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Clear the date July 14 on your calendar!

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



Announcing an

  All-NEW Annual MasterClass™

For Middle-Market

  Private Equity Investors & Mezzanine Lenders

How to Build

Education & Training Platforms --

What PE Firms Are Learning

Attendance Is Limited!

CLICK HERE to Register Now

                          

CHAIRED BY

John A. Bates

Partner
                   Arlington Capital Partners                 

 

Featuring 20 Expert Speakers Including --

  • Jay Bartlett, Parthenon Group LLC
  • Peter J. Campbell, Generation Partners LP
  • David G. Chandler, Chicago Growth Partners
  • Michael J. Connelly, Mosaica Education Inc.
  • Mark B. DeFusco, Berkery Noyes & Co. LLC
  • James F. Dugan, OCA Venture Partners LLC
  • Bruce A. Eatroff, Halyard Capital
  • Timothy E. Foster, YTI Career Institute
  • Lincoln E. Frank, Quad Partners LLC
  • Joseph C. Haberman, Heidrick & Struggles International Inc.
  • Scott B. Harper, Primus Capital Funds
  • Eugene W. Hickok, Dutko (Former Dept. Education -- Deputy Secretary)
  • Brian W. Jones, Dow Lohnes PLLC
  • Neil Lefkowitz, Dickstein Shapiro LLP
  • Robert Lytle, Parthenon Group LLC
  • Janet Matricciani, K12 Inc.
  • F. Gordon Pollock, Morgan Joseph & Co. Inc.
  • James T. Rich, Gemini Investors LLC
  • Jason R. Tagler, Camden Partners Holdings LLC
  • Shawn D. Terry, MHT Partners LP
  • Susan Wolford, BMO Capital Markets Corp.

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

FULL-DAY MASTERCLASS

Tuesday, July 14, 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 |

More and more PE firms are buying companies that educate and train people for new careers or that enhance their work skills -- despite the overall market’s ongoing lack of leverage and liquidity. 

 

The trend has many reasons.  In postsecondary education, for-profit education is generally acyclical, if not counter-cyclical, to the U.S. economy. So a 9% unemployment rate translates into more people looking to switch jobs, enter a more promising career field, or acquire the additional certification that can mean a larger paycheck.

 

Another reason is that companies that provide education and training in high-demand areas – like nursing, allied health, IT networking, culinary arts -- are not just attracting students, they’re getting employers and government to help pay the bills.  And the Obama administration is laying plans to make even more of this funding available.

 

In K-12 education, the challenging financial situation of many state and local governments has created uncertainty around education funding.  Certainly, the Obama administration has education as a funding priority, but what does this mean for the K-12 vertical specifically?

 

That’s why you should click here now to register for The Capital Roundtable’s NEW full-day conference being held July 14 in New York City on --

 

“How to Build Education & Training Platforms --

What PE Firms Are Learning “

 

You’ll learn why the opportunities are vast, when and where you can participate in the deal flow that’s on the horizon, and what you can do to boost returns from your existing portfolio companies.

 

What’s more, we encourage you to get this special bonus --  sign up now and you can receive a $300 Early Bird Discount!

 

A Larger Market Than You May Realize.

 

For-profit education is now a more than $110 billion marketplace, and its growth outstrips that of not-for-profit universities and community colleges.  It currently represents about 10 percent of the more than one trillion dollars spent on education in the U.S., but it’s the segment that drives the bus. After all, it’s where the big push toward online delivery of course content began.

 

That’s why attending this full-day MasterClass™ on Tuesday, July 14, 2009, is so important to everyone watching the education and training space. You’ll discover the focused job training areas that are filling classes and calendars and helping existing portfolio companies strengthen their performance. Plus you’ll learn how to meet the numerous barriers to entry, and how to qualify for current and proposed government subsidies that can go straight to the bottom line.

So if you’re a PE investor or Mezz lender -- please register now.

Most important, you’ll have plenty of time to network with our featured speakers, plus your fellow attendees, between panel presentations and over lunch. Nobody “phones in” their presentation at a MasterClass -- our experts are here to give you both content and confidence that you can’t get anywhere else, including the answers to such real-world issues as --

 

  • How are portfolio companies coping with cuts in corporate training program budgets?
  • Why does enrollment “stickiness” make a difference to lenders?
  • Are there certain areas of K-12 education that are expected to be stronger performers in the future, and why?
  • How do you develop an optimal capital structure for education and training deals?
  • How will the proposed increase in Pell Grants benefit education and training providers?
  • What programs may face additional regulation from the new administration’s education initiatives?
  • What curriculum areas hold the greatest attraction for 18-to-36-year-old postsecondary students?
  • What are the Obama administration’s plans for No Child Left Behind (NCLB)?
  • What are the pros and cons of having rigid barriers to entry?
  • And much, much more.

And speaking of online, the smaller educational organizations without huge brick-and-mortar investments are continuing to innovate in this increasingly preferred means of content delivery. Traditional postsecondary students, plus mature students already in the workforce, are turning to the programs that for-profit schools offer.

 

Surprisingly, most are closely-controlled, owner-operated companies that present private equity investors with plenty of opportunity for immediate growth.

 

But what you have to watch out for is regulation with a capital “R” -- this is no place to proceed blindly. The U.S. Department of Education holds sway on most matters, as do state and local governments and numerous accrediting bodies. So you can’t just hang up a shingle and expect to receive government funding -- there are strict rules to play.

