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Capital Roundtable

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Clear the date December 9 on your calendar!

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

  

Announcing An All-NEW MasterClass™

For PE, VC, Mezz Firms, & Corporate CFOs

 

Spinoffs & Acquisitions

How Corporate CFOs & PE Dealmakers

Are Creating Win/Win Collaborations

 
                      Attendance Is Limited!
                          CLICK HERE to Register Now

CHAIRED BY

Adam M. Blumenthal, Managing Partner

Blue Wolf Capital Management LLC

 

      Featuring 20 Expert Speakers Including --

  • Mark P. Belanger, Alvarez & Marsal Holdings LLC
  • Barry I. Bregman, CTPartners
  • Lori A. Calabro, CFO Publishing Corp.
  • Thomas A. Dippel, Houlihan Lokey Howard & Zukin Inc.
  • Daniel J. Eisner, Proskauer Rose LLP
  • Michael S. Goldman, TM Capital Corp.
  • Richard Lindsay, Waypoint Valuations LLC
  • Dina L. Masi, Integrated BioPharma Inc.
  • Ken A. McMillen, CoBe Capital LLC
  • Brooks Mparutsa, The Hollard Group
  • Robert B. Nolan, Halyard Capital
  • Bruce P. Nolop, E*TRADE FINANCIAL Corp.
  • Brian A. Rich, Catalyst Investors LP
  • David L. Schnadig, Cortec Group Inc.
  • Peter Seidenberg, MVC Capital Inc.
  • Ahmad Shamim, PricewaterhouseCoopers LLP
  • Thomas S. Shattan, Shattan Mendel Enterprises LLC
  • Alfred J. Small, Castle Brands Inc.
  • David J. Solomon, Lazard Middle Market LLC
  • Keith D. Taylor, Exigen Capital

 

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

FULL-DAY MASTERCLASS

Wednesday, December 9, 2009

8:00 am – 5:00 pm
New York City
 

EARN CPE CREDITS


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, Corporate CFOs, and Investment Bankers, Lenders,

Industry Executives, Lawyers, & Other Advisors Who Work with Them

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

Talk about a match made in heaven -- CFOs and private equity dealmakers both have a passionate shared interest in today’s renewed focus on spinoffs and on acquisitions. Whether you’re on the corporate side or the PE side, if you’re a seller you have a ready and willing buyer, and vice versa.

 

So it only makes sense to know your counterparts -- except that your paths don’t normally cross.

 

But on December 9 in New York City, they will. That’s because The Capital Roundtable is joining forces with the publisher of CFO Magazine and cfo.com to present a new premier event that brings both camps together in one room -- our ALL-NEW MasterClass™ on

 

Spinoffs & Acquisitions --

How Corporate CFOs & PE Dealmakers Are Creating Win/Win Collaborations.

 

We’re pleased to be collaborating with CFO Publishing Corp., the prominent subsidiary of The Economist Group and producer of the CFO Rising conferences in Las Vegas and Orlando. Our aim is to make this joint MasterClass exceptionally valuable for corporate attendees who may never have participated in a private equity conference.

 

And speaking of valuable benefits, right now you can take advantage of a money-saving offer. Sign up today, and you’ll save $400 with our special Early Bird Discount.

 

Your Exclusive Connection to the Key Players, Advisors, & Lenders.

 

We’ve designed this conference to meet the needs of middle-market public companies, private companies, and private equity firms alike.

 

With the current lack of liquidity in capital markets, spinoffs (aka spin-outs) are back in vogue as a desirable corporate strategy -- and you’ll want to join us for this unique opportunity to delve into 2010’s wave of activity.

 

As a PE dealmaker, you’re certainly looking to purchase businesses that are good values -- and a corporate spinoff can be highly attractive.  Often corporate sellers are willing to bake seller paper into a deal.  What’s more, if you have portfolio companies to sell, CFOs of companies in allied industries can be your prime target buyers.

As a CFO looking to raise capital, divesting non-core assets makes strong business sense. By selling ancillary businesses, you can generate cash to retire debt or shore up pension plans -- or to make strategic acquisitions that are a better fit for the long term.

 

Whichever your role, you’ll want to make plans now to join us on December 9 while space is still available. If you have strategic plans that you want to move forward, this is the place to be.

 

20 Experienced Specialists in Successful Spinoff Transactions.

 

You couldn’t ask for a more knowledgeable expert to chair the proceedings than Adam Blumenthal, co-founder of Blue Wolf Capital in New York. Adam's background is diverse, including managing the New York City Retirement Systems pension fund, building the publicly-traded buyout fund American Capital Strategies, and operating middle-market portfolio companies.

 

Along with Adam, we’ll have 20 panelists to provide revealing insight on spinoffs and acquisitions from multiple perspectives. You’ll be in the company of CFOs and private equity GPs … investment bankers and attorneys …  advisors and consultants … and more.

 

As a private equity manager, you’ll find out about the markets for acquiring corporate spinoffs and for selling to strategic buyers. And as a corporate CFO, you’ll find out what private equity buyers and sellers look for and worry about.

