MasterClassTM

Capital Roundtable

 

Sponsors

Association Partners

Research Partners

Capital IQ

mergermarket

Media Partners

The Deal

 

 

 

Partial List of
Past Attendees

Akoya Capital Partners LLC

AlixPartners LLP

Alvarez & Marsal Transaction Advisory Group LLC

American Beverage Corp.

Apple & Eve LLC

Apta Capital LLC

Argo Inc.

Arlon Group LLC

Bain & Co. Inc.

Barclays Capital Inc.

Beverage Business Insights

Bevology LLC

Billow Butler & Co.

Biscotti Toback & Co.

BMO Capital Markets

Brynwood Partners

C. W. Downer & Co.

Campbell Soup Co.

Carter Morse & Mathias

Castanea Partners

CDC Software Corp.

Celebration Foods Inc.

Centerview Partners

Chatham Capital Partners Inc.

Churchill Financial

CIC Partners

CIT Corporate Finance

Covington & Burling

Crescendo Partners

Cypress Group LLC

David N. Deutsch & Co. LLC

Davis Capital Corp.

Dean Enterprises

Dickstein Shapiro LLP

Dryden Investments

Duane Morris LLP

Duff & Phelps LLC

Edgeview Partners

Emerging Growth

Equities Ltd.

Empeiria Acquisition Corp.

Empire Valuation Consultants LLC

Encore Consumer

Faegre & Benson LLP

Falcon Investment Advisors LLC

Flaherty & O'Hara PC

Founders Equity Inc.

GE Antares Capital

General Foods Holdings

George K. Baum Capital Advisors

George Weston Ltd.

Goldman Sachs Specialty Lending Group LP

Grant Thornton LLP

Gryphon Investors

Hadley Partners Inc.

Harris Williams & Co.

Highlander Partners

Holtz Rubenstein

Reminick LLP
India Brook Partners

KeyBanc Capital Markets Inc.

Kirkland & Ellis LLP

KKR Capstone

L. E. K. Consulting

Latham & Watkins

Lazard Middle Market

Leadership Solutions

Lincolnshire Management Inc.

Lion Capital (Americas) Inc.

Lucas Group Inc.

Luther King Capital Management Corp.

MamaMancinis LLC

McGladrey

Morgan Keegan & Co.

Morgan Stanley Private Equity

Nassau Candy Inc.

Naturally Nora Inc.

New England Consulting Group

NewStar Financial Inc.

Nielsen Co.

Nielsen Financial Services Inc.

Nixon Peabody LLP

North Castle Partners

Novacap Investments

Orrick Herrington & Sutcliffe LLP

Oxford Capital Partners

Palladium Equity

Park Hill Group LLC

PeaceWorks Holdings

Pepper Hamilton LLP

Plante & Moran PLLC

Rabo Securities USA

RSR Partners

Sawaya Segalas & Co.

Schwab Capital

Solidarity Fund QFL

Stephens Inc.

Sunny Delight Beverages Co.

SunTrust Robinson Humphrey Inc.

Swander Pace Capital

Thompson Brands

TorQuest Partners

TSG Consumer Partners

Unilever-Americas

Valuation Research

Villa Enterprises Management Ltd. Inc.

Vitalicious Inc.

VMG Partners

Weiser LLP

Westrock Coffee

Windjammer Capital Investors LLC

 

 

 

Clear the date April 19 on your calendar!

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

Ninth Annual Conference

On Private Equity & Mezz Investing

In Middle-Market Food & Beverage Companies

 

Private Equity Investing

In Food & Beverage Companies

Success Is Breeding Success

In This High Growth Sector

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CO-CHAIRED BY

Joan Y. McCabe & Ian B. MacTaggart

Managing Partners

Brynwood Partners LP


 

Featuring 20 Expert Speakers Including --

  • J. Bradley Barnhorn, Barnhorn Growth Advisors
  • Michelle S. Brooks, Arlon Group LLC
  • Martin A. Clarke, Dickstein Shapiro LLP
  • Michael J. Faherty, Jr., NewStar Financial Inc.
  • Timothy Fallon, Columbus Foods Inc.
  • Christopher B. Harned, Robert W. Baird & Co. Inc.
  • Stephen Isaacs, BMO Harris Bank
  • W. Pieter Kodde, Lincolnshire Management Inc.
  • Nils Lommerin, Del Monte Foods
  • Louis E. Marinaccio, North Castle Partners LLC
  • Don McIntyre, Claridge Foods
  • Jeffrey F. Mengel, Plante & Moran PLLC
  • Kevin P. Murphy, Encore Consumer Capital
  • Alexander S. Panos, TSG Consumer Partners LLC
  • Geoffrey S. Parker, George K. Baum Capital Advisors
  • Jason W. Pike, Eos Partners LP
  • Michael Z. Rabin, Sawaya Segalas & Co. LLC
  • Kurt M. Roth, Robert W. Baird & Co. Inc.
  • Stephen C. Sherrill, Bruckmann Rosser Sherrill & Co. LLC
  • Adam L. Suttin, J. W. Childs Associates LP

 

Click Here to Register >>   Purchase Audio Package >>

 

 

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, April 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, Senior Food & Beverage Executives, and the Bankers, Lawyers, Accountants, & Other Advisors Who Support Them

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

Did you know that over 60% of all food and beverage sales are impulse items? 

