MasterClassTM

Capital Roundtable

 

Sponsor

Association Partners

Research Partners

Capital IQ

mergermarket

Media Partners

 

The Deal

 

 

 

Partial List of
Past Attendees

ACON Investments

AIG Franchise Finance

AlixPartners LLC

American University Washington College of Law

Angelo Gordon & Co.

Arlon Group LLC

Auspex Capital LLC

AYR Capital

Bank of America

Bar Breton

BBK Ltd.

BDO Seidman LLP

Beef 'O' Brady's Inc.

BellMark Partners

BlueArc Capital Management

Brady Risk Management Inc.

Brand Value Advisors

Brookwood Associates

Brownstein Corp.

Cabrera Capital Markets

Cafe Deluxe

Capital Growth Advisors

CapitalSpring LLC

Capitol Q Restaurants

Cardinal Capital Partners

Casco Bay Capital

Cash Powers Taylor

Castle Harlan Inc.

Cedar Point Financial Services

Cerberus Capital
Chair 5 Restaurants

Chatham Capital Partners Inc.

CIT Corporate Finance

Claridge Inc.

CM&D Capital Advisors

Commodore Advisory Partners LLC

Consolidated Restaurant Operations Inc.

Cordova Smart & Williams LLC

Covalent Capital LLC

Crescendo Partners

Crowe Horwath LLP

Crystal Financial LLC

CTS Capital Advisors

Delaware Valley Designs

DLA Piper LLP

DNB Advisors LLC

Duff & Phelps LLC

Einstein Noah Restaurant Group Inc.

Epulor Management Services Inc.

Ernst & Young Capital Advisors LLC

First Financial Capital
Fortitude MB

Fortress Investment Group LLC

FRANdata

FTI Consulting Inc.

Garrison Investment

GBR LLC

GE Capital, Franchise Finance

Golub Capital LLC

Goode Partners LLC

Grant Thornton LLP

Gruss Asset Management LP

H. I. G. Capital LLC

Hadley Partners Inc.

Harris Williams & Co.

Hilco Real Estate LLC
Interaction

estaurants Group Inc.

J. P. Morgan Chase

Jefferies & Co. Inc.

Kachi Partners LP

KarpReilly LLC

Kurt Salmon Associates

LBC Credit Partners

Lincoln International

Marco's Franchising

Mastodon Ventures

Milestone Partners

Morning Star LLC

MTN Capital Partners

Muy Brands LLC

Navigant Capital

Newcastle Capital

North Point Advisors

Oak Hill Capital Management LLC

Palisade Capital

Palladium Equity Partners LLC

Parthenon Group LLC

Penfund

Piccadilly Restaurants

Piper Jaffray & Co.

Redmon Advisory Group

Redstone American Grill

Rubicon Acquisitions

Sentinel Consulting Group LLC

Silver Diner Development

Snapper Creek Equity Management LLC

Sonic Drive-In Restaurants

Starwood Capital Group LLC

Steel Partners Ltd.

Stephens Inc.

Stewart National Title Services

Streambank LLC

Strike Holdings LLC

Summer Street

apital Partners LLC

Sun Capital Partners

Terra Nova Pub Group

Thomas & King Inc.

Topspin Partners LBO

Transwest Partners / NCH Corp.

Uncle Julio's Corp.

United Enterprise Fund

Vicorp Restaurants

Wells Fargo Advisors

William Blair & Co.

Yucaipa Companies

 

 

 

 

Clear the date March 22 on your calendar!

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

7th Annual Conference

For Middle-Market Private Equity

& Mezzanine Investors, Lenders &

Senior Management Teams

 

Private Equity Investing

In Middle-Market Restaurant Companies

Industry Evolution Offers

New Opportunities

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Billy Logan, Partner
KarpReilly LLC

 

Featuring 20 Expert Speakers Including --

  • Timothy B. Armstrong, H. I. G. Capital LLC
  • Michael L. Atkinson, FohBoh Inc.
  • Daniel R. Bonoff, Goode Partners LLC
  • Andrew Crawford, Advent International Corp.
  • Robert O. Daniel, GE Capital, Franchise Finance
  • Robert S. Hersch, Mastodon Ventures Inc.
  • Benjamin A. Hochberg, Lee Equity Partners LLC
  • Murray C. Huneke, Piper Jaffray & Co.
  • David W. Koch, Plave Koch PLC
  • Suneel Mandava, William Blair & Co. LLC
  • Navin N. Nagrani, Hilco Real Estate LLC
  • Jacob A. Organek, Rosser Capital Partners
  • Hazem Ouf, American Blue Ribbon Holdings LLC
  • David Reid, Miller's Ale House Inc.
  • Patrick Renna, Boloco
  • Andres Saenz, Parthenon Group LLC
  • Steven D. Simms, FTI Consulting Inc.
  • Andrew L. Stern, Aurify Brands LLC
  • Ty Sullivan, S. T. Management Group Inc.
  • John B. Tibe, Jefferies & Co. Inc.

