MasterClassTM

Capital Roundtable

Showcase Sponsor

Association Partners

Data Partners

 

Partial List of
Past Attendees

AGR Partners
Ally Corporate Finance
Alvarez & Marsal
American Industrial
Arctic Capital
Argosy Private Equity
Audax Group
Axial Networks
Barings
Bay Capital Investment
Bentley Associates
Bertram Capital
BlackArch Partners
Blue Point Capital
BraddockMatthews
Carousel Capital
Clearlake Capital
ClearLight Partners
Compass Group
Corinthian Capital
Crestline Investors
CRI Capital Advisors
Emerson Electric
Equis Capital Partners
Graham Partners
Hammond Kennedy
Hancock Capital
Harris Williams & Co.
Harvest Partners
High Road Capital
Houlihan Lokey
Industrial Opportunity
Inertia Advisors
Inside International
Inverness Graham
JLL Partners
Lancor
LightBay Capital
Lincoln International
Linsalata Capital
Littlejohn & Co.
LLR Partners
Macquarie Capital
Magna Management
Marlin & Associates
Milestone Partners
Monomoy Capital
NewSpring Capital
NexPhase Capital
Odyssey Investment
OMERS Private Equity
OPTrust Private Markets Group
Parallax Asset Management
Patina Solutions
Pickwick Capital
Piper Jaffray & Co.
Prodos Capital
Quaker Chemical
Ray Traylor CPA
RedTail Capital
Resilience Capital
Riverside Company
SAP America Inc.
Saratoga Investment
Sentinel Capital Partners
SHM Corporate Navigators
Solic Capital
Star Mountain Capital
Stephens Inc.
Sterling Partners
Sutton Place
Taglich Private Equity
Tailwind Capital Group
Trilantic Capital
Trivergance
Unigrains
Venetia Partners
Warburg Pincus
Watermill Group

 

































 

 

Is It Possible to Find “Exclusive” Deals?

Maybe So -- But It Sure Pays

To Hedge Your Bets

 

Best Practices for Sourcing

Private Equity Investment Opportunities


                     

CHAIRED BY

Michelle T. Eidson

Managing Director -- Business Development

Shorehill Capital LLC

 

FULL-DAY CONFERENCE

Tuesday, November 28, 2017

8:00 am -- 5:00 pm

New York City

 

REGISTER NOW

 

Showcase Sponsor
DealCloud

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

James A. Beakey, Nautic Partners LLC

Andrew P. Bonanno, Kohlberg & Co. LLC
Jan Bucher, Eden Capital Management LLC

Christian Bullitt, formerly LLR Partners

Brendan T. Burke, Headwaters MB LLC

Stephen B. Connor, Hamilton Robinson Capital Partners

Robert F. Dreier, Bunker Hill Capital LP

Kate Faust, Rockwood Equity Partners LLC

Brett A. Hickey, Star Mountain Capital LLC

Jay C. Jester, Audax Group

Kristin H. Johnson, Altamont Capital Partners

Michael P. Kelly, Michael Kelly Associates
E. Robert Kent, Brown Gibbons Lang & Company
Ted H. Kramer, Hammond Kennedy Whitney & Co. Inc.

          Lex Leeming, NexPhase Capital
Nadim Malik, Sutton Place Strategies LLC
Eric Mattson, Excellere Partners
Andrew J. Meyers, Gryphon Investors
Glenn B. Oken, Mangrove Equity Partners LP
Richard P. Prestegaard, High Road Capital Partners
Daniel F. Ryan, Milestone Partners

 

SPECIAL ANNOUNCEMENT


Want to Do More Deals?



Come to Capital Roundtable’s
Business Development Conference on Tuesday (Nov. 28),
Then Join ACGNY’s Wine Gala on Wednesday (Nov. 29)

(see below for details)



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

Those much-vaunted “exclusive” deals that private equity investors hunt for are like those improbable unicorns that venture capitalists dream about.

