MasterClassTM

Capital Roundtable

 

Sponsors

 

Association Partners

Research Partners

mergermarket

Media Partners

The Deal

 

 

Partial List of
Past Attendees

AP Capital Partners

Argo Inc.

Arlington Capital Partners

Aronson Capital Partners LLC

Aronson LLC

Arsenal 2000 JSCo.

Avascent Group

Balance Point Capital Partners LP

Bank of America Merrill Lynch

Bank of Ireland

Barronett Global Investors Inc.

Blue Hackle North America LLC

Blue Harbour Group

C/H Global Strategies

C3 Capital LLC

Carter Morse & Mathias

Chertoff Group LLC

CHILDS Advisory Partners

Civitas Group LLC

Compusearch Software Systems

Creo Strategies Inc.

Deloitte & Touche LLP

Deloitte Services LP

Dickstein Shapiro LLP

DLA Piper LLP

EAH Management

Edgeview Partners

Equity Risk Partners

Evercore Partners

Fidus Partners LLC

Fifth Street Finance

Firebird Management

First Bell Capital LLC

Frontenac Co. LLC

General Catalyst Partners LLC

Georgetown Capital

Golden Gate Capital

Golub Capital BDC Inc.

Harris Williams & Co.

Houlihan Lokey

Hudson Fairfax Group

Iron Data Inc.

J. F. Lehman & Co.

J. P. Morgan Chase

K&L Gates LLP

Lumeta Corp.

McElroy Deutsch

Mulvaney & Carpenter

McGladrey

Mission Essential

Personnel LLC

Monument Capital Group LLC

Navigation Capital Partners Inc.

Odyssey Investment Partners LLC

Orbis Technologies

Pouschine Cook Capital Management

Prime Mover Capital Management

Prism VentureWorks

Relativity Capital LLC

Renaissance Strategic Advisors

RMP Group LLC

Salient Federal

Solutions Inc.

Secure Mission Solutions

Sheppard Mullin Richter & Hampton LLP

Sitrick Brincko Group

SJ Partners LLC

SPECTRUM Group

St. Charles Capital LLC

SunTrust Robinson Humphrey Inc.

TeamHealth Holdings

TeamStaff Inc.

TPD Consulting LLC

Tunnell Consulting

TVV Capital

ValueAct Capital LLC

ValuePoint Growth Partners

Venture Business Research Ltd.

Venture Management

Wells Fargo Capital Finance

Wiley Rein LLP

Wind River Holdings

WTAS LLC

Wynnefield Capital

 

 

Clear the date July 19 on your calendar!

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

All-NEW Conference

For Middle-Market Private Equity

& Mezzanine Investors & Lenders

 

Private Equity Investing

In Defense & Govt. Services Companies

How to Navigate This Profitable,
But Budget-Challenged Environment

 

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Michael H. Lustbader, Partner

Arlington Capital Partners

 

Featuring 20 Expert Speakers Including --

  • James M. Bodner, Cohen Group
  • Kevin D. Cantrell, Riordan Lewis & Haden
  • Dara F. Castle, McGladrey
  • Larry A. Davis, Aronson Capital Partners LLC
  • Timothy R. Garnett, Avascent Group
  • John Hillen, Sotera Defense Solutions Inc.
  • Daniel R. Ilisevich, Compusearch Software Systems Inc.
  • Robert D. Kipps, KippsDeSanto & Co.
  • Peter B. LaMontagne, Novetta Solutions LLC
  • Les Lepow, Jenner & Block LLP
  • Albert A. Notini, New Mountain Capital LLC
  • Scott S. Plumridge, Halifax Group
  • Jason F. Rigoli, Monument Capital Group LLC
  • William C. Schmidt, CapitalSource
  • Jeffrey M. Siegal, Metalmark Capital LLC
  • John Song, Houlihan Lokey
  • Chad C. Sweet, Chertoff Group LLC
  • Joshua S. Tambor, McGladrey
  • Michael T. Wolf, Jenner & Block LLP

 

Click Here to Register >>   Purchase Audio Package >>

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, July 19, 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 |

Private equity investors are nervous these days about middle-market defense & government services companies.  That’s because all levels of governments -- federal, state, local -- and all their agencies are suffering mightily from budget deficits. 

 

Nonetheless, there’s good news.  Investment activity is expanding in niches most likely to be sheltered from funding cuts -- data analytics, health IT, cloud computing -- to name just a few.

