MasterClassTM

Capital Roundtable

Marquee Sponsors

Association Partners

 

Data Partners

Partial List of
Past Attendees

ACA Compliance Group LLC

Amalgamated Capital

American Capital Ltd.

Audax Group

Auriga Capital Management LLC

Auriga Holdings LLC

Bank of Ireland

Black Diamond Capital Management LLC

Bloomberg LP

Blue Sky MLS Inc.

BNP Paribas

BNP Paribas Private Capital Group

Brean Capital LLC

Capitala Investment Advisors LLC

CapitalSouth Partners Funds LLC

Capitol Acquisition Corp. II

Carlyle GMS Finance Inc.

CarVal Investors LLC

Caspian Private Equity LLC

Citigroup Inc.

Consumer Growth Partners LLC

Cortland Capital Market Services LLC

Credit Suisse

Credit Suisse Securities (USA) LLC

D. Aaron Asset Management LLC

Dechert LLP

EisnerAmper LLP

Equalitas Capital

Equus Total Return Inc.

Ernst & Young LLP

Fidus Investment Corp.

Full Circle Capital Corp.

Gapstow Capital Partners

Gerson Lehrman Group Inc.

Gladstone Companies

Gladstone Investment Corp.

Grant Thornton LLP

Harris & Harris Group Inc.

Harvest Capital Credit Corp.

Haynes & Boone LLP

ICON Investments

Keefe Bruyette & Woods Inc.

King & Spalding LLP

Kiski Alpha Partners LLC

KPMG LLP

KSL Capital Partners LLC

Lincoln International LLC

McGladrey

McLarty Capital Partners

Medley Capital LLC

Mercer Capital

Milestone Partners

Monroe Capital LLC

Morgan Lewis & Bockius LLP

Murray Devine & Co. Inc.

MVC Capital Inc.

National Fund Advisors LLC

Nelson Mullins Riley & Scarborough LLP

New Mountain Capital LLC

NewSpring Capital

Old Hill Partners Inc.

Partners Group AG

Pepper Hamilton LLP

Perella Weinberg Partners LP

Robert W. Baird & Co. Inc.

Rothstein Kass & Co. PC

Saratoga Investment Corp.

Small Business Investor Alliance

State Street Corp.

State Street Global Svcs Alt. Investment Solutions

Stellus Capital Management LLC

Structural Capital

Sutherland Asbill & Brennan LLP

Technology Media Advisors LLC

THL Credit Inc.

VRC | Valuation Research Corporation

Wafra Capital Partners Inc.

Wells Fargo Securities LLC

Wood Creek Capital Management LLC

Wunderlich Securities Inc.

 

































 

 

 Strategies for Enabling Profitability

In a No-Growth Environment

 

Private Equity Investing in Niche Manufacturing

& Industrial Services Companies

                     

CHAIRED BY

Gregory J. Bondick
Managing Director

Windjammer Capital Investors

 

FULL-DAY CONFERENCE

Thursday, July 14, 2016

8:00 am – 5:00 pm

New York City

 

MARQUEE SPONSORS

Benesch

Plante Moran

TriVista

 

REGISTER NOW

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Joseph C. Adams, Plante Moran

Partha Biswas, Middleby Corp.

Richard Carey, Permira Advisers LLC

Caleb H. Clark, Palladium Equity Partners LLC

Joel A. Cohen, Robert W. Baird & Co. Inc.

Thomas D'Ovidio, ShoreView Industries LLC

Daniel L. DeSantis, Linsalata Capital Partners Inc.

Jay Hernandez, Harris Williams & Co.

Kevin J. Kruse, Seven Mile Capital Partners

J. Francis Lavelle, Houlihan Lokey

Derek R. Lim, Seven Mile Capital Partners

Craig S. Majernik, Windjammer Capital Investors LLC

Mike McSweeney, TriVista

Michael Musser, KeyBanc Capital Markets Inc.

R. Ed Nichols, Stout Risius Ross Advisors LLC

Brian Orkin, Arsenal Capital Partners

Andrew W. Rice, The Jordan Company LP

Nicholas S. Russell, Tuckerman Capital

Peter K.Shelton, Benesch

Christopher A. Springer, Alliance Holdings Inc.

