MasterClassTM

Capital Roundtable

Marquee Sponsors

Association Partners

 

Data Partners

Partial List of
Past Attendees

ACA Compliance Group LLC

Amalgamated Capital

American Capital Ltd.

Audax Group

Auriga Capital Management LLC

Auriga Holdings LLC

Bank of Ireland

Black Diamond Capital Management LLC

Bloomberg LP

Blue Sky MLS Inc.

BNP Paribas

BNP Paribas Private Capital Group

Brean Capital LLC

Capitala Investment Advisors LLC

CapitalSouth Partners Funds LLC

Capitol Acquisition Corp. II

Carlyle GMS Finance Inc.

CarVal Investors LLC

Caspian Private Equity LLC

Citigroup Inc.

Consumer Growth Partners LLC

Cortland Capital Market Services LLC

Credit Suisse

Credit Suisse Securities (USA) LLC

D. Aaron Asset Management LLC

Dechert LLP

EisnerAmper LLP

Equalitas Capital

Equus Total Return Inc.

Ernst & Young LLP

Fidus Investment Corp.

Full Circle Capital Corp.

Gapstow Capital Partners

Gerson Lehrman Group Inc.

Gladstone Companies

Gladstone Investment Corp.

Grant Thornton LLP

Harris & Harris Group Inc.

Harvest Capital Credit Corp.

Haynes & Boone LLP

ICON Investments

Keefe Bruyette & Woods Inc.

King & Spalding LLP

Kiski Alpha Partners LLC

KPMG LLP

KSL Capital Partners LLC

Lincoln International LLC

McGladrey

McLarty Capital Partners

Medley Capital LLC

Mercer Capital

Milestone Partners

Monroe Capital LLC

Morgan Lewis & Bockius LLP

Murray Devine & Co. Inc.

MVC Capital Inc.

National Fund Advisors LLC

Nelson Mullins Riley & Scarborough LLP

New Mountain Capital LLC

NewSpring Capital

Old Hill Partners Inc.

Partners Group AG

Pepper Hamilton LLP

Perella Weinberg Partners LP

Robert W. Baird & Co. Inc.

Rothstein Kass & Co. PC

Saratoga Investment Corp.

Small Business Investor Alliance

State Street Corp.

State Street Global Svcs Alt. Investment Solutions

Stellus Capital Management LLC

Structural Capital

Sutherland Asbill & Brennan LLP

Technology Media Advisors LLC

THL Credit Inc.

VRC | Valuation Research Corporation

Wafra Capital Partners Inc.

Wells Fargo Securities LLC

Wood Creek Capital Management LLC

Wunderlich Securities Inc.

 

































 

 

 

Aerospace PE Investments --

How to Ensure Sustainable Growth

& Profitability

 

 

Private Equity Investing

In Aerospace Companies

                     

CHAIRED BY

Rowan G.P. Taylor
Founding Partner

Liberty Hall Capital Partners

 

FULL-DAY CONFERENCE

Tuesday, September 27, 2016

8:00 am – 5:00 pm

New York City

 

MARQUEE SPONSOR

McKinsey & Company

 

REGISTER NOW

 

INSIGHTS FROM 20 EXPERT SPEAKERS!


Razmig Arzoumanian, Lincoln International LLC

Michael Bruno, Aviation Week Network

Eric Chewning, McKinsey & Company

P. Carter Copeland, Barclays

Richard R. Crowell, Vance Street Capital LLC

Nick Fazioli, Jefferies LLC

Michael Greene, AE Industrial Partners LLC

Robert A.Kirkpatrick, Accurus Aerospace Corp.

Gary Lowe, Bromford Industries Ltd.

Randy Lynch, Bank of America Merrill Lynch

Sanjeev K. Mehra, Goldman Sachs & Co.

Brad M. Meslin, CSP Associates Inc.

Frank V. Nash, ATL Partners

Stephen R. Perry, Janes Capital Partners Inc..
Tawfiq Popatia, Onex

Raman Ram, McKinsey & Company
Michael J. Richter, Lazard Freres & Co. LLC
Noah C. Roy, Greenbriar Equity Group LLC
Gordie Vap, BlackArch Partners
Daniel Zamlong, Warburg Pincus LLC


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

 

Even amid turbulence like price pressures, structural change, and continuing technological transformation, middle-market private-equity investors are finding opportunities for profit in the sprawling aerospace sector.

