MasterClassTM

Capital Roundtable

 

Sponsor

 

Partial List of
Past Attendees

AlixPartners LLC

American Beverage Corp.

Apta Capital LLC

Argo Inc.

Arlon Group LLC

Bain & Co. Inc.

Barclays Capital Inc.

Bevology LLC

Biscotti Toback & Co.

BMO Capital Markets

Brynwood Partners LP

Campbell Soup Co.

Carter Morse & Mathias

Castanea Partners Inc.

Centerview Partners

Churchill Financial

CIC Partners

Crescendo Partners

Cypress Group LLC

Davis Capital Corp.

Dean Enterprises

Duane Morris LLP

Duff & Phelps LLC

Edgeview Partners

Emerging Growth Equities Ltd.

Empire Valuation Consultants LLC

Encore Consumer

Falcon Investment Advisors LLC

GE Antares Capital

General Foods Holdings

George K. Baum Advisors LLC

Goldman Sachs Specialty Lending Group LP

Gryphon Investors

Hadley Partners Inc.

Harris Williams & Co.

Highlander Partners

Holtz Rubenstein Reminick LLP

India Brook Partners

Kirkland & Ellis LLP

L. E. K. Consulting

Leadership Solutions

Lincolnshire Management Inc.

Lion Capital (Americas) Inc.

Luther King Capital Management Corp.

McGladrey

Morgan Keegan & Co.

Morgan Stanley Private Equity

Nassau Candy Distributors Inc.

Naturally Nora Inc.

New England Consulting Group

Nielsen Co.

Nielsen Financial Services Inc.

Nixon Peabody LLP

North Castle Partners

Novacap Investments

Oxford Capital Partners

Palladium Equity

Park Hill Group LLC

PeaceWorks Holdings

Rabo Securities USA

Sawaya Segalas & Co.

Schwab Capital

Solidarity Fund QFL

Stephens Inc.

Swander Pace Capital

TSG Consumer Partners

Valuation Research

Vitalicious Inc.

VMG Partners

Weiser LLP

Westrock Coffee

Association Partners

Research Partners

Capital IQ

Media Partners

 

The Deal

 

 

 

 

 

 

Clear the date April 14 on your calendar!

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

All-NEW MasterClass™

For Middle-Market Private Equity

 & Mezzanine Investors & Lenders

 

Private Equity Investing

In Food & Beverage Companies --

Garnering Healthy Profits

From Today’s New Consumer Preferences

& Entrepreneurial Managers

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CO-CHAIRED BY

Joan Y. McCabe & Ian B. MacTaggart

Managing Partners

Brynwood Partners LP

 

Featuring 20 Expert Speakers Including --

  • John G. Appel, Apta Capital LLC
  • Gregory J. Bondick, Windjammer Capital Investors LLC
  • Michelle S. Brooks, Arlon Group LLC
  • H. Glen Clarke, Duff & Phelps LLC
  • N. Michael Dion, Dion Associates
  • Gene Dunkin, Thompson Brands LLC
  • Michael J. Faherty, Jr., NewStar Financial Inc.
  • Thomas S. Girardi, Unilever-Americas
  • Ramsey W. Goodrich, Carter Morse & Mathias
  • J. Robert Hall, Centerview Partners LLC
  • Stephen A. Infante, Covington & Burling LLP
  • Lou Nieto, Akoya Capital LLC
  • Geoffrey S. Parker, George K. Baum Advisors LLC
  • Bruce J. Robertson, RSR Partners

  • Jonathan Schrubbe, Alvarez & Marsal Transaction Advisory Group LLC
  • Timothy Shanley, Celebration Foods Inc.
  • Lance P. Stier, Nassau Candy Distributors Inc.
  • C. Morris Stout, Swander Pace Capital LLC
  • John L. Teeger, Founders Equity Inc.

 

Click Here to Register >>   Purchase Audio Package >>

 

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, April 14, 2011

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 a time when higher-risk companies are less favored by many private equity investors, interest in the low beta food and beverage industry remains strong.  What’s more, over a third of all consumer mergers and acquisitions in 2010 were in food and beverage.  

 

Some recent notable middle-market highlights include

  • High Road Capital Partners acquiring PANOS Brands, a maker of specialty foods including gluten-free and allergy-sensitive products.
  • Centerview Partners acquiring Richelieu Foods, makers of store brand pizza, salad dressings, and sauces.  
  • TreeHouse Foods acquiring S. T. Specialty Foods -- maker of private label macaroni and cheese, skillet dinners and other side dishes -- from Windjammer Capital Investors.
  • MegaMex Foods acquiring Don Miguel Foods -- a leading provider of Mexican appetizers and snacks -- from TSG Consumer Partners.  
  • And Ancor Capital Partners, along with Centerfield Capital Partners, CapitalSouth Partners and Westbury Partners, acquiring Fresh Food Concepts -- a producer of salsas and dips.

