MasterClassTM

Capital Roundtable

Sponsors


Partial List
Of Past Attendees:

AEG Partners LLC

AlixPartners LLC

BMO Capital Markets

Brown Gibbons Lang

Brynwood Partners

Capitalsource Inc.

Crescendo Partners

Cypress Group

Dakota Beef LLC

Daphne Baking Co.

Deloitte & Touche

Encore Consumer Capital

Harris Williams & Co.

Harry & David Holdings

KeyBanc Capital Markets

Linsalata Capital

Madison Capital Funding

Mesirow Financial Inc.

Morgan Joseph & Co.

National City Capital

Phytomedics Inc.

Pinnacle Foods Group

Solera Capital LLC

Swander Pace Capital

Phytomedics Inc.

TreeHouse Foods Inc.

TSG Consumer Partners

Union Bank of California

William Blair & Co. LLC

 

Media Partners

 

The Deal

Buyouts

VC Experts

Research Partners

 

Clear the date June 25 on your calendar!

CLICK HERE now to register before it's too late!

 

 Fifth Annual MasterClass™

On PE & Mezz Investing

In Middle-Market Food & Beverage Companies

How to Find & Build
Winning Food
& Beverage Companies
In Spite of the Recession

Attendance Is Limited!
CLICK HERE to Register Now

CHAIRED BY

Scott Elaine Case

Managing Director

VMG Partners


Featuring 20 Expert Speakers Including --

  • Joshua K. Benn, Duff & Phelps LLC
  • Steven T. Berg, Castanea Partners Inc.
  • Robert L. Brown, Encore Consumer Capital
  • Kara M. Cissell-Roell, VMG Partners
  • Patrick J. Crocker, Harris Williams & Co.
  • Eva H. Davis, Kirkland & Ellis LLP
  • A. James DiFilippo, CTPartners
  • Ramsey W. Goodrich, Carter Morse & Mathias
  • John M. Kenney, TSG Consumer Partners
  • Brian D. Levine, Park Hill Group LLC
  • Daniel Lubetzky, PeaceWorks Holdings LLC
  • Louis E. Marinaccio, North Castle Partners LLC
  • Joan Y. McCabe, Brynwood Partners LP
  • Tom O'Rourke, O'Rourke Consulting LLC
  • Mark R. Poff, Swander Pace Capital
  • Jamil Satchu, L.E.K. Consulting
  • David L. Sawyer, BMO Capital Markets Corp.
  • Durant D. Schwimmer, Churchill Financial LLC
  • Brette S. Simon, Jones Day
  • Charles Tillen, Bain & Co. Inc.
  • Adam C. Werner, AlixPartners LLC

 

Click Here to Register >>      Purchase Audio Package >>



 Visit Audio Library >>    Add to Outlook Calendar >>

FULL-DAY MASTERCLASS
Thursday, June 25, 2009
8:00 am - 4:45 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

With fourth quarter spending in the food & beverage category hitting an unprecedented low -- the steepest slide in 62 years -- it’s no wonder 2009 is increasingly shaping up to be a challenging time for many, many sectors of the industry.

 

But not all

 

So while consumers may be changing many of their brand decisions, and while they may be shunning certain kinds of restaurants, food & beverage has more than its share of silver linings.

 

For example, the private label brands found on the shelves of Wal-Mart and dollar stores are on the upswing. Children’s foods are leapfrogging the pack. And acai berry products are just one part of the superfoods segment making inroads among consumers.

 

Some recent notable acquisitions in the middle-market include S. T. Specialty Foods, the leading North American manufacturer of store-brand shelf-stable dinners. Tom Cat Bakery, whose delivery trucks are omnipresent around New York City. Wythe-Will Distributing, one of the largest companies specializing in the gourmet food segment. And Wellness Pet Foods, makers of natural food and treats.

 

Moreover, industry giants are taking note of portfolio company successes. Last year Coca-Cola picked up a stake in Honest Tea, and General Mills snapped up Humm Foods, makers of the Larabar raw energy bar.

