MasterClassTM

Capital Roundtable

Sponsors

 

Members

Association Partners

Research Partners

Media Partners

Partial List of
Past Attendees

Akoya Capital Partners LLC

AlixPartners LLP

Alvarez & Marsal Transaction Advisory Group LLC

American Beverage Corp.

Apple & Eve LLC

Apta Capital LLC

Argo Inc.

Arlon Group LLC

Bain & Co. Inc.

Barclays Capital Inc.

Beverage Business Insights

Bevology LLC

Billow Butler & Co.

Biscotti Toback & Co.

BMO Capital Markets

Brynwood Partners

C. W. Downer & Co.

Campbell Soup Co.

Carter Morse & Mathias

Castanea Partners

CDC Software Corp.

Celebration Foods Inc.

Centerview Partners

Chatham Capital Partners Inc.

Churchill Financial

CIC Partners

CIT Corporate Finance

Covington & Burling

Crescendo Partners

Cypress Group LLC

David N. Deutsch & Co. LLC

Davis Capital Corp.

Dean Enterprises

Dickstein Shapiro LLP

Dryden Investments

Duane Morris LLP

Duff & Phelps LLC

Edgeview Partners

Emerging Growth

Equities Ltd.

Empeiria Acquisition Corp.

Empire Valuation Consultants LLC

Encore Consumer

Faegre Baker Daniels LLP

Falcon Investment Advisors LLC

Flaherty & O'Hara PC

Founders Equity Inc.

GE Antares Capital

General Foods Holdings

George K. Baum Capital Advisors

George Weston Ltd.

Goldman Sachs Specialty Lending Group LP

Grant Thornton LLP

Gryphon Investors

Hadley Partners Inc.

Harris Williams & Co.

Highlander Partners

Holtz Rubenstein

Reminick LLP
India Brook Partners

KeyBanc Capital Markets Inc.

Kirkland & Ellis LLP

KKR Capstone

L. E. K. Consulting

Latham & Watkins

Lazard Middle Market

Leadership Solutions

Lincolnshire Management Inc.

Lion Capital (Americas) Inc.

Lucas Group Inc.

Luther King Capital Management Corp.

MamaMancinis LLC

McGladrey

Morgan Keegan & Co.

Morgan Stanley Private Equity

Nassau Candy Inc.

Naturally Nora Inc.

New England Consulting Group

NewStar Financial Inc.

Nielsen Co.

Nielsen Financial Services Inc.

Nixon Peabody LLP

North Castle Partners

Novacap Investments

Orrick Herrington & Sutcliffe LLP

Oxford Capital Partners

Palladium Equity

Park Hill Group LLC

PeaceWorks Holdings

Pepper Hamilton LLP

Plante & Moran PLLC

Rabo Securities USA

RSR Partners

Sawaya Segalas & Co.

Schwab Capital

Solidarity Fund QFL

Stephens Inc.

Sunny Delight Beverages Co.

SunTrust Robinson Humphrey Inc.

Swander Pace Capital

Thompson Brands

TorQuest Partners

TSG Consumer Partners

Unilever-Americas

Valuation Research

Villa Enterprises Management Ltd. Inc.

Vitalicious Inc.

VMG Partners

Weiser LLP

Westrock Coffee

Windjammer Capital Investors LLC

 

Clear the date April 18 on your calendar!

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

Attention -- Middle-Market Private Equity

& Mezzanine Investors & Lenders

 

TENTH ANNUAL CONFERENCE

 

Private Equity Investing

In Food & Beverage Companies

What Used to Be Niche
Is Now Mainstream

 

Attendance Is Limited --

Register Now

 

CO-CHAIRED BY

Joan Y. McCabe & Ian B. MacTaggart

Managing Partners

Brynwood Partners LP

 

Insights From 20 Expert Speakers, including

Brandon T. Adcock, Direct Digital LLC
Ross Colbert, Rabobank International

Jason DeLuca, Allscope Media
John P. Duke, Pepper Hamilton LLP

Paul Edwards, Plante & Moran PLLC
Michael J. Faherty Jr., NewStar Financial Inc.
Benjamin D. Fishman, Arlon Group LLC
Walter C. Florence, Frontenac Co. LLC
Pedro Garcia, Sawaya Segalas & Co. LLC
Richard Harris, Golden Boy Foods Ltd.