 

Click Here to Register >>   Purchase Audio Package >>

 

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, March 22, 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 Restaurant Executives, and the Bankers, Lawyers, Accountants,

& Other Advisors Who Support Them

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

Some people think restaurant companies are a low-tech industry battered by the consumer economy. 

 

But the truth is that more and more this industry is in the process of exciting change, and many middle-market private equity investors are focused on both growth and turn-around opportunities in this sector.

 

Strong restaurant brands, particularly those in the “fast casual” segment, are generating lots of attention.  Meanwhile, other investors are targeting revitalization strategies for mature brands. 

 

The Capital Roundtable is set to help you understand why there are so many interesting investment opportunities in this sector, and why well-positioned companies are poised for growth over the next three to five years.

 

          That’s why you’ll want to reserve the date of Thursday, March 22, 2012, to

          attend our seventh annual day-long conference on private equity investing

          in middle-market restaurant companies.

 

Restaurant companies saw improved numbers in 2011, with rising same-store sales and aggressive actions by many operators -- from menu modifications to value-focused promotions -- designed to make guests feel more welcome.  

 

The best-positioned companies have experienced above-average traffic, and are contributing to what is projected to be a record $604 billion in total restaurant sales for 2012.

 

         If you missed out on last year’s conference… or want to learn more about the           

         transformations that are taking place during 2012 -- you belong at this encore

         full‑day conference, with all-NEW content, on private equity investing in restaurant

         companies Thursday, March 22, in New York.

 

          And chew on this -- generous savings of $400 are waiting for you when you sign up 

          now for this conference.  We’re extending our Early Bird Rate to all reservations

          made by February 10, 2012!

 

New technologies, with social media at the forefront, have become game changers. Restaurants now have access to immediate customer feedback and ongoing loyalty tools, and can take advantage of sophisticated systems to measure food costs, manage commodity prices, and even schedule staff in real time.

 

Serving as your chair for the conference will be Billy Logan, partner at KarpReilly.  Based in Greenwich, Connecticut, this private equity firm has nurtured some of America’s most notable restaurant companies over the past 15 years.

 

Billy is a former partner at Apax Partners LP and has 15 years of experience investing in consumer-facing businesses at KarpReilly, Apax, and Saunders Karp & Megrue.  Currently, Billy is a director of Hooters of America and is deeply involved in KarpReilly’s investment initiatives in the restaurant sector. 

 

KarpReilly has nine restaurant concepts in its portfolio today, ranging from high-growth fast casual businesses like Café Rio and The Habit Burger Grill to full service casual dining concepts like Z’Tejas and bar & grill brands like Hooters and Miller’s Ale House.  He is a graduate of the University of North Carolina and is an active member of UNC's Board of Visitors.

 

Along with Billy, our four panel discussions will feature 20 knowledgeable private equity experts in the restaurant space, including senior GPs, operating executives, investment bankers, lenders, consultants, and more.  They’ll be sharing their candid opinions on operating strategies, branding challenges, deal structures, and other key topics.

 

Much of the action among restaurant companies is in the fast casual segment -- these restaurants that emphasize high-quality, made-to-order food in a comfortable, but limited service environment are taking business from quick service and casual dining alike. They cost less to build and operate as well -- there are no servers (saving patrons a 15-20% tip), and they can often occupy vacant real estate that formerly housed tired casual concepts.

 

2011 was an active year for private equity investments in middle-market restaurant companies.  The Florida-based family dining chain First Watch was recently purchased by Freeman Spogli & Co. from Catterton Partners.  And Catterton recently invested in the high-growth fast casual concept Noodles & Co.  Other recent middle-market activity includes J.H. Whitney’s investment in Uncle Juilos and The Chalak Group acquiring the fast-casual concept Baker Bros. American Deli.

 

20 Restaurant Industry Veterans Bring You Information Stacked High.

 

Our panelists will thoroughly cover the trends and the forecasts that can help investors seize real advantages throughout 2012.  We’ll discuss who’s making deals, who’s innovating, who’s lending, who’s franchising.  And we’ll reveal best practices for restaurant companies for social media -- how to handle immediate customer feedback, how to dialogue with varied audiences, and how to adapt your conventional marketing plans for this transformational medium.

 

          We will also have an afternoon Keynote Presentation on Social Media by Michael L.