 

That’s why the food & beverage category should be foremost in your plans.  And attending The Capital Roundtable’s Fifth Annual MasterClass™ on How to Find & Build Winning Food & Beverage Deals in Spite of the Recession can significantly improve your prospects. On June 25 in New York, we’ll bring a full day of strategies and tactics that will help you take advantage of new possibilities and strengthen your existing portfolio companies.

 

What’s more, act now and you can attend this MasterClass for our own unmistakable value. Sign up today and you’ll save $300 with our special Early Bird Discount!

 

Strength Amid The Storm.

 

Our past MasterClasses covering the food & beverage industry are known for their laser focus on the fastest-growing, most promising sectors. So it’s good to know our fifth full-day MasterClass on Thursday, June 25, 2009 will be no different. We’ll bring you the benefit of first-hand insights and ideas from experts who are confidently continuing to do business.

 

To guide you through these potential opportunities, we are pleased to have one of the industry’s most accomplished veterans leading the event. Serving as chair will be Scott Elaine Case, managing director of VMG Partners in San Francisco. Scott has been investing in and advising some of the most significant U.S. and global consumer product brands for over 20 years. She was previously a managing director for one of the world’s largest banks, specializing in the consumer products industry.

 

Moreover, you can count on the information we provide to be fresh, proprietary, and 100% actionable. Attendees of The Capital Roundtable MasterClasses expect nothing less from us. We’re America’s leading conference organization for the private equity community, and our mission is to help you succeed no matter what the economic climate may be.

 

The Straight Scoop from 20 Industry Specialists

 

Along with Scott, you’ll hear from 20 noted PE experts who actively participate in the food & beverage industry. Throughout the day, our panel discussions will bring you real-world knowledge from GPs, portfolio company operating executives, investment bankers, lenders, consultants and more. You’re certain to benefit from their candid comments and revealing observations.

 

By attending this full-day MasterClass, you’ll be ready to participate in food & beverage deals that are well positioned for the future. And you’ll know what steps to take to add value to your existing portfolio companies. Scott and our panelists will be sharing the answers to questions like these --

  • What food & beverage sectors are showing the greatest strength?
  • How can you combine the services and vendors used by your multiple portfolio companies to help cut costs?
  • What food & beverage categories make the best impression with prospective lenders?
  • What are the unique pitfalls and issues surrounding food & beverage deals?
  • How are global trends affecting deal valuations?
  • How are changing consumer lifestyles affecting deals on the table and deals to come?
  • What lenders are actively pursuing food & beverage deals?
  • Which sources of alternative financing are presently doing deals with food & beverage companies?
  • Are commodity prices likely to rise again, and by what percentage?
  • What actions might be taken by the new administration that will affect the food & beverage industry?
  • And much, much more.

 

Don’t Miss What Is Always One Of Our Most Popular Programs.

 

Based on our past experience, you’ll want to make your plans as quickly as possible to attend this MasterClass. Our seating is limited -- deliberately so to make it easy for you to network with our speakers and other attendees between presentations and over lunch. So we can’t promise that space will still be available as June 25 nears.

 

You should attend this MasterClass if you are a --

  • GP or LP considering investments in food & beverage companies.
  • PE sponsor with existing food & beverage portfolio companies.
  • New PE firm that wants to enter the food & beverage space.
  • Hedge fund manager or venture capitalist evaluating food & beverage investments.
  • Lender looking to back food & beverage transactions.
  • Investment banker pursuing deals with food & beverage companies.
  • Attorneys and Advisors involved with food & beverage deals.
  • Executive search professionals recruiting for the PE industry.

In these challenging times, you can’t afford to sit back and wait for the recession to run its course. You have to take charge of your own recovery, and everything about this MasterClass on How to Find & Build Winning Food & Beverage Deals in Spite of the Recession is designed to give you a valuable competitive edge.

Remember, register with our Early Bird Discount by June 12, 2009 and you’ll save $300 off our standard fee! Please make your reservation now so you’re not disappointed. We’ll be looking forward to greeting you.

For more information, please feel free to contact Dana DeMattia at 212/832-7333 ext. 102 or ddemattia@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.

The Capital Roundtable thanks BMO Capital Markets and Duff & Phelps for sponsoring this outstanding conference.  It’s due in great part to their support and collaboration that we have the resources to make this event so worthwhile for you.

