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

 

Association Partner

Research Partners

Media Partners

 

The Deal

Buyouts

VC Experts

Capital IQ

 

 

Clear the date June 10 on your calendar!

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

Seventh Annual MasterClass™

On PE & Mezz Investing

   In Middle-Market Food & Beverage Companies

 

PE Investing In

Food & Beverage Companies --

Why Deals Are Returning to the Table

 

  Attendance Is Limited!

  CLICK HERE to Register Now

 

CHAIRED BY

   J. Robert Hall, Senior Advisor
     Centerview Partners LLC    

 

Featuring 20 Expert Speakers Including --

  • John G. Appel, Apta Capital LLC
  • Jake Baker, Leadership Solutions Inc.
  • Michelle S. Brooks, Arlon Capital Partners
  • Scott Elaine Case, VMG Partners
  • H. Glen Clarke, Duff & Phelps LLC
  • Pedro Garcia, Hadley Partners Inc.
  • Daniel B. Glickman, GE Antares Capital Corp.
  • Ramsey W. Goodrich, Carter Morse & Mathias
  • Todd Hale, Nielsen Co.

  • Scott S. Johnson, SJ Partners LLC

  • Rita Keskinyan, Rabobank International
  • W. Pieter Kodde, Lincolnshire Management Inc.
  • Jeffrey H. Kuhr, Sawaya Segalas & Co. LLC
  • Gary S. Matthews, Morgan Stanley Private Equity
  • George J. Nemphos, Duane Morris LLP
  • Alexander S. Panos, TSG Consumer Partners LLC
  • Gary M. Stibel, New England Consulting Group
  • Lance P. Stier, Nassau Candy Distributors Inc.
  • C. Morris Stout, Swander Pace Capital LLC               
  • Reza Vahabzadeh, Barclays Capital Inc.
  • Luis Zaldivar, Palladium Equity Partners LLC

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, June 10, 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 |

The food & beverage industries withstood last year’s economic turmoil far better than other categories -- and the welcome result is that middle-market companies are coming back to market.

 

What’s driving this flow is increased liquidity in the debt markets, which is opening up the floodgate for higher quality deals. Confidence is returning to the economy, which is spurring many businesses wishing to sell to take action now. Many are coming off a good year, as the decrease of commodity prices, following the run up in 2007 and 2008, boosted their margins -- giving sellers an appealing story.

 

So while very few deals took place last year, the end of 2009/beginning of 2010 was a busy time. For example, Brynwood Partners purchased Balance Bar, North Castle Partners recapitalized Flatout Flatbread Company, Quad-C Management recapitalized baked goods producer Cloverhill and private label manufacturer Sturm Foods was acquired by TreeHouse Foods.

 

And this new decade already has identified favorable trends. The current healthcare chatter has raised the profile of healthy foods perceived as having preventive properties. Organic foods are heading back to their previous growth curve as the economy improves. And products that offer restaurant-quality taste with convenient home preparation are doing quite well, with frozen or take-and-bake pizza the epitome.

 

This is why if food & beverage isn’t already on your radar screen, it should be. Valuations are heading higher, and lenders have confidence in the segment because they’ve just seen it weather the challenges of a difficult period.

 

The fact is, you couldn’t ask for a better time to explore new food & beverage opportunities. To discover how to leverage the momentum and take advantage of new directions. And to ensure your existing food & beverage portfolio companies are positioned to prosper.

 

You’ll be able to accomplish all this, and more, at The Capital Roundtable’s full-day seventh annual MasterClass™ on middle-market food & beverage investing --

 

PE Investing

In Food & Beverage Companies --

Why Deals Are Returning to the Table

 

Our last Food & Beverage conference was about to turn people away -- until a mid-winter storm turned into a blizzard, and many scheduled attendees couldn’t even make it down the block, let alone into Midtown. So by popular demand, we are offering this all-new MasterClass on Thursday, June 10, in New York, with fresh, current content to reflect industry events over the past four months.

 

You’ll leave with an action plan to make 2010 and 2011 banner years for your food & beverage activity. We’ll cover the strategies you’ll want to consider for choosing profitable investments and successfully raising funds -- plus sound approaches for managing your current portfolio companies.

 

We’ll also provide a thorough grounding on how to avoid obstacles unique to this industry. You’ll need to be cognizant of commodity price trends. You’ll be wise to consider the pros and cons of working with 800-pound gorillas -- like Walmart, Costco and Safeway. And as the arena gets more competitive while products become more similar, you’ll want to put major focus on your branding.

 

Whether or not you joined us in February, you’ll want to sign up for this all-new MasterClass today -- especially when the price is right. Act now to receive our special Early Bird Discount -- a generous savings of $400!

 

Your Blueprint For Not Just This Year, But This Decade.

 

This all-new MasterClass brings you the very latest industry trends, information, and best practices, straight from leading experts in all areas of food & beverage. Now, as decisions can be made in a more normal environment, it’s time to look forward and make plans for the longer term. The insights you’ll receive will make you comfortable and confident to do just that.

