MasterClassTM

Capital Roundtable

Showcase Sponsors

Association Partners

Data Partners

 

Partial List of
Past Attendees

Able Strangers
Advantage Capital
Akeida Capital
Alignment Holdings
A Ridge Capital
Altus Capital Partners
Amerra Capital
Anagenesis Capital
Arbiter Partners
Arrowpoint Partners
Balance Point Capital
Boathouse Capital
Brock Capital Group
Brookside Mezzanine
Capital Southwest
CapitalSpring
Cockrell Interests
CohnReznick
Cortland Capital Market Services
Credit Suisse Asset
Enterprise Center
FBR & Co.
Fidus Investment
Founders Equity
Fulham & Co.
Gerson Lehrman
Gores Holdings
Gotham Orient
Grand Crossing
Heritage Group
International Finance
JumpStart
Kian Capital Partners
Kidd & Co.
Locke Lord
Magna Management
McGuireWoods
Medley Management
Meridian Investments
Merit Advisors
Monroe Capital
MVP Capital Partners
NewSpring Capital
Next Point
OFS Capital
Patriot Capital
PEF Services
Pepper Hamilton
Pine Street Capital
Plexus Capital
RCP Advisors
RF Investment
RSM US
SJF Ventures
Small Business Investor Alliance
Spring Capital
Staebler Associates
Star Mountain Capital
Stonebridge Partners
Sullivan & Cromwell
TD Bank NA
THL Credit Advisors
Triangle Capital
U&S Services
U. S. Small Business Administration
USA Funds
Valesco Industries
VRC | Valuation Research Corporation
Wedgewood Investment Group
Westminster Capital

 

































 

 

As the Aerospace Industry Consolidates,
PE Investors Are Seizing
New Opportunities

 

 

Private Equity Investing
In Aerospace Companies

                     

CHAIRED BY

Dan Zamlong

Managing Director

Warburg Pincus

 

FULL-DAY CONFERENCE

Wednesday, September 27, 2017

8:00 am – 5:00 pm

New York City

 

REGISTER NOW

 

SHOWCASE SPONSORS

CohnReznick
Korn Ferry

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Azad Badakhsh, Moelis & Co.

Cliff Bayer, RBC Capital Markets LLC

Jonathan Berger, Alton Aviation Consultancy

Michael Bruno, Aviation Week Network

Caleb H. Clark, Palladium Equity Partners LLC

Nick Fazioli, Jefferies LLC

Stephen Henry, Lazard Freres & Co. LLC

Kenneth Herbert, Canaccord Genuity Inc.

Tommy Hughes, VAS Aero Services LLC

Phillip H. Ingle, Morgan Stanley & Co. LLC

Joyce C. Johnson-Miller, Quadrum Global

Scott Lutzke, Centerfield Capital Partners LP

Matthew Mejia, Renaissance Strategic Advisors LLC

Brad M. Meslin, CSP Associates Inc.

Louis N. Mintz, J. F. Lehman & Co. Inc.

Jonathan E. Nemo, AE Industrial Partners LLC

Ryan O'Toole, Houlihan Lokey

Christopher B. Rogers, Harris Williams & Co.

Noah C. Roy, Greenbriar Equity Group LLC

Rowan G. Taylor, Liberty Hall Capital Partners LP

Paul Teske, ATL Partners

Brian Zaumeyer, Odyssey Investment Partners LLC



Faculty | Schedule | Registration | Location | Sponsorship | Audio Package |

It has gotten harder for private equity investors to find good deals in the aerospace sector thanks to slowing growth in commercial aerospace build rates, years of consolidation, and pressure on the supply chain from the large OEMs.

 

But despite these challenges, the long-term growth outlook looks sunny. Investors are finding they just need to get a bit more creative in identifying the opportunities.

 

One beacon of change is how new technologies are shaking things up.  For example, General Electric is making significant investments in next generation manufacturing techniques in its aircraft engine business, e.g., additive manufacturing. New materials and parts -- such as composites and IoT-enabled sensors -- promise to create new cost efficiencies.

 

Additional growth is expected to be driven by the Trump administration. The president has promised that the country will bolster its missile defenses, cyber capabilities, and manufacturing of military and unmanned aircraft.

 

And increasingly, aerospace companies are finding opportunities outside their usual markets, especially with spending on the rise in Asia Pacific and the Middle East.

 

Register Now to gain valuable insight as our panelists assess the outlook for investing in the aerospace sector when you attend The Capital Roundtable’s all-day conference on “Private Equity Investment in Aerospace Companies” on Wednesday, September 27, in New York City.

