MasterClassTM

Capital Roundtable

Registered to Attend Include:

Allergan Inc.

American Capital Strategies Ltd.

Apax Partners LP

BioEnterprise Corp.

Cain Brothers & Co.

CapitalSource Finance

CDP Capital

Cowen & Co. LLC

Easton Associates LLC

FdG Associates LLC

Focus Management Group

Friedman Billings Ramsey Group Inc.

Galen Partners

Gradient Technologies

GSO Capital Partners

Halt Medical Inc.

Investment Dealers' Digest

Kol Bio-Medical Instruments Inc.

Lincolnshire Management Inc.

Linden LLC

McDermott Will & Emery

MEDACorp Consulting

MedTech Capital Inc.

Needham & Co. LLC

New Global Network Capital LLC

NewStar Financial Inc.

Organ Transport Systems Inc.

Riverside Partners

Sovereign Bank

Tomkins plc

Transtech Industries

Water Street Healthcare Partners

 

Media Partners

 

Buyouts

 

The Deal

VC Experts

Capital IQMergermarket

MasterClass™ on
BUYING OUT & EXPANDING
MEDICAL DEVICE & PRODUCT COMPANIES --

Where is the Smart P.E. Money Hunting?

  • Why the surge of interest in buyouts of medical device & product companies??
  • What sectors are hot, & which are alluring but probably too risky??
  • How is new technology impacting existing companies ??

  • What’s been the impact of the changing IPO & venture capital markets ??

Featuring 20 Expert Speakers

Attendance for This Program is Limited--
Register Now

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

FULL-DAY MASTERCLASS
Wednesday, November 29, 2006
8:00 am - 5:30 pm

New York City

HALF-DAY PRE-MASTERCLASS WORKSHOP (Optional)
Fundamentals of Buying Out -- & Buying Into -- Medical Devices Companies

Tuesday, November 28, 2006

2:00 pm - 5:00 pm
New York City

Designed to Meet the Needs of GPs & LPs of Buyout, Venture Capital, & Hedge Funds, As Well As Executives of Their Portfolio Companies, 

& the Bankers, Lenders, Lawyers, & Other Advisors Who Support Them

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

More and more buyout firms are getting excited about acquiring and consolidating companies in the medical device/product/technology industry.


And no wonder –

  • It’s big, and it’s fragmented.  It’s a $182 billion segment of the whopping $2 trillion overall healthcare industry.   Its manufacturers operate in dozens of submarkets, from cardiology to orthopedics to neurology.
  • Innovation combined with the need for more cost-effective healthcare is creating significant end-market growth in many sectors.
  • Off-the-shelf technologies are increasingly finding their way into exciting new applications.

Take all these trends together, and you can see why big questions are being raised by savvy middle-market healthcare P.E. professionals –

  • What sectors of medical devices are going to be most successful?
  • How do you navigate the reimbursement and regulatory and intellectual property issues?
  • What are the key industry-specific debt-financing issues?
  • Who do you turn to for state-of-the-art due diligence?
  • What are the valuation trends?
  • How much longer will these good times roll?

At this special MasterClass, you’ll learn from a faculty of 20 experts who work in the trenches how they’re responding to the enormous activity in the medical device/product/technology arena, what they’re doing right when they’re successful, what they did wrong when they screwed up, and how they see the market evolving over the next year or two.

 
The program is being led by investor Jon Lemelman, a general partner in Boston-based middle-market private equity firm, Riverside Partners LLC.

 

The program is being produced by The Capital Roundtable, the country's only educational information organization focused exclusively on the information needs of middle-market and smaller-market private-equity communities. 

 

If you are a private equity or hedge fund manager, or if you are a senior or junior lender serving private equity sponsors, or if you provide professional services to the private equity community, this essential program is designed to give you information you need to make successful investment decisions, as well as numerous opportunities to build new valuable relationships with a host of expert speakers and inquisitive attendees.

And if you wish, the day before, you can attend a special three-hour workshop called “Fundamentals of Buying Out -- & Buying Into -- Medical Devices Companies,” in which four specialists will review key aspects of investing in the medical products industry, e.g., due-diligence, structuring, recruiting, distribution, and intellectual property.

