MasterClassTM

Capital Roundtable

 

Sponsors

 

Association Partners

 

Research Partners

mergermarket

Media Partners

 

The Deal

 

 

 

Partial List of
Past Attendees

2tor Inc.

AboutEdu Inc.

AEA Investors LP

Alliance Holdings Inc.

Alpine Investors LP

Alvarez & Marsal

American Academy

American Federation of Teachers

American Learning Corp.

American Sentinel University

Angelo Gordon & Co.

Antenna International

Apax Partners LP

ARC Advisors (HK)

Argosy Capital

Ashford Capital Managment Inc.

Assoc. of Private Sector Colleges & Universities

Audax Group

Austin Ventures LP

Avondale Partners

Bank of America Merrill Lynch

Barclays Capital Inc.

BC Partners Inc.

Berkery Noyes & Co.

BMO Capital Markets

Boston Ventures

Brentwood Associates

Brockway Moran & Partners Inc.

BSG Team Ventures

C/H Global Strategies

C3 Capital LLC

Camden Partners

Campus Direct Inc.

Capstone Partners

Career Education Corp.

Carlyle Group LLC

Castanea Partners

Catapult Learning LLC

Champion College Services Inc.

Charter Oak Capital

Chicago Growth Partners

CHS Capital

CMS Companies

Coady Diemar Partners

College Board

CollegeBound Network

Columbia Capital LLC

Concorde Career Colleges Inc.

Conversion Partners

Corinthian Capital Group LLC

Cortiva Education Inc.

Credit Suisse Group

D. E. Shaw & Co. LP

Deloitte & Touche LLP

DeVry Inc.

Diamond Castle Holdings

Dickstein Shapiro LLP

Discovery Americas

Disney Publishing Worldwide

Dow Lohnes PLLC

Drexel University Online

Drinker Biddle & Reath

Dwight Family of Schools Co.

East Wind Advisors

Edison Ventures

Education Growth Partners LLC

Education Realty Group

EducationDynamics

Edwards Angell

Eisner LLP

Eos Partners LP

Epic Partners

Excelsior College

Falcon Investment Advisors

Fenway Partners LLC

Fidelity Investments

Fifth Street Finance Corp.

Finn Dixon & Herling

Florida Institute of Tech.

ForProfit EDU

Fox Hill Capital LLC

Fullbridge Inc.

Gardner Russo & Gardner

GCLR LLC

GE Capital

Gemini Investors

Generation Partners

Goodwin Procter LLP

Grant Thornton LLP

Greene Holcomb & Fisher

Greenhill Capital

GRO Capital LLC

Ground Swell Equity Partners

Gryphon Investors

H. I. G. Capital LLC

Halyard Capital

Hamilton Lane

Hogan Lovells US LLP

Huron Capital Partners

IBM Corp.

Idea Foundry Inc.

Ignite Education Group

Invus Group LLC

iQ4 Corp.

ITCourseware.com

J. P. Morgan Chase

Jordan Edmiston Group

K12 Inc.

Kaplan Inc.

Kelso & Co.

Knowledge Universe Education LP

Kohlberg Kravis

KPMG LLP

LaSalle Capital Group

Lazard Middle Market

Leeds Equity Partners

Liberty Partners LP

LLR Partners Inc.

Lucas Group

Macquarie Capital (USA)

Madison Dearborn Partners

Management Consultant

McGladrey

McGraw-Hill Companies

Medley Capital LLC

MetSchools Inc.

MHT Partners LP

Milestone Partners

Monitor Clipper Partners LLC

Monroe College

Montclair Board of Education

Morgan Joseph & Co.

Morgan Stanley Private Equity

Mosaica Education

New Mountain Capital

New York Life Capital Partners LLC

New York Times Co.

Noodle Education Inc.

NorthStar Education Services Inc.

Northwest Evaluation Association

Nova Venture Fund Ltd.

OnCourse Learning

Pace Law School

Palm Ventures LLC

Parthenon Group LLC

Penfund

Penn Hill Group

Piper Jaffray & Co.

Powers Pyles

Primus Capital Funds

Providence Equity
Quad Partners LLC

Renovus Capital Partners

Revolution Learning

Riverside Co.

