MasterClassTM

Capital Roundtable

Association Partners

Data Partners

Partial List of
Past Attendees

Able Strangers
Advantage Capital
Akeida Capital
Alignment Holdings
A Ridge Capital
Altus Capital Partners
Amerra Capital
Anagenesis Capital
Arbiter Partners
Arrowpoint Partners
Balance Point Capital
Boathouse Capital
Brock Capital Group
Brookside Mezzanine
Capital Southwest
CapitalSpring
Cockrell Interests
CohnReznick
Cortland Capital Market Services
Credit Suisse Asset
Enterprise Center
FBR & Co.
Fidus Investment
Founders Equity
Fulham & Co.
Gerson Lehrman
Gores Holdings
Gotham Orient
Grand Crossing
Heritage Group
International Finance
JumpStart
Kian Capital Partners
Kidd & Co.
Locke Lord
Magna Management
McGuireWoods
Medley Management
Meridian Investments
Merit Advisors
Monroe Capital
MVP Capital Partners
NewSpring Capital
Next Point
OFS Capital
Patriot Capital
PEF Services
Pepper Hamilton
Pine Street Capital
Plexus Capital
RCP Advisors
RF Investment
RSM US
SJF Ventures
Small Business Investor Alliance
Spring Capital
Staebler Associates
Star Mountain Capital
Stonebridge Partners
Sullivan & Cromwell
TD Bank NA
THL Credit Advisors
Triangle Capital
U&S Services
U. S. Small Business Administration
USA Funds
Valesco Industries
VRC | Valuation Research Corporation
Wedgewood Investment Group
Westminster Capital

 

































 

 

Why Operations-Focused Investors

See 2017 as a Banner Year
For Doing Turnarounds

 

Private Equity Investing

In Challenged Companies

 

                     

CHAIRED BY
M. Steven Liff

Senior Managing Director

Sun Capital Partners Inc.

 

FULL-DAY CONFERENCE

Thursday, May 18, 2017

8:00 am – 5:00 pm

New York City

 

REGISTER NOW

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Daniel J. Collin, Monomoy Capital Partners LP

Allan Connolly, Aclara Technologies LLC
John Diggins, Platinum Equity LLC
Craig L. Enenstein, Corridor Capital LLC

Robert Fullerton, Jefferies LLC
James J. Greco, Pilgrim Holdings LLC
Jonathan Kaye, Moelis & Co.

David L. Kreilein, Centre Lane Partners LLC

Todd D. Plosker, Sun Capital Partners Inc.

S. Lawrence Rusoff, Performance Equity Management LLC
Michael F. Sanford, Cerberus Capital Management LP

David E. Simon, Littlejohn & Co. LLC

Lawrence Steyn, Morgan Stanley & Co. LLC
W. Craig Stillwagon, PNC Business Credit

Christopher H. Thomas, Aterian Investment Partners LLC

Stephen Thomas, Bain Capital Private Equity

Christine Tiseo, Lincoln International LLC

Robert H. Warshauer, Imperial Capital LLC



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

In recent years the economy has been booming, so finding troubled or distressed companies to rescue and repair has been difficult.

However, last year was a real shocker.

Suddenly, according to 2016 data from the American Bankruptcy Institute, commercial bankruptcies soared 26% -- the first increase since 2010!

And according to a survey of restructuring experts by AlixPartners, nearly half expect their own profession to prosper in 2017.

 

Here are some of the ingredients --

  • Innovations are disrupting the retailing and energy and transportation industries -- while the healthcare sector is facing heavy turmoil.
  • Many industries like agribusiness and hospitality and transportation are feeling terrorized by state and federal pronouncements about new labor regulations.
  • And U.S. companies are worried by the economic slowdown in China, and by the Brexit uncertainty in the U.K. and European Union.

 

In short, despite the post-election rally from the “Trump trifecta” (predictions about tax cuts, deregulation, and infrastructure spending), fate is catching up with more and more companies -- thus opening up their doors for private equity acquirers with solid experience in reviving challenged companies.

Widely-respected Cambridge Associates recently advised its clients, in fact, that distressed-for-control funds in the current climate are now among the most compelling buyout strategies.

Register now to attend The Capital Roundtable’s all-day annual conference on “Private Equity Investing in Challenged Companies,” on Thursday, May 18, 2017, in New York City.

 

Tremendous returns are going to come to investors who spot tarnished gems, and bring fresh management skills and capital to bear.

Even in industries that aren’t stressed, standalone challenged companies and corporate divisions can benefit from new managers and investment.

So how can a middle-market private equity firm drive transformation in a challenged business?

