Sponsor

REAL ESTATE ISSUES

IN MIDDLE-MARKET P.E. DEALS --
DEAL-MAKERS & DEAL-BREAKERS


A Special 90-Minute Webcast
For Active Investors

Tuesday, March 25, 2008

12:00 noon--01:30 pm 

Eastern North America Time

9:00 am--10:30 am 

Pacific North America Time

 

Click Here to Register >>     Forward to a Colleague >>



 Purchase Audio Package >>

Designed to Meet the Needs of Managers of GPs & LPs of Buyout, Venture Capital,
& Hedge Funds, Lenders & Mezz Providers, & the Bankers,
Lawyers,
and Other Advisors Who Support Them

 

Middle-market private equity dealmakers are saying that real estate issues seem to be consuming more and more of their time and attention these days.

Of course, real estate issues have been obvious in highly visible deals involving giant multi-store retailers like Toys R Us and Sears and K-Mart.  But even aside from retailing, and even in smaller middle-market situations, real estate properties and leases can prove to be exciting assets – or horrendous liabilities. 

Take for example third-party consents -- in most deals these are routine, but imagine what can happen when buyers confront landlords whose contracts have change of control clauses. 

So to shed light on this often intricate niche of private equity affairs, we invite you to join The Capital Roundtable in a concise 90-minute-long MasterCast (webcast) designed specifically to track the complexities of the real estate component of mergers and acquisitions, with special emphasis on the needs of private equity investors. 

Starting at 12:00 noon (Eastern time) on Tuesday March 25, you’ll hear an overview presentation from Joan McCabe, the prominent managing partner of Brynwood Partners, a Greenwich-based private equity firm.  After that, Ms. McCabe is leading two extemporaneous panel discussions, featuring six other experts including a private equity general partner and lawyers as well as a lender, a real estate advisor, and a sale-leaseback specialist.  The first discussion focuses on pre-deal due diligence and deal structuring options, the second on post-closing issues and opportunities. 

Participating in this program is simple.  Both the audio and video of this MasterCast will be transmitted through your computer, so you can access a PowerPoint presentation while you’re listening.  You can see and print out handouts including slides of Ms. McCabe’s presentation.  By email, you’ll also be able to submit questions to the speakers.

Ms. McCabe draws on ten years experience at Brynwood, and 15 years experience in major Wall Street investment banking firms.  She holds degrees from Yale University and Harvard Business School.

Attend this unique 90-minute MasterCast,  and you will --

  • Understand the role and importance of sale/leaseback structures

  • Determine whether to buy a company with real estate assets or no assets – do you prefer free cash flow, or assets you can monetize down the road?

  • Learn how to manage a situation where the sellers want to keep the company’s real estate assets

  • See how to negotiate a third-party consent with a landlord

  • Appreciate the gray lines between strategic business decisions and financial real estate decisions, e.g., the role of site selection in growing a restaurant company

  • Understand how leasing or buying decisions can impinge on operating costs

You absolutely should not miss this MasterCast if you are a --

  • Middle-market private equity GP or LP considering potential portfolio companies whose businesses depend on  real estate assets

  • Private equity sponsor with portfolio companies that hold real estate assets

  • Experienced investor in real estate and seeking broader knowledge

  • Hedge fund manager or venture capitalist who is considering investments that have real estate aspects

  • Lender considering transactions involving real estate

  • Attorney who advises on M&A or private equity deals that sometimes have real estate components

  • Investment banker who actively pursues deals with real estate components

  • Executive search professional recruiting for the private equity industry

The sponsor of this MasterCast is The March Group, a leading mergers-and-acquisitions firm, specializing in the sale of mid-size businesses. Founded in 1986, The March Group employs more than 100 professionals and is headquartered near Dallas, with offices throughout the world.

Founded in 1984, Ms. McCabe’s Brynwood Partners is a private equity firm which makes control investments in smaller middle-market companies targeting consumer products,  light industrial manufacturing, niche retailing, and business services. Earlier this month, Brynwood closed a $27 million dividend recap for a portfolio company that services security enclosures for security gates for retailers.  It’s also raising up to $400 million for its sixth fund.

This program is being produced by The Capital Roundtable™, the country's only informational conference organization focused exclusively on the needs of the middle-market private-equity community.

For more information, please feel free to speak with Alison Burke at 212/832-7333 ext. 104 or aburke@capitalroundtable.com.

Interested in sponsorship? The Capital Roundtable offers excellent sponsorship opportunities to reach the middle-market private-equity community. For more details, contact Arlene West at 212/832-0800 or by email at awest@capitalroundtable.com

 

PARTICIPANTS

 

Moderated By:

  • Joan Y. McCabe, Managing Partner, Brynwood Partners

Introduced By:

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

Speakers

  • Jean Marie Apruzzese, Managing Director and Controller, DRA Advisors LLC
  • Joseph J. Attar, Senior Managing Director, Regions Business Capital
  • Keith Buchanan, Partner, Barton Creek Capital LLC
  • Kathleen M. Furey, Partner, Edwards Angell Palmer & Dodge LLP
  • Martin Luskin, Partner, Blank Rome LLP
  • Marisa Manley, President, Commercial Tenant Real Estate Representation Ltd

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AGENDA

Eastern Time
12:00
12:05 - 12:30

12:30 - 01:00



01:00 - 1:30


01:30

  

Tuesday, March 25, 2008
Welcoming Remarks

Moderator’s Overview and Q&A

First Panel -- “Before the Deal -- Real Estate-Related Due Diligence, Valuation, & Deal Structuring Alternatives” -- Three  Leading Experts Talk About Their Work(This panel features a real estate consultant, an attorney, and a sales/leaseback specialist.)

Second Panel -- “After the Deal -- Post-Closing Real Estate-Related Integration Issues & Opportunities” (This panel features a private equity general partner, a lender, and an attorney.)
Adjournment

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REGISTRATION & ACCESSING THE MASTERCAST™

  • Early Bird Registration Fee! Register by Wednesday, March 19, and the fee for the MasterCast™is $250.
  • After that, the regular registration fee is $295 for the MasterCast™
  • Both the audio and video of this MasterCast™ will be transmitted through your computer, so you can access a PowerPoint presentation while you are listening.
  • Specific instructions and a computer link will be e-mailed to you at least one day prior to the event.
  • An immediate-access customer service phone number also will be provided with the instructions.

AUDIO PACKAGE

  • Can't participate live but want to hear the program? You can buy the audio package along with the handouts for $295. Purchase the audio package online now.
  • Want to listen live and purchase the audio package at a great price? Register for both for only $395!

 

Click Here to Register >>     Purchase Audio Package >>

 



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 Alison Burke at 212/832-7333 ext. 104 or by email at aburke@capitalroundtable.com.

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