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Capital Roundtable

 

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Research Partners

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The Deal

 

 

 

 

 

 

Clear the date March 15 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 Middle-Market Manufacturing Companies

They’re Not Your Father’s
Rust-Belt Low-Growth Businesses Anymore

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Scott A. Budoff, Partner
Saw Mill Capital LLC


 

Featuring 20 Expert Speakers Including --

  • Luis R. Acosta, Ally Commercial Finance LLC
  • Michael R. Beauregard, Huron Capital Partners LLC
  • Steven R. Beck, Lazard Middle Market LLC
  • Arthur J. Brohinsky, KKR Capstone
  • Kevin F. Burke, GE Capital Markets Inc.
  • Patrick Fetterman, Plex Systems Inc.
  • Mitchell S. Goldstein, Ares Management LLC
  • Doug Hockenbrocht, Plante & Moran PLLC
  • Jennifer Kloud, BMO Harris Bank
  • Thomas W. Lacy, Robert W. Baird & Co. Inc.
  • Robert B. Landis, The Riverside Company
  • J. Francis Lavelle, Houlihan Lokey
  • John C. Marshall, JM & Co.
  • Patrick McNulty, Harris Williams & Co.
  • Jean-Marie Painvin, Deutsch
  • Brian E. Ramsay, Littlejohn & Co. LLC
  • Scott Ronan, Storm Lake Capital LLC
  • Michael L. Rothschild, Profit Velocity Solutions
  • Randy Schwimmer, The Carlyle Group
  • Sam Tinaglia, William Blair & Co. LLC
  • Evan Wildstein, Kohlberg & Co. LLC
  • Tim Wilson, Arnold Magnetic Technologies Corp.
  • Neil Witmer, Witmer & Associates Inc.
  • David Woods, AIA Corp.

Click Here to Register >>   Purchase Audio Package >>

 

 

 

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, March 15, 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 |

Many of us think of the Far East as the epicenter of value manufacturing. 

 

But right here in America, a manufacturing renaissance is happening. 

 

Following the great recession, the U.S. has emerged as a “best-cost” manufacturing country that is very competitive with many so-called “low-cost” manufacturing countries. 

 

That’s why middle-market U.S. manufacturing companies are once again sought-after investment targets for private equity investors. 

          And you’ll find out exactly how to approach this market when you attend The

          Capital Roundtable’s brand‑NEW conference on “Private Equity Investing in

          Middle-Market Manufacturing Companies,” in New York City on Thursday, March

          15.

 

           What’s more, you can manufacture $400 in savings when you sign up for this

           conference before February 3.  Act quickly and you can take advantage of our Early

           Bird Rate.

 

In order to bring you the definitive word on this in-demand topic, we’re pleased to have Scott Budoff, a partner at Saw Mill Capital in Westchester, New York, as our chair.

Saw Mill is one of the most respected private equity firms for investing in middle-market manufacturing companies, making control investments in manufacturing and industrial services businesses with $40-150 million in revenues.

 

The industrial renaissance stems from numerous factors.  On the one hand, America is leveraging improved manufacturing practices, new software and hardware technologies, and better logistics and transportation alternatives.  And on the other hand, we’re benefitting from Asian inflation, currency devaluations, and rising labor costs.

 

What’s more, in today’s hyper-competitive manufacturing market, U.S. quality, technology, and innovation is a sought after commodity… and people are willing to pay for it. 

 

Even in China, companies are looking to replicate American manufacturing capabilities.  The growth of the Chinese economy has created huge demand in China for U.S. quality goods.  This demand coupled with the devaluation of the U.S. dollar has created the opportunity once again for U.S. manufactured goods to be exported to China on a competitive basis. 

 

At this conference you’ll hear first-hand how U.S. companies are competing for Chinese market share and how U.S. manufacturing companies are positioning themselves in this very important growth market.

 

At the same time, the trend toward insourcing is bringing many jobs back to the United States from the low-cost countries.  By putting manufacturing closer to consumer demand, the end cost of products and services can be dramatically less than coming from overseas when lead times, supply chain inventory, and finished quality are factored in.