Robert W. Baird & Co.

Rocket Learning

Ropes & Gray LLP

RSR Partners

Russell Reynolds

Salmon Sims Thomas & Associates PLLC

Sankaty Advisors LLC

Scholastic Inc.

Sessions.edu Inc.

Shefrin Olson & Olive

Signal Hill Capital Group

SNR Denton

Software & Information Industry Association

Sorenson Capital

Soros Fund Management

SoundBite Communications Inc.

Specialized Education

Services Inc.

Spectra Advisors

Squire Sanders & Dempsey

St. Charles Capital

Sterling Partners

Stifel Nicolaus & Co.

Studybeat.com Inc.

Summer Street Capital

SunTrust Robinson Humphrey Inc.

Sutter & Verville PC

TA Associates Inc.

Teachers' Private Capital

Thomas L. Creel PC

Tooling University LLC

Tricap Partners & Co.

Trident Capital LP

TriState Capital Bank

Trophy Point Capital

True North Education

Tutor.com Inc.

U. S. Department of Education

University Ventures Fund LLC

Valhalla Partners

ValueAct Capital LLC

Vector Careers

Veritas Education LLC

Veronis Suhler

Stevenson Partners

W. P. Carey & Co. LLC

Wafra Partners LLC

Warburg Pincus LLC

Weiser LLP

Weld North LLC

Wicks Group of Companies LLC

XRoads Solutions Group

YTI Career Institute

ZelnickMedia Corp.

 

 

Clear the date July 26 on your calendar!

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

An ENCORE Conference

For Middle-Market Private Equity

& Mezzanine Investors & Lenders

 

Private Equity Investing

In For-Profit Education Companies

Middle-Market Investors Are Finding

Lots of Profitable High-Growth Segments

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Larry Shagrin, Partner

Brockway Moran & Partners Inc.

 

Featuring 20 Expert Speakers Including --

  • Jay N. Bartlett, Parthenon Group LLC
  • Robert A. Bernstein, Leeds Equity Partners LLC
  • James M. Bodner, Cohen Group
  • T. Andrew Boswell, Brockway Moran & Partners Inc.
  • Mark Claypool, Educational Services of America
  • Jeffery M. Farrero, Chicago Growth Partners LLC
  • Gregory Ferenbach, Dow Lohnes PLLC
  • Carlos J. Ferreira, Grant Thornton LLP
  • Lincoln E. Frank, Quad Partners LLC
  • Atif U. Gilani, Renovus Capital Partners
  • Jonathon C. Glass, Dow Lohnes PLLC
  • Stephen Hoffman, Former CEO of Element K
  • Kathleen Jones, BMO Harris Bank
  • John S. Katzman, 2tor Inc.
  • Harold O. Levy, Palm Ventures LLC
  • Robert Lytle, Parthenon Group LLC
  • Daniel T. Madzelan, Former Acting Asst. Secretary for Postsecondary Education, U. S. Department of Education
  • Michael T. Moe, GSV Asset Management
  • Daniel S. Pianko, University Ventures Fund LLC
  • Jason Rosenberg, Sterling Partners
  • Jeffrey M. Silber, BMO Capital Markets Corp.
  • Scott A. Wieler, Signal Hill Capital Group LLC
  • Todd Zipper, Learning House Inc.

Click Here to Register >>   Purchase Audio Package >>

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, July 26, 2012

8:00 am – 5:00 pm
New York City 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, & Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants,

& Other Advisors Who Support Them

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

Mention for-profit education companies to most people, and what first comes to mind are the big guns who make the headlines -- e.g., Apollo, DeVry, and Pearson.

 

As a result, most people think that all for-profit education companies are being hammered by regulatory uncertainty and worries about students’ return on investment.

 

But in fact, total private equity transaction volume increased in 2011 over the previous year.

 

Middle-market investors are finding opportunities in the post-secondary arena, and putting other high-growth education segments on their radars, including education technology, online and corporate training, and outsourced education services.

 

Many middle-market businesses are trading at significant multiples.  And lenders are aggressively financing transactions.

