MasterClassTM

Capital Roundtable

Co-Hosts

Sponsor

Partial List of
Past Attendees

2tor Inc.

AboutEdu Inc.

ACON Investments

Alpine Investors LP

American Academy Inc.

Americas Choice Inc.

Apax Partners LP

ARC Advisors (HK) Ltd.

Argosy Capital

Arlington Capital

Audax Group

Austin Ventures LP

Berkery Noyes & Co.

BIA Digital Partners LP

BMO Capital Markets

Boston Ventures

BridgeSpan Financial

Brightside Academies

BSG Team Ventures

Calvert Education

Camden Partners

Campus Direct Inc.

Castanea Partners

CBIZ Mahoney Cohen

Charter Oak Capital

Chicago Growth Partners

Cobblestone --
Harris Williams

Communispond Inc.

Compass Knowledge

DeSilva & Phillips LLC

Diamond Castle Holdings

Dickstein Shapiro LLP

Dow Lohnes PLLC

East Wind Advisors

Education Management

Edwards Angell

Eisner LLP

Florida Institute of Tech.

Fox Hill Capital LLC

GE Capital

Gemini Investors

Generation Partners

Global Alliance Ltd.

Global Education Co.

Goodwin Procter LLP

Greenhill Capital

Halyard Capital

Hamilton Lane

Idea Foundry Inc.

Innovative Entrepreneurship Inc.

Inside Jobs Inc.

Insight Schools Inc.

Invus Group LLC

ITCourseware.com

Jordan Edmiston Group

K12 Inc.

Kohlberg Kravis
Roberts & Co. LP

LaSalle Capital Group

Liberty Partners LP

LLR Partners Inc.

Maverick Capital Ltd.

McCarter & English

MHT Partners LP

Morgan Joseph & Co.

Mosaica Education Inc.

Murray Devine & Co.

Nova Venture Fund Ltd.

Palm Ventures LLC

Parthenon Group LLC

Powers Pyles
Sutter & Verville PC

Primus Capital Funds

Providence Equity

Quad Partners LLC

RBG Capital Partners

Revolution Learning

Riverside Co.

Ropes & Gray LLP

Russell Reynolds

Scholastic Inc.

Serent Capital LLC

Sessions.edu Inc.

Soros Fund Management

Sterling Partners

Stifel Nicolaus & Co.

Summer Street Capital

SunTrust Robinson Humphrey Inc.

TA Associates Inc.

Teachers' Private Capital

Tooling University LLC

Vector Careers

Weiser LLP

Wicks Group

YTI Career Institute 

Association Partner

Research Partners

Media Partners

 

The Deal

Buyouts

VC Experts

Capital IQ

 

 

 

Clear the date July 13 on your calendar!

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

 

An Encore MasterClass™

     For Middle-Market Private Equity Investors

 & Mezzanine Lenders

PE Investing in Education Companies

How to Build on Your Success

While Regulators Are Changing the Rules

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

  Scott B. Harper, Managing Director

Primus Capital Funds

 

Featuring 20 Expert Speakers Including --

  • Jay N. Bartlett, Parthenon Group LLC
  • John A. Bates, Arlington Capital Partners

  • Robert P. Bennett, Ground Swell Equity Partners LP

  • Kevin A. Bousquette, Greenhill Capital Partners LLC

  • Christina Erland-Culver, C/H Global Strategies LLC
  • Marti J. Frucci, DeSilva & Phillips LLC
  • John C. Higgins, Huron Capital Partners LLC

  • Steven R. Isaac, EducationDynamics LLC
  • Katie Jones, BMO Capital Markets Corp.

  • Robert Lytle, Parthenon Group LLC
  • Harris N. Miller, Career College Association
  • Thomas W. Morgan, New Mountain Capital LLC
  • Daniel P. Neuwirth, Quad Partners LLC
  • Edward J. O'Connell, Dow Lohnes PLLC
  • Robert T. Puopolo, Epic Partners LLC
  • C. Cathleen Raffaeli, Hamilton Companies
  • John M. Rogers, Gryphon Investors
  • James S. Rubin, BC Partners Inc.