 

In fact, one recent survey shows that fully a quarter of professional private investors say that identifying and qualifying targets is their topmost concern!

 

Put differently, just like hunting for unicorns, hunting for “exclusive” PE deals may pay off occasionally, but it certainly works best if you know how to aim for them.

 

Register Now to attend The Capital Roundtable’s annual conference on “Best Practices for Sourcing Private Equity Investment Opportunities,” being held in New York City on Tuesday, November 28.

 

This is the place to be where you’ll gain valuable insights as our 20 experienced speakers ask “Is It Possible to Find “Exclusive” Deals?”

 

 Click here to receive your best rate -- a savings of $400 off our regular conference rates.

 

When it comes to deal sourcing, many PE investors focus their attention on networking with investment bankers… Others on talking to lawyers, accountants, and other service providers…  Others on collecting business cards and brochures at industry conferences and trade shows… And still others on investing in e-mailings or even advertising on websites or in magazines.    

 

All of these techniques are harder than ever to make successful. Your competitors have an abundance of available capital, and with more piling up all the time.

  • Lenders are offering credit to buyers at highly competitive prices and flexible  deal terms…
  • Sellers are increasingly savvy -- and picky…
  • High-quality deal volume seems to be shrinking, perhaps because sellers are holding back in the hope of tax changes that will enhance their valuations...
  • And the field of potential buyers continues to broaden with independent sponsors, family offices, strategic corporate investors, and others facing low entry barriers

Come hear from PE business development professionals about how they work with intermediaries and companies, and with the deal professionals at their own firms... how they ensure they’re communicating with the right people, have an edge in the right auction processes, and even have a shot at that private equity unicorn--an exclusive deal.

 

Here Are Three Key Reasons Why You Should Join Us 

  1. Hear some creative ways BD professionals have approached the competitive market environment
  2. Learn from investment bankers how BD professionals can be most effective at communicating and navigating the land of auction processes
  3. Get tips from innovative firms that have landed great deals – what pricing and terms did they offer – or how did they land the opportunity?


Register Now
to Join Michelle Eidson

And More Than 20 Other Experienced Industry Experts

Michelle joined Shorehill Capital as a managing director just a few months ago, following a successful stint as vice president of marketing and business development at Platte River Equity where she originated the role for the firm in 2011.  Before Platte River, she was director of corporate development for EchoStar Corp.

 

Previously, she was with Holden Capital, a Denver-based venture capital firm focused on early-stage technology investments. She was also an investment banking associate with J.P. Morgan Chase. She began her career in Cairo, Egypt, as a consultant on a USAID-backed project for the Egyptian government.

 

Michelle earned a joint MBA and MA in international relations from the University of Chicago’s Booth School of Business and a BA in international studies with a minor in economics from Colby College in central Maine.

Register Now to Hear How 20 Top Leaders
Source Deals, Find Talent, & Drive Revenues

 

This conference brings you exclusive panel discussions and conversations and keynotes featuring a who's who of M&A executives.

 

You'll hear how they --

  • Navigate the pitfalls associated with too much leverage on offer…
  • Consider the benefits of working on a deal with some “hair” on it…
  • Use platform deals to get an edge in certain industries…

Three More Reasons Why You Should Join Us

  1. Hear about the different types of intermediaries that business development professionals get the most value from.
  2. Share tactics for identifying and building relationships with high-quality companies.
  3. Learn how to balance your time among more intermediary relationships than ever before.

 Here are some of the topics that our 20 expert speakers may spotlight --

  • How to work with companies that are stalling their sale process
  • How to identify good acquisition targets amidst the noise of email blasts
  • How to educate intermediaries about your deal-making needs
  • How to help your contacts build relationships with deal makers at your firm
  • The best technologies for helping you find a deal
  • The most effective uses of online deal portals
  • How social media can help you do a deal
  • The key responsibilities and career path of the business development role
  • Changes in how business development professionals are compensated
  • How firms account for business development expenses
  • How firms attract good business development professionals
  • How business development professionals can help their firm get to the later rounds of the right auctions
  • How to figure out which intermediaries are your most valuable relationships
  • How firms are adjusting their strategies to win deals
  • How to sort the wheat from the chaff when you get an online pitch

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.