Three distinct trends are attracting buyers -- 

 

First -- Consumers are more and more willing to consider different brand channels and more affordable quality choices.  For example, as brand-name manufacturers raise prices (or try and disguise price increases by reducing portion sizes), private label products are the beneficiaries -- Nielsen estimates that 72% of consumers believe private label brands are equivalent to name brands.

 

Second -- Consumers are more health conscious than ever, which has led to more and more better-for-you products.  As scientific evidence increasingly links American diets with diseases such as obesity and diabetes, nutritional benefits are on everybody’s radars.  Federal, state, and even local governments are supporting this trend by focusing attention on healthy, and natural, and organic, and locally-grown and made foods -- their hope is that these foods not only spur economic development and employment but also reduce sickness and health-related costs. 

 

And third -- Smaller companies are succeeding by trumping the large producers -- focusing on line items that are too small for the big guys to pay much attention to.  A case in point is Balance Bar that Brynwood Partners bought from Kraft -- a new more entrepreneurial management consolidated manufacturing to one plant and distribution to one center, thereby reducing working capital while bringing consumers a fresher, better-tasting product.

 

So all-in-all, the food and beverage industry truly offers private equity investors outstanding opportunities -- and expected expansion throughout the remainder of this year plus 2012 and 2013. 

 

And The Capital Roundtable offers you a 360º view of all the possibilities at our eighth annual full-day conference, with all-new content, on private equity investing in food and beverage companies Thursday, April 14, in New York City --

 

Private Equity Investing

In Food & Beverage Companies --

Garnering Healthy Profits

From Today’s New Consumer Preferences

& Entrepreneurial Managers

 

Plus, when you sign up now for this conference, you’ll be entitled to our own special value pricing.  Our generous Early Bird Discount -- saving you $400 on your seat -- applies to all reservations made by March 4, 2011!

 

20 Food and Beverage Experts Who Know The Twists And The Trends.

 

To bring you a double dose of industry knowledge, we’re pleased to have as our conference co-chairs Joan McCabe and Ian MacTaggart, managing partners of Brynwood Partners, a Greenwich, Conn.,  middle-market private equity firm that acquires companies in a diverse range of industries with enterprise values between $25 and $125 million.

 

Joan joined the Brynwood III advisory committee in 1997 and upon the formation of Brynwood IV joined the firm full-time as a managing partner.  She previously managed her own mergers and acquisitions advisory firm, and spent 15 years as an investment banker at Kidder, Peabody, & Co., Drexel Burnham Lambert Group Inc., and Paine Webber Group Inc.  Joan holds a BA in history from Yale University and an MBA from Harvard Business School.

 

Ian joined Brynwood in 1996.  He previously spent six years at Merrill Lynch & Co., in both the mergers and acquisitions and the corporate finance departments.  Ian holds a BS in business administration from Boston College and an MBA from Fuqua School of Business at Duke University.

 

Along with Joan and Ian, our four panel discussions will feature 20 knowledgeable private equity experts in the food and beverage sector, including GPs, portfolio company operating executives, investment bankers, lenders, consultants and more.  They will share their real-world perspectives, lessons learned, and industry outlooks, including insights on recent deal activity and managing current portfolio companies.

 

Register now to get all your questions answered by these insightful pros, including --

  • What are the positive signs for the food and beverage sector in 2011-2012?
  • Which product categories are likely to provide the best returns from new transactions?
  • How can you mitigate the effect of rising commodity prices and maintain earnings?
  • How are lenders viewing food and beverage deals today?
  • What are the regulatory issues likely to affect food and beverage companies down the road? Nutrition labeling? Food safety? Municipal restrictions and taxes?
  • Which companies are successfully riding the wave of growing health consciousness, and what should you be doing with your portfolio companies?
  • With consolidation among big retail outlets, how can you successfully manage your business to avoid potential meltdown?
  • What upcoming trends have the potential to shake up the food & beverage industry?
  • What are the key steps portfolio companies can take to manage overall costs?
  • And much, much more.

 

While the food and beverage segment is facing rising commodity costs, this conference will report how your peers are maintaining profit margins, how they’re hedging futures prices, and how they’re boosting EBITDAs.  You’ll also learn how their portfolio companies stay in proactive compliance with today’s stricter regulations.

 

You’ll also hear how green initiatives are affecting the industry in a major way.  Consumers are demanding more environmentally-friendly packaging that reduces waste and is fully recyclable.  They’re also paying attention to carbon footprints, and gravitate toward products that use locally sourced ingredients and minimize excessive transportation costs.

 

Connect With Colleagues Who Can Reward Your Business.