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Faculty

 Chaired By

  • Scott Elaine Case , Managing Director, VMG Partners

 Hosted By

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

 Speakers

  • Joshua K. Benn, Managing Director, Duff & Phelps LLC
  • Steven T. Berg, Partner, Castanea Partners Inc.
  • Robert L. Brown, Managing Director, Encore Consumer Capital
  • Kara M. Cissell-Roell, Managing Director, VMG Partners
  • Patrick J. Crocker, Managing Director, Harris Williams & Co.
  • Eva H. Davis, Partner, Kirkland & Ellis LLP
  • A. James DiFilippo, Managing Partner, CTPartners
  • Ramsey W. Goodrich, Manging Director, Carter Morse & Mathias
  • John M. Kenney, Managing Director, TSG Consumer Partners
  • Brian D. Levine, Managing Principal, Park Hill Group LLC
  • Daniel Lubetzky, Chief Executive Officer, PeaceWorks Holdings LLC
  • Louis E. Marinaccio, Managing Director, North Castle Partners LLC
  • Joan Y. McCabe, Managing Partner, Brynwood Partners LP
  • Tom O'Rourke, Chief Executive Officer, O'Rourke Consulting LLC
  • Mark R. Poff, Managing Director, Swander Pace Capital
  • Jamil Satchu, Vice President, L.E.K. Consulting
  • David L. Sawyer, Managing Director, BMO Capital Markets Corp.
  • Durant D. Schwimmer, Senior Managing Director, Churchill Financial LLC
  • Brette S. Simon, Partner, Jones Day
  • Charles Tillen, Partner, Bain & Co. Inc.
  • Adam C. Werner, Director, AlixPartners LLC

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Schedule

MasterClass
07:30 - 08:15 08:15 - 08:45

08:45 - 09:45


09:45 - 10:30


10:30 - 11:00
11:00 - 12:15



12:15 - 01:15
01:15 - 02:15



02:15 - 03:15



03:15 - 03:30
03:30 - 04:30



04:30 - 04:45

  

Thursday, June 25, 2009

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Introductory Keynote -- Key Trends in Food & Beverage Companies --

& Implications for Middle-Market Private Equity Dealmaking

Chairman’s Keynote -- Scott Elaine Case, Managing Director, VMG Partners LLC -- Voice of Experience -- Pros & Cons of Buying & Owning Middle-Market Food & Beverage Companies
Coffee & Networking Break

First Panel --“Getting the Jump on Great Food & Beverage Deals -- How to Pick Them, Finance Them, & Structure Them” (This panel features three PE investors, who do different sizes & types of deals, a senior lender, & an investment banker -- plus a moderator.)

Luncheon & Networking
Second Panel -- “Helping Your Food & Beverage Portfolio Companies Ride Out the Recession -- How to Work with Them to Maintain Margins & Value & Ratios” (This panel features a PE investor, a consultant, an investment banker, & a CEO of a portfolio company -- plus a moderator.)
Third Panel -- “Sharing Our Insights & War Stories about Food & Beverage Companies in the Recession -- Professional Advice Our Middle-Market PE Clients Are Asking For” (This panel features a PE lawyer, a transaction services advisor, an executive recruiter, & a placement agent -- plus a moderator.)

Coffee & Networking Break

Fourth Panel -- “Tackling Distress -- How & When to Buy & Fix Food & Beverage Companies In & Around Bankruptcy (This panel features a distressed PE investor, a distressed investment banker, a restructuring consultant, & a bankruptcy lawyer -- plus a moderator.)

Adjournment

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Registration

  • Early Bird Registration Fee -- and save $300 off the standard fee! Register by Friday, June 12, and the fee for the MasterClass is $995.
  • After that, the standard registration fee is $1295 for the MasterClass.
  • At the door, if space is available, the fee is $1395 for the MasterClass.
  • Special group rates -- The Capital Roundtable offers a special 25% discount for 2 or more people.  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, June 18, 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

University Club

1 West 54th Street

New York, NY 10019

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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 marketing and business development 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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