MasterClassTM

Capital Roundtable

Marquee Sponsors

Showcase Sponsor

 

Association Partners

Data Partners

Partial List of
Past Attendees


 

 

 

 

 

 

 

Acacia Advisors
Alcentra Capital
Alliance Holdings
American Industrial
Anton & Chia
Arsenal Capital
Artemis Capital
Benesch
BlackArch Partners
Blue Point Capital
Blue Sea Capital
Carmody Torrance Sandak & Hennessey
Cassels Brock & Blackwell
CohnReznick
Czech Asset
Deloitte Transactions
Duff & Phelps
EFPR Group
Emerson Electric
Equity Group Investments
Fair Winds Capital
Farragut Capital
GenNx360 Capital
GTCR
Harris Williams & Co.
Houlihan Lokey
Irving Place Capital
Jordan Co.
KeyBanc Capital
Korn/Ferry International
Linsalata Capital
Louis York Capital
Middleby
NPG Management
Palladium Equity
Permira Advisers
Plante Moran
Robert W. Baird & Co.
Rockwood Equity
Seven Mile Capital
ShoreView Industries
Stout Risius Ross
Torque Capital Group
Touchstone Group
TriVista
Tuckerman Capital
Windjammer Capital
York Capital

 

































 

 

How the New Trump Administration Can Impact Niche Manufacturers

 

Private Equity Investing

In Niche Manufacturing
& Industrial Services Companies

                     

CHAIRED BY

Brett R. Keith

Managing Partner

Rockwood Equity Partners

 

FULL-DAY CONFERENCE

Thursday, March 16, 2017

8:00 am – 5:00 pm

New York City

 

MARQUEE SPONSORS

Benesch

Plante Moran

 

SHOWCASE SPONSOR

Korn Ferry

 

REGISTER NOW

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Mark E. Avsec, Benesch
L. Price Blackford, Scott-Macon Ltd.

Matthew R. Cohen, Prodos Capital Management LLC
Paul A. Colone, Alantra

Adam R. Fitzner, Corinthian Capital Group LLC

Erika Highland, Gladstone Companies

Frank A. Morse, Carter Morse & Mathias

Robert A. Newbold, Graham Partners Inc.

R. Peter Reiter, RFE Investment Partners

Brandon C. Richter, Hamilton Robinson Capital Partners LLC

Jonathan Saltzman, Torque Capital Group LLC
R. Scott Spielvogel, One Rock Capital Partners LLC

Jeffrey D. Thomas, TPC Trainco

Victor L. Vescovo, Insight Equity

Michael B. Weinberg, Levine Leichtman Capital Partners Inc.

Bryan O. Welsh, Plante Moran

Harry J. Wilson, MAEVA Group LLC


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

Anti-trade rhetoric was everywhere in the run-up to the 2016 elections, raising the prospect of big challenges for manufacturing companies.

 

At the same time, new opportunities for U.S. manufacturers, particularly in infrastructure and energy, are likely in the coming years -- but how best to capitalize on them?

 

Opportunities abound --

  • A big infrastructure push seems likely.
  • Energy is rebounding.
  • Tech offers many new opportunities.
  • A hands-off government could allow business to flourish.

 

But there are threats too --

  • A shrinking pie? Protectionism and tough political talk may challenge trade and the U.S.’s global position.
  • An economic downturn may be coming.
  • Deal making remains difficult with valuations sky-high.
  • …all this while interest rates clearly seem to be headed higher...!

 

Register now to attend this year’s edition of The Capital Roundtable’s annual conference -- “Private Equity Investing in Niche Manufacturing & Industrial Services Companies” -- being held in New York City on Thursday, March 16th.


At this year’s conference 20 expert speakers are spotlighting topics such as --

  • What proposed government regulations or legislation may affect how manufacturing companies will operate in 2017- 2018?
  • Where should you invest -- and what should you avoid?
  • What should manufacturers be thinking about when it comes to trade?
  • Will “Buy America” clauses make a comeback; and, what are the implications?
  • What do the Fed’s plans for 2017 rate increases mean for debt and deals?
  • Where are the opportunities in healthcare?
  • What new technologies are on investors’ minds?
  • Do carve-outs offer more reasonable valuations?
  • Could the new administration prolong the economic cycle?
  • How do you find new investors, including family offices?
  • Are limited partners and family offices more or less interested in manufacturing companies?
  • How do LPs get comfortable with the uncertainty of mid-market co-investments?
  • How is data analytics changing manufacturing operations?
  • What IT investments are proving most beneficial?
  • Where do new investors in the sector often make mistakes?
  • How do you identify and evaluate industrial management teams?
  • How is thinking on operating green evolving?
  • What are lenders looking for?

 

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. Learn how to “trade-proof” your company -- what to think about in the context of protectionism.
  2. Why carve-outs? Hear strategies for finding good deals as valuations remain high.
  3. Better understand where the U.S. economy is heading.

