MasterClassTM

Capital Roundtable

Association Partners

Data Partners

Partial List of
Past Attendees

301 Inc.
AlixPartners
Alliance Consumer Growth
Alliance Sales & Marketing
Arlon Group
AUA Private Equity
BBX Capital Partners
Best Health Goods
BTIG
Cerberus Capital
Chuckanut Bay Foods
CI Capital Partners
Citrin Cooperman
Commodity Specialists
Consolidated Investment Group
Corinthian Capital
Crystal & Co. Inc.
D. A. Davidson & Co.
Edlong Dairy Technologies
Emil Capital Partners
Faegre Baker Daniels
First Republic
Frontage Search
Gehl Foods
Gryphon Investors
Herbert Mines
Horizon Holdings
Hostess Brands
Huron Capital Partners
Information Resources
Kincannon & Reed Inc.
KUA Mex Foods SAPI
LaSalle Capital
Lipotriad
LKCM Headwater Investments
MidCap Financial Services
Mintz Levin Cohn Ferris Glovsky & Popeo PC
Monogram Food Solutions
Muir Detlefsen
National Food Group
Nonni's Foods
NorthWind Partners
Odgers Berndtson
Parthenon-EY
Pathmore Group
Peak Ingredients
Plante Moran
Raymundo's Food
River Hollow Partners
Robert W. Baird & Co. I
Saw Mill Capital
Sherbrooke Capital
Snyder's-Lance Inc.
TA Associates Management
Trilantic Capital Partners
TriVista
Victoria Fine Foods
W Capital Partners
Weetabix North America
WeiserMazars
Wind Point Partners
Women's Marketing

 

































 

 

How Sensors & GPS & Big Data
Enhance Valuations of Field Services

& Facilities Management Companies

 

Private Equity Investing

In Field Services

& Facilities Management Companies

                     

CHAIRED BY

Scott Finegan
Managing Director

Pfingsten Partners

 

FULL-DAY CONFERENCE

Thursday, June 22, 2017

8:00 am – 5:00 pm

New York City

 

 

REGISTER NOW

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Steven Gottfried, ServiceChannel Ventures

David J. Grossman, Renue Systems Inc.

John A. Lonnquist, Lazard Middle Market LLC

Brian S. Lucas, Harris Williams & Co.

Chris Roach, Unified Power Corp.

R. Giles Tucker, Harris Williams & Co.

Robert Vevoda, Crane 1 Services

Ross W. Williams, Robert W. Baird & Co. Inc.


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


In the not-so-old days, running pest control businesses, or office-building cleaning services, or commercial laundromats was a low-tech affair.

 

You’d schedule maintenance crews to install traps to catch rodents or clean up facilities after a big storm, plus handle the occasional emergency when a toilet paper dispenser runs out, or a washing machine breaks down in mid-cycle.

Today, applications of technologies like sensors, location services, big data, automation, and internet of things are transforming how field services and facility management companies are operated at every step along the way.

All the advances are giving sellers of these companies a chance to up their valuations, making it possible for PE firms to make consolidations and rollups more attractive.

Register now to attend The Capital Roundtable’s inaugural conference on --“Private Equity Investing in Field Services & Facilities Management Companies” being held in New York City on Thursday, June 22.

 

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

 

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

  • Which IT investments are proving most beneficial?
  • How do you demonstrate to potential targets that you have the tech chops to help them modernize their services?
  • How can technology be used to impress customers?
  • Why do you need to be focused on human capital?
  • What are examples of good places to recruit strong field services technicians as older technicians retire?
  • What kinds of training programs need to be put in place?
  • How do you provide career progression to keep talented employees engaged?
  • What types of roll-up strategies are best to pursue?
  • Where should you invest -- and what should you avoid?
  • How may the disappearance of many big retailers impact this industry?
  • Which sub-sectors of an industry are more recession-resistant?
  • What is the potential impact of the Trump administration’s anti-immigration stance?
  • Where do new investors in the sector often make mistakes?
  • How do you identify and evaluate management teams and PE professionals with the skills to succeed in field services and facilities management?
  • What are lenders are looking for?
  • What are best practices to drive EBITDA margin expansion?
  • Where are returns headed?
  • Which players in facilities management can offer the best exits and what are they looking for?
  • What union-related issues arise in this field?
  • How are companies in field services and facilities management thinking about sustainability initiatives?

 

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

 

There are lots of examples of enhancements in the field services and facilities management. Take sensor technologies. Today’s rat traps can signal that they’ve captured a critter. Or sensors can detect that a ladies’ room soap dispenser needs a visit from a maintenance personnel -- or a toilet paper holder must be refilled before customers complain.