  • Jason R. Tagler, Camden Partners Holdings LLC
  • Shawn D. Terry, MHT Partners LP
  • Jay Vaughan, Dow Lohnes PLLC

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Tuesday, July 13, 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 economy continues to trend up, more and more private equity investors are expanding their pursuit of opportunities in the for-profit education space. 

 

Yet as Washington starts to refocus on education regulations, there is new reason for you to take a wary look before you forge ahead.

 

Over the past few years, many education companies have significantly grown revenue and profitability -- and some extraordinarily so. As a result, there is now a larger pool of privately held education companies that meet the size requirements of mid-market PE funds. Recent transactions such as TA Associates’ purchase of Vatterott, BC Partners’ purchase of ATI, and Princeton Review’s purchase of Penn Foster Education Group, are potentially the front end of a wave of companies that will change ownership over the next year or two.

 

And while public institutions and community colleges are facing severe financial strain, enrollment in for-profit colleges has more than tripled since 2000. The Obama administration wants America to have the world’s highest percentage of college graduates by 2020, a goal which can’t be met without continued growth of the for-profit sector.

 

But with the federal government’s new Secretary of Education in place, and bureaucrats arming themselves with transformational agendas, the future growth of for-profit education providers can potentially be affected with the stroke of a pen -- consider the recent removal of private commercial banks from the federal student loan business.

 

So while there is general strength across the for-profit education sector, it’s not enough to treat the education space like a year ago, or even six months ago (when we held our last education conference).  

 

Your ability to understand regulatory trends and anticipate future issues is absolutely crucial to your success, whether you are searching for your next deal or managing an education portfolio company.

 

This is why we are zeroing in on strategies to achieve 2009’s banner profit margins during 2010 and 2011 at The Capital Roundtable’s full-day encore MasterClass™ on private equity investing in education companies --

 

PE Investing in Education Companies --
How to Build on Your Success
While Regulators Are Changing the Rules

 

This all-new MasterClass on Tuesday, July 13, in New York, will focus on how post-secondary education companies can continue to perform in the face of change, and what lies ahead for K-12 providers.

 

We’ll cover the strategies that will help you prepare for the obstacles that lie ahead and how you can differentiate your portfolio companies from the competition.

 

Of course some things never change about education, such as the rewards of getting an early start -- as this all-new MasterClass demonstrates. Sign up now, and you will receive our special Early Bird Discount -- a generous savings of $400!

 

Learn Valuable Lessons on Achieving High Growth Rates.

 

This all-new MasterClass provides exclusive information on the latest education industry trends, such as the globalization of distance education that is driving opportunities in China and India, and the exponential growth of online delivery in both pure and hybrid modes. You don’t want to remain on the sidelines at an opportunistic time like today, and our content will give you the confidence to take giant steps for the longer term.

 

You’ll be in especially good hands with Scott Harper, managing director at Primus Capital Funds in Cleveland, serving as our chair. With Primus since 1994, Scott focuses on their for-profit education and business services activities. He was formerly an investment banking analyst with Goldman Sachs. Scott is currently a director of American Institutes Holdings, Ability Holdings Inc. (ATI), and Pegasus Tower Development Co. He earned a BA in international politics and economics from Middlebury College.

 

Revealing Insights From 20 Education Industry Specialists.

 

Along with Scott, our panel discussions will feature 20 leading PE experts in the education space, including GPs, portfolio company operating executives, investment bankers, lenders, consultants and more.  

 

They’ll be sharing their strategies for sourcing, executing, and exiting education deals, as well as adding value to their present education holdings.

 

Register now, and you’ll be ready to get the answers to important questions like these --

  • What curriculum areas are most in demand today with for-profit education?
  • What federal regulations are making the education space more challenging?
  • What is the outlook for government loans and grants that have fueled the growth of for-profit providers?
  • Are education providers predicting slowing, steady or expanding growth rates?
  • How are the barriers coming down for education providers entering the global arena?
  • How are lenders approaching education deals, and what factors influence their decisions?
  • Will the administration’s support for charter schools mean new opportunities?
  • Which areas are most promising for investors in K-12 education?
  • Why is the testing and assessment area receiving high interest?
  • And much, much more.