 

          All kinds of interesting opportunities abound for middle-market PE investors, and

          you can hear where the sector is heading by attending The Capital Roundtable’s

          ENCORE full-day conference on “Private Equity Investing in For-Profit Education

          Companies,” in New York City on Thursday, July 26.

          Sponsored by --

    • Dow Lohnes PLLC
    • Grant Thornton LLP
    • Parthenon Group LLC

 

           Plus our own “early admissions” policy gains you additional savings. Sign up for

           this conference before June 15, 2012, and your registration qualifies for our Early

           Bird Rate -- a generous discount of $400.

 

Education is now the second largest market in the U.S., valued at $1.3 trillion.  So while an industry of this size will always be scrutinized by regulators, the most onerous recent changes are likely over, and investors should face an easier climate down the road.  And while eventual passage is not guaranteed, several pieces of legislation favoring the for-profit industry have been proposed in Congress.

 

In the K-12 space, the federal “Race To The Top” initiative has enabled a growing level of privatization in the K-12 segment, and rewarding districts for embracing alternative models, technological advances, and locally-based criteria.  

 

Schools in these states have more flexibility in how they spend federal funds to benefit students, which benefits for-profit companies focusing on high-quality programs and services.

 

The corporate training market is also rebounding -- budgets are slowly coming back and many companies are trading at very high multiples.  Some of the brightest spots include companies offering mission-critical training to the government, health care, and other demanding markets.  Other interesting sectors include companies in the forefront of data collection and student assessment,nd companies providing guidance and technology services for the new digital age.

 

Just some recent middle-market private equity activity includes --  

  • Providence Equity Partners’ acquisition of educational software company Blackboard Inc.
  • Permira Funds’ acquisition of student assessment provider Renaissance Learning.
  • And Leeds Equity Partners’ acquisition of private school network Nobel Learning Communities.

To chair this timely conference, we’re delighted to welcome Larry Shagrin, Partner at Brockway Moran & Partners, a middle-market private equity firm with headquarters in Boca Raton.  Larry has over 17 years of private equity experience, and has been a Partner at Brockway Moran since 2002.

 

Prior to Brockway Moran, Larry was involved with education-related PE investments as a managing director with William Blair Capital Partners and The Palmer Group.  His recent education investments include Turning Technologies and Crisis Prevention Institute.  Larry earned a BS in business administration from Ohio State University and an MBA from the Wharton School.

 

20 Education Specialists Cover The Deals And The Developments

 

Along with Larry, four lively and informative panel discussions will feature 20 knowledgeable PE experts in the for-profit education industry -- including GPs, portfolio company operating executives, investment bankers, lenders, consultants, and more.  They will share their real-world perspectives, lessons learned, and industry outlooks, including insights on recent deal activity and managing current portfolio companies.

 

You’ll hear why the recovering economy is a motivating force for prospective for-profit education students.  Industry self-regulation combined with greater employment prospects are making consumers more comfortable they will come out of for-profit programs with a job.

 

You’ll also hear how private equity firms and for-profit companies are navigating through the uncertainty of November elections.  While there could be ramifications on municipal and government budgets, we’ll discuss what steps people are taking to be well positioned for success no matter what.

 

Register now to get current answers to the questions on your mind --

 

  • What are the positive trends for the education industry in 2012-13?
  • What are some of the main challenges that PE investors are facing in the education sector?
  • How do enrollment figures compare between for-profit and non-profit institutions? As public non-profits expand their online offerings, what does the future hold?
  • What are valuations in the sector — reasonable, high, or somewhere in between?
  • What recent middle-market deals are notable?  What deals are in the pipeline?
  • How are lenders approaching education deals, and what factors are behind their decisions?
  • Are there proposed federal or state regulations that would create obstacles in the education space?  What is the current legislative climate?
  • What November election outcomes could shake up the middle-market education marketplace? How should for-profit education companies be prepared?
  • Which education-related technologies are getting the most traction today?  How are digital tools changing the industry for the better?
  • How are private equity firms adding value to their education portfolio companies?
  • And much, much more.

Make Contacts And Connections In A One-On-One Environment

 

As with our previous education conferences, you’ll have plenty of opportunities throughout the day to network with both your peers and with industry professionals.  Our agenda includes ample time, with session breaks and an open lunch, when you can exchange ideas and business cards with fellow attendees and featured speakers.

