MasterClassTM

 Capital Roundtable

Sponsor

Partial List of
Past Attendees

AlixPartners LLC

Bain & Co. Inc.

Biscotti Toback & Co.

BMO Capital Markets

Brynwood Partners LP

Campbell Soup Co.

Carter Morse & Mathias

Castanea Partners Inc.

Churchill Financial LLC

CIC Partners

Crescendo Partners LP

Davis Capital Corp.

Dean Enterprises

Duff & Phelps LLC

Edgeview Partners LLC

Encore Consumer

Faegre & Benson LLP

General Foods Holdings

Harris Williams & Co.

Highlander Partners LP

Jones Day

Kirkland & Ellis LLP

L. E. K. Consulting LLC

Morgan Keegan & Co.

North Castle Partners

Oxford Capital Partners

Palladium Equity

Park Hill Group LLC

PeaceWorks Holdings

Schwab Capital

Swander Pace Capital

TSG Consumer Partners

Valuation Research

Weiser LLP

Media Partners

 

The Deal

Buyouts

VC Experts

Capital IQ

Research Partners

 

Clear the date February 11 on your calendar!

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

Sixth Annual MasterClass™

On PE & Mezz Investing

 In Middle-Market Food & Beverage Companies

PE Investments

In Food & Beverage Companies --

How Firms are Surfing the Rising Tide

  Attendance Is Limited!

  CLICK HERE to Register Now

                          

  CHAIRED BY

 Jeff S. Fronterhouse, Partner
              Brazos Private Equity Partners LLC           

 

     Featuring 20 Expert Speakers Including --

  • James M. Bertram, William Blair & Co. LLC
  • Gregory J. Bondick, Windjammer Capital Investors LLC
  • Ryan Burke, Ernst & Young LLP
  • Ryan Caldbeck, Encore Consumer Capital
  • Scott Elaine Case, VMG Partners
  • Doug Corbett, Apta Capital LLC
  • Eric J. Dale, Robinson & Cole LLP
  • Ramsey W. Goodrich, Carter Morse & Mathias
  • Eric P. Hansen, GE Antares Capital Corp.
  • Andrew R. Heyer, Mistral Equity Partners LLC
  • David M. Hooper, Centerview Partners Management LLC

  • David B. Houser, Lincoln International LLC

  • Louis E. Marinaccio, North Castle Partners LLC
  • Joseph Mathews, Ilex Capital Group LLC
  • Joan Y. McCabe, Brynwood Partners LP
  • Leslie A. Nolan, Duff & Phelps LLC
  • Durant D. Schwimmer, Churchill Financial LLC
  • Gilbert R. Stenholm, Spencer Stuart
  • C. Morris Stout, Swander Pace Capital LLC

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, February 11, 2010

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 |

After a quiet 2009, the new year is ushering in new signs of life for private equity dealmaking in the food & beverage industries.

 

Middle-market valuations have risen since last year at this time, and the latest GTCF Food & Beverage Index bears this out -- middle-market food companies are changing hands at just under nine times ebitda, and beverage companies at just under eleven times.  And while some distressed deals are lower, some high-profile public company deals are reaching double digits, such as the Cadbury Schweppes takeover marathon.

Consolidations during the recession shifted much of the deal focus from buyouts to growth equity and add-ons to portfolio companies. And some exits are attracting big paydays, e.g., Castle Harlan’s sale of United Malt Holdings generated a 4.5x return on investment.

 

There’s also significant activity in frozen foods, evidenced by the recent management buyout of frozen soup and sauce manufacturer TSC Foods by Key Capital Partners. Full-flavored beverages are experiencing renewed vitality, e.g. Argus Capital’s acquisition of soda manufacturer Big Red. And yesterday’s trends toward healthy and organic segments are increasingly being upstaged by both the indulgent and value-priced segments.

 

So as the food & beverage segments open back up, you need to plan your moves for 2010.

 

If you’re ready to search for new food & beverage platforms, where will you find them?

 

And if you’re looking to grow and enhance the values of your existing portfolio companies, or to prepare for exits, even IPOs, what should you focus on? And what about commodities -- will the prices your portfolio companies have to pay stay low, or are they likely to rise?

 

So you’re going to want to rethink your food & beverage strategy to capitalize on today’s changing landscape. And the place to do this is The Capital Roundtable’s full-day sixth annual MasterClass™ on middle-market food & beverage investments --

 

PE Investments

In Food & Beverage Companies --

How Firms Are Surfing the Rising Tide

 

On Thursday, February 11, in New York, we’ll be sharing the steps and solutions to achieving results in 2010 and beyond, both through new investment and through strengthening your existing assets.

 

Better yet, you can capitalize on significant savings when you sign up for this MasterClass today. Act now and you can save $400 by taking advantage of our special Early Bird Discount!

 

More Ways to Move You Forward.

 

This all-new MasterClass brings together top experts from all areas of food & beverage investing to explore the themes and approaches now taking root. As sellers move assets back into the market, and consumers show signs of growing comfort with their former spending patterns, we’ll identify what the new normal is and which trends that emerged during the recession are here to stay.

