MasterClass^TM

Media Partners

Research Partners

Clear the date May 6 on your calendar!

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

Third Annual MasterClass™

On Accessing Debt for Middle-Market

PE Deals & Portfolio Companies

Getting Debt

For PE Deals & Portfolios

New Sources, New Prices, New Structures

In an Uncertain Market

  Attendance Is Limited!

  CLICK HERE to Register Now

CHAIRED BY

Mani A. Sadeghi, Managing Partner

  Equifin Capital Partners LLC
 

     Featuring 20 Expert Speakers Including --

• Thomas F. Cahill Jr., Morgan Stanley & Co. Inc
• Timothy J. Conway, NewStar Financial Inc.
• Gordon F. DuGan, W. P. Carey & Co. LLC
• Scott M. Galletti, Tenex Capital Management
• Douglas A. Goodman, Equifin Capital Partners LLC
• Thomas E. Goundrey, Clarion Capital Partners LLC
• Mitchell L. Hollin, LLR Partners Inc.
• Ronald A. Kahn, Lincoln International LLC
• Sridharan Kannan, Loughlin Meghji + Co.
• S. Randy Lampert, Lampert Debt Advisors LLC
• Michael L. Pizette, Crystal Financial LLC
• Stefan L. Shaffer, SPP Capital Partners LLC
• Dee Dee Sklar, WestLB AG
• Joseph R. Tomei, Equifin Capital Partners LLC
• Robert A. Weiss, Sankaty Advisors LLC
  

Click Here to Register >>   Purchase Audio Package >>

 Visit Audio Library >>    Add to Outlook Calendar >>

FULL-DAY MASTERCLASS

Thursday, May 6, 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 |

As the debt markets are slowly thawing, middle-market GPs are seeing new options for financing deals, buyouts, and buy-ins, and for helping their portfolio companies access capital and build value.

Yet the changed financing market means that investor expectations must match the new realities and the new uncertainties of the current market. Many traditional lenders are still out of the market, but new providers have entered the picture, and alternative strategies are taking center stage. Loan terms are in flux. We’ve entered an uneven period where sometimes you can get financing, sometimes you can even get it cheaply, and sometimes you can’t at all because markets have pulled back.

What distinguishes current conditions is that while everyone understood that in the aftermath of the biggest financial crisis in recent history, the leveraged lending rulebook would have to be re-written, the new rules are not yet in place.

The result is the search for debt capital for the PE industry is more complicated than ever. Financing windows open and close based on news and rumors. Some capital sources are still in total defense mode, while others are flush with liquidity and eager to lend. Some products have disappeared while others are back as if the crisis never happened.

So you need to be more resourceful, flexible, and determined than ever in your search for capital, having not just a plan B but a C, D, and E as well. You may have to cobble debt together from multiple sources, and you may have to pay attention to alternatives out of your usual comfort zone such as SBA financing and seller financing.

So whether you have deals you’re trying to get done right now, or have portfolio companies that need capital right now, may we suggest that you RSVP right now for The Capital Roundtable’s third annual, full-day MasterClass™ on debt for middle-market PE companies --

Getting Debt for PE Deals & Portfolios --
New Sources, New Prices, New Structures
In an Uncertain Market

On Thursday, May 6, in New York, you’ll discover the steps you must take in order to enhance your position as a borrower, or as an investor in a company that has to borrow.

We’ll thoroughly explore markets that have reopened, and that are still sporadic. You’ll hear the latest on mezzanine alternatives, with funds available at elevated prices. Asset-backed financing, where covenants and liens have tightened. “Amend and Extend” transactions, where lenders keep existing loans in place with a maturity extension in return for better terms. And the return of “old-fashioned” bank loans with greater emphasis on credit quality and covenant packages.

And while we’re on the subject of openings and closings, you have a limited-time window of opportunity to register for this MasterClass at significant savings. When you sign up today, you can take advantage of our special Early Bird Discount and save $300!

One Day Can Make the Difference Between

Getting Capital & Getting the Runaround.

By attending this all-NEW MasterClass, you’ll be able to zero in on the traditional and alternative lenders who can best meet your needs. We’ll talk about how wide an approach to take, what time frame you should expect, and how careful you have to be to avoid pitfalls.

Most importantly, we’ll discuss how working well with lenders can give you an important advantage in this market. There are specific actions you can take to position yourself as a responsible and open borrower -- vitally important at a time when lenders are being cautious about who they talk to and how robust their EBITDA projections going forward must be.

To lead this MasterClass, we are privileged to have one of the industry’s leading experts in private equity financial services. Our distinguished chair is Mani Sadeghi, founder and managing partner of Equifin Capital Partners, one of the premier private equity firms in New York dedicated to investing in the financial services sector.

