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Clear the date May 10 on your calendar!
CLICK HERE now to register before it's too late!
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!
Jon Canarick, Managing Director
North Castle Partners LLC
Featuring 20 Expert Speakers Including --
Thursday, May 10, 2012
8:00 am – 5:00 pm
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
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 --
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 --
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 --
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 firstname.lastname@example.org.
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.
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.)
Have a special question? Please contact Mara Kane at 212-832-7300 ext.0 or by email at email@example.com.
The University Club
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.
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 firstname.lastname@example.org.
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