MasterClassTM

Capital Roundtable

Marquee Sponsors

 

Showcase Sponsor

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

 

































 

 

Corporate Buyers Pay Top Dollar

To PE Firms for Authentic Food Companies

 

Private Equity Investing

In Food & Nutrition Companies

                     

CHAIRED BY

Jeffrey M. Walters

Partner

LaSalle Capital

 

FULL-DAY CONFERENCE

Thursday, May 4, 2017

8:00 am – 5:00 pm

New York City

 

Marquee Sponsors
Plante Moran
TriVista

 

Showcase Sponsor
CBRE

 

REGISTER NOW

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Michele Abo, Elevation Brands LLC / Ian's Natural Food

Bob Abramowitz, Westminster Foods LLC

Jeffrey R. Ackerman, Headwaters MB LLC

Brad Barnhorn, Multiple Food and Beverage Companies

James M. Bertram, William Blair & Co. LLC

Dorothy Carlow, Fairway Market

Kelly A. Cornelis, LaSalle Capital

Matthew S. Edgerton, Kelso & Co.

Jennifer Frankenberg, TriVista

John P. Goldasich, Arlington Capital Advisors LLC

Garrett Harker, Eastern Standard Kitchen & Drinks

Kayvan Heravi, LNK Partners LLC

David B. Houser, Lincoln International LLC

Brian Krumrei, TSG Consumer Partners LLC
Maura Mottolese, Tate's Bake Shop

Jay D. Novak, Houlihan Lokey

Karl A. Schledwitz, Monogram Food Solutions LLC
Kurt Seidensticker, Vital Proteins LLC

Keith H. Stimson, Gryphon Investors

Brian D. Wiedenhoeft, Plante Moran

Robert J. Woolway, FocalPoint Partners LLC


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

For the food and nutrition industries, these are exciting times.

 

First of all, corporate buyers are bidding up valuations for acquisitions that appeal to foodies and millennials who prefer products that are either “authentic” or “better for you.”  

 

While some big corporates are setting up venture arms to acquire (or invest in) early-stage businesses, others like General Mills, Snyder’s-Lance, Hormel, and Mondelez are searching for innovative add-ons for their portfolios.

 

In effect, these latter buyers are outsourcing their R&D.  That trend spells lucrative exits for PE sellers who are commanding eye-popping valuations that can exceed 10 times EBITDA!

 

And second, there’s the excitement of just how much the new Trump administration and the new Congress will transform federal regulatory policy -- food safety regulations, healthcare and labor and immigration policies, farm subsidy rules, and clean labeling requirements.

 

Register now to learn from our 20+ experts at the Capital Roundtable’s annual all-day conference on “Private Equity Investing in Food & Nutrition Companies,” taking place Thursday, May 4, 2017, in New York City.

 

One of the ironies of all this is the interest in “authentic” products.  The term refers to products that resonate with consumers -- sometimes because they’re produced locally, or are hand-crafted, or seem natural, or good-for-you (think Kind healthy snacks) -- or sometimes because they’re just the opposite -- since they evoke delicious memories (think Twinkies, Ding Dongs, and other classic treats).

 

Examples include --

  • General Mills acquiring Annie’s, manufacturer of organic products.
  • Hormel acquiring Applegate, a manufacturer of natural and organic value-added prepared meats.
  • Snyder’s-Lance acquiring Diamond Foods, which includes snack brands such as Kettle Brand chips, Pop Secret popcorn and Baptista’s Bakery with its Snack Factory Pretzel Crisps brand.
  • Mondelez acquiring Enjoy Life, a manufacturer of foods free from gluten and other common allergens.
  • Hershey acquiring Krave, upscale beef jerky.
  • Pinnacle Foods acquiring Boulder Brands, maker of a portfolio of health and wellness brands including Udi’s & Glutino gluten-free products.

 

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

 

  1. Discover the value of the relationships between private equity firms and large corporations.
  2. Hear how retailers and restaurants address consumer-driven trends.
  3. Learn more about buyers’ strategies to get maximum value from private equity exits.

 

By attending this conference, Jeff Walters of LaSalle Capital, and 20+ other speakers will shed light on subjects as --

 

  • Which brands cut through the clamor to impress consumers as authentic, and how?
  • How do Big Food conglomerates and larger PE firms hunt for authentic acquisitions in the mid-market?
  • How do you build a “fortress” around your brand to fend off imitators and other competitors?
  • How much potential does the “authentically unhealthy” space offer? Can the “Twinkie formula” work for other junk food?
  • What are winning strategies for PE investors to consolidate serial acquisitions and play mini-conglomerate?
  • Where are the boundaries of the middle-market these days? When do PE giants and Big Food conglomerates compete with middle-market firms for the same acquisitions?
  • What are the implications of the Food Safety Modernization Act and other regulatory initiatives at federal or state level?
  • What riles up activists in the food safety area? How can investors and brands avoid damaging publicity?
  • Could inflation for food inputs be coming back thanks to the new administration in Washington, or other factors?
  • How do PE firms address operational challenges such as transitioning from a family run business to a private equity run business or transitioning from a local brand to a national brand?