 

Attendees from our previous food and beverage conferences continually value our exceptional networking opportunities.  You’ll have plenty of time over the day to meet fellow attendees and featured speakers, exchange ideas, and swap business cards -- including session breaks and an open lunch.

 

You should attend this conference if you are a --

 

  • GP or LP looking to invest in food and beverage companies.
  • New PE firm considering investing in food and beverage companies.
  • Hedge fund manager or venture capitalist interested in this specialized space.
  • Partner or operating executive of a food and beverage portfolio company.
  • Lender seeking participation in food and beverage transactions.
  • Investment banker pursuing deals with food and beverage companies.
  • Attorney or advisor representing food and beverage companies.
  • Executive search professional recruiting for the private equity industry.

Remember, register with our Early Bird Discount by March 4, 2011, and you’ll save $400 off our standard fee!  Seats are available right now, but not for long, so please make your reservation now so you’re not disappointed.  We’ll be looking forward to greeting you.

 

For more information, please feel free to contact Shaina Mardinly at 212-832-7333 ext. 102 or smardinly@capitalroundtable.com.

 

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 MasterClasses and other events and programs, please visit www.capitalroundtable.com. 

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Faculty

Chaired By

  • Joan Y. McCabe, Managing Partner, Brynwood Partners LP
  • Ian B. MacTaggart, Managing Partner, Brynwood Partners LP

Hosted By

  • Burt Alimansky, Managing Partner, Alimansky & Bethell Group, and Chairman, The Capital Roundtable

Speakers

  • John G. Appel, Managing Director, Apta Capital LLC
  • Gregory J. Bondick, Managing Director, Windjammer Capital Investors LLC
  • Michelle S. Brooks, Managing Principal, Arlon Group LLC
  • H. Glen Clarke, Managing Director, Duff & Phelps LLC
  • N. Michael Dion, Principal, Dion Associates
  • Gene Dunkin, Chief Executive Officer, Thompson Brands LLC
  • Thomas S. Girardi, Dir.--Corporate Development, Unilever-Americas
  • Ramsey W. Goodrich, Managing Director, Carter Morse & Mathias
  • Michael J. Faherty, Jr., Director, NewStar Financial Inc.
  • J. Robert Hall, Senior Advisor, Centerview Partners LLC
  • Stephen A. Infante, Partner, Covington & Burling LLP
  • Lou Nieto, Managing Director, Akoya Capital LLC
  • Geoffrey S. Parker, Managing Director, George K. Baum Advisors LLC
  • Bruce J. Robertson, Managing Director, RSR Partners
  • Jonathan Schrubbe, Managing Director, Alvarez & Marsal Transaction Advisory Group LLC
  • Timothy Shanley, President, Celebration Foods Inc.
  • Lance P. Stier, V.P.--Business Development, Nassau Candy Distributors Inc.\
  • C. Morris Stout, Managing Director, Swander Pace Capital LLC
  • John L. Teeger, President, Founders Equity Inc.
  • Additional Speakers To Be Announced

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Schedule

 

MasterClass
07:30 - 08:15
08:15 - 08:45
08:45 - 09:45

09:45 - 10:30

10:30 - 11:00

11:00 - 12:15

12:15 - 01:15

01:15 - 02:15


02:15 - 02:30
02:30 - 03:30


03:30 - 04:30


04:3
0

  

Thursday, April 14, 2011

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Introductory Keynote -- “Key Trends & Issues for Investors in Food & Beverage Companies”

Chairman’s Keynote -- “Voice of Experience -- Pros & Cons of Buying & Owning Middle-Market Food & Beverage Companies”
Coffee & Networking Break

First Panel -- “Getting the Jump on Doing Food & Beverage Deals in 2011 -- Where to Source Them, How to Pick Them”  

Luncheon & Networking

Second Panel -- “Executing Food & Beverage Deals During This Tough Environment -- How to Manage Due Diligence, Get Financing, & Handle Structural Issues” 

Coffee & Networking Break

Third Panel -- “Working with Food & Beverage Companies in Your Portfolio – How to Help Them Ride Out the Commodity Cycle

Fourth Panel -- “Exiting Food & Beverage Deals -- How to Prepare & Where to Find the Best Liquidity Opportunities” 

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, March 4, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, March 25, and the fee for the MasterClass is $1195.
  • After that, the standard fee is $1395 for the MasterClass.
  • At the door, if space is available, the fee is $1495 for the MasterClass.
  • Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Shaina Mardinly smardinly@capitalroundtable.com or 212-832-7333 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, April 7 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 Shaina Mardinly at 212-832-7333 ext.0 or by email at smardinly@capitalroundtable.com.

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Location

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

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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 Dana DeMattia at 212-832-7333 or by email at ddemattia@capitalroundtable.com.

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