michael R. Ward, William Blair & Co. LLC

A. Russ Wilson, Trivest Partners LP

 

Click Here to Register >>   Purchase Audio Package >>

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, February 7, 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 |

At first glance, this would seem to be an ideal time for middle-market companies to obtain low-cost debt for acquisition and expansion.

Maybe so -- but there are many things to consider before you look for financing. The offer that looks great today may not be the case tomorrow -- unless you choose your sources, structure, and terms very carefully.

Whether you’re considering senior secured or mezzanine debt -- or whether you’re talking to local banks or traditional mezzanine funds -- there are best practices you need to follow. Making the right decisions can make 2013 a more beneficial year.

Furthermore, at this conference, you’ll get to compare different types of debt financing available including senior secured, unitranche, second lien, mezzanine, and other hybrid structures. You will meet individuals from a broad range of debt providers including senior lenders, mezzanine funds, Business Development Corporations, SBICs, and hedge funds.


You’ll discover how to save money -- and how to make money -- when financing new deals and growing your portfolio companies when you attend The Capital Roundtable’s ALL-NEW conference -- “Raising Debt for PE Deals and for Portfolio Companies, being held in New York City on Thursday, February 7.

Here are just 6 important reasons you should attend this conference:

  1. Hear the state of the debt market from the very people who are doing the deals.
  2. Discover today’s most attractive sources of debt for companies in the middle-market space.
  3. Understand what you can do with a sub-$10MM EBITDA deal that you never could before.
  4. Find out why dividend recapitalizations are opening up a whole new avenue of financing.
  5. Learn how and where to obtain a unitranche facility that will answer your needs.
  6. Recognize the regulatory and tax code implications of debt financing alternatives.

Serving as chair of this timely conference, we are happy to welcome Christian Oberbeck, managing partner of Saratoga Partners LP in New York City.

Saratoga, a middle-market firm, was founded in 1984 as the corporate buyout group of Dillon, Read & Co. An independent firm since its spin-out in 1998, Saratoga now manages more than $750 million in capital, with 35 portfolio companies.

Saratoga Investment Corp. is an active lender to middle market companies that have EBITDA between $3 million and $25 million. It operates as a Business Development Corporation trading publicly on the New York Stock Exchange, and has an SBIC-licensed subsidiary.

Chris is the CEO of Saratoga Investment Corp. and has over 25 years of experience in leveraged finance, from distressed debt to private equity, and has structured, negotiated, and monitored investments in a wide variety of middle-market businesses.

Before joining Saratoga, Chris was a managing director of Castle Harlan, Inc., and worked in the Corporate Development Group of Arthur Young and in corporate finance at Blyth Eastman Paine Webber. Chris’s direct portfolio company responsibilities include Advanced Lighting Technologies, Inc., CEMA Lighting, STC Wireless Resources, Inc., EUR Systems, Inc., CommSoft, Inc. and Koppers Holdings Inc.

Chris holds a BS in physics and a BA in mathematics from Brown University, and an MBA from Columbia University.

20 Middle-Market Experts Share Their Financing Strategies

Our Roundtable features 4 panel discussions led by our chair and with the collective insight of 20 knowledgeable investors and lenders. When you attend our Roundtable on Thursday, February 7, you will listen and learn from their real-world perspectives, lessons learned and industry outlooks, plus insights on mastering this growing capital source.

We’ll discuss why middle-market companies so often have to look beyond banks – who, despite their guarantee requirements, will offer a low rate only to certain multiples. Our panelists will discuss options that may keep you in the single-digit playing field once bank pricing takes a giant step upwards.

And, with so many changes taking place in Washington D.C., we’ll bring you up-to-the-minute information on the Treasury’s latest thinking that will affect your 2013 activity. You’ll hear when it makes sense to sell an entire company and when it’s best to do a partial sale.