 

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

Register Now to Meet Jeff Walters,
And More Than 20 Other Food & Nutrition Experts & Investors

 

In 2003, Jeff Walters co-founded LaSalle Capital in his hometown of Chicago. Since then, LaSalle has partnered with more than 40 companies in the lower-middle PE market, raising two funds totaling over $330 million. Food and beverage is one of two core industries for the firm.

Jeff’s private equity career began in the mid-1980s and includes stints at Citigroup and Banker’s Trust. During the 1990s, he plunged into privatization in Eastern Europe, founding Chicago/Europe Partners L.P., serving as chairman of a large Polish vegetable processor, Pudliszki Holdings, and ultimately selling to H.J. Heinz. He serves as a member of the board of governors of the Small Business Investors Alliance (SBIA). He earned a BA in history from Tufts University.


                                          Three More Reasons Why You Should Join Us

 

  1. Learn views on when and why valuations could peak.
  2. Explore why it’s still up to smaller companies to innovate in food and beverage.
  3. Learn where private equity can find the most value through the “food chain” of investing in food and nutrition companies.

 

                                          Recent Middle-Market Food and Nutrition Deals

 

  • Arbor Industries acquired South Coast Baking of Irvine, Calif, adding to its Le Petit Pain baking group.
  • Highlander Partners Acquired Hillside Candy of Hillside, N.J., maker of GoOrganic and GoLightly brands.
  • Graham Partners buys Mercer Foods of Modesto, Calif., specializing in organic freeze-dried fruits and vegetables.
  • InHouse Ventures acquired Taylor Maid Farms, Sebastopol, Calif.-based distributor of organic coffee.
  • Grey Mountain Partners buys Kronos Foods, producer of Mediterranean foods based in Glendale Heights, Ill.
  • Dane Creek Capital acquired Midgard Insect Farm of Halifax, Nova Scotia, producer of crickets for eco-friendly pet foods.

 

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, May 4.

 

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 food and nutrition companies. You’ll gain valuable insights from --

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

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Faculty

Chaired By

  • Jeffrey M. Walters, Partner, LaSalle Capital

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Michele Abo, Chief Executive Officer, Elevation Brands LLC / Ian's Natural Foods
  • Bob Abramowitz, President & CEO, Westminster Foods LLC
  • Jeffrey R. Ackerman, Managing Director, Headwaters MB LLC
  • Brad Barnhorn, Board Member, Multiple Food and Beverage Companies
  • James M. Bertram, Managing Dir. & Head--Consumer & Retail I-Banking,
    William Blair & Co. LLC
  • Dorothy Carlow, Chief Merchandising & Marketing Officer, Fairway Market
  • Kelly A. Cornelis, Partner, LaSalle Capital
  • Matthew S. Edgerton, Managing Director & Investment Partner, Kelso & Co.
  • Jennifer Frankenberg, Vice President, TriVista
  • John P. Goldasich, Partner, Arlington Capital Advisors LLC
  • Garrett Harker, Proprietor & Partner, Eastern Standard Kitchen & Drinks
  • Kayvan Heravi, Partner, LNK Partners LLC
  • David B. Houser, Managing Director, Lincoln International LLC
  • Brian Krumrei, Managing Director, TSG Consumer Partners LLC
  • Maura Mottolese, Chief Executive Officer, Tate's Bake Shop
  • Jay D. Novak, Managing Dir. & Global Head--Consumer, Food & Retail Grp., Houlihan Lokey
  • Karl A. Schledwitz, Chairman & CEO, Monogram Food Solutions LLC
  • Kurt Seidensticker, Chief Executive Officer, Vital Proteins LLC
  • Keith H. Stimson, Partner, Gryphon Investors
  • Brian D. Wiedenhoeft, Audit Partner, Plante Moran
  • Robert J. Woolway, Managing Director, FocalPoint Partners LLC

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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 --

  • Jeffrey M. Walters, Partner, LaSalle Capital

09:30-10:30

Panel 1

“Authentic & Scalable –
PE Investors Discuss How to Acquire & Grow Great Brands”

10:30-11:15

Networking & Coffee

11:15-12:00

Morning Conversation

“Shelf Space & Menu Space --
How Retailers & Restaurants Are Addressing Consumer Preferences”

12:00-12:30

Morning Keynote -- TBA

12:30-01:30

Networking & Luncheon  

01:30-02:30

Panel 2

“Get Bigger But -- How Fast? -- Strategies for Growing Private Equity Acquisitions”

 

02:30-02:45

Networking & Dessert

02:45-03:30

Afternoon Conversation --

“The Twinkie Effect --
Reviving Indulgent & Nostalgic Brands”

 


03:30-04:30

Third Panel

“The Big Boys Buy In --
What Are CPG Conglomerates Hunting For?”

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 10, Just $1095.

 

  • Incentive Registration -- Save $200 off the standard fee!
    Register by Friday, March 31, 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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