 

You should attend this conference if you are a --

 

  • GP or LP looking to invest in education companies.
  • New PE firm considering investing in education.
  • Hedge fund manager or venture capitalist interested in this specialized space.
  • Partner or operating executive of an education portfolio company.
  • Lender seeking participation in education transactions.
  • Investment banker pursuing deals with education companies.
  • Attorney or advisor representing education companies.
  • Executive search professional recruiting for the private equity industry.

 

          Remember, register with our Early Bird Rate by June 15, 2012, and you’ll save $400

          off our standard fee!  Please make your reservation now so you’re not

          disappointed.  We’ll be looking forward to greeting you.

 

For more information, please feel free to contact Mara Kane at 212-832-7300 ext. 0 or af@capitalroundtable.com.

 

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

  • Larry Shagrin, Partner, Brockway Moran & Partners Inc.

Hosted By

  • Burt Alimansky, Managing Partner, Alimansky & Bethell Group, and Chairman, The Capital Roundtable

Speakers 

  • Jay N. Bartlett, Partner, Parthenon Group LLC
  • Robert A. Bernstein, Senior Managing Director, Leeds Equity Partners LLC
  • James M. Bodner, Co-President, Cohen Group
  • T. Andrew Boswell, Vice President, Brockway Moran & Partners Inc.
  • Mark Claypool, President & CEO, Educational Services of America
  • Jeffery M. Farrero, Principal, Chicago Growth Partners LLC
  • Gregory Ferenbach, Member, Dow Lohnes PLLC
  • Carlos J. Ferreira, Partner, Grant Thornton LLP
  • Lincoln E. Frank, Managing Partner, Quad Partners LLC
  • Jonathon C. Glass, Member, Dow Lohnes PLLC
  • Stephen Hoffman, Former CEO of Element K
  • Kathleen Jones, Managing Director, BMO Harris Bank
  • John S. Katzman, Executive Chairman, 2tor Inc.
  • Atif U. Gilani, Partner, Renovus Capital Partners
  • Harold O. Levy, Managing Director, Palm Ventures LLC
  • Robert  Lytle, Partner, Parthenon Group LLC
  • Daniel T. Madzelan, Former Acting Asst. Secretary for Postsecondary Education, U. S. Department of Education
  • Michael T. Moe, President & CIO, GSV Asset Management
  • Daniel S. Pianko, Founding Partner, University Ventures Fund LLC
  • Jason Rosenberg, Principal, Sterling Partners
  • Jeffrey M. Silber, Managing Director, BMO Capital Markets Corp.
  • Scott A. Wieler, Chairman, Signal Hill Capital Group LLC
  • Todd Zipper, E.V.P. & Chief Mktg. Officer, Learning House Inc.

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Schedule

 

Conference
07:30 - 08:30
08:30 - 09:00
09:00 - 09:45
09:45 - 10:30
10:30 - 11:00

11:00 - 12:15

12:15 - 01:15

01:15 - 02:15


02:15 - 03:15


03:15 - 03:30
03:30 - 04:30


04:30

  

Thursday, July 26, 2012

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Introductory Keynote

Chairman’s Keynote -- "Investing in Education & Training Businesses"

Coffee & Networking Break

First Panel -- “From the Trenches -- Five Private Equity Investors Report Why They Like Education Companies”
Luncheon & Networking

Second Panel -- “Due Diligence, Deal Structuring, Pricing, & Exits -- Four Top Deal Professionals Explain How They Identify & Navigate the Unique Issues of Education Deals"
Third Panel -- “Legal & Regulatory Issues -- Four Top Deal Professionals Explain the Impact on Industry Valuations, Acquisition Activity, & How Issues Are Identified & Navigated”
Coffee & Networking Break

Fourth Panel -- “War Stories -- Perspectives from CEOs & CFOs Who Have Been Through the Cycle”
Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, June 15, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, July 6, 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 af@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, July 19, 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 af@capitalroundtable.com.

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Location

The University Club
College Hall -- First Floor
One West 54 Street (at 5th Avenue)
New York City

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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 Dana DeMattia at 212-832-7300 or by email at ddemattia@capitalroundtable.com.

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