MasterClass^TM

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Attendance Is Limited --
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CHAIRED BY

William G. Winterer, Managing Partner

Parthenon Capital LLC

Featuring 20 Expert Speakers Including --

• Anuj A. Bahal, FTI Consulting Inc.
• Jay W. Baldinelli, CIT Sponsor Finance
• Scott J. Berman, Morgan Joseph & Co. Inc.
• Adam M. Blumenthal, Blue Wolf Capital Management LLC
• Thomas C. Carlson, Jefferies & Co. Inc.
• Robin J. Engelson, Lazard Middle Market LLC
• Michael J. Epstein, CRG Partners Group LLC
• Daniel B. Glickman, GE Antares Capital Corp.
• Shelly M. Hirschtritt, Kirkland & Ellis LLP
• John Kelliher, Marwood Group
• Bruce C. MacRae, Hastings Equity Partners LLC
• Stefan L. Shaffer, SPP Capital Partners LLC
• William R. Shaw, Rothschild Inc.
• Paul S. Sperry, Sperry Mitchell & Co. Inc.
• Andrew H. Steuerman, Golub Capital LLC

Click Here to Register >>      Purchase Audio Package >>

 Visit Audio Library >>    Add to Outlook Calendar >>

FULL-DAY MASTERCLASS

Thursday, April 23, 2009
8:00 am - 5:00 pm
New York City

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity,
 & Mezzanine Funds, As Well as Officers & Directors of Their Portfolio Companies, Independent Sponsors, and  Investment Bankers, Lenders, Industry Executives, Lawyers, & Other Advisors Who Work With Them

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

The classic mantra for hard times says, “When the going gets tough, the tough get going.”

But where?

Companies who don’t have to sell, aren’t. Companies who are on the block find themselves without buyers, as investors wait for valuations to fall even further.

And when there’s so little buying potential on the street, your problem is no longer just a credit drought. It’s an opportunity draught -- and it’s not going to soon change.

Which means you have to be doing the going if you want to survive.  Maybe you should turn your investment direction 180º, and start buying debt not equity -- particularly from your own portfolio companies.  Maybe you should change your criteria, and zero in on companies in distress -- or else on companies in growing industries that need new equity for expansion.   Or maybe you should change your focus, and spend your time with your portfolio companies, helping prevent possible misfortune -- after all, some experts estimate that as many as a third of middle-market PE portfolio companies could fail in the months ahead.

For the who, what, why, and how of successful PE performance in this environment, the where is The Capital Roundtable’s Second Semi-Annual MasterClass™ on Dealmaking Strategies for Middle-Market PE Deals & Mezz Firms.  In New York City on April 23, we’ll reveal the very latest roadmap to prosperity in spite of the times.  We’ll be naming names, explaining tactics, and presenting real-life situations you’ll immediately benefit from knowing. Without reminiscing about the past or speculating about the future.

And the when of signing up for this MasterClass™ -- is today. Sign up now, and you’ll receive a generous $400 Early Bird Discount!

Real-Time Reports from the Trenches. And the Tranches.

Daunting as today’s realities may be, PE investors with the courage to follow new directions are still doing deals, finding financing, and polishing their portfolios. And when you attend this full-day MasterClass on Thursday, April 23, 2009, you’ll have the tools, knowledge, and contacts to do what must be done for your immediate and future needs.

You’ll learn that many PE investors are working deals with small and medium-sized regional banks -- many of which have healthier balance sheets than money center banks and have kept their doors open for borrowers.  You’ll discover how investors are turning to alternative financing such as sale-leaseback for immediate access to capital, asset-based lending (growing by over 17% in the last reported quarter), seller debt, mezzanine debt, and other junior capital offerings. Some investors are even considering self-financing, i.e., closing deals with equity and refinancing with debt later on.

And you’ll find out how investors are keeping up the valuations of their portfolio companies through aggressive planning and new debt strategies.  Wherever your concerns lie in this economy, this MasterClass offers solutions you can use to overcome the obstacles and succeed in spite of the recession.

Because developing new relationships is the whole point of this MasterClass, we’re delighted to have a very well-connected expert as our chair, Bill Winterer, a Managing Partner at Parthenon Capital, a private equity firm that primarily invests in service-based businesses.  Bill has over fifteen years of corporate finance and investment banking experience with middle-market companies, and is responsible for all of Parthenon’s capital markets efforts.  Bill’s perspective on generating dealflow and finding financing sources is sure to be invaluable for all attendees.

Bringing you information and ideas that you won’t find in traditional media is what The Capital Roundtable’s MasterClasses are all about. We’re America’s leading conference organization for the private equity community, and our mission is to help you succeed in both good times and challenging times.