Peter Hausin, SOLEX Fine Foods LLC
Dawn E. Hudson, Parthenon Group LLC

Jack Kelly, Formerly with Campbell Soup Co.
Stephen P. Lamberton, 1-800-Flowers.com Inc.
Louis E. Marinaccio, North Castle Partners LLC
Jeffrey F. Mengel, Plante & Moran PLLC
Anders Petersen, VO2 Partners
April Roe-Porter, Wm. G. Roe & Sons Inc.
William A. Scari, Pepper Hamilton LLP
Michael C. Seccuro, Stifel Investment Banking
Keith H. Stimson, Gryphon Investors
Gregory D. Taylor, Plante & Moran PLLC

 

.

Click Here to Register >>   Purchase Audio Package >>

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, April 18, 2013

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 |

Food and beverage investors are busy altering their game plans as products that used to fill small niches have evolved into high-demand products that can support large manufacturing operations and significant brand investment.

 

Many consumers are paying much closer attention to what they eat -- and are even scrutinizing labels more than ever.  From organic and natural products to gluten-free, soy-based, and other categories, they’re searching for healthy ingredients and not necessarily settling for yesterday’s market leader.

 

What’s more --

  • Valuations are at a premium for food and beverage companies, compared to the S&P500, trading at a 29.6 percent premium in total enterprise value to EBITDA.
  • The “buy local” movement continues to gain steam, with the majority of food and beverage spending coming from baby boomers that demand health benefits.
  • Cash accounts of large food and beverage companies are growing, so many of them are in an acquisitive mode.

But, make no mistake – in this industry, distribution channels are the kings of the hill and, with retail chains consolidating, the stakes are high. You have to be tightly focused on expectations, because all it takes to lose a business is to lose one dominant customer.

 

You’ll understand how 2013 is different and how to position yourself to succeed when you attend The Capital Roundtable’s ENCORE conference --

“Private Equity Investing in Middle-Market Food & Beverage Companies,” being held in New York City on Thursday, April 18. .

Here are 6 important reasons you should attend this conference --

  • Realize why good-for-you products are such an attractive opportunity for PE investors.
  • Find out how social media is empowering consumers and impacting food and beverage company operations.
  • Hear where commodity prices are heading, and what it means for food and beverage margins.
  • Discover how and why private-label market share is rising toward European norms as the perceived value differential shrinks.
  • Recognize that potential exits include not only U.S.-based PE firms and strategic buyers, but also foreign investors who want a footprint here.
  • Learn the likelihood of new government regulations on natural and organic labeling.

We are excited to welcome returning chair Joan McCabe, Managing Partner at Brynwood Partners in Greenwich, Conn., a prominent middle-market private equity firm that acquires companies in the consumer sector with enterprise values between $25 and $125 million.

Joan McCabe joined the Brynwood III advisory committee in 1997 and upon the formation of Brynwood IV joined the firm full-time as a managing partner.  She previously managed her own mergers and acquisitions advisory firm, and spent 15 years as an investment banker at Kidder Peabody, Drexel Burnham, and Paine Webber.  She holds a BA in history from Yale and an MBA from Harvard.

She is joined by her colleague, Ian McTaggart.  Ian joined Brynwood in 1996 and currently sits on Brynwood’s Executive Committee.  He previously spent six years at Merrill Lynch, in both the mergers and acquisitions and the corporate finance departments.  He holds a BS in business from Boston College and an MBA from Duke.

 

20 Food & Beverage Experts Guide You Through the Coming Trends

 

Year after year, this conference both fills the room and fills the need for fresh, usable, reliable content. This year is no exception with 4 panel discussions led by our chair and featuring shared insights from 20 top PE professionals in the food and beverage industry.

When you attend on April 18th, you will listen and learn from GPs, operating executives, investment bankers, lenders, consultants, and more -- offering real-world perspectives, lessons learned, and industry outlooks, plus insights on managing current portfolio companies.

 

Plus, you will find out about recent food and beverage deals that are representative of today’s exciting opportunities, including --

  • Last year’s IPO of Annie’s natural foods backed by Solara Capital, which has held on to its robust gains.
  • Brynwood Partners’ joint venture of Back to Nature Foods Company with Mondelez International, previously the  snack division of Kraft.
  • CastleGate Capital Advisors’ acquisition of custom vintner Crushpad, now renamed The Wine Foundry.

By attending this Capital Roundtable conference, you’ll hear how today’s most successful investors in food and beverage companies are finding winning deals and adding value to their current portfolio companies.