 

To chair the proceedings, we are proud to have one of the leading authorities in the PE food & beverage industry, Jeff Fronterhouse, co-founder of Brazos Private Equity Partners in Dallas. Jeff serves actively as a director of several Brazos portfolio companies, including makers of confections, frozen snacks, appetizers and specialty proteins. The firm seeks to commit between $15 and $100 million in a particular business strategy. He was previously a principal at Hicks Muse, and an m&a specialist at First Boston in New York. He is a graduate of the University of Texas and the Harvard Business School, and is active in the Dallas Citizens Council and the Young Presidents Organization.

 

20 Industry Specialists Point You to the Best Targets.

 

Along with Jeff, our panel discussions will feature 20 noted PE experts who specialize in food & beverage industry deals. You’ll benefit from up-to-the-minute perspectives from GPs, portfolio company operating executives, investment bankers, lenders, consultants and more.

 

They’ll bring you answers to important questions like these --

  • What food & beverage sectors will likely provide the best returns from new transactions?
  • How can you integrate services and functions across your various food & beverage portfolio companies?
  • As lending activity picks up, how are food & beverage deals being viewed by the various sources of finance?
  • Which traditional and alternative lenders are actively pursuing food & beverage deals?
  • What are commodity prices likely to be in 2010, and how high could they rise?
  • What are the unique pitfalls and issues surrounding food & beverage deals?
  • Why should closely-held food businesses be on your radar?
  • How are consumer lifestyle shifts to comfort and value foods changing the game?
  • How are the positions and new regulations of the current federal administration affecting the food & beverage industry?
  • And much, much more.

Don’t Miss Your Chance For Keen Insight & Savvy Networking.

 

With limited seating that fills up fast, you’ll want to make your plans now to attend this MasterClass. You’ll not only leave with a real-world view of industry nuances, but also with a slew of contacts thanks to the connections you can make with both fellow attendees and featured speakers between panel sessions and over lunch.

 

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.
  • 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 clients.
  • Executive search professionals recruiting for the PE industry.

Remember, register with our Early Bird Discount by December 18, 2010, and you’ll save $400 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 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

  • Jeff S. Fronterhouse, Partner, Brazos Private Equity Partners LLC

Hosted By

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

Speakers

  • James M. Bertram, Managing Director, William Blair & Co. LLC
  • Gregory J. Bondick, Principal, Windjammer Capital Investors LLC
  • Ryan Burke, Partner, Ernst & Young LLP
  • Ryan Caldbeck, Vice President, Encore Consumer Capital
  • Scott Elaine Case, Managing Director, VMG Partners
  • Doug Corbett, Executive Partner, Apta Capital LLC
  • Eric J. Dale, Partner, Robinson & Cole LLP
  • Ramsey W. Goodrich, Managing Director, Carter Morse & Mathias
  • Eric P. Hansen, Managing Director, GE Antares Capital Corp.
  • Andrew R. Heyer, Managing Partner & CEO, Mistral Equity Partners LLC
  • David M. Hooper, Partner, Centerview Partners Management LLC

  • David B. Houser, Managing Director, Lincoln International LLC

  • Louis E. Marinaccio, Managing Director, North Castle Partners LLC
  • Joseph Mathews, President, Ilex Capital Group LLC
  • Joan Y. McCabe, Managing Partner, Brynwood Partners LP
  • Leslie A. Nolan, Vice President, Duff & Phelps LLC
  • Durant D. Schwimmer, Senior Managing Director, Churchill Financial LLC
  • Gilbert R. Stenholm, Consultant, Spencer Stuart
  • C. Morris Stout, Managing Director, Swander Pace Capital 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



05:00

   

Thursday, February 11, 2010
Registration, Networking, & Continental Breakfast
Welcoming Remarks & Audience Introductions
Introductory Keynote -- "Key Trends & Issues for Investors in Food & Beverage Companies"

Chairman’s Keynote -- "Voice of Experience -- Pros & Cons of Buying & Owning Middle-Market Food & Beverage Companies"

Coffee & Networking Break

First Panel -- “Getting the Jump on Doing Food & Beverage Deals in 2010 --Where to Source Them, How to Pick 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 -- "Executing Food & Beverage Deals During This Tough Environment -- How to Manage Due Diligence, Get Financing, & Handle Structural Issues” ( This panel features a PE investor, a lawyer, a transactions services advisor, & a senior lender -- plus a moderator.)

Third Panel -- “Working with Food & Beverage Companies in Your Portfolio -- How to Help Them Ride Out the Recession” (This panel features two PE operating partners, a food operations consultant, & an executive recruiter -- plus a moderator.)

Coffee & Networking Break

Fourth Panel -- “Exiting Food & Beverage Deals -- How to Prepare & Where to Find the Best Liquidity Opportunities” (This panel features two PE investors, an investment banker, & a corporate buyer -- plus a moderator.)

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, December 18 and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, January 22, and the fee for the MasterClass is $1195.
  • After that, the standard 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 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, February 4, 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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