Mani has led Equifin’s private equity investments in the commercial finance, consumer finance, and related sectors since 1998. He was formerly group president of AT&T Capital, and a principal in its 1996 management buyout. He serves on the board of several Equifin portfolio companies, and holds both an MBA from the Wharton School of the University of Pennsylvania and a MS in International Policy from Stanford University.

20 Experts Bring You Up-To-The-Minute Insights.

Along with Mani’s informed perspective, you’ll hear from 20 prominent financing specialists who will shed light on the total picture facing borrowers and lenders. Four panel discussions will feature lenders, investment bankers, non-traditional sources and PE deal partners, providing valuable recommendations and real-world case studies.

You’ll have the answers to these topical questions -- and more -- by attending this MasterClass --

• What is the state of middle-market borrowing today? What’s projected for 2011?
• Which levels of middle-market financing are likely to show improved pricing and terms in 2010?
• Where are middle-market borrowers looking for alternative financing, and why?
• How do you make sure that your capital structure makes sense?
• Should borrowers be exploring multiple capital structures concurrently?
• Will there likely be a decrease in problem deals and defaults in 2010?
• What are the keys to getting better service from the lender you’re working with?
• What length of time can borrowers expect for the lending process?
• Is it still possible to form syndicates or club deals today??
• What are the best ways to renegotiate terms with existing lenders?
• Which financing strategies can best help your portfolio companies succeed?
• How will proposed regulatory reform in Washington affect middle-market lending?
• And much, much more.

Available Seats Will Fill Up Fast, So Please Register Now.

Previous MasterClasses on getting debt have garnered high audience demand, and you won’t want to miss this candid information that is not available anywhere else. Plus, you’ll be able to take advantage of our exceptional networking opportunities. Between presentations and at lunch, you’ll have plenty of time to meet your fellow attendees and our featured speakers, compare notes, and exchange sources.

Most importantly, you’ll leave knowing how to apply today’s best practices on your behalf, so you can effectively pursue your capital needs the very next day.

You should attend this MasterClass if you are a --

• GP looking to find new lending sources for future deals.
• GP or operating executive of a portfolio company seeking to renegotiate terms.
• LP who wants a first-hand look at the changing environment for investments.
• Lender who wants to make connections and participate in more deals.
• Attorney or advisor who works with PE firms.
• Executive search professionals recruiting for the PE industry.

Remember, register with our Early Bird Discount by March 26, 2010, 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.

The Capital Roundtable is grateful for our association partner, Commercial Finance Association (CFA). Based in New York, CFA is the international trade association dedicated to the asset-based lending and factoring industries. It’s due in great part to their collaboration and support that we have the resources to make this event so worthwhile for 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 30 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

^ Back to Top ^

Faculty

Chaired By

• Mani A. Sadeghi, Managing Partner, Equifin Capital Partners LLC

Hosted By

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

Speakers

• Thomas F. Cahill Jr., Managing Director, Morgan Stanley & Co. Inc.
• Timothy J. Conway, CEO & Director, NewStar Financial Inc.
• Gordon F. DuGan, President & CEO, W. P. Carey & Co. LLC
• Scott M. Galletti, Managing Director, Tenex Capital Management
• Douglas A. Goodman, Partner, Equifin Capital Partners LLC
• Thomas E. Goundrey, Principal, Clarion Capital Partners LLC
• Mitchell L. Hollin, Partner, LLR Partners Inc.
• Ronald A. Kahn, Managing Director, Lincoln International LLC
• Sridharan Kannan, Director, Loughlin Meghji + Co.
• S. Randy Lampert, President, Lampert Debt Advisors LLC
• Michael L. Pizette, Senior Managing Director, Crystal Financial LLC
• Stefan L. Shaffer, Managing Partner, SPP Capital Partners LLC
• Dee Dee Sklar, Managing Director, WestLB AG
• Joseph R. Tomei, Managing Partner, Equifin Capital Partners LLC
• Robert A. Weiss, Executive Vice President, Sankaty Advisors LLC
• Additional Speakers to be Announced

^ Back to Top ^

Schedule

^ Back to Top ^

Registration

• Premiere Registration Fee -- save $100 off the standard fee! Register by Friday, April 16, 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, April 29, at 5:00 pm, 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.

^ Back to Top ^

Location

Private club in midtown Manhattan

^ Back to Top ^

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.

^ Back to Top ^

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.

^ Back to Top ^

Change Your Mailing Preferences
To change your name or email address, or to select the mailings you wish to receive from us, go to our mailing preferences page.

Unsubscribe
To unsubscribe from our mailings, go to our unsubscribe page. You may also unsubscribe by replying to this email and putting unsubscribe in the subject line or by writing to us at: Capital Roundtable, 12 East 44th Street, Penthouse, New York, NY 10017.
You are subscribed as [EMAIL]

No part of this text may be reproduced or otherwise published without the express written consent of The Capital Roundtable.
©2010 New York Business Roundtable Inc. All Rights Reserved.
. .