 

Scott Budoff & 20 Other PE Specialists Provide the Nuts & Bolts

 

Prior to joining Saw Mill in 1998, Scott Budoff was a partner at Fulcrum Capital, and president and COO of Fulcrum Direct, a $70-million private company that acquired and consolidated direct marketing companies.  Before Fulcrum, he was V.P. and group counsel for Japonica Partners/Sunbeam-Oster, where he was responsible for strategic acquisitions for Sunbeam's $700 million household products division.

 

Scott began his career as an M&A attorney at Shearman & Sterling in New York and Paris.  He holds a BS/BA degree in finance, accounting, and computer science from Washington University and a JD from Boston University.

 

Saw Mill Capital is a leading operations-oriented private equity firm that makes control investments in manufacturing and industrial services businesses with $40-150 million in revenues.  It collaborates with the leadership teams of its portfolio companies on strategies, best practices, and global market expertise. 

 

Saw Mill’s recent middle-market investment activity includes the acquisition of Gateway Packaging Co. LLC, a leading supplier of flexible packaging for the pet food and consumer products markets.

Saw Mill also completed several add-on acquisitions for portfolio company Pexco LLC, the North American leader in the design and fabrication of extruded plastic products, including, fencing manufacturer - Patrician Products, medical products manufacturer - Multitube, custom aerospace extruder - AllWest Plastics, and leading plastic extruder to the retail market - RDC Cytex. 

 

Saw Mill’s portfolio company, Jason Inc., a large industrial growth company, also recently acquired Morton Manufacturing, a leading manufacturer of anti-slip walking surfaces for the industrial and rail industry.

 

Along with Scott, we’ll have a team of 20 knowledgeable panelists who know the middle-market manufacturing space inside and out.  You’ll hear from GPs, portfolio company operating executives, investment bankers, lenders, consultants, and more -- discussing all the latest intelligence that can help you take part in this transformation.

 

Key Learnings You’ll Gain from This Conference

 

At this conference, you’ll learn from top private equity investors why the key for successful private equity investing in manufacturing companies is identifying companies that are (or can be) focused on discrete markets, customers, and geographies to drive growth, and improve margins and cash-flow. 

And why businesses with sustainable and durable competitive advantages are prized, especially if they’ve weathered a number of up and down cycles.

You’ll also learn why customer and market diversification is critically important in potentially cyclical markets.  Successful investors such as Saw Mill Capital use a focused, yet broad approach, investing across multiple industrial markets such as metals, plastics, environmental services, food manufacturing, packaging, power, mining and building products to help offset market cycles. 

They’ll also cover key steps to take with manufacturing companies once you own them to create lasting value by developing and deploying clear strategies, attracting and retaining the best talent, and deploying a relentless focus on innovation and the elimination of waste. 

They’ll also provide insights about other value creation levers such as Plex, salesforce.com, lean business tools, and other new technologies and cloud-based tools that you can immediately put to use.

You’ll learn from top bankers and investors how to source deals -- such as carve outs and founder transitions -- and what capital structures are in favor with investors and lenders. 

You’ll better understand why in 2011 the lending market took a detour from its first half recovery to end the year on a very cautious note, and what’s in store for 2012 as sellers attempt to sell their businesses before the capital gains rates increase in 2013.

 

And you’ll learn how important managing the human side of manufacturing businesses is given the cultural need for every employee to be focused on growth, productivity improvements, and the elimination of waste.  We’ll discuss critical issues around building effective and aligned teams, how to win with your work force in both union and non-union environments, and how to develop skilled workers through training and apprenticeship programs to replace older skilled workers that are disappearing from the market.

 

Register now to get the answers to these top-of-mind questions and more --

 

  • What are the challenges middle-market manufacturing companies face today?
  • Where are the growth areas within the middle-market manufacturing space?
  • What are typical current valuations in the middle-market manufacturing sector, and how are buyers winning hot auctions?
  • How are lenders approaching middle-market manufacturing deals, and what key 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?
  • How do you prepare middle-market manufacturing companies for exit?
  • What are best practices in creating an effective work force in both union and non-union environments?
  • What are the best practices investors should follow for managing middle-market manufacturing companies?
  • How do you use innovation and lean business tools to turn traditional middle-market manufacturing companies into growth companies?
  • How do you align people around a growth mission and deal with push back from those resistant to change?
  • And much, much more

 

Exchange Ideas, Information, & Business Cards

 

Throughout the day, you’ll enjoy excellent networking opportunities with both fellow attendees and featured speakers.  We’ve built ample time into the agenda, including session breaks and an open lunch, for you to make contacts and connections that can turn into tomorrow’s rewarding relationships.