 

Boost Both Your Capabilities and Your Contacts.

 

Based on our previous education conferences, be aware this MasterClass will fill up quickly -- so this is the ideal time to register while space is available. You will not only guarantee your seat for our candid presentations, you’ll also be able to take advantage of exceptional networking opportunities. We’ve built in plenty of time over the day when you can connect with fellow attendees and featured speakers, including session breaks and an open lunch.

 

You should attend this MasterClass if you are a --

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

Remember, register with our Early Bird Discount by June 4, 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 30 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

The Capital Roundtable thanks Dow Lohnes, The Parthenon Group, and MHT Partners for sponsoring this outstanding event. It’s due in great part to their collaboration and support that we have the resources to make this program so worthwhile for you.

Dow Lohnes is a national full-service law firm and leader in providing comprehensive counsel to the postsecondary education industry. The Parthenon Group is a leading advisory firm focused on strategic consulting services for educational institutions and Global 1000 corporations. MHT Partners is a Dallas-based investment bank that has a focus on providing advisory services to middle-market education companies and their investors.

^ Back to Top ^

Faculty

Chaired By

  • Scott B. Harper, Managing Director, Primus Capital Funds

Hosted By

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

Speakers

  • Jay N. Bartlett, Partner, Parthenon Group LLC

  • John A. Bates, Partner, Arlington Capital Partners

  • Robert P. Bennett, Chief Executive Officer, Ground Swell Equity Partners LP

  • Kevin A. Bousquette, Managing Director, Greenhill Capital Partners LLC

  • Christina Erland-Culver, Founding Partner, C/H Global Strategies LLC
  • Marti J. Frucci, Managing Director, DeSilva & Phillips LLC
  • John C. Higgins, Partner, Huron Capital Partners LLC

  • Steven R. Isaac, Chief Executive Officer, EducationDynamics LLC
  • Katie Jones, Managing Director, BMO Capital Markets Corp.

  • Robert Lytle, Partner, Parthenon Group LLC
  • Harris N. Miller, President & CEO, Career College Association
  • Thomas W. Morgan, Managing Director, New Mountain Capital LLC
  • Daniel P. Neuwirth, General Partner, Quad Partners LLC
  • Edward J. O'Connell, Member, Dow Lohnes PLLC
  • Robert T. Puopolo, Partner, Epic Partners LLC
  • C. Cathleen Raffaeli, President & Managing Partner, Hamilton Companies
  • John M. Rogers, Principal, Gryphon Investors

  • James S. Rubin, Senior Partner, BC Partners Inc.

  • Jason R. Tagler, Principal--Private Equity, Camden Partners Holdings LLC
  • Shawn D. Terry, Managing Director, MHT Partners LP
  • Jay Vaughan, Member, Dow Lohnes PLLC

^ Back to Top ^

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

  

Tuesday, July 13, 2010
Registration, Networking, & Continental Breakfast
Welcoming Remarks & Audience Introductions
Introductory Keynote --"
The Evolving K12 Landscape -- How RTTT, Teacher Effectiveness, and Evolving Content & Technology Platforms Are Poised to Redefine the K12 Landscape"

Chairman’s Keynote -- Pros & Cons of Buying & Owning Education Companies
Coffee & Networking Break

First Panel -- “Why We Do It, What We’ve Learned -- Winning Strategies From Five Prominent Private Equity Investors”

Luncheon & Networking

Second Panel -- "Executing Education Deals -- How to Complete Due Diligence, Get Financing, & Manage Valuation & Structuring Issues”

Third Panel -- “Navigating Education’s Legal & Regulatory Hurdles -- How to Identify & Manage Regulatory Issues, & Deal with State & Federal Authorities"

Coffee & Networking Break

Fourth Panel -- “Exiting Education 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, June 4, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, June 25, 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 Tuesday, July 6 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 ^