MasterClassTM |
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Sponsor
Media Partners
First Annual MasterClass on
"FUNDLESS" EQUITY SPONSORS
How You Can Buy Companies
Without Having Your Own
Private-Equity Fund
Featuring 18 Expert Speakers
Attendance For This Program Is Limited--
Register Now
FULL DAY MASTERCLASS
Thursday, March 30, 2006
8 am to 5 pm
University Club
New York City
PRE CONFERENCE WORKSHOP (OPTIONAL)
Best Practices in Finding Financing & in Building Deal Flow
Wednesday, March 29, 2006
2 pm - 5pm
University Club
Click Here to Register >> Forward to a Colleague >>
Designed to Meet the Needs of Entrepreneurs, Middle-Market Investors,
Lenders, & Investment Bankers as well as Lawyers,
Accountants, & Advisors Who Support Them
Faculty | Schedule | Registration | Location | Sponsorship | Audio Package |
In today’s overheated buyout environment, it would seem that buyers not backed by traditional private-equity pools would be at a huge competitive disadvantage. They have to cut the deal, then they have to go line up the funds. How do they give sellers confidence they can actually close? Can’t competitors swoop in, and take the deal away? What’s to keep sellers from shopping the deal?
But despite these high hurdles, there is a category of astute financial buyers – called “fundless” or “unfunded” sponsors – who have learned the art of successfully finding and buying companies without the benefit of being able to write their own checks.
Some form investor “clubs” to take their deals to. Some find investors to pay their expenses to go find deals (“search funds”). Some aim to get a few successes under their belts, then to hire a placement agent and launch a traditional institutional fund. Still others just stubbornly love their independence … and wouldn’t have it any other way.
At this special MasterClass, you'll learn from a faculty of 18 experts who are successful Fundless Sponsors, investors who back Fundless Sponsors, professionals who work in the trenches with Fundless Sponsors, and Fundless Sponsors who are en route to becoming Funded Sponsors.
They will fill you in on the best practices and hard-won experience of how they respond to the competition, what they did right when they succeeded, what they did wrong when they screwed up, how they see the market evolving over the next year or two, and what advice they would pass on to future Fundless Sponsors.
The program is being led by noted mezzanine specialist Venita Fields, senior managing director at Smith Whiley & Co., one of the country's leading middle-market mezzanine firms that focuses on smaller deals. Though Smith Whiley works with funded equity sponsors, it has built a specialty in working on a selective basis with Fundless Sponsors.
This special program is being produced by The Capital Roundtable™, the country's only educational organization focused exclusively on the private-equity community.
When You Leave This MasterClass, You'll Have The Often Surprising Answers To These Questions--
- How do you establish credibility with investment bankers and business brokers as a Fundless Sponsor? (Do’s and Don’ts)
- How do you establish credibility with sellers as a Fundless Sponsor? (Do’s and Don’ts)
- Are smaller deals harder to finance? Has financing for smaller deals become easier or harder over the past year? Who are the leading providers of debt financing for Fundless Sponsors’ deals?
- What are the best practices in deal sourcing for Fundless Sponsors?
- How do you compete if you are a Fundless Sponsor?
- What do you need to do to raise a committed fund?
- Where can you find deal flow in this tough environment? How do you find quality deals? Is the competition for deals less intense than for larger deals? Is that changing?
- Finding funding sources as a Fundless Sponsor
- Capital structures used by Fundless Sponsors
- Providing value-added services as a Fundless Sponsor
- Sourcing professional services (accounting and legal)
- Are there best practices used by Fundless Sponsors to manage smaller companies' managers, systems, and accounting practices?
- And much, much more…
You Should Attend This MasterClass If You --
- Want to do leveraged buyouts but don't manage a fund (yet)
- Want to manage a buyout fund but don't have a strong track record (yet)
- Are doing deals, but want to benefit from your peers' experiences & advice
- Have clients who are Fundless Sponsors, or who ought to be
- Have a fund, and want to expand your orbit by backing Fundless Sponsors
- Want to meet several prospective investors to fund your deals
- Want to back quality Fundless Sponsors, but don't know very many
- Want to meet placement agents who like Fundless Sponsors
- Are an institutional investor wanting to meet talented prospective fund managers
- And so on and so forth ...
But please, register early -- attendance is limited, and we will sell out ...
Faculty
Chaired By
- Venita E. Fields, Senior Managing Director, Smith Whiley & Co.
Hosted By
- Burt Alimansky, Managing Director, Alimansky Capital Group Inc., and Chairman, The Capital Roundtable
Speakers Include
- Michael C. Alcamo, CEO, M. C. Alcamo & Co. Inc.
- Paul Aversano, Partner, Ernst & Young LLP
- Corey L. Barnette, Managing Partner, Scroll Capital Partners LLC
- David B. Boris, Morgan Joseph & Co. Inc.
- Jeffrey I. Brodlieb, Manager & Principal, Centripetal Capital Partners LLC
- Brian A. Davis, Associate Principal, McKinsey & Co.
- Paul F. Denning, Chief Executive Officer, Denning & Co. LLC
- R. Kipp DeVeer, Managing Director, Ares Management LLC
- Thomas A. Hiatt, Managing Director, Centerfield Capital Partners
- John W. Kaufmann, Partner, Kirkpatrick & Lockhart Nicholson Graham LLP
- Robert B. Landis, Principal, Riverside Company
- Jon Lemelman, General Partner, Riverside Partners LLC
- Bob G. Levine, Partner, Milestone Partners Ltd.
- Peter H. Milliken, Managing Partner, Tuckerman Capital
- Thomas Mistler, Operating Partner, Buckingham Capital Partners
- J. Herbert Ogden, Chief Executive Officer, Westfield Capital Corp.
- Daniel E. Pansing, Director, Merit Capital Partners
- Howard D. Unger, Managing Partner, Saw Mill Capital LLC
- Additional speakers to be announced...
Schedule
|
MasterClass |
Thursday, March 30, 2006 |
Registration
- The registration fee is $1295 for the MasterClass and $495 for the Workshop-- or $1695 for both.
- At the door, if space is available, the fee is $1395 for the MasterClass and $495 for the Workshop--or $1795 for both.
Click Here to Register >> Purchase Audio Package >>
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 23 at 5:00pm, and we will credit you for a future meeting.)
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 Katie Safrey at 212/832-7333 ext. 103 or by email at ksafrey@capitalroundtable.com.
Location
University Club
One West 54 Street
New York City
212/247-2100
Please Note: Dress Code for the University Club is jacket and tie for men, and equivalent attire for woman.
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.
Sponsorship
The Capital Roundtable offers excellent sponsorship opportunities to reach the middle-market M&A community. For more details, visit our Sponsorship Page or contact Katie Safrey at 212/832-7333 ext. 103 or by email at ksafrey@capitalroundtable.com.
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