 

You should attend this conference if you are a --

 

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

Remember, register with our Early Bird Rate by February 3, 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.

 

The Capital Roundtable thanks Plex Systems Inc. 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. 

 

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Faculty

Chaired By

  • Scott A. Budoff, Partner, Saw Mill Capital LLC

Hosted By

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

Speakers 

  • Panel 1 -- Sourcing Deal Flow -- What Five Investment Bankers Are Telling Their PE Clients About Manufacturing Deals
  • Moderator:
    • J. Francis Lavelle, Managing Director, Houlihan Lokey
  • Panelists:
    • Steven R. Beck, Managing Director, Lazard Middle Market LLC
    • Thomas W. Lacy, Managing Director, Robert W. Baird & Co. Inc.
    • Patrick McNulty, Managing Director, Harris Williams & Co.
    • Sam Tinaglia, Managing Director, William Blair & Co. LLC
  • Panel 2 -- Financing Transactions -- What Four Lenders Are Telling Their PE Clients About Manufacturing Deals
  • Moderator:
    • Jennifer Kloud, Director, BMO Harris Bank
  • Panelists:
    • Luis R. Acosta, Senior Managing Director, Ally Commercial Finance LLC
    • Kevin F. Burke, Senior Managing Director, GE Capital Markets Inc.
    • Mitchell S. Goldstein, Senior Partner, Ares Management LLC
    • Randy Schwimmer, Managing Director, The Carlyle Group
  • Panel 3 -- Enhancing Operations -- What Four Leading Operational Advisors Are Telling Portfolio Companies About Harnessing Technology
  • Moderator:
    • Patrick Fetterman, V.P.--Marketing, Plex Systems Inc.
  • Panelists:
    • Arthur J. Brohinsky, Director, KKR Capstone
    • Doug Hockenbrocht, Partner, Plante & Moran PLLC
    • Scott Ronan, Storm Lake Capital LLC
    • Michael L. Rothschild, Chairman, Profit Velocity Solutions
  • Panel 4 -- Sharing War Stories -- Perspectives from Four CEOs of PE Portfolio Companies
  • Moderator:
    • Neil Witmer, Principal, Witmer & Associates Inc.
  • Panelists:
    • John C. Marshall, Chief Executive Officer, JM & Co.
    • Jean-Marie Painvin, Chairman & CEO, Deutsch
    • Tim Wilson, Chief Executive Officer, Arnold Magnetic Technologies Corp.
    • David Woods, President & CEO, AIA Corp.
  • Panel 5 -- Where We’re Going -- Four PE Investors Report Winning Strategies
  • Moderator:
    • Scott A. Budoff, Partner, Saw Mill Capital LLC
  • Panelists:
    • Michael R. Beauregard, Partner, Huron Capital Partners LLC
    • Brian E. Ramsay, President, Littlejohn & Co. LLC
    • Robert B. Landis, Partner, The Riverside Company
    • Evan Wildstein, Partner, Kohlberg & Co. LLC
  • Additional Speakers To Be Announced

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Schedule

 

Conference
07:30 - 08:15
08:15 - 08:45
08:45 - 09:45
09:45 - 11:00

11:00 - 11:30

11:30 - 12:30


12:30 - 01:30

01:30 - 02:30


02:30 - 02:45
02:45 - 03:45

03:45 - 04:45


04:45

  

Thursday, March 15, 2012

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman’s Keynote -- Scott A. Budoff, Saw Mill Capital LLC

First Panel -- “Sourcing Deal Flow -- What Five Key Investment Bankers Are Telling Their PE Clients About Manufacturing Deals”

Coffee & Networking Break
Second Panel -- “Financing Deals -- What Four Key Lenders Are Telling Their PE Clients About Manufacturing Deals"

Luncheon & Networking

Third Panel -- “Enhancing Operations -- What Four Leading Operational Advisors Are Telling Portfolio Companies About Harnessing Technology”

Coffee & Networking Break

Fourth Panel -- “Sharing War Stories -- Perspectives from Four CEOs of PE Portfolio Companies”

Fifth Panel -- “Where We’re Going -- Four PE Investors Report Winning Strategies”

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, February 3, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, February 24, 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, March 8 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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