 

While the growth rate for aircraft deliveries has dipped, the commercial aerospace sector is anchored by a decade-long backlog of orders for new jetliners and supported by a positive long-term outlook for global air travel.

  • As fuel-efficient, technologically sophisticated new airliners roll off the production lines, older models are being refitted with a new generation of more cost-effective jet engines.
  • The companies that handle maintenance, repair, and overhaul are adopting cutting-edge technology.
  • And all are looking to shorten their supply chains and reduce their costs.

Meanwhile, companies in defense aerospace, which has been curbed by budget constraints, anticipate that spending will increase as nations ramp up the fight against global terrorism.

 

 You'll discover the best ways to navigate the many segments and niches of the aerospace sector when you attend our annual conference on “Private Equity Investing in Aerospace Companies,” being held in New York City on Tuesday, September 27.

 

Here Are Three Key Reasons Why You Should Join Us

 

  1. Hear which areas of commercial and defense aerospace are likely to offer the most promise through 2017 and 5-10 years from now.
  2. Learn how new technology is impacting the maintenance, repair and overhaul segment and what other outside forces are effecting what is being bought this year.
  3. Learn about the types of deals strategic buyers are looking at, and why. And when is it likely for PE to win a deal.

 

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

 

Register now to learn from industry CEOs, aerospace consultants, private equity investors, and transaction professionals who are active in aerospace.

 

Chairing the conference will be Rowan G.P. Taylor, founding partner of Liberty Hall Capital Partners, which focuses exclusively on investments in businesses that serve the global aerospace and defense sector.

 

Rowan has more than 26 years of private-equity experience. Before starting Liberty Hall in 2011, he was a partner at Oak Hill Capital Management, where he was head of the basic industries group, which focused on industrial and transportation businesses.

 

Prior to joining Oak Hill, in 1999, Rowan was a principal at The Clipper Group and its successor, Monitor Clipper Partners, PE firms associated with CS First Boston. He began his career in 1989 as a financial analyst in the merchant banking group of CS First Boston.

 

A summa cum laude graduate of Washington and Lee University, Rowan serves on the boards of Accurus Aerospace Corp., AIM Aerospace Corp., Bromford Industries Ltd., Primus International, Firth Rixson, Southern Air, and Avolon, among others. He is a member of the Board of Trustees of Washington and Lee University.

 

Register Now to Hear from 20 Aerospace Company Experts

 

This conference examines the must-know trends and all-important best practices that can help private-equity investors identify targets, steer clear of pitfalls, and make informed decisions about aerospace opportunities. 

 

At this conference from The Capital Roundtable, you’ll hear from middle-market private-equity firms about how they’re responding to changes in the aerospace sector --

 

  • How the space is consolidating amid bottom-line pressure driven by major manufacturers.
  • How companies at all levels are looking to deal with fewer but more capable suppliers.
  • How smaller companies face the “buy or be bought” dilemma.

 By attending, you’ll hear Rowan and our knowledgeable speakers answer questions such as --

 

  • What are the metrics and valuation guidelines that can help you judge an aerospace opportunity? How do they differ in commercial aerospace versus defense aerospace?
  • How are M&A deals being done in the middle market aerospace industry? What’s private equity’s share of the pie? How does that differ from past years?
  • What are the most important things a firm has to get right to maximize exit valuation for an investment in the aerospace sector?
  • What’s the outlook for lending to support middle-market PE deals in the sector?
  • What are typical deal multiples, and how have they changed?
  • How are changes in the economy likely to affect investments in aerospace companies?
  • What are the best practices for overseeing commercial and defense aerospace portfolio companies? How do you operationally improve your aerospace business?
  • How will changes in fuel prices, especially increases, affect the aerospace industry?
  • How will the economic slowdown in China, the world’s No. 2 economy, affect the aerospace sector?

 

Three More Reasons Why You Should Join Us


  1. Understand how years-long planning and production processes complicate business in the sector.
  2. Identify secondary and tertiary trends that can generate investment opportunities.
  3. Discover how PE firms are building platforms to gain scale in the growth pockets they find.