 

We’ll be answering such questions as --

  • Which food and beverage product categories are likely to provide the best returns from new transactions?
  • How should you evaluate commodity risk when purchasing companies today?
  • Is consumer demand still high for value-priced products?
  • As foods and nutritionals merge together, what is the short-term promise for “nutraceutical” providers?
  • How critical is it that a solution be able to scale up to the mass market?
  • How can you manage your portfolio companies to benefit from volume purchasing?
  • What are the ways social media is affecting food and beverage companies, and how do you stay ahead of the curve?
  • What are some of the pitfalls affecting manufacturers in how and where ingredients are sourced?

Excellent Networking Opportunities From Beginning To End

We’ve built ample time into the day’s agenda so you can --

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable connections
  • Share both ideas and business cards
  • If you’re a lender, hedge fund manager or investment banker – Identify potential partners
  • If you’re an attorney or advisor – Meet new potential clients
  • If you work as an executive search professional – Meet potential prospects

And 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 Mara Kane today to confirm your attendance at 212-832-7300 ext. 0 or mkane@capitalroundtable.com

 

We look forward to having you join us on April 18th.

 

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

Co-Chaired By

  • Joan Y. McCabe, Managing Partner, Brynwood Partners LP
  • Ian B. MacTaggart, Managing Partner, Brynwood Partners LP

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Brandon T. Adcock, President, Direct Digital LLC
  •  Ross Colbert, Executive Dir. & Global Strategist--Beverages, Rabobank International
  • Jason DeLuca, Managing Director, Allscope Media
  • John P. Duke, Partner, Pepper Hamilton LLP
  • Paul Edwards, Partner, Plante & Moran PLLC
  • Michael J. Faherty Jr., Director, NewStar Financial Inc.
  • Benjamin D. Fishman, Managing Principal, Arlon Group LLC
  • Walter C. Florence, Managing Director, Frontenac Co. LLC
  • Pedro Garcia, Managing Director, Sawaya Segalas & Co. LLC
  • Richard Harris, President & CEO, Golden Boy Foods Ltd.
  • Peter Hausin, SOLEX Fine Foods LLC
  • Dawn E. Hudson, Vice Chairman, Parthenon Group LLC
  • Jack Kelly, Former Business Dir.--Campbell Soup Co.
  • Stephen P. Lamberton, Dir.--Corporate Development, 1-800-Flowers.com Inc.
  • Louis E. Marinaccio, Managing Director, North Castle Partners LLC
  • Jeffrey F. Mengel, Partner, Plante & Moran PLLC
  • Anders Petersen, Partner, VO2 Partners
  • April Roe-Porter, Chief Financial Officer, Wm. G. Roe & Sons Inc.
  • William A. Scari, Partner, Pepper Hamilton LLP
  • Michael C. Seccuro, Director, Stifel Investment Banking
  • Keith H. Stimson, Head--Consumer Products & Services, Gryphon Investors
  • Gregory D. Taylor, Partner, Plante & Moran PLLC

Additional speakers to be added

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Schedule

 

Conference
07:30 - 08:15
08:15 - 09:00
09:00 - 09:45

09:45 - 11:00

11:00 - 11:30
11:30 - 11:45
11:45 - 12:45


12:45 - 01:45
01:45 - 02:30
02:30 - 03:30

03:30 - 04:30

04:30

  

Thursday, April 18, 2013

Registration, Networking, & Continental Breakfast
Welcoming Remarks & Audience Introductions
Chairmanís Keynote -- The Current Environment In Food & Beverage Investing
Panel 1 – “From the Trenches -- Five Private Equity Investors Report Why They Like Food & Beverage Companies

Coffee & Networking Break
Plante & Moran Food & Beverage Innovation Survey
Panel 2 -- “Sourcing Deal Flow & Financing -- What Four Top Deal Professionals Are Telling Their PE Clients About Food & Beverage Companies”
Networking Luncheon
Afternoon Keynote
Panel 3 -- “Using Social Media & Technology -- Four Specialists Discuss Their Impact on Food & Beverage Dealmaking”
Panel 4 -- “War Stories -- Perspectives & Outlooks for 2013 from Senior Executives 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, February 22, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, March 15, 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 at mkane@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, April 11 at 5:00pm, and we will credit you for a future MasterClass.)


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 mkane@capitalroundtable.com.

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Location

Private club in midtown Manhattan (Jacket and tie required)

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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 Marti Wheat at 212-832-7300 or by email at mwheat@capitalroundtable.com.

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