MasterClassTM

Capital Roundtable

 

 

Sponsor

Association Partners

 

Research Partners

Capital IQ

mergermarket

Media Partners

The Deal

 

 

 

 

 

Clear the date May 10 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 Health, Wellness, & Personal Care Companies

Why More & More Investors Are Opening

Their Minds & Wallets to Healthcare Alternatives

 

  Attendance Is Limited!

 Register Now

                         

CHAIRED BY

Jon Canarick, Managing Director

North Castle Partners LLC



 

Featuring 20 Expert Speakers Including --

  • Michael G. Archbold, Vitamin Shoppe Inc.
  • Michael C. Burgmaier, Silverwood Partners LLC
  • Scott Elaine Case, VMG Partners
  • Chris Ciatto, Plus One Health Management Inc.
  • Claudine M. Cohen, Grant Thornton LLP
  • Matthew R. Colucci, Balance Point Capital Partners LP
  • Jay Galluzzo, Flywheel Sports Inc.
  • Thomas S. Girardi, HT Capital Advisors LLC
  • Dawn Hudson, Parthenon Group LLC
  • Laurence W. Levi, VO2 Partners
  • Slava Leykind, Sawaya Segalas & Co. LLC
  • Elizabeth F. Lippert, Parthenon Group LLC
  • Marc Magliacano, Catterton Partners
  • Louis E. Marinaccio, North Castle Partners LLC
  • Joan Y. McCabe, Brynwood Partners LP
  • Federico G. M. Mennella, Lincoln International LLC
  • Pamela Mikulec, Parthenon Group LLC
  • Alexander S. Panos, TSG Consumer Partners LLC
  • Liam Patrick, Fireman Capital Partners
  • Jeffrey Pribyl, Blackstone Advisory Partners LP
    Andres Saenz, Parthenon Group LLC
  • Mitchell F. Schaffer, Silver Birch Tree Holdings
  • Todd Walter, Red Door Spas

Click Here to Register >>   Purchase Audio Package >>

 

 

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, May 10, 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 |

A seismic shift is taking place in the health, wellness, and personal care markets, as consumers, employers, and even governments search for alternatives to traditional healthcare treatments.

 

Much of this has been fueled by aging Baby Boomers, who are the nation’s most affluent demographic.  Out of these 80 million Americans, controlling nearly 60% of U.S. financial assets, thousands are turning age 60 every day -- and they don’t want to feel like it.

 

What’s more, as Gen Xers and Millennials watch their parents age, they also seek solutions. Factor in the 65% of Americans who are overweight or obese, and it should be no surprise the average household spends nearly $150 per month on wellness products and services.

 

          This is a growth market you can’t ignore, and you’ll be on the fast track

          by attending The Capital Roundtable’s brand‑NEW conference on

          “Private Equity Investing in Health, Wellness, & Personal Care

          Companies,” being held in New York City on Thursday, May 10.

          Sponsored by The Parthenon Group LLC.

 

           Plus you’ll feel exceptionally good when you sign up for this

           conference before March 30.  That’s because you’ll qualify for our Early

           Bird Rate, and enjoy a savings of $400.

 

To chair this timely conference, we’re delighted to welcome Jon Canarick, managing director at North Castle Partners in Greenwich, Connecticut -- the leading small cap consumer private equity firm focused on health, wellness, and active living companies.

 

The companies that North Castle, and this conference, are targeting represent 10% of the overall $10 trillion consumer market -- a $1 trillion sector all by themselves.  They represent some of today’s most in-demand consumer categories --

 

  • Recreation and Active Living -- a $300 billion market that emphasizes fitness and activities.
  • Nutrition -- a $280 billion market including weight management, sports nutrition, organic and natural foods, vitamins, specialty and gourmet foods, and “lesser evil” better-for-you snacks.
  • Consumer Health -- a $120 billion market including home health care, home nursing, rehabilitation services and alternative medicine.
  • Beauty and Personal Care, Sports and Fitness, Education, Pet Care and other areas -- a combined market total of $300 billion.

And while this marketplace is rich with opportunities, it’s also highly fragmented, making it ideally suited for middle-market private equity firms who wish to gain a foothold -- or expand their presence.  

 

There are excellent possibilities for building market leaders and creating value through leveraged buyouts, growth capital infusions, and strategic acquisitions.

 

Just some recent middle-market activity includes Bridgepoint Capital’s acquisition of online cycling and tri-sports retailer Wiggle.  Medallion Capital’s acquisition of nutrient manufacturer PACA Foods.  And Wind Point Partners’ acquisition of pet products manufacturer Petmate.

 

Although consumers are certainly not immune from health and wellness fads -- oxygen bars, “toning” sneakers, and “cleanse” diets come to mind -- it’s the overall trend that counts, which keeps on growing.  Modern science is driving our desires for better nutrition, physical activity and stress management -- and bringing us tastier options for healthy eating.  While category products often carry premium prices, consumers pushback less when they perceive benefits to their health.

 

The trend is also enhanced because consumers have more access to information than ever. Technology has given consumer advocates rising voices, and consumers are proud to share the healthy living brands they associate with in their social networks -- further driving category growth.  

 

This has helped many small brands that started in the health food or professional channels to quickly gain prominence in supermarkets and big box stores.

 

The regulatory environment is similar to other segments of the consumer market with advertising claims of particular importance.  Newer regulation may bring positive benefits to the category.  Requirements to post calorie counts on menus can hurt restaurants but encourage healthy choices.  Or, “sin taxes” on tobacco products and sugary drinks can encourage greater spending on active living products.

20 Health, Wellness, & Personal Care Specialists

Have A Prescription For Profits.