 

To lead you through this exciting, ever-changing world of education and training, we’re pleased to have PE education industry expert John A. Bates, Partner at Arlington Capital Partners, serving as our chair.  John is one of today’s brightest minds specializing in this sector, with over $100 billion of transactions in education and other industries to his credit; he will be sharing his perspective on the opportunities ahead as the U.S. economy continues to become knowledge-based.

 

Turning the spotlight on PE’s most timely topics is what The Capital Roundtable’s MasterClasses are all about. We’re America’s leading conference organization for the middle-market private equity community, and our mission is to help you succeed during and after these recessionary times.

 

20 Leading Industry Experts at the Lectern … & at Your Side.

 

In addition to John, this full-day MasterClass will feature insights from 20 prominent GPs, portfolio company operating executives, investment bankers, consultants, and more. You’ll be able to hear the latest word on sourcing, executing and exiting education and training deals … adding value to your existing portfolio companies … and leveraging the trends that make this sector a perfect match for a restructuring economy.

 

Now’s the time to make your plans to attend this MasterClass, because we expect this to be a popular topic and seating is limited. And please don’t forget that one of the prime benefits of attendance is the excellent networking opportunity we provide. You’ll have plenty of time to share ideas and build relationships with both fellow attendees and our featured speakers between panels and over lunch.

You should attend this MasterClass if you are a --

  • GP or LP looking to invest in education and training companies.
  • New PE firm considering investing in education and training.
  • Hedge fund manager or venture capitalist interested in this specialized space.
  • Partner or operating executive of an education & training portfolio company.
  • Lender seeking participation in education and training transactions.
  • Investment banker pursuing deals with education and training companies.
  • Attorney or advisor representing education and training companies.
  • Executive search professional recruiting for the PE industry.

NEW MasterClasses Typically Sell Out, And This Is No Exception.

Remember, register with our Early Bird Discount by June 26, 2009 and you’ll save $300 off our standard fee! So make your reservation now while space is still available. 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 The Parthenon Group LLC, MHT Partners LP, and Dickstein Shapiro LLP for sponsoring this outstanding event. 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

  • John A. Bates, Partner, Arlington Capital Partners

Hosted By

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

Speakers

  • Jay Bartlett, Partner, Parthenon Group LLC
  • Peter J. Campbell, Partner, Generation Partners LP
  • David G. Chandler, Partner, Chicago Growth Partners
  • Michael J. Connelly, Chief Executive Officer, Mosaica Education Inc.
  • Mark B. DeFusco, Managing Director, Berkery Noyes & Co. LLC
  • James F. Dugan, General Partner & CEO, OCA Venture Partners LLC
  • Bruce A. Eatroff, Partner, Halyard Capital
  • Timothy E. Foster, Chairman & CEO, YTI Career Institute
  • Lincoln E. Frank, Managing Partner, Quad Partners LLC
  • Joseph C. Haberman, Practice Leader, Heidrick & Struggles International Inc.
  • Scott B. Harper, Managing Director, Primus Capital Funds
  • Eugene W. Hickok, Senior Policy Director, Dutko Worldwide
  • Brian W. Jones, Senior Counsel, Dow Lohnes PLLC
  • Neil Lefkowitz, Partner, Dickstein Shapiro LLP
  • Robert Lytle, Partner, Parthenon Group LLC
  • Janet Matricciani, S.V.P.--Corporate Development, K12 Inc.
  • F. Gordon Pollock, Managing Director, Morgan Joseph & Co. Inc.
  • James T. Rich, Managing Director, Gemini Investors LLC
  • Jason R. Tagler, Principal, Camden Partners Holdings LLC
  • Shawn D. Terry, Managing Director, MHT Partners LP
  • Susan Wolford, Managing Director, BMO Capital Markets Corp.

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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





04:45

  

Tuesday, July 14, 2009
Registration, Networking, & Continental Breakfast
Welcoming Remarks & Audience Introductions
Introductory Keynote -- Key Trends in Doing Education & Training Deals in the Recession & the Obama Administration -- & Implications for Private Equity Dealmaking

Chairman’s Keynote -- Pros & Cons of Buying & Owning Education & Training Companies -- John A. Bates, Partner, Arlington Capital Partners
Coffee & Networking Break

First Panel -- “Getting the Jump on Doing Education & Training Deals in 2009 -- Where to Source Them, How to Pick Them” (This panel features three PE investors, who do different sizes & types of deals, a consultant & a corporate development executive -- plus a moderator.)

Luncheon & Networking

Second Panel -- "Executing Education & Training Deals -- How to Complete Due Diligence, Get Financing, & Manage Valuation & Structuring Issues” (This panel features three PE investors, & a lawyer -- plus a moderator.)

Third Panel -- “Exiting Education & Training Deals -- How to Prepare & Where to Find the Best Liquidity Opportunities” (This panel features three PE investors, & an investment banker -- plus a moderator.)

Coffee & Networking Break

Fourth Panel -- “Helping Your Education & Training Companies Ride Out the Recession & Create Incremental Value -- How to Work with Them to Drive Revenue & Increase Margins” (This panel features a PE investor, a CEO of an education company, an executive recruiter, & a corporate development executive -- plus a moderator.)

Adjournment

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Registration

  • Early Bird Registration Fee -- and save $300 off the standard fee! Register by Friday, June 26, and the fee for the MasterClass is $995.
  • After that, the standard 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 Tuesday, July 7, 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 by email at 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, please contact Arlene West at 212/832-0800 or by email at awest@capitalroundtable.com.

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