MasterClassTM

Capital Roundtable

 

 

Sponsor

 

 

Association Partners

Research Partners

Capital IQ

mergermarket

Media Partners

The Deal

 

 

Partial List of
Past Attendees

AEA Investors LP

AEP Capital LLC

Akoya Capital LLC

Ashland Advisors LLC

AxeaGroup Co. LLC

Bank of America

Banyan Mezzanine Fund

Baron Group Holdings

Baymark Partners

Blackford Capital LLC

Boston Post Partners

Brittany Capital Group

Brookside Mezzanine Partners

Brown Brothers Harriman & Co.

Candescent Partners

Capital Resource Partners

CapitalSource Inc.

Centerfield Capital Partners LP

Cerberus Capital Management LP

Cerca Group LLC

Charter Oak Equity LP

Churchill Financial

Clarendon Group

Clover Capital Partners

Colville Capital LLC

Communications Equity Associates Inc.

Consumer Growth Partners

Cordova Smart & Williams LLC

CrimStone Partners

Crofton Capital LLC

Cross Border Capital Development Ltd.

Cypress Group LLC

Darden Brothers LLC

Daybreak Capital Partners

Delray Partners LLC

Driehaus Capital Management LLC

Duff & Phelps LLC

Enabled Growth Capital

Epic Partners LLC

Equis Capital Partners

Etico Capital LP

Expedition Capital Partners LLC

Fenway Partners LLC

Fog City Capital LLC

Founders Equity Inc.

G. C. Andersen Partners LLC

Gardner Webster Capital Partners

GarMark Advisors LLC

Gemini Investors

Generation Equity Investors LLC

Genesys Partners Inc.

Geneva Glen Capital

Glenmount LLC

Goense & Co. LLC

Goff Management Inc.

Graham Partners Inc.

Greenwich Venture Partners Inc.

Gridiron Capital LLC

GroundSwell Equity Partners LP

Growfire Inc.

Harbert Mezzanine Partners LP

Herrick Feinstein LLP

Hickory Group LLC

Highline Equity Partners

Hunt Private Equity Group

Huron Capital Partners

Iona Group

Ironwood Capital Ltd.

Kennedy Advisors LLC

Key Principal Partners

Kidd & Co. LLC

Kingsland Capital Management LLC

Kirtland Capital Partners

Lamb & Barnosky LLP

Laurus Transaction Advisors LLC

Liberty Partners LP

Lincoln International

Long Point Capital

Lucas Group Inc.

Macquarie Securities (USA) Inc.

Madison Parker Capital

Management Leadership Resources

Marco's Pizza

Merit Capital Partners

Midwest Mezzanine

Mile Square Capital

Monmouth Venture Partners LLC

Moon Shot Communications LLC

Motoring Ventures LLC

MTN Capital Partners

MVP Capital Partners

NachmanHays Brownstein Inc.

NCA Partners

Nixon Peabody LLP

North American Funds

Northcreek Mezzanine

Palladium Equity Partners LLC

Parkway Capital Investors LLC

Pasadena Capital Partners LLC

Peninsula Capital Partners LLC

Pepper Hamilton LLP

Pilgrim Capital Partners

Post Capital Partners

Praesidian Capital

Prairie Capital LP

Prospect Capital Management LLC

Radius Partners LLC

Rainbow Capital LLC

RFE Investment Partners

Riverside Co.

Riverside Partners

RockBridge Growth Equity LLC

S. R. Capital Advisors

Schlossberg Flynn

Schwab Capital Management

Sentinel Capital Partners LLC

Shelbourne Capital

Silverfern Group Inc.

SJ Partners LLC

Socius Capital

Sorenson Capital

SPECTRUM Group

Springwell Capital Partners LLC

StandardAero

Starboard Capital Partners LLC

Stonebridge Business Partners LLC

StoneCreek Capital

Stone-Goff Partners LLC

Stonehenge Partners

Suwan Capital Partners

Sverica International

Thought Premium Inc.

Topspin Partners LBO

Transtech Industries

Tremont Associates

Triangle Venture Partners LLC

UCM Partners

Unlimited Horizons Inc.

ValuePoint Growth Partners

VO2 Partners

Webster Capital

Westfield Capital Corp.