 

Click here to register to hear our 21 speakers address such key points as --  

  • The aerospace sector has already seen a lot of consolidation. What are some alternative investment strategies in the space?
  • What are the biggest implications for pe investors in the commercial aviation aftermarket space?
  • What are the new priorities in military and defense aerospace spending?
  • How may China’s growing aerospace sector affect incumbent commercial aircraft companies and military suppliers?
  • Space travel is becoming increasingly privatized. How far off are these ventures, and, what implications are there for the broader, commercial market?
  • What are some key industry trends affecting PE investment in the aerospace sector as build rates for aircraft become less predictable?
  • Where are the remaining pockets of value in aerospace?
  • How has the outlook for defense aerospace companies changed with the new U.S. administration in place?
  • What new aircraft technologies and materials should PE investors look for and how might these new technologies impact the supply chain?
  • How is additive manufacturing changing the supply chain?
  • How is the changing geopolitical landscape affecting aerospace companies and investments?   

Click here to receive our best rate -- a savings of $400 on our regular conference rates!

 

Here Are Three Reasons Why You Should Join Us

 

  1. Hear why private equity investors should be investing in next generation manufacturing technologies.
  2. Learn about the latest aerospace parts, technologies, and materials -- and what impact they’re having on aerospace portfolio companies.
  3. Find out how new government regulations and legislation are affecting the PE investment landscape in aerospace.

 

Register Now to Join Daniel Zamlong,

And More Than 20 Industry Experts

 

We are excited to welcome Dan Zamlong, managing director at Warburg Pincus, as our chairman for this conference.  Dan joined Warburg Pincus in New York in 2002. He is a member of the firm’s Industrial and Business services team and leads the firm's investments in the aerospace sector. He was previously with the mergers and acquisitions group at Donaldson, Lufkin, & Jenrette; and, before that, with the technology mergers and acquisitions group at Credit Suisse.

 

Dan is a director of Consolidated Precision Products, Extant Components Group and Wencor Group and was previously involved with the firm’s investment in TransDigm Group. He earned a degree in economics from the Wharton School at the University of Pennsylvania.

 

Register Now to Bolster Your Awareness of Opportunities

At a Key Moment for the Space Industry

 

Three More Reasons Why You Should Join Us  

  • Where are we in the cycle of commercial aircraft production rates -- and how should investors be planning ahead? How will China’s entrance affect U.S. PE investing?
  • Discover some alternative growth areas -- outside of roll up opportunities. 
  • Identify how the latest trends in defense spending are affecting defense aerospace investing.

Recent Middle-Market Aerospace Deals

  • Vance Street Capital’s investment in Motion Dynamics Corp., a Fruitport, Michigan, provider of precision wire-based components for aerospace, medical devices, and industrial markets.
  • AE Industrial Partners’ investment in AC&A, a Lake Forest, California-based producer of composite and metallic parts, and tooling to the space and defense, aerospace markets.
  • Liberty Hall Capital Partners’ investment in ZTM Inc, a tier 2 supplier of large, complex parts and assemblies for the aerospace industry.
  • Greenbriar Equity Group’s investment in Whitcraft Group, an Eastford, Connecticut, manufacturer of precision aerospace components.
  • H.I.G. Capital’s sale of Amerijet Holdings, a full-service transportation and logistics provider, to ZA Fund, a private equity firm focused on the middle market.
  • J.F. Lehman’s investment in API Technologies, a Marlborough, Massachussets-headquartered provider of radio frequency, microwave, millimeterwave, power, and security solutions for aviation, communications, and defense markets.
  • Barcelona-based alternative investment fund manager Meridia Capital’s sale of Luminator Technology Group, a Bothell, Washington manufacturer of integrated video surveillance, fleet, and information management systems, to Audax Private Equity.

This Capital Roundtable conference is the ideal place to expand your network and open up pathways to future deals. The day’s agenda includes ample time to let you --

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable new connections
  • Share both ideas and business cards
  • Meet potential investment partners and clients

Keep in mind this conference is certain to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Sarah Burd today to confirm your attendance at 212-832-7300 ext. 0 or sburd@capitalroundtable.com.



 

 Who Should Attend

 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, BDC, and Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants, & Other Advisors Who Support Them.

 

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We look forward to having you join us on Wednesday, September 27.

 

Conference Organizers

 

This conference 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 conferences and other events and programs, please visit www.capitalroundtable.com.

 

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 Speaking & Business Development Opportunities

 

We offer excellent speaking, marketing, and business development opportunities to reach the middle‑market private equity community. For more details, please contact Sarah Burd or Claire Notton at 212-832-7300 or by email at sburd@capitalroundtable.com or cnotton@capitalroundtable.com.

 

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Have a Question?