 

Our conference chair Jon Canarick brings 10 years of consumer private equity investment experience to the dais.  Since joining North Castle Partners in 2001, Jon has driven the execution of and actively managed North Castle's investments across a variety of healthy living sectors.  Jon currently sits on the boards of gloProfessional, Mineral Fusion, Flatout, International Fitness, and Performance Bicycle.  

 

Prior to joining North Castle, Jon worked in the Financial Sponsors Coverage and Leveraged Finance groups of Bear, Stearns & Co., where he executed leveraged buyout transactions and provided advisory services for financial sponsors.  Jon received a BBA from the University of Michigan and an MBA from Columbia Business School.

 

Along with Jon, we’ll have a team of 20 knowledgeable panelists who live with the health, wellness, and personal care market daily.  You’ll hear from GPs, portfolio company operating executives, investment bankers, lenders, consultants, and more -- ready to boost your knowledge of the industry.

 

You’ll hear why the health, wellness, and personal care channel touches more consumers than many people think.  No longer a New York, California or Oregon phenomenon, it’s seeing worldwide demand -- across North America, in Europe, and especially Japan where the population is aging faster than any other country.

 

And you’ll learn which key issues affect consumer attitudes toward health, wellness, and personal care.  For example, sustainability is now a key criterion in purchase decisions.  And proactive management of health care concerns is an important factor -- consumers are choosing products that may address such chronic conditions as diabetes and obesity.

 

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

 

  • What are the key challenges facing health, wellness, and personal care companies for 2012?
  • How does the present economic environment affect companies in the sector?
  • What are some of the likely growth areas within health, wellness, and personal care?
  • As consumers increasingly have access to prevention and care information, how are health, wellness, and personal care companies benefiting from this understanding?
  • How are lenders approaching health, wellness, and personal care deals, and what factors are behind their decisions?
  • What is the impact of information technology on the sector, and how are companies distinguishing themselves through their digital and mobile capabilities?
  • What are the best practices of managing health, wellness, and personal care portfolio companies?
  • How do you prepare portfolio companies for exits?
  • Why is the health, wellness, and personal care space well-positioned within today’s consumer regulatory environment?
  • And much, much more.

You’ll Enjoy Excellent Networking Opportunities Throughout the Day.

 

This conference is an ideal place to build healthy relationships with both peers and industry professionals.  Our agenda includes ample time, with session breaks and an open lunch, when you can exchange ideas and business cards with fellow attendees and featured speakers.

 

You should attend this conference if you are a --

 

  • GP or LP looking to invest in middle-market health, wellness, and personal care companies.
  • New private equity firm considering investing in health, wellness, and personal care companies.
  • Hedge fund manager or venture capitalist interested in this specialized space.
  • Partner or operating executive of a health, wellness, or personal care company.
  • Lender seeking participation in middle-market health, wellness, and personal care company transactions.
  • Investment banker pursuing deals with health, wellness, and personal care companies.
  • Attorney or advisor representing health, wellness, and personal care companies.
  • Executive search professional recruiting for the private equity industry.

 

Remember, register with our Early Bird Rate by March 30, 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

  • Jon Canarick, Managing Director, North Castle Partners LLC

Hosted By

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

Speakers 

  • Michael G. Archbold, President & COO, Vitamin Shoppe Inc.
  • Michael C. Burgmaier, Managing Director, Silverwood Partners LLC
  • Scott Elaine Case, Managing Director, VMG Partners
  • Chris Ciatto, Chief Executive Officer, Plus One Health Management Inc.
  • Claudine M. Cohen, Principal, Grant Thornton LLP
  • Matthew R. Colucci, Partner, Balance Point Capital Partners LP
  • Jay Galluzzo, President, Flywheel Sports Inc.
  • Thomas S. Girardi, Managing Director, HT Capital Advisors LLC
  • Dawn Hudson, Vice Chaiman, Parthenon Group LLC
  • Laurence W. Levi, President & CEO, VO2 Partners
  • Slava Leykind, Vice President, Sawaya Segalas & Co. LLC
  • Elizabeth F. Lippert, Senior Principal, Parthenon Group LLC
  • Marc Magliacano, Partner, Catterton Partners
  • Louis E. Marinaccio, Managing Director, North Castle Partners LLC
  • Joan Y. McCabe, Managing Partner, Brynwood Partners LP
  • Federico G. M. Mennella, Managing Director, Lincoln International LLC
  • Pamela Mikulec, Senior Advisor, Parthenon Group LLC
  • Alexander S. Panos, Managing Director, TSG Consumer Partners LLC
  • Liam Patrick, Partner, Fireman Capital Partners
  • Jeffrey Pribyl, Vice President, Blackstone Advisory Partners LP
  • Mitchell F. Schaffer, Principal, Silver Birch Tree Holdings
  • Todd Walter, Chief Executive Officer, Red Door Spas
  • Additional Speakers To Be Announced

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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 - 03:45

03:45 - 04:30


04:30

  

Thursday, May 10, 2012

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman’s Keynote

First Panel -- “From the Trenches – Five Private Equity Investors Report Why They Like Health, Wellness, & Personal Care Companies”

Coffee & Networking Break
Second Panel -- “Sourcing Deal Flow & Financing -- What Four Key Investment Bankers & Lenders Are Telling Their PE Clients About Health, Wellness, & Personal Care Deals"
Luncheon & Networking

Third Panel -- “Due Diligence, Deal Structuring, Pricing, & Exits -- Four Top Deal Professionals Explain How They Identify & Navigate the Unique Issues of Health, Wellness, & Personal Care Deals”

Afternoon Keynote -- “Health & Wellness -- It’s a Food Fight!”

Fourth Panel -- “War Stories -- Perspectives from Senior Executives 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, March 30, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, April 20, 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 at 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, May 3 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

The University Club
Council Room -- Seventh 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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