MasterClassTM

Capital Roundtable

 

Conference Partners

Association Partners

Data Partners

Partial List of
Past Attendees

3P Equity Partners
Accord Financial
Akoya Capital Partners
Albany Capital Resources
Allstate Investments
Alston Capital Partners
American Capital
American Industrial Partners
Amicus Capital Partners
AR2
Artemis Holdings Group
Autonomy Holdings
Avante Mezzanine Partners
Baker Tilly Virchow Krause
Balance Point Capital Partners
Blackford Capital
Bridgeview Equity Partners
BVI Group
Campbell Lutyens & Co.
Capital Roundtable
Capstone
Cascade Partners
Catalyst Insight Partners
Centerfield Capital Partners
Charter Oak Equity
CI Capital Partners
Cimarron Infrastructure Group
Clarendon Group
ClearLight Partners
ClearPoint Investment Partners
CM-CIC Capital Finance
Colbeck Capital Management
Conferre Capital
Consumer Growth Partners
Coral Reef Capital
Cornerstone Capital Partners
Creative Health Capital
Crofton Capital
Darden Brothers
DFW Capital Partners
Drinker Biddle & Reath
Emerald Capital Group
EverWatch Capital
Fields Texas
Fifth Third Capital
Finn Dixon & Herling
Forest Hills Capital Management
G2 Capital Advisors
Gladstone Companies
Grace Matthews
Greylock Capital Partners
Harbor Cap Partners
High Road Capital Partners
Hilco Global
Huron Capital Partners
Insperity
Janes Capital Partners
Juncture Venture Advisors
Kirby Capital Advisors
L2 Capital Partners
Lakewood & Co.
LongueVue Capital
Lucas Group
Mantucket Capital
Marian Associates
Marquette Business Credit
Marquette Capital Partners
Marwit Capital
MERK Capital Corp.
Michael Associates
Morgan Stanley & Co.
Morningside Private Investors
MTN Capital Partners
Murray Devine & Co.
NCK Capital
New York Private Finance
NewSpring Capital
OFS Capital Corp.
Parkway Capital Investors
Patriot Capital
Patzik Frank & Samotny
Peninsula Capital Partners
Pepper Hamilton
Petsky Prunier
Prairie Capital
Pulleyworks Capital
Rainbow Capital
Regent Advisors
RFE Investment Partners
Ridgemont Equity Partners
Roundwood Capital
ShoreView Industries
SJ Partners
Ski Capital
StepStone Group
Stone Pointe
Stone-Goff Partners
Stonehenge Partners
STORE Capital
The Family Office
TriCycle Group
TriPointe Capital Partners
Trivergance
Trusted Health Plan
Tuckerman Capital
Unlimited Horizons
Valesco Industries
VeriQuest Capital Management
Vinik Family Office
Wherewithal Partners

 

































 

 

Mapping Your Course

As an Independent Sponsor

 
Best Practices for Deal Making
Between Independent Sponsors & Capital Partners

                     

AMAZING ALL-NEW

FULL-DAY SUPER CONFERENCE

New York City

Tuesday, June 21, 2016

8:00 am – 4:00 pm

 

CHAIRED BY

MARTIN STEIN
MANAGING DIRECTOR

BLACKFORD CAPITAL  

 

FEATURING

UNIQUE “CAPITAL CIRCLE” EXHIBIT HALL

FACE-TO-FACE NETWORKING LUNCHEON

WITH CAPITAL PARTNERS

Tuesday, June 21, 2016

1:30pm – 5:00pm
Learn More Here

 

REGISTER NOW

 

INCLUDING HALF-DAY WORKSHOP

EXCLUSIVELY FOR EMERGING INDEPENDENT SPONSORS

 Monday, June 20, 2016

2:00 pm – 5:00 pm

 

WINE & CHEESE RECEPTION

Open to all Registered Conference Attendees

Monday, June 20, 2016

5:00 pm – 6:30 pm

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

James G. Brown, Long Ridge Equity Partners LLC

Matthew R. Cohen, Prodos Capital Management LLC

Jim C. Cowart, Auriga Partners Inc.