James F. Ward, Artemis Capital Partners LP

Sean Ward, Blue Point Capital Partners LLC

Monty Yort, GenNx360 Capital Partners LP


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

 

Back in the day, boosting profits for manufacturing plants and industrial services was mostly a matter of paring costs, introducing lean processes, and outsourcing internal functions. 

 

But we all know that's changed. 

  • Nowadays the focus is on growing revenues and expanding valuations.
  • Competitors are using customizations to launch multi-product platforms. 
  • Deep-pocketed strategic buyers and family offices and non-traditional lenders have joined the fray.

At this year’s niche manufacturing conference from The Capital Roundtable, here are some of the topics that our 20 expert speakers are spotlighting --  

  • What are the mechanics of accessing global markets?
  • How do you meet the demands for “smart manufacturing” -- e-commerce, customization, and automation?
  • What proposed government regulations or legislation may affect how manufacturing companies will operate in 2016-2017?
  • How could the outcome of the national elections shape trade with other countries?
  • Are limited partners and family offices more or less interested in manufacturing companies?
  • When you’re expanding growth equity platforms, what are best ways to identify the right add-ons?
  • How is data analytics changing manufacturing operations?
  • What IT investments are proving most beneficial?
  • After you’re done cutting costs, what are the best next steps?
  • Where do new investors in the sector often make mistakes, and what are the truths to know coming in?
  • How do you identify and evaluate industrial management teams?

Register Now to attend The Capital Roundtable’s encore conference -- “Private Equity Investing in Niche Manufacturing & Industrial Services Companies,” being held in New York City on Thursday, July 14th.

 

Click here to receive our best rate -- a savings of $400 on our regular conference rates!

Here Are Three Key Reasons Why You Should Join Us

 

  1. Hear about which sectors are currently in favor -- Wire and cable assemblies?  Robotics? Specialty chemicals? Others?
  2. Learn what impact energy prices are having on deals, and what the trends suggest for the future.
  3. Gain a better understanding of the global markets and how to find and navigate international transactions.

Register Now to Join Gregory Bondick
And More Than 20 Industry Experts

 

We‘re delighted to welcome as our conference chair Greg Bondick, managing director at Windjammer Capital Investors, a leading middle-market private equity firm with offices in Waltham and Newport Beach. Founded in 1990, Windjammer has invested nearly $1.4 billion in over 50 companies across a broad range of industries.

 

Greg joined Windjammer's Waltham office in 2000. Previously, he was with Prudential Capital's corporate finance group in Dallas, responsible for managing investments in the southwest. He currently serves on the boards of portfolio companies Heritage Food Service Group, Component Hardware Group, and HSC Acquisition.

 

 

Greg earned a BBA from the University of Texas at Austin and is a Chartered Financial Analyst.

 

Register Now to Hear How 20 Top Leaders

Source Deals, Find Talent, & Drive Revenues

 

This conference brings you exclusive panel discussions and conversations featuring a who's who of private equity’s dealmakers.

 

You'll hear how they --

  • identify growth niches …
  • introduce big data and predictive analytics …
  • use artificial intelligence and smart manufacturing …
  • cope in a rough economic environment …
  • win the deals they want …
  • staff acquisitions to get the job done …

Three More Reasons Why You Should Join Us


  1. Find out ways to harness superior industrial management talent that can take portfolio companies to the next level.
  2. Find out how to meet the demand for smart manufacturing.
  3. Discover how manufacturing companies are moving into specialized software and data analytics to streamline operations.


Recent Middle-Market

Niche Manufacturing and Industrial Services Deals

  • Strength Capital Partners portfolio company Arch Global Precision’s acquisition of Advanced Precision, a maker of precision machined components and industrial cutting tools and instruments.
  • Wynnchurch Capital's acquisition of Texas Hydraulics, a maker of custom hydraulic cylinders, swivels, and related components for mobile equipment applications.
  • Gryphon Investors' recapitalization with Washing Systems, a manufacturer of chemicals for the commercial laundry industry.
  • Audax Group's acquisition of Preferred Compounding, a custom rubber compounder, from Wingate Partners.
  • Arlington Capital Partners portfolio company United Flexible’s acquisition of Fulton Bellows, a maker of precision bellows and thin-walled metal components used in gas and fluid control systems.
  • Genstar Capital portfolio company MW Industries' acquisition of USA Fasteners, a Houston-based manufacturer of fasteners.
  • Argosy Private Equity's acquisition of Nationwide Industries Inc., a provider of hardware products and components for the building materials industry.
  • Incline Equity Partners' portfolio company Dorner Manufacturing's acquisition of FlexMove System, a manufacturer of flexible chain conveyors.
  • Orazio Capital Partners' acquisition of Red Head Brass, a manufacturer of couplings and fittings for the domestic firefighting market, from Guard Hill Holdings.

