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Association Partners

Data Partners

Partial List of
Past Attendees

ACA Compliance Group LLC

Amalgamated Capital

American Capital Ltd.

Audax Group

Auriga Capital Management LLC

Auriga Holdings LLC

Bank of Ireland

Black Diamond Capital Management LLC

Bloomberg LP

Blue Sky MLS Inc.

BNP Paribas

BNP Paribas Private Capital Group

Brean Capital LLC

Capitala Investment Advisors LLC

CapitalSouth Partners Funds LLC

Capitol Acquisition Corp. II

Carlyle GMS Finance Inc.

CarVal Investors LLC

Caspian Private Equity LLC

Citigroup Inc.

Consumer Growth Partners LLC

Cortland Capital Market Services LLC

Credit Suisse

Credit Suisse Securities (USA) LLC

D. Aaron Asset Management LLC

Dechert LLP

EisnerAmper LLP

Equalitas Capital

Equus Total Return Inc.

Ernst & Young LLP

Fidus Investment Corp.

Full Circle Capital Corp.

Gapstow Capital Partners

Gerson Lehrman Group Inc.

Gladstone Companies

Gladstone Investment Corp.

Grant Thornton LLP

Harris & Harris Group Inc.

Harvest Capital Credit Corp.

Haynes & Boone LLP

ICON Investments

Keefe Bruyette & Woods Inc.

King & Spalding LLP

Kiski Alpha Partners LLC

KPMG LLP

KSL Capital Partners LLC

Lincoln International LLC

McGladrey

McLarty Capital Partners

Medley Capital LLC

Mercer Capital

Milestone Partners

Monroe Capital LLC

Morgan Lewis & Bockius LLP

Murray Devine & Co. Inc.

MVC Capital Inc.

National Fund Advisors LLC

Nelson Mullins Riley & Scarborough LLP

New Mountain Capital LLC

NewSpring Capital

Old Hill Partners Inc.

Partners Group AG

Pepper Hamilton LLP

Perella Weinberg Partners LP

Robert W. Baird & Co. Inc.

Rothstein Kass & Co. PC

Saratoga Investment Corp.

Small Business Investor Alliance

State Street Corp.

State Street Global Svcs Alt. Investment Solutions

Stellus Capital Management LLC

Structural Capital

Sutherland Asbill & Brennan LLP

Technology Media Advisors LLC

THL Credit Inc.

VRC | Valuation Research Corporation

Wafra Capital Partners Inc.

Wells Fargo Securities LLC

Wood Creek Capital Management LLC

Wunderlich Securities Inc.

 

































 

 

Negative Vibes Rattle
The Restaurant Industry –

So Where Can Investors Find Opportunities??

 

Private Equity Investing
In Restaurant Companies

                     

CHAIRED BY

Glenn B. Kaufman

Managing Director

D Cubed Group LLC

 

FULL-DAY CONFERENCE

Thursday, September 22, 2016

8:00 am – 5:00 pm

New York City

 

REGISTER NOW

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Jeffrey R. Ackerman, Headwaters MB LLC

Jonathan H. Borell, Sun Capital Partners Inc.

Jeffrey Brock, Hargett Hunter Capital Partners

Mark L. Bromberg, Apex Restaurant Group LP

Nathan Chandrasekaran, TZP Group LLC

Alexander K. Chefetz, BTIG LLC

Benjamin D. Fishman, Arlon Group LLC

Amy V. Forrestal, Brookwood Associates LLC

Brian D. Frank, Texas Capital Bank NA

Robert Giaimo, Silver Diner Development LLC

Murray C. Huneke, Stifel

Mark A. Leavitt, Union Square Hospitality Group

Sarah E. Lockyer, Nation's Restaurant News

Gary Occhiogrosso, TruFoods LLC

Carl A. Pforzheimer, Barteca Restaurants LLC

Carlos L. Sanchez, Piper Jaffray & Co.

Andrew L. Stern, Aurify Brands LLC
Ty Sullivan, S. T. Management Group Inc.

Matthew J. Tucker, Olo

Matt Womble, EverWatch Capital

Raymond J. Zale, Anton & Chia LLP


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

Over the past ten years, the market place for acquisitions in the $650 billion restaurant industry has maintained its attraction for middle-market private equity investors. 