By attending this Capital Roundtable conference, you’ll be well prepared to face 2013 with a compelling new capital generation strategy in your playbook. We’ll provide timely answers to such questions as --

  • How do dividend recapitalizations help portfolio company owners take capital off the table?
  • When does a unitranche facility trump the alternative of senior plus mezzanine debt?
  • How concerned should you be about the risk of a recession?
  • Why are there fewer change and control deals being done this year?
  • Who benefits most from today’s low rates, and who gets the advantage of liquidity?
  • What role are hedge funds playing in today’s financing mix?
  • How is the CLO market driving leveraged loan market activity?
  • How does the cost of capital compare between SBICs and BDCs?

You Will Not Find Better Networking Opportunities Anywhere Else

We’ve built ample time into the day’s agenda 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 GP – find out how others are making more profits.
• If you’re a lender – be able to compare pricing and strategies.
• If you’re an attorney or advisor – find likely business partners.
• If you work as an executive search professional – meet potential prospects

Register Now And Receive Our Premier Pricing

And because we expect this conference to be in high demand, 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 mkane@capitalroundtable.com.

We look forward to having you join us on February 7th.

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

  • Christian Oberbeck, CEO, Saratoga Investment Corp.

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers to be announced

  • Joseph B. Alala, President & CEO, Capital South Partners Funds
  • Alyson Allen, Partner, Ropes & Gray LLP
  • Michael S. Becker, Partner, Plexus Capital LLC
  • Scott E. Carpenter, Managing Director, Crescent Capital Group LP
  • Dean D'Angelo, Founding Partner, Stellus Capital Management LLC
  • John C. DiDonato, Managing Director, Huron Consulting Group Inc.
  • Jeffrey P. Gerson, Senior Vice PresidentWafra Partners LLC
  • Trevoir D. Gregg, Managing Partner, RLJ Credit Opportunity Fund
  • Michael J. Grisius, Chief Investment Officer, Saratoga Partners LP
  • Gerson R. Guzman, Director, Corinthian Capital Group LLC
  • Ronald A. Kahn, Managing Director, Lincoln International LLC
  • Kevin Karl, Senior Director, Alvarez & Marsal Holdings LLC
  • David L. Kulakofsky, S.V.P.--Originations, Madison Capital Funding LLC
  • S. Randy Lampert, President, Lampert Debt Advisors LLC
  • Jeffrey R. Larsen, Managing Partner, Larsen MacColl Partners LP
  • E. Peter Malekian, Executive Vice President & Managing Dir., MCG Capital Corp.
  • Barry A. Osherow, Managing Director, Enhanced Capital Partners Inc.
  • Dayl W. Pearson, President & CEO, KCAP Financial Inc.
  • Marc A. Preiser, Managing Director, MidCap Financial LLC
  • Leon Rubinov, Principal, Incline Equity Partners
  • John E. Stuart, Chairman & CEO, Full Circle Capital Corp.
  • Theodore Thorp, Director, ORIX USA Corp.
  • Mick Tuohy, Senior Managing Director, FTI Consulting Inc.
  • Michael R. Ward, Managing Director, William Blair & Co. LLC
  • A. Russ Wilson, Partner, Trivest Partners LP

Additional speakers to be announced

 

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Schedule

 

Conference
07:30 - 08:15
08:15 - 09:05
09:05 - 09:15
09:15 - 10:00
10:00 - 11:15

11:15 - 11:45
11:45 - 12:45

12:45 - 01:45

01:45 - 02:00
02:00 - 02:30

02:30 - 03:30

03:30 - 04:30

04:30

  

Thursday, February 7, 2013

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman’s Welcome

Keynote #1

First Panel -- “Five Top Lenders Report the Structures, Terms & Conditions”
Coffee & Networking Break

Second Panel -- “Four Prominent Private Equity Sponsors Discuss What They Look for When Choosing a Debt Provider"
Networking Luncheon
Chairman's Address

Keynote #2

Third Panel -- “Four Professional Service Advisors Discuss What it Takes to Get Deals Done in Today’s Market”
Fourth Panel -- “Four Experts Discuss Alternative Sources & Structures of Private Debt”
Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, December 14, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, January 4, 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 mkane@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, January 31 at 5:00pm, and we will credit you for a future Roundtable.)


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 mkane@capitalroundtable.com.

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Location

The University Club

One West 54th Street (on the corner of Fifth Avenue & 54th Street)

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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

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 or by email at mwheat@capitalroundtable.com.

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