 

Please contact Sarah Burd at sburd@capitalroundtable.com or 212-832-7300 ext. 0.

 

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Who We Are

 

This Capital Roundtable conference in midtown, New York City, is all-business, all-targeted, all-designed to be a completely focused day of practical information and revealing insights about aerospace companies. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from aerospace company investors
  • Industry outlooks from noted sector experts
  • War stories and lessons learned from experienced hands

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Faculty

Chaired By

  • Dan Zamlong, Managing Director, Warburg Pincus

 

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Azad Badakhsh, Managing Director, Moelis & Co.
  • Cliff Bayer, Managing Director & Head of Aerospace & Defense, RBC Capital Markets LLC
  • Jonathan Berger, Managing Director, Alton Aviation Consultancy
  • Michael Bruno, Sr. Business Ed.--Aviation Week & Space Technology, Aviation Week Network
  • Caleb H. Clark, Principal, Palladium Equity Partners LLC
  • Nick Fazioli, Managing Dir.--Aerospace & Aviation, Jefferies LLC
  • Stephen Henry, Managing Director, Lazard Freres & Co. LLC
  • Kenneth Herbert, Managing Director, Canaccord Genuity Inc.
  • Tommy Hughes, Chief Executive Officer, VAS Aero Services LLC
  • Phillip H. Ingle, Managing Director, Morgan Stanley & Co. LLC
  • Joyce C. Johnson-Miller, Executive Vice President, Quadrum Global
  • Scott Lutke, Founding Partner, Centerfield Capital Partners LP
  • Matthew Mejia, Managing Partner, Renaissance Strategic Advisors LLC
  • Brad M. Meslin, Senior Managing Director, CSP Associates Inc.
  • Louis N. Mintz, Partner, J. F. Lehman & Co. Inc.
  • Jonathan E. Nemo, Partner, AE Industrial Partners LLC
  • Ryan O'Toole, Managing Director, Houlihan Lokey
  • Chis Rogers, Managing Director, Harris Williams & Co.
  • Noah C. Roy, Managing Partner, Greenbriar Equity Group LLC
  • Rowan G. Taylor, Partner, Liberty Hall Capital Partners LP
  • Paul Teske, Managing Director, ATL Partners
  • Brian Zaumeyer, Managing Principal, Odyssey Investment Partners LLC

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Schedule

 

07:30-08:30

Networking & Registration & Breakfast

08:30 -09:30

Welcoming Remarks & Audience Self-Introductions

09:00 -09:30

Conference Chairman’s Introduction --

  • Daniel Zamlong, Warburg Pincus LLC

09:30 -10:15

Morning Conversation --

Reshaping the Middle Market Aerospace Landscape --  

OEM Influences, Technology, & Other Disrupters

10:15 -11:00

Networking & Coffee

11:00 -12:00

First Panel --

The Rising Tide in the Aircraft Supply Chain --

As Production Rates Flatten, Will PE Firms Falter?


12:00 -12:30

Morning Keynote

  • Michael Bruno, Aviation Week Network


12:30 -01:30

Networking & Luncheon  

01:30 -02:30

Second Panel --

Aftermarket Maintenance, Repair, & Operations --

Are the Rules Changing?


02:30 -02:45

Networking & Dessert


02:45 -03:30

Afternoon Conversation--

Trends in Aerospace & Defense PE Deal making --

Due Diligence for Making Acquisitions & for Preparing Assets for Sale


03:30 -04:30

Third Panel --

New Military Threats vs. Budget Constraints --

How PE Investors Weigh Risks & Priorities

04:30

Networking & Adjournment

  

 

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Registration

Space at this conference is limited, so register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Sarah Burd today to confirm your attendance at 212-832-7300 ext. 0 or sburd@capitalroundtable.com.

 

Please note that The Capital Roundtable limits the number of registrants from a single firm to three.

 

  • Best Rate -- Early Registration -- Save $400 off the standard fee of $1495 when you register by Friday, July 28. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, August 18, and the fee for the conference is $1295.

 

  • Conference Rate -- $1,495 increasing to $1,595 day of conference, space permitting.

 

  • Group Rate -- $995 each, when you register two or more people to attend from the same company.

 

Register Now

 

You can pay by credit card (using the links above) or by check. Mail your check and business card to: The Capital Roundtable, 747 Third Avenue, Suite 200, New York, NY 10017.

Have a special question? Please contact Sarah Burd at sburd@capitalroundtable.com or 212-832-7300 ext 0.

 

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.

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Location

  • Midtown, NYC

    Details provided upon registration

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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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Sponsorships

We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 ext.117, or by email at cnotton@capitalroundtable.com.

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