Capital Roundtable

Law Firm Sponsor

Pepper Hamilton LLP

Past Attendees:

Berwind Corp.

Booz Allen Hamilton Inc.

Cain Brothers & Co.

CapitalSource Finance

Carlyle Group

Cerberus Capital Management LP

Deloitte & Touche Corporate Finance

Easton Strategy

Evercore Partners

Foundation Medical Partners

Founders Investment Banking

Goldman Sachs & Co.

Halt Medical Inc.

Linden LLC

Linsalata Capital Partners Inc.

MEDACorp Consulting

MedTech Capital Inc.

MicroCal LLC

NGN Capital LLC

Rothschild Inc.


Media Partners


The Deal

VC Experts

Capital IQ Merger Market

Second Annual MasterClass™ on

P.E. Investing In Middle-Market

Medical Device Companies --
How You Can Benefit From The Consolidation Binge


Featuring 20 Expert Speakers

Attendance for This Program is Limited--
Register Now

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

 Purchase Audio Package >>

Thursday, October 18, 2007
8:00 am - 5:00 pm

New York City

Fundamentals of Doing Middle-Market Medical Device Company Deals

Friday, October 19, 2007

8:30 am - 11:30 am

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

It’s no secret that the medical device industry is huge and highly fragmented. Manufacturers operate in dozens of submarkets, from neurology to cardiology. Additionally, larger companies gain innovations mostly by acquiring smaller companies.  

These factors--not to mention the ever-increasing elderly population--make the medical device industry extremely ripe for growth, and make for big opportunities for middle-market private equity investors.

Numerous firms including prominent middle-market managers like TA Associates and Galen Partners are scoring great success.  Even jumbo firms like Blackstone, KKR, Warburg Pincus, and Goldman Sachs Capital Partners are getting in on the action. Smart money is betting that this sector is going to be hot for years to come.

So how can you take advantage of these trends?  And how can you find and choose the best opportunities?

Please join us at this year’s annual Capital Roundtable MasterClass on private equity investing in middle-market medical device companies.  You’ll leave this MasterClass with a solid understanding of the ins and outs, as well as how to structure deals in a sector which has lots of moving parts.  A faculty of 20 experts will take you through what it is to invest in a medical device company -- and be successful. 

  • It’s being held Thursday, Oct. 18, in New York City
  • It’s entitled “Private Equity Investing in Medical Device & Product Companies -- How You Can Benefit From The Consolidation Binge ”

The medical device industry can be hard to invest in for a number of reasons.

  • The regulatory hurdles are difficult to jump.
  • Due diligence is trickier.
  • Patents and intellectual property law are always changing, making it difficult to understand what you’re really investing in and for how long.
  • And product lifecycles are shortening due to competitors’ ability to get to market faster.

This MasterClass is being led by Zubeen Shroff, a managing director of Galen Partners, a private equity firm founded in 1990.  Shroff is a leading investor in the healthcare industry and has served on several company boards including Acura Pharmaceuticals, Aperio Technologies, Encore Medical, Essential CRO, Lumenos, National Rehab Equipment, ONI Medical Systems, Pet Drs., and Soteira.

Our program includes plenty of time for Q&A as well as free time to interact with panel members.  This program is sponsored by Pepper Hamilton LLP, a leading private equity law firm and is produced by The Capital Roundtable™, the country's only information education organization focused exclusively on the private-equity community.

Here are some of the key themes you’ll learn at this year’s program –

  • How and why investing in medical device companies differs from investing in other industries.
  • How the political landscape plays into investing in these companies.
  • How rising healthcare costs impact these investments.
  • How your firm can manage technological innovation.
  • How venture capital investors impact the industry.
  • Where you should recruit management teams to run medical device companies.
  • What kinds of deal structures are most common.
  • What the five most promising medical device sectors are.
  • The newest valuation trends.
  • What criteria are used to identify investment candidates.
  • How to handle the most common legal and due-diligence issues.
  • New developments in minimally invasive surgical techniques.
  • The convergence going on in imaging and diagnostics.
  • Why sector-specific funds are necessary.
  • And much, much more.

Sign up for this MasterClass now. And while you’re at it, consider enrolling in our special half-day workshop the day after (Friday, October 19), focusing on the “Fundamentals of Doing Middle-Market Medical Device Company Deals.”

Attend this MasterClass if you are –

  • a private equity manager who wants to stay abreast of the opportunities and potential pitfalls of investing in the medical device industry.
  • a CEO or CFO of a company considering finding expansion capital or seeking to do a management buyout of a medical device company
  • an attorney or other advisor with clients who assists private equity firms or medical device companies.
  • a lender looking to tap the private equity market’s appetite for lending on medical device companies.

Bonus Offer: Also consider our related MasterClass the day before (Wednesday, October 18) on “Private Equity Investing in Healthcare Services”.