Register Now to Form Valuable Contacts
With Colleagues & Professionals

 

This Capital Roundtable conference is the 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 new connections
  • Share both ideas and business cards
  • Meet potential investment partners and clients

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 GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, BDC, and Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants,
& Other Advisors Who Support Them.

 

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We look forward to having you join us on Thursday, July 14.

 

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 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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 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 Kellie Green or Claire Notton at 212-832-7300 or by email at kgreen@capitalroundtable.com or 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 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 niche manufacturing companies. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from niche manufacturing experts
  • Industry outlooks from noted sector experts
  • War stories and lessons learned from experienced hands

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Faculty

Chaired By

  • Gregory J. Bondick, Managing Director, Windjammer Capital Investors

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Joseph C. Adams, Partner, Plante Moran
  • Partha Biswas, Group President, Middleby Corp.
  • Richard Carey, Partner & Co-Head--Industrials, Permira Advisers LLC
  • Caleb H. Clark, Vice President, Palladium Equity Partners LLC
  • Joel A. Cohen, Managing Dir. & Co-Head--Global Industrial Group, Robert W. Baird & Co. Inc.
  • Thomas D'Ovidio, Partner, ShoreView Industries LLC
  • Daniel L. DeSantis, Managing Director, Linsalata Capital Partners Inc.
  • Jay Hernandez, Director, Harris Williams & Co.
  • Kevin J. Kruse, Partner, Seven Mile Capital Partners
  • J. Francis Lavelle, Managing Director & Co-Head--Industrials Group, Houlihan Lokey
  • Derek R. Lim, Principal, Seven Mile Capital Partners
  • Craig S. Majernik, Principal, Windjammer Capital Investors LLC
  • Mike McSweeney, Senior Vice President, TriVista
  • Michael Musser, Managing Dir. & Head--Industrial Tech. Banking, KeyBanc Capital Markets Inc.
  • R. Ed Nichols, Managing Director, Stout Risius Ross Advisors LLC
  • Brian Orkin, Operating Partner, Arsenal Capital Partners
  • Andrew W. Rice, Senior Vice President--International, The Jordan Company LP
  • Nicholas S. Russell, Partner, Tuckerman Capital
  • Peter K. Shelton, Partner, Benesch
  • Christopher A.Springer, Operating Partner, Alliance Holdings Inc.
  • James F. Ward, Principal, Artemis Capital Partners LP
  • Sean Ward, Partner, Blue Point Capital Partners LLC
  • Monty Yort, Managing Partner, GenNx360 Capital Partners LP

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Schedule

 

 

07:30-08:30

Networking & Registration & Breakfast

08:30-09:00

Welcoming Remarks & Audience Self-Introductions

09:00-09:30

Conference Chairman’s Introduction 

  • Gregory J. Bondick, Windjammer Capital Investors

09:30-10:15

Morning Conversation --

“Enabling Profitability in a No-Growth Environment --

PE Investors Discuss Successful Strategies”

10:15-11:00

Networking & Coffee

 

 

11:00-12:00

Panel 1 --   

“Expanding Growth Equity Platforms --

How to Identify the Right Add-Ons”

 

12:00-12:30

Morning Keynote --

12:30-01:30

Networking & Luncheon

 

01:30-02:30

Panel 2 --

“Done Cost Cutting? What’s Next? --

Four Experts Compare Strategies”                            

02:30-02:45

Networking & Dessert

02:45-03:30

Afternoon Conversation --

Sourcing Deals Outside the U.S. --

Mechanics of Accessing the Global Market"             

03:30-04.30

Panel 3 --

How to Meet the Demand for ‘Smart Manufacturing’ --

“E-Commerce, Customization, & Automation

 

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, May 20. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, June 10, 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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