 

Register Now to Join Brett Keith,
And More Than 20 Other Industry Experts

 

We’re delighted to welcome as our conference chair Brett R. Keith, managing partner at Rockwood Equity Partners. Brett co-founded Rockwood in 1999 and operates from the firm's New York office. Previously, he worked as an investment banker in the mergers & acquisitions group of Lehman Brothers' in New York.

 

Brett also served in an advisory role in the sale of his family-controlled pharmaceutical services company to an industry consolidator backed by Chicago’s Golder Thoma Cressy Rauner. Brett began his career as a CPA at Grant Thornton and Arthur Andersen. He is directors of BJG Electronics, Artistic Holdings, AMACS, and Altimate Medical.

 

Brett earned a BA with dual degrees in finance and accounting from the University of St. Thomas in St. Paul, and an MBA from Harvard Business School.


Register Now to Hear How 20 Top Leaders

Source Deals, Find Talent, & Drive Revenues

 

This conference brings you exclusive panel discussions and conversations featuring a who's who of private equity’s dealmakers.

 

You'll hear how they --

  • identify resilient niches …
  • cope in an uncertain economic environment …
  • introduce technology including big data, predictive analytics, and smart manufacturing …
  • go green …
  • win the deals they want …
  • staff acquisitions to get the job done …

 

Three More Reasons Why You Should Join Us

 

  1. Learn what LPs are looking for in the lower mid-market, including co-investment opportunities.
  2. Find out how to meet the demand for smart manufacturing.
  3. Find out why “niche matters” and which ones experienced managers find appealing.

 

Recent Middle-Market Niche Manufacturing & Industrial Services Deals

 

  • HCI Equity Partners’ purchase of The Delaney Company, a maker of residential and commercial locksets.
  • Huron Capital Partners portfolio company Drake Automotive Group purchased Fender Gripper.
  • Northstar Capital’s Kieffer Holding bought Starlite Sign, which makes electric signs.
  • Benford Capital Partners acquired Droplet Measurement Technologies, which makes aerosol particle measurement instruments.
  • Industrial Growth Partners’ portfolio company Ideal-Trydon purchased Strapbinder, which makes securement hardware.
  • Platt River Equity invested in In-Place Machining Company, which provides specialized machining services.
  • Windjammer Capital Partners acquired Advanced Instruments, a maker of laboratory products.
  • Saratoga Partners carved out Xenon Cinema from Philips Lighting. The company makes xenon arc lamps used in digital cinema projection.
  • Battery Ventures bought U.K.-based moisture and humidity sensor maker Michell Instruments.

 

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 16.

 

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 niche manufacturing companies. You’ll gain valuable insights from --

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

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Faculty

Chaired By

  • Brett Keith, managing partner, Rockwood Equity Partners

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Mark E. Avsec, Partner & Vice Chair--3iP Practice Group, Benesch
  • L. Price Blackford, Managing Dir. & Group Head--Trans. & Logistics, Scott-Macon Ltd.
  • Matthew R. Cohen, Principal, Prodos Capital Management LLC
  • Paul A. Colone, Managing Director & Partner, Alantra
  • Adam R. Fitzner, Principal, Corinthian Capital Group LLC
  • Erika Highland, Managing Director, Gladstone Companies
  • Frank A. Morse, Managing Director, Carter Morse & Mathias
  • Robert A. Newbold, Managing Principal, Graham Partners Inc.
  • R. Peter Reiter, Managing Director, RFE Investment Partners
  • Brandon C. Richter, Principal, Hamilton Robinson Capital Partners LLC
  • Jonathan Saltzman, Managing Director, Torque Capital Group LLC
  • R. Scott Spielvogel, Managing Partner, One Rock Capital Partners LLC
  • Jeffrey D. Thomas, Executive Chairman, TPC Trainco
  • Victor L. Vescovo, Managing Partner & COO, Insight Equity
  • Michael B. Weinberg, Partner, Levine Leichtman Capital Partners Inc.
  • Bryan O. Welsh, Partner, Plante Moran
  • Harry J. Wilson, Chief Executive Officer, MAEVA Group 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--

  • Brett R. Keith, Rockwood Equity Partners LLC

09:30-10:30

Panel 1

"Finding the Best Niches in Niche Manufacturing --
Four PE Experts Discuss Which Industries Deliver the Most Value"

 

10:30-11:15

Networking & Coffee

11:15-12:00

Morning Conversation

"Sourcing & Closing Carve-Out Deals --
Obstacles to Transforming Corporate Units into Portfolio Companies"

12:00-12:30

Morning Keynote --

 

 

12:30-01:30

Networking & Luncheon  

01:30-02:30

Panel 2

"The Tech Transformation --
Why Robots, IoT, & 3-D Printing Are Revolutionizing Industrial Services"

 

02:30-02:45

Networking & Dessert

02:45-03:30

Afternoon Conversation --

"Managing the Shortage of Skilled Workers – 
Using Vocational Schools & On-the-Job Training to Build Your Workforce
"

 


03:30-04:30

Third Panel

 "Making America Great Again --
Will Tough Talk & Protectionism Harm Niche Manufacturing?"

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, January 20, Just $1095.

 

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

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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