Yorkshire Equity LLC

 

 

 

 

Clear the date February 2 on your calendar!

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

Encore Conference

On Private Equity Dealmaking
For Independent (fka “Fundless) Sponsors
& the Middle-Market Investors Who Back Them

 

Establishing Yourself as a Successful
Independent Private Equity Sponsor --

Finding the Right Deals
& the Right Financing Partners

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Bruce N. Lipian, Managing Director

StoneCreek Capital, LLC


 

Featuring 30 Expert Speakers Including --

  • Stephen S. Altman, Cornerstone Capital Partners Inc.
  • Richard N. Baum, Consumer Growth Partners
  • Marc C. Bergschneider, Starboard Capital Partners LLC
  • Hannah C. Craven, Stone-Goff Partners LLC
  • Kevin R. Greene, James Alpha Management LLC
  • James E. Hoffman, Magna Capital LLC
  • James A. Illikman, Peninsula Capital Partners LLC
  • Richard A. Izzi, Radius Partners LLC
  • Vikram M. Lokur, MerSan Capital Holdings LLC
  • Brian V. Mankwitz, Mantucket Capital Corp.
  • Steven E. Marcus, Rainbow Capital LLC
  • John A. Miller, Banyan Mezzanine Fund LP
  • Dan Negrea, MTN Capital Partners LLC
  • J. Herbert Ogden, Westfield Capital Corp.
  • Gretchen B. Perkins, Huron Capital Partners LLC
  • Robert T. Puopolo, Epic Partners LLC
  • R. Peter Reiter, RFE Investment Partners
  • John A. Rogers, Herrick Feinstein LLP
  • Douglas S. Rose, Gardner Webster Capital Partners
  • John A. Sadden, Valesco Industries Inc.
  • Thomas S. Shattan, Shattan Mendel Enterprises LLC
  • John P. Sheehan, Equis Capital Partners LLC
  • Matthew F. Sutton, Lionheart Ventures
  • Clyde L. Turner, Crescendo Capital Partners LLC

 

Click Here to Register >>   Purchase Audio Package >>

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, February 2, 2012

8:00 am – 4:30 pm
New York City 

Pre-MasterClass “ToolBox” Workshop (Optional)

For Independent Sponsors Only

Wednesday, February 1, 2012

12:00 pm – 5:00 pm

 

Cocktail Networking Reception

For All Attendees

Wednesday, February 1, 2012

5:00 pm – 6:00 pm

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, & Lending Funds, as Well as Independent Sponsors,

Family Office Managers, Operating Partners, Portfolio Company Managers,

and the Bankers, Lawyers, Accountants, & Other Advisors Who Support Them

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

In this weakened economy, independent sponsors are playing a major role in bringing deals to the table, earning the respect of traditional PE and mezzanine funds, family office managers, and wealthy individuals -- as well as investment bankers and their clients.

 

Independent sponsors are the true road warriors of the private equity world, tracking down deals and getting them closed -- without the luxury of controlling a fund of their own.

 

          The Capital Roundtable has long championed Independent Sponsors and our

          annual conference on private equity dealmaking for independent sponsors has

          become the de facto meeting place for all industry participants.

 

The Capital Roundtable Independent Sponsor Conference is the largest and most well-established forum for bringing together both new and veteran sponsors -- independent and funded -- to share their stories on recent deals, network with other industry participants, find new opportunities, and learn ways to become more successful.

 

          That’s why, whether you’re an experienced independent sponsor, new to the

          game, or a capital source eager to do deals with independent sponsors, it’s a

          must that you join us on Thursday, February 2.

 

          You can even help yourself to a bonus deal by registering in advance.  Sign up

          before Friday, December 23, and you will receive our Early Bird Discount -- a

          generous savings of $400!

 

What’s more, on Wednesday, February 1, the day before the conference, we’ll again hold a special “ToolBox” workshop exclusively for independent sponsors, featuring three panels of veteran independent sponsors answering questions on how they find deals, raise capital, and support portfolio companies after the closing.

 

Immediately following the ToolBox is a gourmet wine and cheese networking reception for all the conference’s attendees -- independent sponsors as well as investors and professional advisors.

