New York Capital Roundtable


Practising Law Institute

Media Partners

Thomson Financial

Third Annual


Learn from leading one room, for a full day.

You'll gain invaluable insights and approaches
you won't hear anywhere else!

A MasterClass by the New York Capital Roundtable


MasterClass -- Wednesday, November 10, 2004

Harvard Club, New York City

Earn CLE Credits

Designed to Meet the Needs of Senior Executives,
Serial Entrepreneurs, & the Professionals Who Advise Them

Faculty | Agenda | Schedule | Registration | Location | Audiotapes | CLE Credit

If you are a manager of buyout firm, someone who wants to run your own company or a professional who wants to know more, this soup-to-nuts full-day hands-on MasterClass™ is designed to provide you with the know-how and the inspiration you're looking for.

Don't miss this chance to hear from more than 10 experts in one information-packed day. You'll gain thousands of dollars' worth of legal and business insights, save hundreds of hours of aggravation, and learn dozens of approaches for succeeding in finding and buying a company.

You'll learn:

  • How to find the best companies for sale –-the advantages & disadvantages
    of both the passive & the active approaches
  • How to tap into the “hidden market of companies” for sale
  • Trends in the market right now, and where the best opportunities are
  • What the steps are in the “roller coaster ride” of putting a deal together
  • How to uncover a seller's hidden motivations, and negotiate your way around them
  • Pitfalls in doing due diligence —-where scoundrels set traps for the unwary
  • Tips for structuring a deal when a seller's price is stratospheric
  • Strategies for finding equity & debt financing–-where to look & how to make it happen
  • Critical information about structuring the deal
  • What tax issues are vital for you to understand
  • What professional help you need, and where to find it
  • Cautionary tales learned from buyers who have “been there, done that”

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Hosted By

  • Burt Alimansky, Managing Director, Alimansky Capital Group Inc. and Chairman, New York Capital Roundtable

Chaired By

  • Andrew J. Sherman, author, Mergers & Acquisitions from A to Z:
    Strategic & Practical Guidance for Small - & Middle-Market Buyers & Sellers
    & Partner, McDermott Will & Emery.

Speakers Include

  • William H. Bethell, Managing Director, Alimansky Capital Group Inc.
  • John Brady, Managing Partner, Alfred Street Partners LLC
  • Robert Brauns, President, MergerNetwork
  • J. Buckner Brown, Managing Director, Morgan Joseph & Co. Inc.
  • Robert J. Fitzsimmons, Managing Partner, The Riverside Company
  • Milledge Hart, Managing Director, Inveraray Partners
  • Pat La Vecchia, Managing Partner & Co-Founder, Viant Group LLC
  • John L. Miscione, Managing Director, Valumetrics Advisors Inc.
  • Anthony J. Pica, Senior Vice President, Bank of America Corp.
  • George M. Shea, Managing Partner, Focus Enterprises Inc.
  • S. Tien Wong, Chief Executive Officer, Opus8 Inc.

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Don't miss this chance to hear from experts in one information-packed day. You'll gain thousands of dollars' worth of legal and business insights, save hundreds of hours of aggravation, and learn dozens of approaches for succeeding in finding and buying smaller companies.

In this special New York Capital Roundtable MasterClass™, we've put together a group of expert speakers to address these issues. It's being led by Andrew Sherman, a prominent Washington-based attorney who has written a best-selling book on how to buy businesses.

Maybe you lost your job, and you're looking for your “next big thing.” Maybe you sold your last company, and you're looking to repeat your success. Or maybe the company you're working for is up for sale, and your colleagues are considering a management buyout. Whatever . . . buying and building a company is a hugely appealing option.

But finding a company —-the right company —-is a huge challenge. And lining up the right financing is hugely complicated. When it comes to sellers, many are reluctant –-they're telling you they plan to hold off right now, and recruit a manager instead. Others are making their companies available …but by the time you hear about them, the competition is intense, or the owners are demanding unrealistic sums.

And all that's just for starters. How about due diligence? Valuation? Taxes? Negotiating with the seller, the investors, the bankers? What about taking over a fallen angel public company? Is buying a franchise a realistic route?

Still and all, many buyers, just like you, are successfully ferreting out companies and buying them. What do they know that you need to?

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08:00 - 09:00
09:00 - 09:15
09:15 - 09:45
09:45 - 10:15
10:15 - 11:15
11:15 - 11:30

11:30 - 12:15
12:15 - 01:15
01:30 - 02:15
02:15 - 03:00
03:00 - 03:30
03:30 - 04:30


November 10
Registration, networking, continental breakfast
Welcome & introductions
Chairman Welcome
Overview -- Trends & Forecasts
How & where do you look for companies to buy?
How do you structure the deal?
Luncheon, networking
How do you avoid pitfalls in due diligence & valuation?
How do you find debt & equity financing?
Networking Break
Three veteran buyers tell their war stories & lesson learned

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Harvard Club of New York
27 West 44th Street (between 5th & 6th Avenues)
New York, NY 10017

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Can't attend but want to hear the program? You can buy the audiotapes along with the handouts for $495. Purchase the audiotapes online now.

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CLE Credit

CLE  Credits are available for this program

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