Sign up for both MasterClasses and save. For more information contact Heather Sote at 212/832-7333 ext. 111 or

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Chaired By

  • Zubeen Shroff, Managing Director, Galen Partners LP

Hosted By

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


  • Matthew T. Bastardi, V.P.-- Business Dev. & Licensing, Covidien
  • Philip A. Borden, Principal, Riverside Partners LLC
  • Ronald H. Coelyn, Founding Partner, Coelyn Group
  • Jed G. Cohen, Dir.--Global Healthcare Group, Citigroup Inc.
  • Kenneth W. Davidson, Chief Executive Officer, ReAble Therapeutics Inc.
  • Tom Davies, Team Leader--NE Life Sciences, Silicon Valley Bank
  • Timothy A. Dugan, Managing Partner, Water Street Healthcare Partners LP
  • Joseph G. Kohls, Managing Director, Banc of America Securities LLC
  • Jeffrey P. Libson, Partner, Pepper Hamilton LLP (workshop only)
  • Geoffrey Martha, Director--Business Dev., GE Healthcare Financial Services
  • Donald Munoz, Managing Director, Leerink Swann & Co.
  • Peter A. Origenes, President & General Manager, B. D. Ventures LLC
  • Christopher A. Rossi, Pepper Hamilton LLP (workshop & masterclass)
  • Steve Shapiro, Special Venture Partner, Galen Partners LP
  • Jonathan T. Silverstein, General Partner, OrbiMed Advisors LLC
  • Christopher R. Sweeney, Principal, Water Street Healthcare Partners LP
  • Steven Tallman, Venture Partner, Frazier Healthcare Ventures
  • James E. Thomas, Partner, Thomas McNerney & Partners LLC
  • James L. L. Tullis, Chief Executive Officer, Tullis-Dickerson & Co. Inc.
  • Christopher J. P. Velis, Chairman & CEO, Medical Capital Advisors LLC
  • Howard Zauberman, V.P.--Corporate Business Dev., Henry Schein Inc.
  • additional speakers to be announced....

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07:30 - 08:30
08:30 - 08:45
08:45 - 09:00
09:00 - 09:45
09:45 - 11:00

11:00 - 11:30
11:30 - 12:30

12:30 - 01:30
01:30 - 02:45

02:45 - 03:00
03:00 - 04:15

- 05:15


08:00 - 08:30
08:30 - 11:30


Thursday, October 18, 2007
Registration, Networking, & Continental Breakfast
Welcoming Remarks & Audience Introductions
First Keynote -- High Level Trends & Forecasts
Second Keynote -- View from the Trenches
First Panel -- How We Do It, What We’ve Learned -- Perspectives from Five Prominent Middle-Market P.E. Investors(This panels features five p.e. managers who operate funds of different sizes & strategies)
Coffee & Networking Break

Second Panel -- What’s Hot – Hear From Four Prominent Acquisition-Oriented Corporate Buyers
Luncheon & Networking

Third Panel -- How We Coach Sellers & P.E. Buyers -- Five Experienced Intermediaries & Lenders Share Their Insights (This panel features a three investment bankers, a mezz lender, & a secured lender )

Coffee & Networking Break
Fourth Panel -- What We Tell Our P.E. Clients -- Recommendations from Five Professional Services Providers (This panel features a lawyer, a transaction services advisor, a valuations specialist, an executive recruiter,& regulatory compliance specialist)
Fifth Panel -- Origination & Value Creation -- Perspectives from Four More Middle-Market P.E. Investors (This panel features four p.e. managers who operate funds of different sizes & strategies)
Adjournment & Networking

Post-MasterClass Workshop (optional) Friday, October 19, 2007

Registration & Networking
Fundamentals of Doing Middle-Market Medical Device Company Deals

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  • The registration fee is $1895 for the MasterClass -- or $2295 for both the MasterClass and Workshop.
  • Double MasterClass-- Special fee for both Private Equity Investing in Healthcare Services Companies (Wednesday, Oct. 17) and Private Equity Investing in Middle-Market Medical Device Companies (Thursday, Oct. 18) -- and the fee is only $3390.
  • At the door, if space is available, the fee is $2095 for the MasterClass -- or $2495 for both the MasterClass and Workshop.
  • Special group rates -- The Capital Roundtable offers a special rate for 3 or more people from your firm.  For more info, please contact Abby Williams at or 212/832-7333 ext 106.


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, Oct. 11, 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 Heather Sote at 212/832-7333 ext. 111 or by email at

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University Club
One West 54 Street (at Fifth Avenue)
New York City

Please Note: Dress Code for the University Club is jacket & 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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The Capital Roundtable offers excellent sponsorship opportunities to reach the middle-market private-equity community. For more details contact Amber Mahood at 212/832-7333 ext. 103 or by email at

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