 

So it’s no wonder that middle-market food and beverage companies continue to be so popular with investors and lenders.

 

What’s more, PE firms found 2011 to be a very good year for successful food and beverage exits, as larger companies absorb exciting newer entrepreneurial ones.  And the industry continues to support high valuations, because the risks are lower than tech, healthcare, and other popular sectors.

 

Consumers continue to seek out convenience products and good-for-you products, often from brands and retailers new to their shopping lists.  Dollar stores are taking an increasingly larger share of the marketplace, and big box retailers like Wal-Mart and Target have become grocery destinations.

 

Last April, the seats were filled at our food and beverage conference focusing on new consumer preferences.  This year, The Capital Roundtable is assembling all-new content that will thoroughly cover the challenges of 2012 for buyers of middle-market food and beverage companies.

 

         That’s why you’ll want to reserve the date of Thursday, April 19 to 

         attend our ninth annual day-long conference on “Private Equity Investing

         in Food & Beverage Companies.”

 

         What’s more, we’ve taken note of today’s emphasis on value. You can

         enjoy our Early Bird Rate -- a savings of $400 -- when you make your

         reservations for this conference by March 9!

 

         This conference is being sponsored by --

    • Robert W. Baird & Co. Inc., a leading global investment bank focused on the middle market.
    • Dickstein Shapiro LLP, which provides extensive legal services to numerous clients in the food and beverage industry and its Private Equity Practice provides valuable insight to PE firms in connection with their investments, management, and dispositions of food and beverage companies.
    • Plante & Moran PLLC, which is among the nation’s largest certified public accounting and business advisory firms, providing clients with tax, audit, risk management, financial, technology, business consulting, and wealth management services.

        

No matter what anyone suggests, succeeding in 2012 and beyond is all about operations.  Money is not as much a scarce resource as management.  You need to have strong controls over every dime spent.  If you don’t monitor carefully such details as trade spending, where things can quickly get out of hand, your real numbers can be far less than what you were anticipating.

 

And while food costs have come down over the last year, making inflation less of a worry, you still have to pay close attention to your margins.  With dollar stores and value retailers taking such a large slice of the marketplace, you may be aiming for a rock-bottom price point that either protects your existing business, or helps you bid business away from incumbents at contract renewal time.  Yet should commodities rise, you can get into serious trouble.

 

20 Food and Beverage Experts Bring You A 360º View Of The Possibilities

 

To guide you through recent changes and coming trends, we are pleased to have Joan McCabe and Ian MacTaggart, Managing Partners of Brynwood Partners, return as our conference co-chairs.  Brynwood is a Greenwich, CT middle-market private equity that acquires companies in the consumer sector with enterprise values between $25 and $125 million.

 

Joan joined the Brynwood III advisory committee in 1997 and upon the formation of Brynwood IV joined the firm full-time as a managing partner.  She previously managed her own mergers and acquisitions advisory firm, and spent 15 years as an investment banker at Kidder Peabody, Drexel Burnham, and Paine Webber.  Joan holds a BA in history from Yale and an MBA from Harvard.

 

Ian joined Brynwood in 1996.  He previously spent six years at Merrill Lynch, in both the mergers and acquisitions and the corporate finance departments.  He holds a BS in business from Boston College and an MBA from the Fuqua School at Duke University.  Ian sits on the Executive Committee for Brynwood Partners VI.

 

Along with Joan and Ian, our four panel discussions will feature 20 knowledgeable PE experts in the food & beverage sector, 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.

 

One area that continues to offer appealing opportunities is private label.  Consumers, especially younger shoppers, are no longer loyal to the brands they grew up with -- quite the opposite. Because this business is so highly fragmented, if you can grow a private label company successfully you can practically count on a profitable exit.

 

Convenience is also a key dynamic over the next five to ten years, as on-the-go consumers seek out products that fit their lifestyles.  Hand-held products, particularly breakfast items, have seen dramatic growth of late -- and the innovators in the category have been small food businesses, not the majors (who had to play catch-up when it came to breakfast burritos).

 

Some of the major activity in 2011 included acquisitions of privately-held companies by industry giants -- confectionery Brookside Foods was purchased by Hershey, pretzel-maker National Pretzel was purchased by ConAgra, and ultra-premium beverage brand Tea Forté and sausage brand Aidells were purchased by Sara Lee.