          Atkinson, founder and CEO of FohBoh ("Front of House", "Back of House") -- the

          leading social-business community for the foodservice industry.  FohBoh is the first

          marketplace where restaurant operators can meet branded food and beverage

          manufacturers to share valuable insights and engage interactively.  In addition,

          operators can find tested recipes and learn by using video training materials.

 

           Michael has over 30 years of experience a restaurant owner, operator, developer,            advisor, financier, executive and entrepreneur.  Before founding FohBob in 2007,

           he was CFO at the famed Aqua Restaurant Group, San Francisco, CFO at

           Cheeseburger in Paradise-Hawaii, CEO at eSports.com and Managing Director at

           Bailiwick Capital Partners.

 

New this year will be a panel on distressed restaurants -- those over-extended chains that keep hanging on even with bankruptcy filings and costs.  You’ll hear when the prospects for revitalization are indeed real, and when a chain may be better left alone.

 

Register now for the answers to why restaurant companies are such an exciting place to invest --

  • Why is 2012 showing such strong promise for the restaurant industry?
  • Which industry segments are gaining market share?
  • How are consumer attitudes toward dining out and food preferences changing?
  • How eager are lenders to finance restaurant deals?
  • What new technologies are helping restaurant companies better manage costs?
  • How can you implement a social media strategy to enhance your marketing and your service quality?
  • Are there significant regional differences that can affect your 2012 operations?
  • Which commodity price increases may affect your 2012 profits?
  • What are today’s best practices for managing restaurant portfolio companies?
  • How should you be preparing your portfolio companies for exits?
  • And much, much more.

 

Make Valuable Contacts & Connections Throughout The Day.

 

Networking opportunities are prominently featured on our conference menu; both with fellow attendees and our featured speakers.  We’ve built in plenty of time over the day 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 available restaurant opportunities.
  • Partner or operating executive of a restaurant portfolio company.
  • Hedge fund manager or venture capitalist examining restaurant investments.
  • Lender with restaurant financing available for the right deal.
  • Investment banker pursuing deals in the restaurant industry.
  • Attorney or advisor with clients in the restaurant space.
  • Executive search professional recruiting for the private equity industry.

 

Remember, register with our Early Bird Rate by February 10, 2012, 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.

The Capital Roundtable thanks Plave Koch PLC 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

  • Billy Logan, Partner, KarpReilly LLC

Hosted By

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

Speakers

  • Timothy B. Armstrong, Managing Director, H. I. G. Capital LLC
  • Michael L. Atkinson, President & CEO, FohBoh Inc.
  • Daniel R. Bonoff, Partner, Goode Partners LLC
  • Andrew Crawford, Principal, Advent International Corp.
  • Robert O. Daniel, Senior Vice President, GE Capital, Franchise Finance
  • Robert S. Hersch, Senior Managing Director, Mastodon Ventures Inc.
  • Benjamin A. Hochberg, Partner, Lee Equity Partners LLC
  • Murray C. Huneke, Managing Director, Piper Jaffray & Co.
  • David W. Koch, Partner, Plave Koch PLC
  • Suneel Mandava, Managing Director, William Blair & Co. LLC
  • Navin N. Nagrani, Senior Vice President, Hilco Real Estate LLC
  • Jacob A. Organek, Partner, Rosser Capital Partners
  • Hazem Ouf, President & CEO, American Blue Ribbon Holdings LLC
  • David Reid, Executive Vice President, Miller's Ale House Inc.
  • Patrick Renna, Chief Financial Officer & COO, Boloco
  • Andres Saenz, Partner & Co-Head--PE Practice, Parthenon Group LLC
  • Steven D. Simms, Senior Managing Director, FTI Consulting Inc.
  • Andrew L. Stern, Chief Executive Officer, Aurify Brands LLC
  • Ty Sullivan, Dir.--Marketing, S. T. Management Group Inc.
  • John B. Tibe, Managing Director, Jefferies & Co. Inc.
  • 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 - 02:30
02:30 - 03:30



03:30 - 04:30


04:30

  

Thursday, March 22, 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 Restaurant Companies”
Coffee & Networking Break

Second Panel -- “Sourcing Deal Flow & Financing -- What Four Key Investment Bankers Are Telling Their PE Clients About Restaurant Company Deals"
Luncheon & Networking
Featured Keynote

Third Panel -- “An Operator's Perspective -- Senior Executives from the Restaurant Industry Discuss the Impact of Social Media & Restaurant Technology on Their Business & Provide Their Outlook for the Restaurant Industry in 2012”
Fourth Panel -- “What are the Opportunities for PE Investors in the Distressed Restaurant Arena”
Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, February 10, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, March 2, 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, March 15 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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