MasterClassTM

Capital Roundtable

Marquee Sponsor

Association Partners

Data Partners

Partial List of
Past Attendees

A & L Group
ACG Global
ApplePie Capital
BDO USA
Branford Castle
Bregal Capital
Brightwood Capital
Brookwood Associates
BTIG
Cambridge Information
Cambridge Resources
Capital Growth
Capital Growth
Capital One Bank USA
CapitalSpring
Carrac Capital
Cassels Brock
CFO Advisors
Citrin Cooperman
Club Metro USA Franchising
Davis Wright Tremaine
DLA Piper
Dominus Capital
Duane Morris
Eaton Partners
Edinger Associates P
Ernst & Young Capital
Exaltare Capital
Fifth Third Securities
Firelight Capital
First Watch Restaurants
Fisher Wallace
Fisher Zucker
FranConnect
Goldman Sachs Group
Grant Thornton
Gray Plant Mooty
Greenberg Traurig
Halifax Group
Hargett Hunter Capital
Harris Research
Harris Williams & Co.
Lawn Doctor
Levine Leichtman Capital Partners
McKeeCo Services
Murano Group
My Fit Foods
National Franchise
New York Private Finance
NRD Capital
P & M Corp. Finance
Peak Franchise
Plante Moran
Plave Koch PLC
Potomac Family Dining
Primrose School Franchising Co.
Productos Medix
Riverside Company
RSM US
Serent Capital
SHM Corporate
SMB Franchise
Solano Ventures
Starboard Capital
Stonington Capital
Summit Partners
Texas Capital Bank NA
TMTG
Triago Americas
Trilantic Capital
Two Men And A Truck
TZP Group
Wray Executive Search

 

































 

 

Thinking Outside-the-Bun --

Tapping New Brands & New Markets

 

Private Equity Investing

In Franchise Companies

                     

CHAIRED BY

Chris Cathcart

Partner

The Halifax Group

 

FULL-DAY CONFERENCE

Thursday, March 30, 2017

8:00 am – 5:00 pm

New York City

 

MARQUEE SPONSOR

Plante Moran

 

REGISTER NOW

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Osman R. Bengur, Bengur Bryan & Co. Inc.

Bo Briggs, Croft & Bender LP
Jeffrey Brock, Hargett Hunter Capital Partners
Jonathan Catherwood, Woodville Hall Capital LLC
Robert Cresanti, International Franchise Association

Kenneth M. Doyle, Halifax Group
Amy V. Forrestal, Brookwood Associates LLC

Kathleen Gilmartin, Interim HealthCare Inc.

John P. Goldasich, Arlington Capital Advisors LLC

David J. Grossman, Renue Systems Inc.

Aziz Hashim, NRD Capital Management LLC

Kurt Lentz, Atlantic Street Capital Management LLC
Lisa C. Manetta, Plante Moran

James C. McGrath, Seyfarth Shaw LLP
Paul S. Pickard, Stewart Capital Management LLC

Scott M. Porter, Brightwood Capital Advisors LLC

Todd Recknagel,Three20 Capital Group LLC

Glenn Spencer, U. S. Chamber of Commerce
Michael Tapp, Interstate Batteries

Olivier L. Trouveroy, , MTN Capital Partners LLC
Kenneth D. Walker, Walker Investments

Robert J. Woolway, FocalPoint Partners LLC


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

Once upon a time, franchising businesses were supposed to be boring -- reliably generating cash but with little growth or resale potential.

 

Not anymore.

 

Private equity investors have discovered franchising in a big way over the past three-to-five years, even as entrepreneurs push the business model far beyond its roots in fast food and hotels.

 

Register now to share your views and hear the experts’ on striking gold and avoiding land mines at the Capital Roundtable’s all-day conference on “Private Equity Investing in Franchise Companies,” being held on Thursday, March 30th in New York City.

 

Bargains are tough to find in this environment. But franchising still holds opportunity for private equity investors who dig deeper -- spotting nascent concepts poised for rapid expansion, taking more mature brands international or combining properties into multi-brand platforms.

 

Innovators constantly expand the food category, as recent deals involving Wetzel’s Pretzels or HuHot Mongolian Grill attest. Healthcare franchising continues to thrive in services from dentistry to home attendants.

 

Our expert speakers will explore franchising’s latest trends as well as its unique risks ranging from franchisor-franchisee tensions, to “fair wage” laws, and state and local labor regulations. Whether you’re considering your latest or your first investment in franchising, the knowledge you take away will be well worth the day spent.

 

Chris Cathcart of The Halifax Group and 20 other speakers will address such key points such as --

  • What are the best exit strategies for private equity investors?
  • How should you scout for opportunities among young franchises?
  • Franchisor or franchisee -- which offers better value?
  • Which U.S. franchises are best suited for overseas expansion?
  • How can you confirm the health of franchisor-franchisee relationships?
  • What are the next frontiers of franchising?
  • How can you build a successful multi-brand portfolio for balanced cash flows?
  • How can you add management value to a franchising acquisition?
  • What is the outlook for regulatory pressure -- federal, state, and local?
  • How could fair wage laws or unionization drives affect your investment?
  • What hot trends in automation could affect restaurants and other franchise investments?