 

But the most savvy firms are getting more and more discriminating amid concern that good times in the crowded space might be rolling a bit too long. They’re being pickier about paying top prices, which have been as high as 15 times adjusted EBITDA.

 

Trends in dining habits, technology, new entrants, a shift in the consumer base and consumer expectations, and the influence of non-restaurant players are all impacting the industry … and will continue to impact it for the years to come.

 

The market ranges from pizza stands and taco chains to casual sit-down restaurants and up. Investors from private-equity firms to strategics are on the lookout for promising targets and emerging concepts. To mention just a few --

  • TPG Growth bought a chain of Tex-Mex limited-service eateries named Taco Bueno.
  • Cracker Barrel plans a fast-casual biscuit house called Holler & Dash.
  • Roark Capital has invested in Naf-Naf Grill, a fast-casual chain specializing in Middle-Eastern food.

Non-chain restaurant groups like Lettuce Entertain You and Cameron Mitchell Restaurants succeed by developing multiple concepts.  And high-tech entrepreneurs and their backers are busy at the periphery of the market -- UberEATS, an extension of the platform that connects rides and riders, offers on-demand delivery from restaurants.

 

Our conference chairman, Glenn B. Kaufman of D Cubed Group LLC, and 20 other speakers will address such granular questions as --

 

  • What are the most promising segments in the restaurant industry over the next two years?
  • Should firms invest in proven but over-used models, such as Chipotle and McDonald’s?
  • Why are operations and user experience vital to successful social media marketing?
  • How will non-exempt overtime rules affect restaurant staff and operations?
  • What’s the biggest mistake an investor can make in today’s restaurant space?
  • How can you guard against today’s hot growth concept being displaced in the restaurant marketplace?
  • Should a private-equity firm take venture-stage risks in a restaurant company?
  • What are key steps in revitalizing an underperforming restaurant company, such as Giordano’s?
  • How are the farm-to-table and organic concepts faring in practical application in the market?
  • Do limited-casual chains overseas hold any promise for U.S. private-equity investors?
  • What’s the outlook for dining choices from supermarkets and convenience stores?
  • How can you determine whether a new (or long term existing) company has the staying power to weather economic turmoil?
  • Does a recent slide in visits to fast-food outlets signal tougher times for investors? 
  • Why do multi-concept restaurants such as Bobby Flay have a hard time commanding the same value as chains?

 

Understanding how to identify winners requires a broader set of thought processes then simply looking at historical performance.

 

Whether you're a veteran restaurant investor or mulling your first foray, you'll greatly benefit from the insights and information at The Capital Roundtable’s conference on “Private Equity Investing in Restaurant Companies,” being held in a private midtown club in New York City on Thursday, September 22.

 

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

Here Are Three Key Reasons Why You Should Join Us

 

  1. Understand what you may not be thinking about when evaluating a restaurant deal.
  2. Hear what makes an expert or successful operator or restaurateur in today’s market.
  3. Understand the potential of underperforming companies – like Giordano’s, an iconic Chicago-area pizza chain today that private-equity investors built up after buying it out of bankruptcy five years ago.

 

Register Now to Meet Glenn Kaufmann 
And More Than 20 Restaurant Company Investors & Expert
s

 

Chairing the conference is D Cubed Group founder Glenn Kaufman. D Cubed is a private-market investment firm with a long-term, commercially oriented approach to investing and supporting the growth of companies.

 

In addition to leading the firm, Glenn heads D Cubed’s efforts in the foodservice industry – an area where he has focused for almost two decades. Glenn also sits on the board of Red Robin Gourmet Burgers and serves as the chairman of its finance committee.

 

Before forming D Cubed, Glenn was a managing director at American Securities Capital Partners, a prominent high-net-worth-oriented private equity firm, where he spent over a decade and participated in its growth from the time of its first fund through its fifth fund.

 

At American Securities he was heavily involved with investments in El Pollo Loco restaurant chain and Potbelly Sandwich Works – each of which is now a public company.

 

Glenn’s experience includes 25 years of private-market investing as well as commercial and management roles. He has served in interim CEO and operational leadership roles of several companies. Earlier, he was an attorney at Cravath Swaine & Moore, where he concentrated on private-equity transactions, and worked in the small-business consulting group of Price Waterhouse. He is graduate of the Wharton School at the University of Pennsylvania and Harvard Law School.

