Private Equity Sponsor

Law Firm Sponsor

Past Attendees Included:

Media Partners

MasterClass on
"FUNDLESS" EQUITY SPONSORS

How You Can Buy Companies
Without Having Your Own
Private-Equity Fund

Featuring 20 Expert Speakers

Last time we held this MasterClass, it sold out...
Attendance is limited ... Please register now!

FULL-DAY MASTERCLASS
Thursday, October 12, 2006
8:00 am to 5:30 pm
New York City

HALF DAY PRE-MASTERCLASS WORKSHOP (optional)

Attracting the Right Deal Flow, & Lining Up the Right Financing

Wednesday, October 11, 2006
2 pm - 5pm
New York City

SEE DETAILS BELOW

Click Here to Register >>     Forward to a Colleague >>

Designed to Meet the Needs of Entrepreneurial Deal Makers& Investors,
and Middle-Market 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 if you’re a buyer not backed by traditional private-equity pools, you’re at a huge competitive disadvantage.  You have to cut the deal, then you have to go line up the funds.  How do you persuade investment bankers to bother to show you deals in the first place? How do you give sellers confidence you can actually close?  Won’t competitors swoop in, and take your deal away? What’s to keep sellers from shopping the deal you cut with them? 

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 checks on the spot. 

Some form investor “clubs” or coveys of angels 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 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 20 experts who are Fundless Sponsors, investors who like to 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 other Fundless Sponsors.

Best of all, the program is being led by Denny Ogden, a noted entrepreneurial buyout specialist and role model for many other fundless equity sponsors.  Mr. Ogden is CEO of Westfield Corp., a diversified management holding company that has for many years functioned as one of the country’s best known and most highly regarded fundless equity sponsor firms.  Westfield seeks to commit capital to companies with a consistent record of profitability and revenues, in industries where it perceives favorable risk/reward ratios. 

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' less sophisticated managers, systems and accounting practices?
• And much, much more…

But please, register early – attendance is limited, and we will sell out …

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Faculty

Chaired By

• J. Herbert Ogden, Chief Executive Officer, Westfield Capital Corp.
  

Hosted By

• Burt Alimansky, Managing Director, Alimansky Capital Group Inc., and Chairman, The Capital Roundtable

Speakers Include

• Michael R. Carter, Managing Director, Carter Morse & Co. Inc.
• Timothy W. Cunningham, President, Touchstone Group LLC
• David N. Deutsch, President, David N. Deutsch & Co. LLC
• Venita E. Fields, Senior Managing Director, Smith Whiley & Co
• Jeffrey E. Finkle, Managing Partner, Odeon Capital Partners LP
• Mei Hu, Vice President, Angelo Gordon & Co. LP
• John W. Kaufmann, Partner, Kirkpatrick & Lockhart Nicholson Graham LLP (workshop)
• Joseph P. Killackey, Principal, NewSpring Capital
• Costa Littas, Managing Principal, Windjammer Capital Investors LLC
• Bruce H. Luehrs, Managing Partner, Penn Valley Investments
• Michael G. Manasse, Managing Director, Bear Growth Capital Partners
• James M. Needham, Partner, Fieldston Investors LP
• Christian L. Oberbeck, Managing Director, Saratoga Partners LP
• David Roberts, Managing Director, Angelo Gordon & Co. LP
• Roger J. Roche Jr., Managing Director, Ironwood Capital Ltd.
• Douglas S. Rose, Managing Partner, Gardner Webster Capital Partners
• Joel T. Schwartz, Managing Director, Angelo Gordon & Co. LP  (workshop)
• Shail B. Sheth, Managing Partner, Buckingham Capital Partners LP
• David K. Wassong, Managing Director, Soros Fund Management LLC
• Neil A. Weinberg, Senior Editor, Forbes Inc.
• Robert P. Zinn, Partner, Kirkpatrick & Lockhart Nicholson Graham LLP

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Schedule

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Registration

• The registration fee is $1495 for the MasterClass and $495 for the Workshop -- or $1895 for both.

• At the door, if space is available the fee is $1595 for the MasterClass and $495 for the Workshop -- or $1995 for both.

• Special group rates -- The Capital Roundtable offers a special rate for 3 or more people from your firm.  For more info, please contact Amber Mahood at amahood@capitalroundtable.com or 212/832-7333 ext 103.

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, October 5 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 Amber Mahood at 212/832-7333 ext. 103 or by email at amahood@capitalroundtable.com.

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Location

College Hall
One West 54th Street, Main Floor (At the corner of Fifth Avenue)
New York City

Please Note: Dress Code for College Hall is jacket and tie for men, and equivalent attire for woman.

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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 sponsorship opportunities to reach the private-equity community. For more details, visit our Sponsorship Page or contact Amber Mahood at 212/832-7333 ext. 103 or by email at amahood@capitalroundtable.com.

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