 

These mission-critical pockets of opportunity, where government must often spend money just to keep pace with the private sector, belong on middle-market investors’ radars.  

 

What’s more, with strong demand for the services these companies provide, the outlook is usually bright regardless of what may occur after the November elections.

 

So while Uncle Sam may be doing more with less, private equity investors in defense & government services companies can do more than ever.

          You’ll discover where the 2012 growth lies at The Capital Roundtable’s all-NEW

          conference on “Private Equity Investing in Defense & Government Services

          Companies” held in New York City on Thursday, July 19.

          Sponsored by Jenner & Block LLP and McGladrey.

 

          Plus you can take advantage of a money-saving recruitment bonus.  Sign up for this

          conference before Friday, June 8, and you’ll receive our special Early Bird Rate of

          $400 off the normal price.

 

To chair this timely conference, we’re delighted to welcome Michael Lustbader, partner at Arlington Capital Partners -- a middle-market private equity firm with more than $1.5 billion of committed capital in Washington D.C.

 

At Arlington Capital, Michael is responsible for investing in defense and aerospace, government contracting, outsourced business services and software, and IT services.

 

He’s been involved in all of Arlington’s investments in this sector, including Novetta Solutions, a provider of identity resolution, cyber security, and data analytics to the intelligence community, Compusearch, a federal procurement software firm, Iron Data, a government business process management firm, and Apogen Technologies, a federal IT contractor.

 

Prior to Arlington, Michael worked at Lazard Frères in its telecommunications and technology practice.  He received an AB magna cum laude from Harvard College.

 

20 Defense & Government Services Experts Provide A Complete One-Day Briefing

 

Along with Michael, four panel discussions will feature 20 private equity experts in defense & government services companies, including GPs, portfolio company operating executives, investment bankers, lenders, consultants, and more. 

 

They will share their real-world perspectives, lessons learned, and industry outlooks, including insights on recent deal activity and managing current portfolio companies.

 

          You’ll hear why one area where the government is ahead of the curve is cybersecurity,

          where since 9/11 new spending priorities have benefited those companies providing

          next-generation solutions to protect vital computer systems and track financial

          transactions of terror suspects.  Many of the large prime government contactors have

          not been able to move quickly on their own to develop these capabilities, and have

          turned to acquisitions instead.

 

          Another area includes companies that help government agencies handle today’s 

          increased demands for oversight and accountability.  This is a trend that is not going

          away -- both political parties agree on its necessity for eliminating fraud and abuse --

          and it’s healthy for the country in the long run.  Rather than throw people and money at

          problems, governments are starting to employ IT solutions to save money over time.

 

Entering this space for the first time can be tricky, because there are a host of status designations and cryptic abbreviations to master.  Company ownership plays a greater role.  Contracting procedures are far from streamlined.  Funding dollars come from multiple pockets.  

 

That’s why you’ll welcome hearing how to avoid these pitfalls and make transactions in confidence.

 

Just some of the most recent defense & government services deals include --

 

  • Providence Equity Partners’ take private of SRA International, a specialist in air surveillance, cyber security, disaster response planning, and IT services.
  • Veritas Capital’s add-on acquisition of the federal division of CYBER Inc. -- a provider of enterprise software applications and support -- to portfolio company CRGT Inc.
  • Excellere Partners’ add-on acquisition of Frontline Solutions Corp. -- a provider of intelligence analysis and software engineering -- to portfolio company ASI Government.
  • LLR Partners’ acquisition Paragon Technology Group, a leading provider of strategic technology solutions.
  • Arlington Capital Partners’ purchase of FGM, Inc. and White Oak Technologies Inc. to create Novetta Solutions, providing data analytics, cloud computing and cyber security.
  • Frontenac portfolio company Salient Federal Solutions’ acquisition of ATS Corp., providing systems development, systems integration and IT infrastructure management.
  • Snow Phipps Group portfolio company Acentia’s purchase of 2020 Co., a leading provider of enterprise technology and performance optimization solutions.

 

And we’ll examine the federal government’s move to the cloud -- using virtual platforms for computing, data storage, and networking to bring greater efficiency to many-layered departments.  The Office of Management and Budget has a new “Cloud First” policy, and mission-critical agencies including the NSA, CIA and DIA are all on board.

