MasterClassTM

Capital Roundtable

Marquee Sponsors

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.

 

































 

 

From Consolidations to Spinoffs to Rollups --
How PE Firms Use Strategic Disruption
To Build Chemical Companies

 

Private Equity Investing

In Specialty Chemicals Companies

                     

CHAIRED BY

John Y. Televantos

Partner

Arsenal Capital Partners

 

FULL-DAY CONFERENCE

Tuesday, December 6, 2016

8:00 am – 5:00 pm

New York City

 

MARQUEE SPONSORS

Benesch

Maine Pointe

 

REGISTER NOW

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

John L. Beagle, Grace Matthews Inc.

Thomas E. Blaige, Blaige & Co.

Steven J. Bowen, Maine Pointe LLC

David W. Bradley, Jefferies LLC

Michael B. Fieldstone, Aterian Investment Partners LLC

Robert D. Frost, Lazard Middle Market LLC

Rahul Goyal, Partner, AEA Investors LP
Andy Harris, Accella Corp.

Harris D. Kealey, New Mountain Capital LLC

Frederick V. Loneker, Ramboll Environ

Mark McFadden, CCMP Capital Advisors LP

Ryan J. Meany, Edgewater Capital Partners LP

Federico G. M. Mennella, Lincoln International LLC

Jim Mynaugh, Maine Pointe LLC

Keval Patel, H. I. G. Capital LLC

John L. Pouschine, Pouschine Cook Capital Management LLC

Euan Rellie, BDA Partners

Peter K. Shelton, Benesch

Christopher A. Springer, Alliance Holdings Inc.

Mario Toukan, KeyBanc Capital Markets Inc.
Scott M. Wolff, American Securities LLC


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

Why are specialty chemical companies such a sweet spot for middle market private equity investors?

 

Why is the outlook for specialty chemical deals so robust, despite drops in public market valuations and only modest macroeconomic growth?

 

Register now to attend the Capital Roundtable’s upcoming conference on “Private Equity Investing in Specialty Chemicals Companies,” and you’ll hear conference chairman John Televantos of Arsenal Capital Partners and 20 other speakers address these, and additional questions such as --

 

  • Why is shareholder activism likely to persist, reshaping the chemicals industry and creating middle-market PE investment opportunities?
  • How is consolidation in specialty chemicals impacting private equity investments and creating opportunities?
  • Where are the best places to allocate investment dollars today to profit in specialty chemicals?
  • How does one buy niche businesses, like resin, within specialty chemicals, and turn them into global enterprises?
  • Why are the aerospace, food, and health care industries attractive, growing end markets for specialty chemicals?
  • Which specialty chemical subsectors are best to avoid in the years ahead?
  • Why is the downstream portion of the manufacturing process for specialty chemicals more lucrative today?
  • What are the keys to enhancing value and increasing exit multiples in specialty chemicals?
  • Should you chase existing products into the value chain or enter new product lines?
  • Why should management teams of specialty chemical portfolio companies need to have an entrepreneurial mindset?

 

Whether you’re experienced or new to these ideas, register now to welcome the insights and knowledge from this Capital Roundtable conference being held in New York City on Tuesday, December 6th.

 

Consider. Downward pressure on raw materials is causing specialty chemical margins to become more attractive. Low cost oil and gas and chemical feedstocks are forcing commodity prices into steep declines. What’s more, China’s expansions into commodity chemicals -- methanol, benzene, chlorine, propylene, and ethylene – are further driving prices down.

 

The mega-merger of Dow Chemical and DuPont -- and other similar smaller deals, are part of a consolidation wave sweeping the chemicals sector. These deals are creating middle market opportunities to acquire forced divestitures in agriculture, material sciences, and other areas, due to antitrust rules.

 

Growing shareholder activism is also shaking up general chemical companies, creating opportunities for middle-market PE investors to acquire spinoffs deemed outside core competencies.

 

The enormous number of mid-sized specialty chemical firms in segments like coatings, adhesives, and sealants also creates opportunities for platform acquisitions followed by roll-ups that can be executed at attractive multiples, less than five times ebitda.

 

Look at Taminco Corp., a manufacturer of alkylamines and derivatives that started as a carve-out and grew by doing a roll-up.