Jeffrey S. Davis, Eaton Partners LLC

Mac Gerlach, Boulevard & Co.

James O. Jacoby, The Stephens Group LLC

Robert G.Levine, L2 Capital Partners

Bruce N. Lipian, StoneCreek Capital Inc.

Conor T. Mullett, Red Oak Growth Partners LLC

Donald D. Nelson, Harken Capital Securities LLC

Richard P. Prestegaard, High Road Capital Partners

Igor Rozenblit, U. S. Securities & Exchange Commission

Jack Sadden, Valesco Industries Inc.

Charlie Santos-Buch, AE Industrial Partners LLC

Benjamin G.Schneider, BASE Equity Partners LP

Gregg Solomon, Touchstone Group LLC

Mark D.Ullman, Charter Oak Equity LP
Robert P. Zinn, K&L Gates LLP


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

The next edition of The Capital Roundtable’s famous Independent Sponsor conference is coming up!  

  • The first time we produced this conference -- in September 2007 -- it was the first conference of its kind.
  • The fourth time we produced this conference -- in April 2009 -- we invented the name “Independent Sponsor” to replace the antiquated phrases “fundless” or “unfunded.”
  • The last time we produced this conference -- in February 2015 -- it was the largest gathering of Independent Sponsors and their Capital Partners ever -- over 130 people attended.

And now, this time, on June 21, at an elegant private club on Fifth Avenue in Manhattan -- we’re hosting the biggest and best-ever Independent Sponsors conference.

 

We’re excited to inaugurate several brand-new features --

 

"Capital Circle" Exhibit Hall
A unique “Capital Circle” where Capital Partners are stationed at tables in our exhibit hall, to meet face-to-face with Independent Sponsors,
to exchange deal information, and to network. (ACG members will recognize that the Circle is modeled after ACG’s successful Capital Connections.)

 

A whole new set of discussion topics -- If you’re an Independent Sponsor -- either new or a veteran -- come to our state-of-the-art conference to meet active Capital Partners and learn their criteria.

 

Introductions to the most experienced sponsors in the country -- If you’re a Capital Partner seeking deals, come meet active Independent Sponsors and explain what kinds of deals appeal most to you.

 

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That’s not all!  Here are three more exciting features of this conference --

  • On the evening before the conference, our Sponsors are hosting a wine and cheese reception. To facilitate networking, you’ll receive attendance rosters and color-coded badges when you register.
  • On the morning of the conference, to kick things off, we’re passing a microphone around the room -- person-to-person -- giving everyone the opportunity to introduce yourself, what you do, and why you’re attending the conference.
  • Highlighting our agenda are three consecutive content-driven panels, covering topics especially designed by our conference chairman -- Martin Stein, one of the country’s most experienced and most-admired Independent Sponsors.

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Want to learn more about the three panels?

  • Evolution of the Independent Sponsor Model -- We introduce three accomplished Independent Sponsors, each working at a different stage of the model.   Other Independent Sponsors in the audience can learn about the challenges our speakers report facing at each point along the path from novice to experienced journeyman to seasoned expert.  Capital Partners can learn the different needs of Independent Sponsors at each stage.
  • What’s the Future of the Independent Sponsor Model? -- The sustainability of the model is being threatened by a host of factors, including (1) more available capital, (2) a more efficient marketplace, (3) more stringent SEC regulations, and (4) more family offices.  Will the model survive the next decade?  Can Independent Sponsors withstand the competitive pressures?  Should thoughtful Independent Sponsors migrate to another model? 
  • Raise a Fund or Not to Raise a Fund? -- The Debate Between Funded Vs. Versus Fundless Models!
    Listen to four brilliant investors debate the perennial question of whether a fund makes the sponsor -- or a sponsor makes the fund!  The panel will have --
    • one Independent Sponsor who derides the funded model,
    • one Independent Sponsor who is raising a fund,
    • one PE general partner who loves working with Independent Sponsors,
    • and one PE general partner who isn’t fond of working with Independents. 

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Are You a New Independent Sponsor?