 

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

 

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

 

  1. Share views on shopping for the right deals.
  2. Get multiple inputs on the macro and regulatory environment as Washington's new administration reorganizes federal goals and some states push back against it.
  3. Hear a global perspective on franchising-- which concepts might work beyond the U.S., and why and where.

 

Register Now to Meet Chris Cathcart,
And More Than 20 Other Franchising Experts & Investors

 

Chairing the conference is Chris Cathcart, a partner at The Halifax Group in Washington, D.C. Halifax has nearly $1 billion under management in private equity, specializing in health care and business services. Its first franchising investment, Meineke Auto Service, dates to 2003.


He is a graduate of Wake Forest University, and earned an MBA from Northwestern University’s Kellogg School.


Three More Reasons Why You Should Join Us

 

  1. Hear case studies of what goes wrong, or right, in franchisor-franchisee relationships.
  2. Meet managers and investors who have overseen successful franchise growth.
  3. Learn about next-wave technology that could change the economics of franchise businesses.

Recent Middle-Market Franchising Deals

 

  • Altaris Capital Partners buys health care franchisor Senior Helpers from Levine Leichtman Capital Partners.
  • Investors Management Corporation acquires RiseMark Partners, a franchisor in home health care.
  • Roark Capital Group acquires Great Expressions Dental Centers with 269 U.S. franchises.
  • CenterOak Partners buys a majority stake in Wetzel’s Pretzels.
  • Altamont Capital Partners acquires Excel Fitness Holdings, a franchisee operating 18 Planet Fitness clubs in Texas.
  • Sun Capital Partners acquires CCW LLC, franchisee operating 21 HuHot Mongolian Grill restaurants.

 

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, March 30.

 

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 franchise companies. You’ll gain valuable insights from --

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

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Faculty

Chaired By

  • Chris Cathcart, partner, Halifax Group

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Osman R. Bengur, Managing Director, Bengur Bryan & Co. Inc.
  • Bo Briggs, Managing Director, Croft & Bender LP
  • Jeffrey Brock, Founder & Managing Partner, Hargett Hunter Capital Partners
  • Jonathan Catherwood, Managing Director & CEO, Woodville Hall Capital LLC
  • Robert Cresanti, President & CEO, International Franchise Association
  • Kenneth M. Doyle, Senior Partner, Halifax Group
  • Amy V. Forrestal, Managing Director, Brookwood Associates LLC
  • Kathleen Gilmartin, Former President & CEO, Interim HealthCare Inc.
  • John P. Goldasich, Director, Arlington Capital Advisors LLC
  • David J. Grossman, President & CEO, Renue Systems Inc.
  • Aziz Hashim, Managing Partner, NRD Capital Management LLC
  • Kurt Lentz, Principal, Atlantic Street Capital Management LLC
  • Lisa C. Manetta, Partner--Franchise Practice, Plante Moran
  • James C. McGrath, Partner, Seyfarth Shaw LLP
  • Paul S. Pickard, Managing Director, Stewart Capital Management LLC
  • Scott M. Porter, Managing Director, Brightwood Capital Advisors LLC
  • Todd Recknagel, Managing Partner, Three20 Capital Group LLC
  • Glenn Spencer, V.P.--Workforce Freedom Initiative, U. S. Chamber of Commerce
  • Michael Tapp, Former President--PowerCare & Service Solutions, Interstate Batteries
  • Olivier L. Trouveroy, Managing Partner, MTN Capital Partners LLC
  • Kenneth D. Walker, Principal, Walker Investments
  • Robert J. Woolway, Managing Director, FocalPoint Partners 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--

  • Chris Cathcart, Halifax Group

09:30-10:30

First Panel --
“Panning for Gold --
How to Sift the Best Nuggets from the Flow of Franchise Opportunities”

 

10:30-11:15

Networking & Coffee

11:15-12:00

Morning Conversation --

“The Regulatory Outlook --
Organized Labor, Franchise Agreements, & Joint Employee Standards”

12:00-12:30

Morning Keynote--

 

 

 

12:30-01:30

Networking & Luncheon  

01:30-02:30

Second Panel--

"Multi-Brand Franchises --
Balancing the Promises Against the Pitfalls”

 

02:30-02:45

Networking & Dessert

02:45-03:30

Afternoon Conversation--

“Understanding Your Brand’s International Potential --
How to Rely on Local Knowledge as the Key to Success”


03:30-04:30

Third Panel--

“Frontiers of Automation for Franchises --
Adding Technological & Operational Value to Your Franchise Investment”

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, February 3, Just $1095.

 

  • Incentive Registration -- Save $200 off the standard fee!
    Register by Friday, February 24, 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

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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