 

Register now to get the answers to important questions like these --

 

  • What makes the defense & government services industry so attractive to middle‑market investors?
  • Where are the best opportunities in the sector for 2012, and conversely, which areas are facing the steepest budget cuts?
  • How do you differentiate between various government funding streams?
  • How eager are lenders to finance defense & government services deals?
  • How does economic turnaround relate to the defense & government services sector?
  • Why do companies need to be more innovative than ever in the current climate?
  • What valuations can investors expect for defense & government services company deals?
  • What are the preferred approaches to conducting due diligence on defense and government deals?
  • How can you ensure your portfolio companies are following the protocols in your contracts?
  • And much, much more.

Connect With Leading Defense & Government Services Professionals

 

This full-day conference combines both fresh content and excellent networking into a most productive experience.  We’ve built ample time into the agenda, including session breaks and an open lunch, where you can meet fellow attendees and featured speakers to exchange ideas and business cards.

 

You should attend this conference if you are a --

 

  • GP or LP looking to invest in defense & government services companies.
  • New private equity firm considering investing in defense & government services companies.
  • Operating partner or operating executive of a defense & government services company.
  • Hedge fund manager or venture capitalist seeking investments in this area.
  • Lender wishing to participate in defense & government services transactions.
  • Investment banker pursuing deals within the defense & government services industry.
  • Attorney or advisor who focuses on the defense & government services space.
  • Executive search professional recruiting for the private equity industry.

 

        Remember, register with our Early Bird Rate by June 8, 2012, 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 Mara Kane at 212-832-7300 ext. 0 or af@capitalroundtable.com.

 

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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Faculty

Chaired By

  • Michael H. Lustbader, Partner, Arlington Capital Partners

Hosted By

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

Speakers

  • James M. Bodner, Co-President, Cohen Group
  • Kevin D. Cantrell, Partner, Riordan Lewis & Haden
  • Dara F. Castle, Managing Partner, McGladrey
  • Larry A. Davis, Partner, Aronson Capital Partners LLC
  • Timothy R. Garnett, Partner, Avascent Group
  • John Hillen, President & CEO, Sotera Defense Solutions Inc.
  • Daniel R. Ilisevich, Chief Financial Officer, Compusearch Software Systems Inc.
  • Robert D. Kipps, Managing Director, KippsDeSanto & Co.
  • Peter B. LaMontagne, Chief Executive Officer, Novetta Solutions LLC
  • Les Lepow, Partner, Jenner & Block LLP
  • Albert A. Notini, Senior Advisor, New Mountain Capital LLC
  • Scott S. Plumridge, Principal, Halifax Group
  • Jason F. Rigoli, Managing Director, Monument Capital Group LLC
  • William C. Schmidt, Managing Director, CapitalSource
  • Jeffrey M. Siegal, Managing Director, Metalmark Capital LLC
  • John Song, Director, Houlihan Lokey
  • Chad C. Sweet, Co-Founder & CEO, Chertoff Group LLC
  • Joshua S. Tambor, Director, McGladrey
  • Michael T. Wolf, Partner, Jenner & Block 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 - 02:30

02:30 - 03:30


03:30 - 04:30


04:30

  

Thursday, July 19, 2012

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman's Keynote -- "Private Equity Investing In Defense & Govt. Services Companies -- How to Navigate This Profitable, But Budget-Challenged Environment"

First Panel -- “From the Trenches -- Five Private Equity Investors Report Why They Like Investing in Defense & Government Services Companies”
Coffee & Networking Break

Second Panel -- “Sourcing Deal Flow, Managing Due Diligence & Getting Financing -- What Top Deal Professionals Are Telling Their PE Clients About Defense & Government Services Deals"
Luncheon & Networking

Afternoon Keynote -- "Federal Services Market Outlook -- Identifying Investment Opportunity & Mitigating Risk in the Face of Uncertainty"
Third Panel -- “Navigating Defense & Government Services Companies’ Legal & Regulatory Hurdles -- How to Deal with State & Federal Authorities"

Fourth Panel -- “War Stories -- Perspectives from CEOs & CFOs 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, June 8, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, June 29, 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, July 12 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 Mara Kane at 212-832-7300 ext. 0 or by email at af@capitalroundtable.com.

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Location

The University Club
College Hall -- First Floor
One West 54 Street (at 5th Avenue)
New York City

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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 Dana DeMattia at 212-832-7300 or by email at ddemattia@capitalroundtable.com.

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