Here’s Another Reason Why You Must Register Now

Workshop for Emerging Independent Sponsors

 

Join us on the afternoon of Monday, June 20th, at our Workshop for Emerging Independent Sponsors. This workshop features a series of presentations by individual veteran Independent Sponsors who answer your questions and share their advice. Best of all, you’ll be able to speak candidly about your experiences with Capital Partners. This session is exclusively for Independent Sponsors -- Capital Partners and service providers should not RSVP.

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Register Now to Network with Martin Stein
& Dozens of Other Experts

 

Chairing this conference is Martin Stein, managing director of Blackford Capital, an independent PE investment firm that acquires and builds middle-market manufacturing, distribution, and service companies.

 

With more than 15 years of PE experience, Martin leads the firm’s acquisition sourcing activities and serves as chairman of four of the firm’s portfolio companies. Blackford Capital won “deal of the year” for the last three years in the state of Michigan and, in 2015, it won deal of the year in the entire U.S.  In 2013, Martin was awarded Western Michigan’s “dealmaker of the year,” the youngest person ever to receive it.

 

Before founding Blackford Capital, Martin was a consultant at Mercer Management where he helped develop growth strategies for Fortune 500 clients such as Sears, Dow, Searle Pharmaceuticals, Pfizer, and PacifiCare Health Systems.

 

Martin earned a bachelor’s degree with honors from the University of Chicago and an MBA from Harvard Business School with a focus on operations. He’s also a graduate of the Coro Fellows program, a prestigious leadership skills program.

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Register Now to Succeed at the Challenges Coming Your Way

 

By attending our Conference, Capital Circle, and Workshop, you’ll learn answers to such important questions as --

  • Is the Independent Sponsor model right for you? How do you get started?
  • What do entrepreneurial fund managers need to know before they decide to position themselves as an Independent Sponsor?
  • What do you look for in a Capital Partner and how do you find them? Who are the best sources of capital to partner with in a transaction?
  • How can Independent Sponsors gain the confidence of potential Capital Partners and company owners?
  • Why are family offices showing new willingness to do business with Independent Sponsors and what should you expect when working with them?
  • Why are LPs looking at direct investment with Independent Sponsors?
  • What has to be absolutely certain before you get a deal under a letter of intent?
  • How can Independent Sponsors stay in control of their deals all the way to the closing table?
  • What types of due diligence maintain the confidence of your capital source partners?
  • What are best practices for creating value in your portfolio and in growing your firm? How do you efficiently and effectively manage multiple portfolio companies?
  • How do you plan for and execute successful exits?
  • How have Independent Sponsors been able to leverage their experience into their own committed funds?
  • What are notable middle-market deals arranged through independent sponsors over the past year?

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Three More Reasons Why You Should Join Us

  • Recognize the importance of developing your own network of high net worth, control, and non-control investors.
  • Understand how to work with your counterparts and colleagues in this highly demanding marketplace.
  • Learn how to weather the storm when the next economic recession period inevitably arrives.

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Register Now to Make Valuable Contacts through Networking Opportunities

 

This Capital Roundtable conference is an ideal place to expand your network and open up pathways to future deals. The day’s agenda includes ample time to let you --

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable connections
  • Share both ideas and business cards
  • Meet potential investment partners & clients 

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Keep in mind this conference is certain to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Sarah Burd today to confirm your attendance at 212-832-7300 ext. 0 or sburd@capitalroundtable.com.


 

 Who Should Attend

 

Designed to meet the needs of independent PE deal sponsors -- young & old,
new & experienced, the middle-market Capital Partners, lenders, and investors who back them, and the lawyers, accountants, investment bankers, and consultants who advise them.

 

We look forward to having you join us on Tuesday, June 21.

 

 

Conference Organizers

 

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 PE community. For more information about The Capital Roundtable’s 25 annual conferences and other events and programs, please visit www.capitalroundtable.com.

 

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 Speaking & Business Development Opportunities

 

We offer excellent speaking, marketing, and business development opportunities to reach the middle‑market private equity community. For more details, please contact Maria Magro or Claire Notton at 212-832-7300 ext.117, or by email at cnotton@capitalroundtable.com.

 

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Have a Question?

