MasterClassTM

Capital Roundtable

 

Sponsor

 

 

Association Partners

Research Partners

mergermarket

Media Partners

 

Quantum Media

The Deal

Partial List of
Past Attendees

Able Strangers LLC

ABRY Partners LLC

AEP Capital LLC

Allegiance Capital

Asset International

Berkery Noyes & Co.

BMC Group Inc.

BMO Capital Markets

Capital One Bank USA

Catalyst Investors LP

CIT Communications Media & Entertainment

DeSilva & Phillips LLC

Gerson Lehrman Group Inc.

Goldman Sachs Investment Partners

Gridley & Co. LLC

Gruppo Levey & Co.

Imperial Capital Group

Investcorp

International Inc.

KPMG LLP

Leeds Equity Partners

Market News International Inc.

New Mountain Capital

Newspaper National Network LP

ORC International

Parthenon Group LLC

Penfund

Portico Capital Securities LLC

PQ Media LLC

PrinceRidge Group LLC

Proskauer Rose LLP

RBC Capital Markets Corp.

REIS Inc.

Rentrak Corp.

Shore Communications

Veronis Suhler Stevenson LLC

Wall Street Transcript Corp.

Webster Bank NA

WeiserMazars LLP

Wicks Group of Companies LLC

Workstream Inc.

 

 

Clear the date November 1 on your calendar!

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

ENCORE Conference

For Middle-Market Private Equity

& Mezzanine Investors & Lenders

 

Despite the hurricane, Capital Roundtable is open for business!  Unfortunately, we cannot receive incoming calls.  Email is the best way to reach us and we can call you back if necessary.  You can find our email addresses here.  We hope you’re safe, and we look forward to hearing from you.

 

Private Equity Investing

In Business Information Services Companies

Big Opportunities In Big Data

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Michael B. Kessler, Partner
Veronis Suhler Stevenson LLC

Featuring 20 Expert Speakers Including --

  • Jay N. Bartlett Parthenon Group LLC

  • Scott E. Chappell BIA Digital Partners

  • Karl Cheng Parthenon Group LLC

  • Kevin C. Coleman Coleman Research Group Inc.

  • Christopher A. Feiss Oppenheimer & Co. Inc.

  • Scott J. Feldman Susquehanna Growth Equity LLC

  • James H. Gellert Rapid Ratings International Inc.

  • Scott J. Gilbertson The Riverside Company

  • Lee R. Greenhouse Greenhouse Associates Inc.

  • Linda B. Gridley Gridley & Co. LLC

  • Eric Grosgogeat, FocusVision Worldwide Inc.
  • Michael J. Iannelli Lincoln International LLC

  • Katie Jones BMO Harris Bank

  • Mark A. Leavitt Piper Jaffray & Co.

  • Lloyd Lynford REIS Inc.

  • Thor T. Mann ghSMART & Co. Inc.

  • Scott C. Marden Compass Investment Partners Fund LP

  • Timothy Monnin, Jefferies & Co. Inc.
  • Thomas P. O'Connor Berkery Noyes & Co. LLC

  • Frank L. Schiff MidOcean Partners LLP

  • Steven E. Siesser Lowenstein Sandler PC

 


 

Click Here to Register >>   Purchase Audio Package >>

 

 

 

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, November 1, 2012

8:00 am – 5:00 pm
New York City 

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

& Other Advisors Who Support Them

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

It’s not just a catchphrase. Big Data – the tapping of today’s deluge of corporate, academic and publicly available Internet intelligence – is generating an explosion of new business insights. And the Business Information Services sector reflects this excitement --

  • This $83 billion market is estimated to expand almost 6% yearly over the next five years.
  • Valuations on revenue multiples and EBITDA have historically exceeded the S&P 500.
  • Stable and recession-resistant, this sector has had a spending decline in only one of the last 25 years.
  • Strong barriers to entry, because once customers integrate a company’s data into their workflow, they are customers for life.

 

It’s no wonder PE investors are increasingly focused on middle-market providers of business and professional data.  The place to really understand all of the nuances  in this growing sector is Capital Roundtable’s ENCORE conference on “Private Equity Investing in Business Information Services Companies,” being held in New York City on Thursday, November 1.

 

Here are 6 important reasons you should attend this conference --

 

  • Learn which market segments offer investors the best opportunities for 2013.
  • Discover how the growth of the mobile Internet is fueling the need for information on the go in both professional and personal categories.
  • Gain insight on how you can capitalize on the fragmented nature of this space.
  • Hear from lenders on their interest in participating in business information services deals.
  • Learn how the rise of cloud computing will accelerate growth in the business information services sector.
  • Listen to experts discuss strategies for successful exits in the business information services sector.

 

Returning as chair of this ENCORE conference on Thursday, November 1, in New York, is Michael B. Kessler, partner of Veronis Suhler Stevenson in New York City.  

 

VSS is a leading private investment firm that invests in the information, education, media, marketing, and business services industries in North America and Europe.

 

Michael specializes in the business information services sector, which includes companies engaged in data collection, creation and processing, and the use of technology to enhance and deliver content.  He has a particular focus on companies engaged in marketing, human resources, and credit and risk management.  

 

He played an active role in the firm’s investments in SureSource, SHL (formerly PreVisor), Tranzact, TMP Worldwide, Market Strategies International and CoreData, including serving on the board of directors of those companies.

 

Before joining VSS in 2003, he had over 17 years of investment banking experience, including positions with CIBC World Markets, Oppenheimer & Co., and Merrill Lynch. Michael holds an MBA in finance from the Wharton School, and a BA in economics from the University of Pennsylvania. 

