MasterClassTM

Capital Roundtable

Sponsors

 

Association Partners

Research Partners

Media Partners

 

Partial List of
Past Attendees

AEA Investors LP
Ag Production Planning Services LLC
Alco Industries Inc.
Andersons Inc.
Aqua Capital
Arlon Group LLC
Bank of America Merrill Lynch
Bank of the West
BlackArch Partners
Blake Cassels & Graydon LLP
Blue Ridge Partners Management Consulting LLC
Business Development Asia LLC
Capital Road Foundation
Cartesian Capital Group LLC
CCMP Capital Advisors LLC
CDK Group LLC
Chicago Growth Partners
Clemens Family Corp.
Closed Loop Capital
CME Group Inc.
Colorado Financial Holdings LLC
Cooperative Business International Inc.
Deloitte & Touche LLP
Deutsche Asset Management 
Dixon Hughes Goodman LLP
Duff & Phelps LLC
Element Partners
Equinox Capital Partners LLC
Falcon Legacy LLC
Fifth Third Bank NA
FTI Consulting Inc.
Gilford Securities Inc.
Granite Creek Partners LLC
H. J. Baker & Bro. Inc.
Hancock Capital Management LLC
Hennenfent Advisory LLC
HighQuest Partners LLC
Houlihan Lokey
INTL Provident Group USA
KeyBanc Capital Markets Inc.
Kincannon & Reed Inc.
Lazard Middle Market LLC
Lewis M. Carter Manufacturing Co. Inc.
Lihar Food & Beverage Management Co. Ltd.
LiveFuels Inc.
Marubeni America Corp.
MEYCorp. International
North Sea Partners LLC
Norwest Equity Partners LP
Olam Americas Inc.
Ospraie Advisors LP
Paine & Partners LLC
Penton Media Inc.
Prime Natural Resources Inc.
Rabobank International
Reliance Capital Partners LLC
Sidley Austin LLP
Touchstone Group LLC
Trail Ridge Farms Inc.
Tri Canyon Capital LLC
Wealth Partners Capital LLC
WeiserMazars LLP
Wm. G. Roe & Sons Inc.

Clear the date June 27 on your 2013 calendar!

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

Attention -- Middle-Market Private Equity

& Mezzanine Investors & Lenders

ENCORE CONFERENCE

Private Equity Investing

In Middle-Market Restaurant Companies

High Multiples in an Industry That Sizzles

 

Attendance Is Limited --

Register Now

 

CHAIRED BY

Stephen C. Sherrill, Managing Director
Bruckmann Rosser Sherrill & Co. LLC

 

Featuring 20 Expert Speakers, including --
Lance Beder, Grant Thornton LLP

Damon S. Chandik, Piper Jaffray & Co.

Robert O. Daniel, Regions Financial Corp. / Regions Securities LLC

Jason DeLuca, Allscope Media
Michael J. Faherty Jr., NewStar Financial Inc.
Murray C. Huneke, Stifel Nicolaus Weisel

Daniel Jacobson, Cushman & Wakefield Inc.
Elizabeth F. Lippert, The Parthenon Group

Jessica Luterman Naeve, DeSilva + Phillips LLC

Jason M. Malak, Brunswick Valuation Advisors, LLC

Matthew Mandeltort, Technomic Inc.
Juan R. Martinez, Profitality LLC

Greg Miller, The Parthenon Group

Sean P. Murphy, Angelo Gordon & Co. LP
Jacob A. Organek, Rosser Capital Partners
David B. Pittaway, Castle Harlan Inc.

Patrick Renna, Boloco
John B. Tibe, Jefferies & Co. Inc.

Geoffrey B. Veale, Milestone Partners

 

Click Here to Register >>   Purchase Audio Package >

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, June 27, 2013

8:00 am – 5:00 pm
New York City 

Designed to Meet the Needs of GPs, LPs, & Managers of Real Estate Private Equity Funds, Bridge, Mezzanine, High Yield Debt & Traditional Lenders,

as well as, Operating Partners, and the Bankers, Lawyers, Accountants,
& Other Advisors Who Support the Real Estate Investing Community

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

More and more private equity firms are eyeing restaurant deals -- and for good reason. The restaurant sector offers very high multiples with readily available financing, along with a host of other winning attributes that round out the menu.

