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HOW TO SUCCESFULLY STRUCTURE

CARVE-OUTS, SPIN-OFFS, & SPIN-OUTS

 A MasterClass by the New York Capital Roundtable

Thursday,
March 11, 2004
9:00 am - 5:00 pm

Harvard Club

27 West 44 Street

New York City

CLE Credits are available for this program
Chaired by Thomas W Janes, Managing Director, Lincolnshire Management Inc.,
along with a group of expert speakers
Schedule | Faculty | Registration | Location | AudiotapesCLE Credits

More and more middle-market transactions in recent months have been "carve-outs," "spin-offs,"and "spin-outs" of business units from large corporations. Observers say the pace of this trend promises to pick up in 2004.

In the private equity market, increasingly firms are prospecting for nuggets embedded in larger corporations that have the potential to shine under new ownership.And in the public arena, corporations are creating huge value through the successful "spin-off," or "spin-out", IPO of profitable businesses that are considered under-valued by shareholders. In fact, according to the New York Stock Exchange, such transactions have been a meaningful source of IPOs in 2003, with more scheduled for 2004.

In this special day-long MasterClass, you will learn the details why public and private companies are selling business units, why private equity firms and public investors are snapping them up, the pros and cons of such transactions, which firms are active, how these deals are being structured, and most of all, how you can participate in these transactions.

This MasterClass consists of five intensive hour-long panels, featuring presentations by a team of experienced specialists, and an hour-long introductory overview by program Chairman Tom Janes, a managing director at Lincolnshire Management Inc, the prominent middle-market buyout fund which has successfully completed a number of "carve-out" transactions.

This program is being held in the newly-built conference center at New York City's Harvard Club, conveniently located in the heart of the Midtown area. It is produced by New York Business Roundtable Inc., the nation's leading seminar specialists for the middle-market financial community.

 
This MasterClass is Designed for:
private equity investors & lenders
investment bankers & M & A  Advisors
lawyers & accountants
CFOs & CEOs & their board of directors
valuation experts & search consultants
other professional members of the middle-market financial community
 
Attend this MasterClass & you'll learn:
Public and private equity perspectives on such transactions
New ways to look at and evaluate corporate assets
Characteristics of successful "carve-out", "spin-off" and "spin-out" IPO transactions
Innovative transaction structures
What makes transactions successful
Key due diligence and valuation issues
Important accounting and legal issues
Which key private equity participants are active
Who the active underwriters are
How best to retain key employees and customers
And much, much more!
 
FACULTY:
Chaired by -
Thomas W. Janes, Managing Director, Lincolnshire Management Inc.
Hosted by -
Burt Alimansky, Managing Director, Alimansky Capital Group Inc.,
   Chairman, New York Capital Roundtable
Speakers Include:
Michael J. Berthelot, Chairman of Board of Directors, TransTechnology Corp.
Benoît Jamar, Managing Director, Sheffield Merchant Banking Group, CRT Capital
Michael Kliegman, Partner, M & A Tax, PricewaterhouseCoopers
John R. LeClaire, Goodwin Procter LLP
Henri A. Leveque III, Partner, Global Capital Markets Group, PricewaterhouseCoopers
Michael W. McHale, Partner, Transactions Services Group, PricewaterhouseCoopers
George Ticknor, Partner, Palmer & Dodge LLP
And other speakers to be announced
 
SCHEDULE:
08:30 - 09:00 Registration, Breakfast & Networking
09:00 - 09:15 Host Welcoming Remarks
09:15 - 09:30 Audience-- Introductions 
09:30 - 11:00 Chairman's Overview--Trends and Issues
11:00 - 11:15 Coffee Break
11:30 - 12:30 "Carve-Outs" Deals
12:30 - 01:30 Networking Luncheon
01:45 - 02:45 "Spin-off" & "Spin-out" IPOs
02:45 - 03:45 Special Valuation, Due Diligence, & Accounting Issues
03:45 - 04:00 Coffee  & Networking Break 
04:00 - 05:00 Legal & Regulatory Issues
05:00 Adjournment
 
LOCATION:

Harvard Club of New York
27 West 44th Street (between Fifth and Sixth Avenues)
Midtown Manhattan

 
AUDIOTAPES:
Can't attend but want to hear the program? You can buy the audiotapes along with the handouts for $495. To purchase, please use this link.
 
CLE CREDIT:
CLE Credits are pending for this program.
 

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