SPECIAL ANNOUNCEMENT


Want to Do More Deals?


Come to Capital Roundtable's
Business Development Conference on Tuesday (Nov. 28),
Then Join ACGNY’s Wine Gala on Wednesday (Nov. 29).


Capital Roundtable is teaming up
with ACGNY for the first-ever Middle-Market Week (Nov. 27--Dec. 1)

Don’t miss ACGNY’s Wine Gala on Wednesday, Nov. 29.
Click here to learn more about Middle-Market Week!

 

 

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We look forward to having you join us on Tuesday, November 28.

 

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 Sarah Burd or Claire Notton at 212-832-7300 or by email at sburd@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 business development. You’ll gain valuable insights from --

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

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Faculty

Chaired By

  • Michelle T. Eidson, Managing Director -- Business Development, Shorehill Capital LLC

 

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • James A. Beakey, Managing Director--Business Development, Nautic Partners LLC
  • Andrew P. Bonanno, Partner & Head--Business Development, Kohlberg & Co. LLC
  • Jan Bucher, Principal, Eden Capital Management LLC
  • Wm. Christian Bullitt, Former Managing Dir.--Business Development, LLR Partners
  • Brendan T. Burke, Managing Director, Headwaters MB LLC
  • Stephen B. Connor, Dir.--Business Development, Hamilton Robinson Capital Partners
  • Robert F. Dreier, Partner--Business Development, Bunker Hill Capital LP
  • Kate Faust, Partner--Business Development, Rockwood Equity Partners LLC
  • Brett A. Hickey, Chief Executive Officer, Star Mountain Capital LLC
  • Jay C. Jester, Managing Director, Audax Group
  • Kristin H. Johnson, Managing Dir.--Capital Markets & Business Dev., Altamont Capital Partners
  • Michael P. Kelly, Managing Director, Michael Kelly Associates
  • E. Robert Kent, Managing Director, Brown Gibbons Lang & Company
  • Ted H. Kramer, President & CEO, Hammond Kennedy Whitney & Co. Inc.
  • Lex Leeming, Partner & Head--Business Development, NexPhase Capital
  • Nadim Malik, Chief Executive Officer, Sutton Place Strategies LLC
  • Eric Mattson, Principal, Excellere Partners
  • Andrew J. Meyers, Principal, Gryphon Investors
  • Glenn B. Oken, Managing Director, Mangrove Equity Partners LP
  • Richard P. Prestegaard, Partner--Business Development, High Road Capital Partners
  • Daniel F. Ryan, Partner & Head--Business Development, Milestone Partners

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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 --

  • Michelle T. Eidson, Shorehill Capital LLC

09:30 - 10:15

Morning Conversation --

Sipping from the Firehose --
How Sourcing Professionals Manage All the Deal Flow

10:15 - 11:00

Networking & Coffee

11:00 - 12:00

First Panel

Standing Out from The Herd --
Tactics That Will Keep You Top of Mind with Intermediaries


12:00 - 12:30

Morning Keynote


12:30 - 01:30

Networking & Luncheon  

01:30 - 02:30

Second Panel --

Finding a Unicorn Efficiently --
Potential Sources of Exclusive Deal Flow That Are Worth Your Time


02:30 - 02:45

Networking & Dessert


02:45 - 03:30

Afternoon Conversation --

The Secret to Winning the Deal May Be Inside Your Firm --
Effective Collaboration with Your Deal Team Matters


03:30 - 04:30

Third Panel --

What’s Your Career Path? --
How Firms are Thinking About Business Development as the Role Evolves

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, October 20. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, November 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: New York Business Roundtable Inc., 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

  • The University Club

    Midtown, NYC

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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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