 

20 Business Information Services Experts Offer Data… And Interpretation

 

Our Roundtable features four panel discussions  sharing the insight of 20 of the top private equity experts in the business information services sector. When you attend our November 1st Roundtable you will listen and learn  from GPs, portfolio company operating executives, investment bankers, lenders, consultants, and more -- offering real-world perspectives, lessons learned, and industry outlooks, plus insights on managing current portfolio companies.

 

Most importantly, these data masters will share the insights, tactics and strategies that they have used to make the most of current market opportunities in the Business Information Services sector! Our Roundtable will provide you a behind-the-scenes perspective on important and strategic deals recently completed in this sector… namely --

 

  • Halyard Capital’s purchase of Tranzact Information Services (now Datamyx), a provider of integrated information, technology, and analytics solutions.
  • Veronis Suhler Stevenson’s sale of Avatar International, a provider of quality improvement solutions for the healthcare industry, to The Riverside Group.
  • Trinity Hunt Partners’ investment in Houston-based Equivalent DATA Inc., providing electronic discovery services to top law firms and corporate legal departments.
  • New Mountain Capital’s acquisitions of SymphonyIRI Group, a developer of marketing measurement, software and services, and SNL Financial, the leading provider of business and market data for the financial institutions, energy, real state, and media sectors.

 

Capital Roundtable’s conference content is real time relevant and meaningful in a sector that is growing at hyper-speed -- 

  • How businesses in this sector create unique integration opportunities with their customers
  • With the rise in the mission-critical nature of risk profiling, credit and underwriting decisioning & customer retention, how companies are dealing with the challenge of assembling, analyzing & optimizing  customer profile data.
  • Which sub-sectors within business information services are ripe for consolidation.
  • Data & analysis that will provide you an understanding of the global opportunities available in this sector to scale revenues & profits.
  • How to add value to your existing business information services portfolio companies.

Our Networking Opportunities Are As Exceptional As Our Content

 

We’ve built ample time into the agenda of this full-day conference so you can -- 

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable connections
  • Share both ideas and business cards
  • If you’re a lender, hedgefund manager or investment banker -- Identify potential partners
  • If you’re an attorney or advisor -- Meet new potential clients
  • If you work as an executive search professional -- Meet potential prospects

 

Sign up for this encore conference before September 7, 2012, and you’ll receive $400 off our regular price.

 

And 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 Mara Kane today to confirm your attendance at 212-832-7300 ext. 0 or af@capitalroundtable.com

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Faculty

Chaired By

  • Michael B. Kessler, Partner, Veronis Suhler Stevenson LLC

Hosted By

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

Speakers

  • James N. Bartlett, Partner, Parthenon Group LLC
  • Scott E. Chappell, Principal, BIA Digital Partners LP
  • Karl Cheng, Partner, Parthenon Group LLC
  • Kevin Coleman, Chief Executive Officer, Coleman Research Group
  • Christopher A. Feiss, Managing Director, Oppenheimer & Co. Inc.
  • Scott J. Feldman, Director, Susquehanna Growth Equity LLC
  • James H. Gellert, Chairman & CEO, Rapid Ratings International Inc.
  • Lee R. Greenhouse, President, Greenhouse Associates Inc.
  • Linda B. Gridley, Director, President & CEO, Gridley & Co. LLC
  • Eric Grosgogeat, President & CEO, FocusVision Worldwide Inc.
  • Michael J. Iannelli, Managing Director, Lincoln International LLC
  • Katie Jones, Managing Director, BMO Harris Bank
  • Mark A. Leavitt, Managing Director, Piper Jaffray & Co.
  • Lloyd Lynford, President & CEO, REIS Inc.
  • Thor T. Mann, Principal, ghSMART & Co. Inc.
  • Scott C. Marden, Managing Partner, Compass Investment Partners Fund LP
  • Timothy Monnin, Managing Director, Jefferies & Co. Inc.
  • Thomas P. O'Connor, Managing Director, Berkery Noyes & Co. LLC
  • Frank L. Schiff, Managing Director, MidOcean Partners LLP

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Schedule

 

Conference
07:30 - 08:30
08:30 - 09:00
09:00 - 09:45
09:45 - 11:00


11:00 - 11:45

11:45 - 12:45



12:45 - 01:45
01:45 - 02:45


02:45 - 03:30

03:30 - 04:30

04:30

  

Thursday, November 1, 2012

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman's Keynote

First Panel -- “From the Trenches -- Five Private Equity Investors Report Where They Are Finding Exceptional Business Information Services Companies”
Coffee & Networking Break

Second Panel -- “Sourcing Deal Flow & Financing -- What Key Investment Bankers & Lenders Are Telling Their PE Clients About Business Information Services Deals"
Luncheon & Networking

Third Panel -- “Due Diligence, Deal Structuring, Pricing, & Exits -- Four Top Deal Professionals Explain How They Identify & Navigate the Unique Issues of Business Information Services Deals”

Afternoon Keynote

Fourth Panel -- “War Stories -- Perspectives from Senior Managers Who Have Been Through the Cycle”
Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, September 7, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, September 28, and the fee for the conference is $1195.
  • After that, the standard fee is $1395 for the conference.
  • At the door, if space is available, the fee is $1495 for the conference.
  • Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Mara Kane af@capitalroundtable.com or 212-832-7300 ext 0.

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, October 25 at 5:00pm, and we will credit you for a future conference.)


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 Mara Kane at 212-832-7300 ext. 0 or by email at af@capitalroundtable.com.

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Location

Private club in midtown Manhattan

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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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Sponsorship

The Capital Roundtable offers excellent marketing and business development opportunities to reach the middle-market private-equity community . For more details, please contact Christine Rath at 212-832-7300 or by email at crath@capitalroundtable.com.

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