 

Please contact Sarah Burd at sburd@capitalroundtable.com or 212-832-7300 ext. 0.

 

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Who We Are

 

This Capital Roundtable conference held in midtown New York City is all-business, all-targeted, all designed to be a completely focused day of practical information and revealing insights about best practices for Independent Sponsors and their Capital Partners.

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Faculty

Chaired By

  • Martin Stein, Managing Director, Blackford Capital


Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • James G. Brown, Managing Partner, Long Ridge Equity Partners LLC
  • Matthew R. Cohen, Principal, Prodos Capital Management LLC
  • Jim C. Cowart, Managing Partner, Auriga Partners Inc.
  • Jeffrey S. Davis, Partner, Eaton Partners LLC
  • Mac Gerlach, Managing Director, Boulevard & Co.
  • James O. Jacoby, Managing Director, The Stephens Group LLC
  • Robert G. Levine, Managing Partner, L2 Capital Partners
  • Bruce N. Lipian, Managing Director, StoneCreek Capital Inc.
  • Conor T. Mullett, Managing Director, Red Oak Growth Partners LLC
  • Donald D. Nelson, Managing Director, Harken Capital Securities LLC
  • Richard P. Prestegaard, Partner--Business Development, High Road Capital Partners
  • Igor Rozenblit, Co-Head--Private Funds Unit, U. S. Securities & Exchange Commission
  • Jack Sadden, Managing Director, Valesco Industries Inc.
  • Charlie Santos-Buch, Partner, AE Industrial Partners LLC
  • Benjamin G.Schneider, Managing Partner, BASE Equity Partners LP
  • Gregg Solomon, Managing Director, Touchstone Group LLC
  • Mark D.Ullman, General Partne, Charter Oak Equity LP
  • Robert P. Zinn, Practice Area Leader--Corporate & Transactional, K&L Gates LLP

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Schedule

 


07:30-08:00

Networking & Registration & Breakfast

08:00-09:15

Welcoming Remarks & Audience Self-Introductions

09:15-09:45

Conference Chairman’s Introduction 

“What’s New in the World of Independent Sponsors”

  • Martin W. Stein, Blackford Capital LLC

09:45-10:45

Panel 1--

“Career Trajectory of the Independent Sponsor --

Insights from a Newcomer, an Experienced Journeyman, & Two Seasoned Veterans”

10:45-11:00

Networking & Coffee

11:00-12:00

Second Panel --

“Evolution of the Independent Sponsor Business Model --

Can It Survive the Pressures?”

 

12:00-01:00

Panel 3--

“Is the Grass Greener?

A Debate Over Whether to Have a Fund vs. Not Have a Fund”

01:00-03:30

Networking Lunch & CAPITAL CIRCLE

Where Capital Partners are stationed at tables in our large exhibit hall, all to meet informally face-to-face with Independent Sponsors, to exchange deal information, and to network.  The scene is modeled after ACG’s successful Capital Connections.

03:30-04:30

Panel 4--

Best Practices for Raising a Fund -- When is the Right Time?                            

04:30

Networking & Adjournment

 

  

 

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Registration

Space at this conference is limited, so register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Sarah Burd today to confirm your attendance at 212-832-7300 ext. 0 or sburd@capitalroundtable.com.

 

Please note that The Capital Roundtable limits the number of registrants from a single firm to three.

 

  • Best Rate -- Early Registration -- Save $400 off the standard fee of $1495 when you register by Friday, April 26. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, May 17, and the fee for the conference is $1295.

 

  • Conference Rate -- $1,495 increasing to $1,595 day of conference, space permitting.

 

  • Group Rate -- $995 each, when you register two or more people to attend from the same company.

 

Register Now

 

You can pay by credit card (using the links above) or by check. Mail your check and business card to: The Capital Roundtable, 747 Third Avenue, Suite 200, New York, NY 10017.

Have a special question? Please contact Sarah Burd at sburd@capitalroundtable.com or 212-832-7300 ext 0.

 

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.

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Location

  • Midtown, NYC

    Details provided upon registration

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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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Sponsorships

We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 ext.117, or by email at cnotton@capitalroundtable.com.

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