 

Given the level of activity in this fast moving sector, register now so you won’t miss the Capital Roundtable’s upcoming conference on Private Equity Investing in Specialty Chemicals Companies.

 

Here are three more key reasons to attend this conference --

 

  1. Learn how resilient earnings in an industry often viewed as cyclical make specialty chemicals an attractive sector.
  2. Understand the role of new technologies in enhancing supplier-customer relationships and creating value.
  3. Explore how new specialty chemical plants in the U.S. are utilizing untapped export potential.

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

Register Now to Meet John Televantos,
And More Than 20 Other Specialty Chemicals Experts & Investors

 

John Televantos is a partner at Arsenal Capital and joined the firm in 2006. He heads up the firm’s specialty industrials practice and has served as a director of more than a dozen companies.

A veteran of the chemicals industry, he previously served in senior roles at Aqualon Co., Helious Chemical Co., Foamex International, Lyondell Chemical Co., and Arco Chemical Co., as well as directing research and development at Acela Performance Materials. He earned both a BS and a PhD in chemical engineering at University of London.


Here are three more key reasons to register now so you won’t miss this conference --

 

  1. Hear how capital and technology can transform niche specialty chemicals businesses into growing global suppliers.
  2. Learn how to predict where profitable growth likely will occur within the range of specialty chemicals businesses.
  3. Learn more about how the ideal holding period varies in different segments of specialty chemicals.

 

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 Tuesday, December 6.

 

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 specialty chemicals companies. You’ll gain valuable insights from --

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

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Faculty

Chaired By

  • John Y. Televantos, Arsenal Capital Partners

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • John L. Beagle, Managing Director & CEO, Grace Matthews Inc.
  • Thomas E. Blaige, Chairman & CEO, Blaige & Co.
  • Steven J. Bowen, Chairman & CEO, Maine Pointe LLC
  • David W. Bradley, Global Head--Chemicals & Chairman--Industrials, Jefferies LLC
  • Michael B. Fieldstone, Principal, Aterian Investment Partners LLC
  • Robert D. Frost, Managing Director & Head--Industrials Group, Lazard Middle Market LLC
  • Rahul Goyal, Partner, AEA Investors LP
  • Andy Harris, President & CEO, Accella Corp.
  • Harris D. Kealey, Director, New Mountain Capital LLC
  • Frederick V. Loneker, Principal, Ramboll Environ
  • Mark McFadden, Managing Director, CCMP Capital Advisors LP
  • Ryan J. Meany, Managing Partner, Edgewater Capital Partners LP
  • Federico G. M. Mennella, Managing Director, Lincoln International LLC
  • Jim Mynaugh, E.V.P.--Operations Excellence, Maine Pointe LLC
  • Keval Patel, Managing Director, H. I. G. Capital LLC
  • John L. Pouschine, Managing Member, Pouschine Cook Capital Management LLC
  • Euan Rellie, Senior Managing Director, BDA Partners
  • Peter K. Shelton, Partner, Benesch
  • Christopher A. Springer, Operating Partner, Alliance Holdings Inc.
  • Mario Toukan, Managing Dir. & Head--Chemicals Practice, KeyBanc Capital Markets Inc.
  • Scott M. Wolff, Managing Director, American Securities LLC

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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 

  • John Televantos, Arsenal Capital Partners

09:30-10:15

Morning Conversation --
Understanding the Big Picture --
Investors Discuss Factors That Are Reshaping Deal Activity in Specialty Chemicals

10:15-11:00

Networking & Breakfast

11:00-12:00

First Panel --
Shaking Things Up --
Shareholder Activists Create Buying Opportunities for PE Investors

12:00-12:30

Morning Keynote / Interview -- TBA

12:30-01:30

Networking & Luncheon  

01:30-02:30

Second Panel -- A Deep Dive -- Which Subsectors Are Worth Your Money?

02:30-02:45

Networking & Dessert

02:45-03:00

Afternoon Conversation -- Identifying Possible Deal Breakers --
Unique Due Diligence & Regulatory Concerns for the Specialty Chemicals Sector

03:00-03:45

Third Panel
“Game Changers for Value Creation & Competitive Advantage --
Innovations, Partnerships, & Digital Transformations”

04:45 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, October 21, Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, November 4, 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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