 

In the growing frozen food category, Bellisio Foods was sold to middle-market PE firm Centre Partners.  And in the often-rewarding world of corporate orphans, Quaker Oats sold Kretschmer wheat germ to Brynwood Partners.

 

Register now to get all your questions answered by these insightful pros, including --

  • What is different about the food and beverage sector for 2012?
  • Which product categories are likely to provide the best returns from new transactions?
  • Is consumer demand still high for value products and good-for-you foods?
  • Why are commodity prices a plus when purchasing companies today?
  • How are lenders assessing food and beverage deals?
  • Are there food safety issues that may affect food and beverage companies down the road?
  • How should you be managing your portfolio companies to handle growing retail concentration?
  • How do you help management teams improve revenue in today’s marketplace??
  • What are the key steps portfolio companies can take to manage overall costs?
  • What upcoming trends have the potential to shake up the food & beverage industry?
  • And much, much more.

Connect With Colleagues And Panelists Throughout The Day

 

Our food and beverage conference offers exceptional networking opportunities with both fellow attendees and featured speakers.  We’ve built in plenty of time when you can exchange ideas and swap business cards -- including session breaks and an open lunch.

 

You should attend this conference if you are a --

  • GP or LP looking to invest in food and beverage companies.
  • New PE firm considering investing in food and beverage companies.
  • Hedge fund manager or venture capitalist interested in this specialized space.
  • Partner or operating executive of a food and beverage portfolio company.
  • Lender seeking participation in food and beverage transactions.
  • Investment banker pursuing deals with food and beverage companies.
  • Attorney or advisor representing food and beverage companies.
  • Executive search professional recruiting for the PE industry.

Remember, register with our Early Bird Rate by March 9 and you’ll save $400 off our standard fee!  Seats are available right now, but not for long, so 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

  • Joan Y. McCabe, Managing Partner, Brynwood Partners LP
  • Ian B. MacTaggart, Managing Partner, Brynwood Partners LP

Hosted By

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

Speakers

  • J. Bradley Barnhorn, Principal, Barnhorn Growth Advisors
  • Michelle S. Brooks, Managing Principal, Arlon Group LLC
  • Martin A. Clarke, Partner, Dickstein Shapiro LLP
  • Michael J. Faherty, Jr., Director, NewStar Financial Inc.
  • Timothy Fallon, President & CEO, Columbus Foods Inc.
  • Christopher B. Harned, Managing Director, Robert W. Baird & Co. Inc.
  • Stephen Isaacs, Managing Director, BMO Harris Bank
  • W. Pieter Kodde, Managing Director, Lincolnshire Management Inc.
  • Jeffrey H. Kuhr, Managing Director, Sawaya Segalas & Co. LLC
  • Nils Lommerin, Chief Operating Officer, Del Monte Foods
  • Louis E. Marinaccio, Managing Director, North Castle Partners LLC
  • Don McIntyre, President & CEO, Claridge Foods
  • Jeffrey F. Mengel, Partner, Plante & Moran PLLC
  • Kevin P. Murphy, Director, Encore Consumer Capital
  • Alexander S. Panos, Managing Director, TSG Consumer Partners LLC
  • Geoffrey S. Parker, Managing Director, George K. Baum Capital Advisors
  • Jason W. Pike, Principal, Eos Partners LP
  • Michael Z. Rabin, Managing Director, Sawaya Segalas & Co. LLC
  • Kurt M. Roth, Director, Robert W. Baird & Co. Inc.
  • Stephen C. Sherrill, Managing Director, Bruckmann Rosser Sherrill & Co. LLC
  • Adam L. Suttin, Partner, J. W. Childs Associates LP

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Schedule

 

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

09:45 - 11:00

11:00 - 11:30

11:30 - 12:30


12:30 - 01:45

01:45 - 02:45

02:45 - 03:30

03:30 - 04:30


04:30

  

Thursday, April 19, 2012

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Featured Keynote -- "Key Trends & Issues for Investors in Food & Beverage Companies"

First Panel -- “From the Trenches -- Five Private Equity Investors Report Why They Like Food & Beverage Companies”
Coffee & Networking Break

Second Panel -- “Due Diligence, Deal Structuring, Pricing, & Exits -- Four Top Deal Professionals Explain How They Identify & Navigate the Unique Issues of Food & Beverage Deals "
Luncheon & Networking
Third Panel -- “Working with Food & Beverage Companies in Your Portfolio -- How to Help Them Enhance their Value”
Chairmanís Keynote -- "Why We Like the Food & Beverage Industry & How We Have Navigated Through the Deal Sourcing Process"

Fourth Panel -- “Exiting Food & Beverage Deals -- How to Prepare for the Best Liquidity Opportunities”
Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, March 9, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, March 30, 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, April 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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