 

For one thing, in the restaurant industry, change is evolutionary -- not revolutionary -- so smart managers have time to adapt to shifts in consumers’ tastes.

 

And, while competition in the restaurant industry is rarely based on comparison shopping, successful restaurant brands can establish an identity that gives them a unique market position with menu items and service attributes that set them apart.  

 

Plus, eating out is an important part of peoples’ lives -- big-ticket purchases can be delayed when times are tough, but out-of-home dining with family and friends continues to be an affordable escape.

 

Make your reservation now

for this ENCORE conference

from The Capital Roundtable.

 

The best practices for analyzing a deal can be quite simple -- find a proven concept with multiple locations that has a lot of white space for future growth … look for a return of invested capital of at least 30% so you can afford expansion … make sure store-level EBITDA generates a minimum 18-20% return.

 

Just consider --

  • The National Restaurant Association estimates total restaurant sales increase 3.8% year over year, topping $660 billion for 2013.
  • The restaurant sector is a major contributor to U.S. job growth, employing 10% of the workforce with an expected gain of 2.4% this year.
  • The acquisition market is healthy and growing –private equity groups alone bought nearly 100 restaurant companies.

It’s no surprise that so many restaurant operations -- from fine dining to fast food -- are upping their game to enhance their returns.  Units are being remodeled.  Promotions and loyalty programs are elevating sales.  And, across the board, menus are being retooled to provide more sophisticated offerings at lower price points.  

 

While this affects the industry’s cost structure, operating costs are generally passed on to consumers without any dramatic impact -- people are not going to suddenly start cooking for themselves.

 

You’ll get the recipe for success when you attend The Capital Roundtable’s ENCORE conference -- “Private Equity Investing in Restaurant Companies” being held in New York City on Thursday, June 20th.

 

Here are just 6 important reasons you should register now --

  • Hear the specific issues facing operators of fine, casual, fast casual, fast food, and other dining segments.
  • Understand how changes in eating habits, particularly those of younger consumers, are affecting the restaurant industry.
  • Realize what the true impact of operating costs such as Obamacare and minimum wage will be.
  • Learn why restaurants are increasingly turning to social media as a marketing tool.
  • Discover why targeting the franchisee market can offer strong cash flow with a lower risk than managing your own brand.
  • Identify whether deal economics are favorable or questionable.

To chair this timely conference, we’re delighted to welcome Stephen C. Sherrill, Managing Director of Bruckmann Rosser Sherrill & Co., a New York-based private equity firm with about $1.4 billion in funds under management in three investment partnerships, focused on investing in middle-market consumer goods and services businesses.

 

Since 1996, BRS has purchased over 40 portfolio companies for aggregate consideration of over $6.4 billion. In addition, BRS portfolio companies have completed approximately $1.9 billion of add-on acquisitions.

Steve is a founder and Managing Director of BRS. Previously, he was an officer of CVC from 1983 through 1994. Prior to joining CVC, he was an associate at the New York law firm of Paul, Weiss, Rifkind, Wharton & Garrison. He earned his BA at Yale University and his JD at Columbia Law School.

 

Steve is chair of B&G Foods, Inc. and is a director of Airxcel Holdings, Inc. and Royal Robbins, Inc.

 

Register Now to Hear 20 Experts with the Ingredients for Success

 

Led by Steve, this conference will bring you four panel discussions featuring the shared insights from twenty top PE professionals who are all successful investors in restaurant companies. You will hear from GPs, operating executives, investment bankers, lenders, consultants, and more -- offering real-world perspectives, lessons learned, and industry outlooks, plus insights on managing current portfolio companies.

 

Plus, you’ll find out about recent notable restaurant industry deals including --

  • Thomas H. Lee Partners’ acquisition of Dallas-based Fogo de Chao Brazilian steakhouse chain from GP Investments.
  • BRS’s successful exit of its investment in Ruth’s Hospitality Group, the Florida-headquartered operator of Ruth’s Chris Steak House, Mitchell’s Fish Market and other fine dining restaurants.
  • Hillcrest Capital Partners’ investment in Brooklyn Park-based Premier Restaurant Equipment Co., a restaurant design and equipment firm.
  • Golden Gate Capital’s sale of Romano’s Macaroni Grill to Houston-based Ignite Restaurant Group.