 

We are delighted to have a master at finding deals, obtaining financing, and creating successful relationships with middle-market businesses chair this encore conference.  You will be in the most capable hands of Bruce Lipian of StoneCreek Capital in Orange County, California -- a successful longtime independent sponsor that focuses on growth companies.

 

A co-founder and managing director of the firm, Bruce has been involved in private equity and corporate finance for almost 20 years, beginning his private equity career with Kelso & Company.  Bruce received his BA from the University of Washington and his MBA from the Wharton School, University of Pennsylvania.

 

20 Independent Sponsors & Industry Specialists Make Sense of the Situation.

 

Joining Bruce will be a team of 20 panelists including both knowledgeable independent sponsors and experienced private equity and mezzanine investors who frequently partner on deals.  

 

Functioning as an independent sponsor can seem daunting, but our experts will strip away the confusion and explain everything you must know to be comfortable working this way.

 

We’ll discuss real-life economics -- what terms are being negotiated by today’s independent sponsors.  

 

We’ll explore the hurdles to be overcome when an independent sponsor begins working with an equity group for the first time.  There is generally quite a learning curve as each party gets to know each other, and independent sponsors must be cognizant of the deliverables they should provide and the fiduciary responsibilities that are a PE group’s province.

 

And we’ll explain how independent sponsors can best establish their relevance.  You cannot simply be a broker; you must be able to handle all the tasks a funded sponsor would handle, save for providing the capital.  So you need to demonstrate that you have an investment thesis associated with opportunity… special expertise in a particular area… a relationship with a highly-skilled management team, or other meaningful asset.

 

Register now for timely answers to the questions on every PE investor’s mind --

 

  • Is the landscape going to be easier or more challenging for independent sponsors in 2012?  How strong of a hand will they have to play?
  • What key advantages can independent sponsors demonstrate over captive funds?
  • How can you identify proprietary opportunities before dependent funds take notice?
  • What are some representative middle-market deals that were arranged through independent sponsors in 2011?
  • How can new independent sponsors gain the confidence of company owners, lenders, and fund managers?
  • Who are the prime targets for backing independent sponsors in 2012?  Mezzanine investors?  Private equity funds?  Family offices or wealthy individuals?
  • What financing strategies tend to maximize the unique freedom that independent sponsors have over dependent funds?
  • Why is the DNA so compatible between independent sponsors and mezzanine lenders?
  • What are some proven tactics for gaining the confidence of sellers and their advisors?
  • How can you manage funding overhead as well as the risk of broken deal costs given the absence of ongoing management fees that ‘funded’ groups receive from their LP’s?
  • And much, much more

 

Amazing Networking Opportunities That You Will Not Find Anywhere Else.

 

We’ve set up the conference agenda to allow for plenty of networking breaks, an open lunch, plus the special cocktail networking reception the night before the conference where you can exchange information one-on-one with fellow attendees and featured speakers.  You’ll make contacts and connections that will help you profit throughout 2012, and well afterwards.

 

You should attend this conference if you are a -- 

  • Newer independent sponsor looking to meet backers.
  • Experienced independent sponsor seeking to swap ideas about negotiating deal terms with backers.
  • Entrepreneurial investor considering striking out on your own.
  • PE fund manager interested in sourcing new deals.
  • Investment banker with deals suited for independent sponsors.
  • Lender who works with independent sponsors.
  • CEO or CFO of a company in search of private equity funding.
  • Venture capitalist looking to exit a portfolio company.
  • Attorney or advisor who works with independent sponsors.
  • Executive search professional recruiting for the PE industry.

 

         Remember, register with our Early Bird Discount by December 23, 2011, 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 Anna Fagan at 212-832-7333 ext. 0 or afagan@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.

The Capital Roundtable thanks Banyan Mezzanine Fund LP, Huron Capital Partners LLC, Peninsula Capital Partners LLC, and RFE Investment Partners for sponsoring this outstanding event. It’s due in great part to their collaboration and support that we have the resources to make this event so worthwhile for you.

P.S. Who are “independent sponsors?” These are the hundreds of private equity dealmakers who buy and build smaller middle-market companies on a deal-by-deal basis, without access to a pool of legally committed limited partner capital. Instead, after they orchestrate each deal, they invite other investors and lenders to pitch in. These “fundless” or “unfunded” sponsors get rewarded chiefly by sourcing attractive deals and then rolling up their sleeves and helping their management teams enhance the value of the companies they buy.