Recent Middle-Market

Aerospace Deals

  • J.F. Lehman & Co.’s acquisition of API Technologies Corp., a provider of high-performance RF, microwave, electromagnetic and power solutions whose customers include defense and commercial aerospace companies.
  • Liberty Hall Capital Partners’ acquisitions of AIM Aerospace Corp., an independent supplier of composite ducting, substructural and interiors parts in commercial aviation, and Bromford Industries, a U.K.-based supplier of highly engineered components and assemblies for aircraft engines and landing gear. Liberty Hall aims to use each business as the foundation for a platform company.
  • Albany International Corp.’s acquisition of Harris Corp.’s aerostructures business, which makes and assembles advanced composite structures used in commercial and military aircraft. Albany International is an advanced textiles and materials business whose engineered-composites unit supplies parts to the aerospace industry.
  • AE Industrial Partners’ announcement of $680 million fund dedicated to investments in aerospace and related industry segments, including highly technical manufacturing; distribution and supply-chain management; and maintenance, repair and overhaul. AE Industrial earlier acquired The Aircraft Group, a providing of consulting services for the purchase, sale or leasing of commercial aircraft as well as fleet asset management.
  •  World Fuel Services Corp.’s acquisition of ExxonMobil fueling operations at 83 international airport locations in Canada, Europe, Australia and New Zealand.

Register Now to Form Valuable Contacts
With Colleagues & Professionals

 

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 Tuesday, 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 30 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 Kellie Green or Claire Notton at 212-832-7300 or by email at kgreen@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 experts
  • Industry outlooks from noted sector experts
  • War stories and lessons learned from experienced hands

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Faculty

Chaired By

  • Rowan G.P. Taylor, Founding Partner, Liberty Hall Capital Partners

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Razmig Arzoumanian, Managing Director, Lincoln International LLC
  • Michael Bruno, Sr. Business Ed.--Aviation Week & Space Technology, Aviation Week Network
  • Eric Chewning, Partner--A&D Practice, McKinsey & Company
  • P. Carter Copeland, Director & Analyst--Global Aerospace & Defense, Barclays
  • Richard R. Crowell, Managing Partner, Vance Street Capital LLC
  • Nick Fazioli, S.V.P.--Investment Banking, Jefferies LLC
  • Michael Greene, Managing Partner, AE Industrial Partners LLC
  • Robert A. Kirkpatrick, President & COO, Accurus Aerospace Corp.
  • Gary Lowe, Chief Executive Officer, Bromford Industries Ltd.
  • Randy Lynch, Managing Director, Bank of America Merrill Lynch
  • Sanjeev K. Mehra, Advisory Director, Goldman Sachs & Co.
  • Brad M. Meslin, Ph.D., Founder & Senior Managing Director, CSP Associates Inc.
  • Frank V. Nash, Chief Executive Officer, ATL Partners
  • Stephen R. Perry, Managing Director & CEO, Janes Capital Partners Inc.
  • Tawfiq Popatia, Managing Director, Onex
  • Raman Ram, Associate Partner, McKinsey & Company
  • Michael J. Richter, Managing Dir. & Head--Aerospace & Defense I-Banking, Lazard Freres & Co. LLC
  • Noah C. Roy, Managing Partner, Greenbriar Equity Group LLC
  • Gordie Vap, Managing Director, BlackArch Partners
  • Daniel Zamlong, Managing Dir.--Industrial & Business Services, Warburg Pincus LLC

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Schedule

 

 


07:30-08:30

Networking & Registration & Breakfast

08:30-09:00

Welcoming Remarks & Audience Self-Introductions

09:00-09:30

Conference Chairman’s Introduction

  • Rowan Taylor, Liberty Hall Capital Partners

09:30-10:15

Morning Conversation --

Maintaining a Long-Haul Perspective Amid Short-Term Uncertainties -- How Savvy Investors Are Planning Ahead

 

 

10:15-11:00

Networking & Coffee

11:00-12:00

First Panel --

Can the Aerospace Industry Sustain Production Rates & at the Same Time Keep its Costs Low

 

 

12:00-12:30

Morning Keynote – TBA

12:30-01:30

Networking & Luncheon  

01:30-02:30

Second Panel --

Revving Up Your Portfolio Companies’ Performance -- Improving Operations While Generating Growth

 

02:30-02:45

Networking & Dessert

02:45-03:30

Afternoon Conversation --

Maintenance, Repair & Overhaul -- How to Keep Current With the Changing Aftermarket

 

03:30-04:30

Third Panel --

Targeting Pockets of Growth -- Where is the Next Frontier?

 

 

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 29. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, August 19, 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: New York Capital Roundtable Inc., 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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