We’ll be answering such questions as --

  • Which restaurant industry segments offer the best promise for 2013?
  • Why are lenders especially favorable toward restaurant deals?
  • What are the best practices of managing restaurant portfolio companies?
  • How should you be preparing your portfolio companies for exits?
  • What are the positives and negatives of tie-ins with celebrity chefs?
  • How can you use Facebook and other social media tools to maximum advantage?
  • With the failure of New York’s proposed soft drink ban, has the climate for stringent regulation of restaurant nutrition softened?
  • Which new labor models are restaurant companies experimenting with to blunt the impact of healthcare reform?
  • Will rising commodity costs be an issue in 2013 and beyond?
  • With a growing middle-income population in emerging countries, is this a good time to expand your concept globally?

Build Valuable Contacts Through Our Networking Opportunities

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
  • If you’re an attorney or advisor -- Meet new potential clients
  • If you work as an executive search professional -- Meet potential prospects

 

Register Now to Receive Our Premiere Pricing

You’ll benefit from a generous discount of $400 off our regular price, simply by making your reservations for this conference before May 24, 2013.

And 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 Mara Kane today to confirm your attendance at 212-832-7300 ext. 0 or mkane@capitalroundtable.com.

 

We look forward to having you join us on June 27th.

 

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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Faculty

Chaired By

  • Stephen C. Sherrill, Managing Director of Bruckmann Rosser Sherrill & Co. LLC

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers Include

  • Lance Beder, Senior Manager, Grant Thornton LLP
  • Damon S. Chandik, Managing Director, Piper Jaffray & Co.
  • Robert O. Daniel, Managing Dir. & Group Head--Restaurant Banking,
    Regions Financial Corp. / Regions Securities LLC
  • Jason DeLuca, Managing Director, Allscope Media
  • Michael J. Faherty Jr., Director, NewStar Financial Inc.
  • Murray C. Huneke, Managing Director, Stifel Nicolaus Weisel
  • Daniel Jacobson, Senior Director, Cushman & Wakefield Inc.
  • Elizabeth F. Lippert, Senior Principal, The Parthenon Group
  • Jessica Luterman Naeve, Partner, DeSilva + Phillips LLC
  • Jason M. Malak, Managing Director, Brunswick Valuation Advisors, LLC
  • Matthew Mandeltort, Managing Consultant, Technomic Inc.
  • Juan R. Martinez, Principal, Profitality LLC
  • Greg Miller, Principal, The Parthenon Group
  • Jacob A. Organek, Partner, Rosser Capital Partners
  • David B. Pittaway, Senior Managing Director, Castle Harlan Inc.
  • Patrick Renna, Chief Financial Officer, Boloco
  • John B. Tibe, Managing Director, Jefferies & Co. Inc.
  • Geoffrey B. Veale, Principal, Milestone Partners
    Additional Speakers To Be Announced

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Schedule

 

Conference

07:30 - 08:15
08:15 - 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, June 27, 2013

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman’s Keynote -- Stephen C. Sherrill

Panel 1 -- "From the Trenches -- Five Private Equity Investors Report Why They Like Restaurant Companies”

Coffee & Networking Break
Panel 2 --“Sourcing Deal Flow & Financing -- What Four Key Investment Bankers & Lenders Are Telling Their PE Clients About Restaurant Deals”

Luncheon & Networking

Afternoon Keynote -- Parthenon

Panel 3 -“Due Diligence, Deal Structuring & Pricing -- Four Top Deal Professionals Explain How They Identify & Navigate the Unique Issues of Restaurant Deals”

Panel 4 --“Why Using Social Media & Big Data are Especially Important to Restaurant Companies”

Networking & Adjournment

 

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Registration

  • Early Bird Registration Fee -- save $400 off the standard fee! Register by Friday, May 3, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, May 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 mkane@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, June 20 at 5:00pm, and we will credit you for a future conference.)


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 mkane@capitalroundtable.com.

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Location

The University Club, One West 54th Street at 5th Avenue Manhattan (Jacket and tie required)

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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 Marti Wheat at 212-832-7300 or by email at mwheat@capitalroundtable.com.

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