 

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Faculty

Chaired By

  • Bruce N. Lipian, Managing Director, StoneCreek Capital, LLC

Hosted By

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

Speakers

  • Stephen S. Altman, Partner, Cornerstone Capital Partners Inc.
  • Richard N. Baum, Managing Partner, Consumer Growth Partners
  • Marc C. Bergschneider, Managing Member, Starboard Capital Partners LLC
  • Hannah C. Craven, Managing Partner, Stone-Goff Partners LLC
  • Kevin R. Greene, Managing Partner, James Alpha Management LLC
  • James A. Illikman, Partner, Peninsula Capital Partners LLC
  • Richard A. Izzi, Managing Director, Radius Partners LLC
  • James E. Hoffman, Managing Partner, Magna Capital LLC
  • Vikram M. Lokur, Managing Director, MerSan Capital Holdings LLC
  • Dan Negrea, Managing Partner, MTN Capital Partners LLC
  • Brian V. Mankwitz, Vice President, Mantucket Capital Corp.
  • Steven E. Marcus, Managing Director, Rainbow Capital LLC
  • John A. Miller, Managing Director, Banyan Mezzanine Fund LP
  • J. Herbert Ogden, President & CEO, Westfield Capital Corp.
  • Gretchen B. Perkins, V.P.--Business Development, Huron Capital Partners LLC
  • Robert T. Puopolo, Partner, Epic Partners LLC
  • R. Peter Reiter, Managing Director, RFE Investment Partners
  • John A. Rogers, Partner, Herrick Feinstein LLP
  • Douglas S. Rose, Managing Partner, Gardner Webster Capital Partners
  • John A. Sadden, Managing Director, Valesco Industries Inc.
  • Thomas S. Shattan, Co-Chairman, Shattan Mendel Enterprises LLC
  • John P. Sheehan, Managing Member, Equis Capital Partners LLC
  • Matthew F. Sutton, Managing Partner, Lionheart Ventures
  • Clyde L. Turner, Principal, Crescendo Capital Partners LLC
  • Additional Speakers To Be Announced

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Schedule

 

Toolbox


12:00 – 01:30
01:30 – 02:30

02:30 – 02:45
02:45 – 03:45
03:45 – 04:00
04:00 – 05:00

05:00 06:00

Conference
07:30 – 08:30
08:30 – 08:45
08:45 – 09:15
09:15 – 10:00
10:00 – 10:45
10:45 – 12:00

12:00 – 01:00
01:00 – 02:00


02:00 – 03:00

03:00 – 03:30
03:30 – 04:30

04:30

 

  

Wednesday, February 1, 2012

Pre-Conference Toolbox --

Exclusively for Independent Sponsors

Registration & Networking Luncheon

First Workshop -- “How to Attract Deal Flow & Do Due Diligence That Works”

Coffee & Networking Break

Second Workshop -- “How to Line Up the Equity & Debt That’s Right for Your Deals”

Coffee & Networking Break

Third Workshop -- “How to Oversee Companies in Your Portfolio, & Plan & Choose Their Exit Strategies”

Cocktail Networking Reception -- for all attendees

Thursday, February 2, 2012

Registration, Networking, & Continental Breakfast

Welcoming Remarks

Self Introductions from Each Attendee

Chairman’s Keynote

Coffee & Networking Break

First Panel --Viewpoints from Private Equity & Mezzanine Fund Managers Who Like Backing Independent Sponsors

Luncheon & Networking

Second Panel -- “Ways to Structure & Negotiate Terms & Conditions Among Independent Sponsors, Investors, & Sellers

Third Panel -- “Viewpoints from Family Office Managers & Wealthy Individuals Who Like Backing Independent Sponsors”

Coffee & Networking Break

Fourth Panel -- “War Stories from Successful Independent Sponsors -- Mistakes Made, Lessons Learned”

Networking & Adjournment

 

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, December 23, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, January 13, 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 Anna Fagan afagan@capitalroundtable.com or 212-832-7333 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, January 26 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 Shaina Mardinly at 212-832-7333 ext.0 or by email at smardinly@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 212-832-7333 or by email at ddemattia@capitalroundtable.com.

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