 

When you attend this full-day MasterClass, you’ll get the answers to what’s on the minds of both sides of the table --

  • What kinds of spinoff transactions are getting done in the market today?
  • Where is capital available for middle-market PE deals?
  • What valuations are reasonable for getting deals done?
  • What are the most common transaction terms being employed?
  • How can you gauge the timing involved in a spinoff transaction?
  • How can you tell if you have a viable buyer?
  • When and how should you use an investment banker in the spinoff process?
  • How can you weigh the balance between price, speed and certainty?
  • How can Washington’s more aggressive anti-trust enforcement affect dealmaking?
  • And much, much more.

Only This MasterClass Combines Both the Content and the Contacts.

 

At The Capital Roundtable, we’ve always been eager to provide our attendees with not only a comprehensive review of the subject at hand, but also the ability to make valuable connections. Our spinoffs MasterClass is no exception, which is why we expect this program to fill up fast.

 

Built into the day’s agenda are plenty of networking breaks, plus an open lunch, where you can talk with your fellow attendees and our featured speakers. This is truly a one-of-a-kind occasion that can be a major contributor to your revenues in the new decade.

 

You should attend this MasterClass if you are a --

  • CFO looking to connect with private equity buyers and sellers.
  • CFO with eyes on PE portfolio companies that fit strategically.
  • PE buyer looking to acquire a corporate spinoff.
  • GP or operating executive ready to sell a portfolio company.
  • Lender wishing to participate in spinoff transactions.
  • Investment banker pursuing spinoff deals for the PE community.
  • Attorneys and advisors who work with spinoffs and acquisitions.
  • Executive search professionals recruiting for the PE industry.

Remember, register with our Early Bird Discount by November 6, 2009, and you’ll save $400 off our standard fee! So make your reservation now before all available seats are taken. 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 program 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

  • Adam M. Blumenthal, Managing Partner, Blue Wolf Capital Management LLC

Hosted By

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

Speakers

  • Mark P. Belanger, Managing Director, Alvarez & Marsal Holdings LLC
  • Barry I. Bregman, Managing Partner, CTPartners
  • Lori A. Calabro, Editorial Director, CFO Publishing Corp.
  • Thomas A. Dippel, Director, Houlihan Lokey Howard & Zukin Inc.
  • Daniel J. Eisner, Partner, Proskauer Rose LLP
  • Michael S. Goldman, Managing Director, TM Capital Corp.
  • Richard Lindsay, President, Waypoint Valuations LLC
  • Dina L. Masi, Chief Financial Officer, Integrated BioPharma Inc.
  • Ken A. McMillen, Managing Director, CoBe Capital LLC
  • Brooks Mparutsa, Chief Financial Officer, The Hollard Group
  • Robert B. Nolan, Managing Partner, Halyard Capital
  • Bruce P. Nolop, Executive Vice President & CFO, E*TRADE FINANCIAL Corp.
  • Brian A. Rich, Managing Partner, Catalyst Investors LP
  • David L. Schnadig, Partner, Cortec Group Inc.
  • Peter Seidenberg, Chief Financial Officer, MVC Capital Inc.
  • Ahmad Shamim, Transaction Services Partner, PricewaterhouseCoopers LLP
  • Thomas S. Shattan, Co-Chairman, Shattan Mendel Enterprises LLC
  • Bruce W. Shewmaker, Senior Managing Director, MVC Capital Inc.
  • Alfred J. Small, Chief Financial Officer, Castle Brands Inc.
  • David J. Solomon, Chief Executive Officer, Lazard Middle Market LLC
  • Keith D. Taylor, Chief Financial Officer, Exigen Capital

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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





05:00

  

Wednesday, December 9, 2009
Registration, Networking, & Continental Breakfast
Welcoming Remarks & Audience Introductions
First Keynote -- The New Win/Win -- How More & More PE Firms Are Actively Pursuing Corporate Castoffs

Chairman’s Keynote -- Meeting Divergent Needs -- How We Manage the Dynamic between PE Buyers & Corporate Sellers
Coffee & Networking Break

First Panel -- “How Companies Are Using Spinoffs in Troubled Times -- The Growing Trend of Selling off Non-Core Businesses to Raise Cash -- Perspectives from Five Leading CFOs" (This panel features five CFOs from different sizes & types of middle-market companies, plus the moderator.)

Luncheon & Networking

Second Panel -- "How We Do It, What We’ve Learned -- Perspectives from Five Leading Private Equity General Partners” (This panel features GPs from different sizes & types of PE funds, plus the moderator.)

Third Panel -- “What We Recommend to Our Clients -- Perspectives from Four Professional Service Providers”
Coffee & Networking Break

Fourth Panel -- “Why Strategic Buyers Are Focusing on PE Firms’ Portfolio Companies -- And Even Paying Premiums to Get the Right Deals Done -- Perspectives from Two Advisors, a Leading CFO, & a Leading PE GP” (This panel features two investment bankers (one sellside, one buyside), a CFO, & a PE GP, plus the moderator.)

Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, November 6, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- and save $200 off the standard fee! Register by Friday, November 27, and the fee for the MasterClass is $1195.
  • After that, the standard registration fee is $1395 for the MasterClass.
  • At the door, if space is available, the fee is $1495 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 Wednesday, December 2, 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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CPE Credits

CPE credits are available for this program.

 

Sponsorship

The Capital Roundtable offers excellent marketing and business development opportunities to reach the middle-market private-equity community . For more details, please contact Kim Racciato at 212/832-7333 ext. 106 or by email at kracciato@capitalroundtable.com.

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