 

When you leave this MasterClass, you’ll have the answers to these questions –

  • How are medical device/product/technology companies different from those in other industries?
  • How do the sales and marketing channels differ from other businesses?
  • What are the legal and due-diligence issues you most often encounter?
  • How does the political landscape change the outlook for medical device/product/technology buyouts?
  • How do rising healthcare costs impact these investments?
  • How does the introduction of new technology impact these companies?
  • How should you manage technological innovation?
  • How has the medical malpractice market impacted the industry?
  • What are the five most promising sectors for medical device/product/technology buyouts in 2007? 
  • Where are the mine-fields, and how do you avoid them?
  • What are the valuation trends for medical device/product/technology buyouts?
  • What impact if any will the industry see from hedge funds? From venture capitalists?
  • Which kinds of sectors and business models have acquirers targeted so far and why?
  • What criteria are used in identifying investment candidates?
  • How often are strategic buyers competing on deals? What is the impact on price?
  • Is sector specialization necessary in order to do successful investing ?
  • What are the key valuation metrics?
  • Where do you look for management for medical device/product/technology companies?
  • What kinds of deal structures are most common?
  • And much much more …

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Faculty

Chaired By

  • Jon D. Lemelman, General Partner, Riverside Partners LLC

Hosted By

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

Speakers Include

  • Kenneth S. Abramowitz, Managing General Partner, New Global Network Capital LLC
  • Jeffrey S. Aroy, Vice President, MEDACorp Consulting
  • James Barnett, Investment Officer, CapitalSource Finance LLC
  • Richard K. Brown, Chief Executive Officer, MicroCal LLC
  • Monte I. Dube, Partner, McDermott Will & Emery LLP
  • Daniel B. Dubin, President, MEDAcorp Consulting
  • Robert J. Easton, Chairman, Easton Associates LLC
  • Jill S. Frew, Managing Director, Lane Berry & Co. International LLC
  • Jon David Friedland, Managing Director, Rothschild Inc. (workshop only)
  • Jonathan Gertler, Managing Director, Cowen & Co. LLC
  • Roderick G. Johnson, former senior industry executive
  • Michael Koby, Principal, Galen Partners
  • Kenneth MacFadyen, Managing Editor, Investment Dealers Digest
  • Timothy D. C. McInerney, President & COO, Kol Bio-Medical Instruments Inc.
  • William McLaughlin, Chief Operating Officer, J-Pac LLC
  • Howard Sumner, senior R&D industry executive
  • Christopher R. Sweeney, Principal, Water Street Healthcare Partners
  • W. Lambert Welling, Managing Director, MedTech Capital Inc.
  • Lee R. Wrubel, General Partner, Foundation Medical Partners Inc.
  • Other speakers to be announced...

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Schedule

MasterClass
07:30 - 08:30
08:30 - 09:00
09:00 - 09:45
09:45 - 10:30
10:30 - 11:00
11:00 - 12:15
12:15 - 01:15
01:15 - 02:30

02:30 - 03:15
03:15 - 03:30
03:30 - 04:30
04:30 - 05:30

05:30

Workshop
01:30 - 02:00
02:00 - 05:00

  

Wednesday, Nov. 29, 2006
Registration, Networking, Continental Breakfast
Welcoming Remarks & Audience Introductions
First Keynote by Robert J. Easton -- High Level Trends & Forecasts
Second Keynote by Jon D. Lemelman -- View from the Trenches
Coffee & Networking Break

First Panel -- From the Trenches -- Views by Four Leading Investors
Luncheon & Networking

Second Panel -- Deal Flow & Financing -- Recommendations From Four Key Investment-Bankers & Lenders
Keynote Interview -- to be announced

Coffee & Networking Break
Third Panel -- Four Specialists Discuss Deal Sourcing & Due Diligence
Fourth Panel -- Voices of Experience -- Four Investors & CEOs Discuss How They Make Deals Work
Adjournment

Pre-MasterClass Workshop (optional) Tuesday, Nov. 28, 2006

Registration & Networking
Fundamentals of Buying Out -- & Buying Into -- Medical Devices Companies

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Registration

  • The registration fee is $1695 for the MasterClass and $495 for the Workshop -- or $2095 for both.
  • At the door, if space is available, the fee is $1795 for the MasterClass and $495 for the Workshop -- or $2195 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, Video, Transcript >>


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 Wednesday, November 22 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

The Conference Center
American Management Association

1601 Broadway (at 48th Street) 8th Floor

New York City

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Purchase Audio, Video, Transcript

Can’t attend but want to see, hear, or read the text of the MasterClass?  Now you can buy the video-on-demand, the audio package, or the written transcripts…all with the handouts from the program. Purchase Audio, Video, Transcript.

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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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