 

Three More Reasons Why You Should Join Us

 

  1. Learn how non-chain multi-concept restaurants are coming into their own.
  2. Recognize that execution is supplanting advertising in a world dominated by Yelp and TripAdvisor online reviews.
  3. Learn why you should be suspicious of any restaurant opportunity that’s described as “the next Chipotle” of an area or segment.


Recent Middle-Market Restaurant Deals

  • Z Capital Partners’ acquisition of the Pink Taco “original rock ‘n roll Mexican” restaurant brand and franchising rights for an undisclosed sum. Z Capital is the largest shareholder of Real Mex Restaurants.
  • Pieology Pizzeria’s acquisition of the Project Pie fast-casual chain for undisclosed terms. Pieology received a strategic investment in January from the founders of Panda Restaurant Group.
  • Private-equity firm Larsen MacColl’s purchase of B&B franchise group, parent of the Burger & Beer Joint casual-restaurant chain, for undisclosed terms.
  • Montreal-based restaurant operator MTY Food Group’s acquisition of Kahala Corp., an Arizona-based franchise fast-food company, for $300 million as a platform for U.S. expansion.
  • TPG Growth’s purchase of Taco Bueno, a Tex-Mex quick-service restaurant chain. The buyer is the middle-market and growth-equity unit of TPG.

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, September 22.

 

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

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

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Faculty

Chaired By

  • Glenn B. Kaufman, Managing Director, D Cubed Group LLC

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Jeffrey R. Ackerman, Managing Director, Headwaters MB LLC
  • Jonathan H. Borell, Managing Director, Sun Capital Partners Inc.
  • Jeffrey Brock, Founder & Managing Partner, Hargett Hunter Capital Partners
  • Mark L. Bromberg, Chairman, President & CEO, Apex Restaurant Group LP
  • Nathan Chandrasekaran, Managing Director, TZP Group LLC
  • Alexander K. Chefetz, Managing Dir.--Consumer Investment Banking, BTIG LLC
  • Benjamin D. Fishman, Managing Principal, Arlon Group LLC
  • Amy V. Forrestal, Managing Director, Brookwood Associates LLC
  • Brian D. Frank, S.V.P. & Group Head--Franchise Finance, Texas Capital Bank NA
  • Robert Giaimo, President & CEO, Silver Diner Development LLC
  • Murray C. Huneke, Managing Dir. & Co-Head--Consumer & Retail I-Bankingr, Stifel
  • Mark A. Leavitt, Chief Investment Officer, Union Square Hospitality Group
  • Sarah E. Lockyer, Editor-in-Chief, Nation's Restaurant News
  • Gary Occhiogrosso, President & Chief Development Officer, TruFoods LLC
  • Carl A. Pforzheimer, Chairman & Founder, Barteca Restaurants LLC
  • Carlos L. Sanchez, Managing Dir.--Consumer Investment Banking, Piper Jaffray & Co.
  • Andrew L. Stern, Co-Chief Executive Officer, Aurify Brands LLC
  • Ty Sullivan, Dir.--Training & Guest Experience, S. T. Management Group Inc.
  • Matthew J. Tucker, Chief Operating Officer, Olo
  • Matt Womble, Co-Founder & Managing Dir.--Private Investments, EverWatch Capital
  • Raymond J. Zale, Partner-in-Charge--Consultancy & Advisory, Anton & Chia LLP

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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 --

  • Glenn B. Kaufman, D Cubed Group LLC

 

 

 

09:30-10:15

Morning Conversation --

“Restaurant Marketing --

How to Use Positive Guest Experiences 

 

10:15-11:00

Networking & Coffee

11:00-12:00

First Panel --

“Not Everybody Is an Expert –

Evaluating Restaurant Investment Opportunities”

12:00-12:30

Morning Keynote – Title TBA

12:30-01:30

Networking & Luncheon  

02:00-02:30

Second Panel --

“Food Fight – What’s the Next Big Thing in Restaurant & Food-Service Disruption?”

 

 

02:30-02:45

Networking & Dessert

02:45-03:45

Afternoon Conversation --

“Underperforming Companies –

How Do You Know If There’s an Opportunity for Success”

 

 

03:45-04:30

Third Panel --

“Whipping Your Restaurant Company Into Shape –

How Operating Pros Conquer New Challenges”

 

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, August 12, Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, August 26, 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 Businessl 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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