 

Take these technologies a step further. Imagine combining sensors with data collection to tell when laundromat customers prefer to wash their sheets and socks. That enables companies to increase prices when the volume of customers surges higher, and lower prices to keep the machines busy when customer volume drops.

 

Or take emergency repairs. Using GPS location services, it’s now possible to find the nearest available technician faster, and slash down-time so less revenue is lost and fewer customer complain.

 

Put it all together, and PE firms are expanding opportunities when they acquire field services and facility management companies, so they become more efficient, increase revenue, and build reputations for impeccable customer service.

 

Another benefit is that family-owned companies that previously may have preferred to go it alone are more amenable to using capital and professional management help from private equity firms.

An investor that demonstrates how it can help companies use these technologies may gain credibility with a management team or an edge in a bidding war. And a firm that can successfully implement such strategies across a roll-up to take a company from local to regional to national will enhance returns on exit.

Here Are Three Key Reasons You Should Join Us at This Conference

 

  1. Learn which technologies are being successfully implemented by field services companies to increase efficiency, revenue, and customer satisfaction.
  2. Discover how to build out the national footprint of a company.
  3. Explore new tactics for recruiting and engaging the best field services technicians.

 

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

 

Register Now to Join Scott Finegan,
And More Than 20 Industry Experts

 

We’re delighted to welcome as our conference chair Scott Finegan, managing director at Pfingsten Partners. Scott joined Pfingsten in 1997, after spending six years at American National Bank & Trust Co. of Chicago. Before that he was an analyst at Horizon Partners, a Milwaukee-based PE firm. He holds a BS degree in business administration from Marquette University and an MBA from Kellogg School at Northwestern University.


                                           

                                          Three More Reasons Why You Should Join Us

 

  1. Learn which companies in this industry are most resistant to economic downturns.
  2. Hear how PE firms are rolling out technology initiatives across multiple add-on acquisitions.
  3. Hear where EBITDA multiples are headed and how PE firms are getting higher multiples on exits from roll-ups.

 

Recent Middle-Market Field Services & Facilities Management Deals --

 

  • Incline Equity Partners purchased Premium Franchise Brands, a franchisor of light commercial and residential cleaning services and a portfolio company of Webster Capital.
  • Eureka Growth Capital bought Merit Service Solutions Holdings to establish a platform providing outsourced exterior facilities management services.
  • Summit Park acquired certain assets from Iron Mountain for about $50 million, forming Arkive, a provider of document storage services.
  • Frontenac recapitalized Wildflower Linen, a provider of designer table linens, chair covers, and accessories for special-event rentals.
  • Soundcore Capital Partners bought Sweeping Corp. of America, the largest independent power sweeping company in the United States, and closed on the platform’s first add-on as well, of Sani-Tech JetVac Services.
  • Veritas Capital bought Chicago Bridge & Iron’s capital services business for $755 million. The business provides services as a maintenance and modification contractor for the nuclear power industry, industrial maintenance industry, and federal, state, and local governments.
  • Blue Point Capital Partners acquired Fire & Life Safety America, which provides fire and life safety system inspection, maintenance, repair, and installation services.
  • New Heritage Capital invested in Continental Services, a diversified food-service provider serving corporate clients in Michigan.
  • Bestige Holdings invested $15 million in three waste management businesses to form National Waste Partners, a provider of compactor and baler rentals, repair, and waste coordination services.
  • Altus Capital Partners purchased MAX Environmental Technologies, an environmental treatment and disposal company.

 

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, June 22, 2017.

 

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 field services and facilities management companies. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from field services and facilities management companies
    experts
  • Industry outlooks from noted sector experts
  • War stories and lessons learned from experienced hands

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Faculty

Chaired By

  • Scott Finegan, Managing Director, Pfingsten Partners

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Steven Gottfried, Executive Managing Director, ServiceChannel Ventures
  • David J. Grossman, President & CEO, Renue Systems Inc.
  • John A. Lonnquist, Managing Dir. & Co-Head--Business Services & Edu., Lazard Middle Market LLC
  • Brian S. Lucas, Managing Director, Harris Williams & Co.
  • Chris Roach, Chief Executive Officer, Unified Power Corp.
  • R. Giles Tucker, Managing Director, Harris Williams & Co.
  • Robert Vevoda, President & CEO, Crane 1 Services
  • Ross W. Williams, Managing Director, Robert W. Baird & Co. Inc.

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Schedule

 

 
To be announced
  

  

 

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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 28, Just $1095.

 

  • Incentive Registration -- Save $200 off the standard fee!
    Register by Friday, May 19, 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.

If you need to cancel, please do so by Monday, March 6th at 5:00pm, and we will credit you for a future Capital Roundtable conference. Please note that we do not offer refunds.

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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