Moreover, we are delighted to have J. Robert Hall, Senior Advisor at Centerview Partners in New York, serve as our chair. Robert brings over two decades of food & consumer packaged goods experience to this operationally-oriented private equity firm focused on the middle-market. He was formerly president of Nabisco’s Specialty Products company, and Christie Brown & Co. in Canada and of Lenox Brands. Robert also has worked for Kraft, Nestlé, and Procter & Gamble, and has served on the boards of Yucatan Foods, Ault Foods, Wise Foods, and other private food & beverage companies. He is a graduate of Oxford University in England, with an MBA from the Wharton School at the University of Pennsylvania.

 

Unconventional Wisdom From 20 Industry Specialists.

 

Along with Robert, our panel discussions will feature 20 leading PE experts specializing in food & beverage industry deals. You can expect to hear frank opinions and revealing market intelligence from GPs, portfolio company operating executives, investment bankers, lenders, consultants and more.

 

You’ll be in the right place to have important questions like these answered --

  • Which individual food & beverage sectors are showing strength, and what kind of returns can you expect?
  • How are new government regulations on food safety, carbonated drinks, and salty snacks affecting the industry? Is more oversight to come?
  • What types and levels of involvement can help maximize the value of your current food & beverage portfolio companies?
  • How are food & beverage deals being perceived by lenders today, and in what ways are covenants being affected?
  • Why does today’s prevailing conversation over healthcare bode well for certain food & beverage segments?
  • What are the pluses and pitfalls of today’s concentration of big retail outlets?
  • What upcoming trends have the potential to shake up the food & beverage industry?
  • How should you be responding to changing consumer attitudes and lifestyles?
  • And much, much more.

Build Your Network While You Build Your Knowledge Base.

 

With a zero chance of snow, we expect the seats at this MasterClass to fill up very quickly. And one of the primary reasons why is the exceptional networking opportunities we provide. You’ll be able to connect with both fellow attendees and featured speakers between panel sessions and over lunch to develop contacts that can reward your business right now and months from now.

 

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 May 7, 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 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 Duane Morris LLP and Duff & Phelps for sponsoring this outstanding event. Duane Morris LLP is an international full-service law firm providing innovative solutions from 24 offices in the U. S. and abroad. Headquartered in New York City, Duff & Phelps is an acknowledged world-wide leader in working with both the private equity as well as the food & beverage 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.

^ Back to Top ^

Faculty

Chaired By

  • J. Robert Hall, Senior Advisor, Centerview Partners LLC    

Hosted By

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

Speakers

  • John G. Appel, Managing Director, Apta Capital LLC
  • Jake Baker, President, Leadership Solutions Inc.
  • Michelle S. Brooks, Managing Principal, Arlon Capital Partners
  • Scott Elaine Case, Managing Director, VMG Partners
  • H. Glen Clarke, Managing Director, Duff & Phelps LLC

  • Pedro Garcia, Managing Director, Hadley Partners Inc.
  • Daniel B. Glickman, Managing Director, GE Antares Capital Corp.
  • Ramsey W. Goodrich, Managing Director, Carter Morse & Mathias
  • Todd Hale, S.V.P.--Consumer Insights, Nielsen Co.

  • Scott S. Johnson, Chief Executive Officer, SJ Partners LLC

  • Rita Keskinyan, Managing Director, Rabobank International
  • W. Pieter Kodde, Managing Director, Lincolnshire Management Inc.
  • Jeffrey H. Kuhr, Managing Director, Sawaya Segalas & Co. LLC

  • Gary S. Matthews, Operating Partner, Morgan Stanley Private Equity
  • George J. Nemphos, Chair--Corporate Practice, Duane Morris LLP
  • Alexander S. Panos, Managing Director, TSG Consumer Partners LLC
  • Gary M. Stibel, Chief Executive Officer, New England Consulting Group
  • Lance P. Stier, V.P.--Business Development, Nassau Candy Distributors Inc.
  • C. Morris Stout, Managing Director, Swander Pace Capital LLC               
  • Reza Vahabzadeh, Managing Director, Barclays Capital Inc.
  • Luis Zaldivar, Principal, Palladium Equity Partners LLC

^ Back to Top ^

Schedule

MasterClass
07:30 - 08:15
08:15 - 08:45
08:45 - 09:45

09:45 - 10:15

10:15 - 10:45

10:45 - 12:00

12:00 - 01:00

01:00 - 02:00


02:00 - 02:45
02:45 - 03:45


03:45 - 04:00

04:00 - 05:00


05:00

  

Thursday, June 10, 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"

Networking Luncheon

Second Panel -- “Executing Food & Beverage Deals During This Tough Environment -- How to Manage Due Diligence, Get Financing, & Handle Structural Issues

Afternoon Keynote

Third Panel -- “Working with Food & Beverage Companies in Your Portfolio -- How to Help Them Ride Out the Recession

Coffee & Networking Break

Fourth Panel -- “Exiting Food & Beverage Deals -- How to Prepare & Where to Find the Best Liquidity Opportunities"

Networking & Adjournment

^ Back to Top ^

Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, May 7, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, May 21, 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, June 3, 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.

^ 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 Dana DeMattia at 212-832-7333 or by email at ddemattia@capitalroundtable.com.

^ Back to Top ^