20 PE Experts Bring You the 411 on Recession Best Practices

Along with Bill’s valuable insights, you’ll hear up-to-the-minute viewpoints and advice from 20 prominent presenters including GPs, investment bankers, senior and junior lenders, and specialized consultants. You’ll hear informed perspectives and what steps you can take during the recession to stay focused and stay active. You’ll learn what lenders are battening the hatches and what lenders are making commitments.  And you’ll discover when and how to arrange a workout should default loom on the horizon.

Attending this full-day MasterClass can make the difference between a painful and prosperous 2009. The measures and maneuvers you’ll hear will stand you in good stead throughout whatever economic turmoil still lies ahead, including answers to such questions as --

• How can you get new deals financed in today’s market?
• Can you obtain financing through regional banks? Non-bank lenders?
  Insurance companies?
• What moves should you watch for from the new administration?
• What are the best ways to renegotiate terms with existing lenders?
• What steps can you take to get capital and maintain valuation for your portfolio companies?
• When does it make good sense to buy debt?  Are there hidden traps for the unwary? 
• What are the rules when investors buy the debt of a company they own?
• How do you get LPs to approve a change in strategy?
• What are the possibilities for junior debt?
• How can you benefit from asset-based lending?
• Who is succeeding with sales-leaseback and equipment financing?
• And much, much more.

We Expect Another Full House, So Please Don’t Miss Out.

Our initial MasterClass on strategic dealmaking was one of our most successful programs, and we expect nothing less from this encore. So it’s a must that you make your plans now to attend, while seating is available. Remember to bring your BlackBerry as well, because you’ll make a host of valuable contacts and connections with fellow attendees and our featured speakers. We have plenty of networking time on the day’s agenda, between panel presentations and over lunch.

This MasterClass will benefit a wide range of PE industry professionals:

• General Partners with planned or future deals looking for new ideas and new lending sources.
• General Partners and Portfolio Company Executives concerned over covenant violations and seeking to renegotiate terms.
• Limited Partners and Sponsors who want a first-hand look at the changing environment for investments.
• Lenders looking to make connections and participate in more deals.
• Attorneys and Advisors who want to be more familiar with marketplace conditions.
• Executive search professionals recruiting for the PE industry.

Remember, register with our Early Bird Discount by February 27, 2009 and you’ll save $400 off our regular fee! So make your reservation now to ensure you have a seat at the tables. We’ll be looking forward to greeting you.

For more information, please feel free to contact Heather Sote at 212/832-7333 ext. 111 or hsote@capitalroundtable.com.

This MasterClass 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 25 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

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Faculty

 Chaired By

• William G. Winterer, Managing Partner, Parthenon Capital LLC

  
  

 Hosted By

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

Speakers 

• Anuj A. Bahal, Senior Managing Director, FTI Consulting Inc.
• Jay W. Baldinelli, Director, CIT Sponsor Finance
• Scott J. Berman, Managing Director, Morgan Joseph & Co. Inc.
• Adam M. Blumenthal, Managing Partner, Blue Wolf Capital Management LLC
• Thomas C. Carlson, Managing Director, Jefferies & Co. Inc.
• Robin J. Engelson, Managing Director, Lazard Middle Market LLC
• Michael J. Epstein, Senior Managing Partner, CRG Partners Group LLC
• Jose E. Feliciano, Partner, Clearlake Capital Group LP
• Daniel B. Glickman, Managing Director, GE Antares Capital Corp.
• Shelly M. Hirschtritt, Partner, Kirkland & Ellis LLP
• John Kelliher, Senior Vice President, Marwood Group
• Bruce C. MacRae, Managing Director, Hastings Equity Partners LLC
• Stefan L. Shaffer, Managing Partner, SPP Capital Partners LLC
• William R. Shaw, Managing Director, Rothschild Inc.
• Paul S. Sperry, Managing Director, Sperry Mitchell & Co. Inc.
• Andrew H. Steuerman, Senior Managing Director, Golub Capital LLC
• Additional Speakers to be Announced...

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Schedule

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Registration

• Early Bird Registration Fee -- and save $400 off the regular fee! Register by Friday, February 27, and the fee for the MasterClass is $1495.

• Premiere Registration Fee -- and save $200 off the regular fee! Register by Friday, March 27, and the fee for the MasterClass is $1695.

• After that, the regular registration fee is $1895 for the MasterClass.

• At the door, if space is available, the fee is $1995 for the MasterClass.

• Special group rates -- The Capital Roundtable offers a special rate for 3 or more people from your firm.  For more info, please contact Samantha Feldman sfeldman@capitalroundtable.com or 212/832-7333 ext 112.

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 16, 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 Samantha Feldman at 212/832-7333 ext. 112 or sfeldman@capitalroundtable.com.

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Location

Midtown Manhattan location in an exclusive private club.

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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 middle-market private-equity community. For more details, contact Arlene West at 212/832-0800 or by email at awest@capitalroundtable.com.

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