Register Now to hear our 20+ speakers address such key points as --

  • How can changes in trade policy under the new federal administration help some underperforming companies and hurt others?
  • What are the opportunities that tariffs and other possible changes could create?
  • What kinds of returns do GPs and LPs expect in order to compensate for the risk of investing in challenged companies?
  • What have seasoned investors learned from investing in challenged companies?
  • How do you assess the operational challenges facing a company before you own it?
  • What should you focus on when you’re buying challenged companies?
  • How do you identify the root causes of distress?
  • How do you locate skilled operating partners or turnaround consultants to enhance results?
  • How can a portfolio company’s culture be changed to enhance efficiencies and margins?
  • How do you help management accelerate growth in a portfolio company?
  • How can a PE firm assist operationally challenged companies?
  • What are unique considerations to look out for when performing due diligence?

Here Are Three Big Reasons Why You Should Join Us

 

  1. Learn where to invest along the continuum from merely underperforming to truly distressed.
  2. Learn the most common pitfalls when you invest in challenged companies.
  3. Learn how other PE firms are successfully distinguishing themselves in a crowded field

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

 

Register Now to Join Steven Liff,

And 20 Other Industry Experts


Steven is a senior managing director at Florida-based Sun Capital. He joined the firm in 2000 after working in leveraged finance at NationsBank and Bank of America. He sits on Sun’s investment committee and heads its North American transaction team, overseeing offices in Boca Raton, Los Angeles, and New York.


Steve’s most recent investments include Aclara Technologies, Horizon Services,
and Arrow Tru-Line.


Three More Reasons Why You Should Join Us


  1. Learn how (even in retail) some companies that are challenged are destined to emerge as leaders -- and how to identify them.
  2. Learn how extreme weather may spur growth for a variety of businesses that are challenged now.
  3. Gain insights into corporate carve-outs -- how they play to private equity’s strengths, as well as the challenges of splitting off a business from its parent.

Register Now

 

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, May 18.

 

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 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 or by email at mmagro@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 challenged companies. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from challenged company investors
  • Industry outlooks from noted sector experts
  • War stories and lessons learned from experienced hands
  • Intelligence on managing portfolio companies from well-known GPs

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Faculty

Chaired By

  • M. Steven Liff, Senior Managing Director, Sun Capital Partners Inc.

 

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Daniel J. Collin, Co-Chief Executive Officer, Monomoy Capital Partners LP
  • Allan Connolly, President & CEO, Aclara Technologies LLC
  • John Diggins, Partner, Platinum Equity LLC
  • Craig L. Enenstein, Chief Executive Officer, Corridor Capital LLC
  • Robert Fullerton, Managing Director & US Head--Leveraged Finance, Jefferies LLC
  • James J. Greco, President & CEO, Pilgrim Holdings LLC
  • Jonathan Kaye, Managing Director, Moelis & Co.
  • David L. Kreilein, Managing Director, Centre Lane Partners LLC
  • Todd D. Plosker, Managing Director & Head--Capital Markets, Sun Capital Partners Inc.
  • S. Lawrence Rusoff, Managing Director, Performance Equity Management LLC
  • Michael F. Sanford, Managing Dir. & Co-Head--North American PE, Cerberus Capital Management LP
  • David E. Simon, Managing Director, Littlejohn & Co. LLC
  • Lawrence Steyn, Managing Director, Morgan Stanley & Co. LLC
  • W. Craig Stillwagon, Executive Vice President, PNC Business Credit
  • Christopher H. Thomas, Principal, Aterian Investment Partners LLC
  • Stephen Thomas, Managing Director, Bain Capital Private Equity
  • Christine Tiseo, Managing Director, Lincoln International LLC
  • Robert H. Warshauer, Managing Dir. & Head--Investment Banking, Imperial Capital LLC

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Schedule

 

   

7:30-08:30

Networking & Registration & Breakfast

08:30-09:00

Welcoming Remarks & Audience Self-Introductions

09:00-09:30

Conference Chairman’s Introduction--

  • M. Steven Liff, Sun Capital Partners Inc.

09:30-10:30

First Panel --
“Sourcing & Screening --
Locking Up Deals with the Best Turnaround Potential”

 

10:30-11:15

Networking & Coffee

11:15-12:15

Second Panel --
“Negotiating Financing When Companies Are Distressed -- Lenders & Bankers Compare Notes About Defaults”

12:15-01:00

Morning Conversation--

“Choosing the Best Turnaround Strategy --
Increase Revenue? Change Culture? Update Technology?”

 

 

01:00-02:00

Networking & Luncheon  

02:00-02:30

Afternoon Keynote / Interview --

 

02:30-03:15

Afternoon Conversation--

“Weighing Political Risk Factors--
How Policy Changes Can Make or Break a Turnaround”

 

03:15-03:30

Networking & Dessert


03:30-04:30

Third Panel--

“Researching the Causes of a Company’s Distress,
& Snatching Success from the Jaws of Failure”

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,  March 24. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, April 14, 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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