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INVESTING IN

CONSUMER & RETAIL DEALS --

Why Smart P.E. Is Jumping In


Featuring 20 Expert Speakers

Attendance for This Program Is Limited --
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FULL-DAY MASTERCLASS
Thursday, June 7, 2007
8:00 am to 5:00 pm
New York City


HALF DAY PRE-MASTERCLASS WORKSHOP (optional)

Fundamentals of Buying Out -- & Buying Into -- Consumer & Retail Companies

Wednesday, June 6, 2007
2pm - 5pm
New York City


Designed to Meet the Needs of GPs & LPs of Buyout, Venture Capital, & Hedge Funds, As Well As Executives of Their Portfolio Companies, & the Bankers, Lenders, Lawyers, & Other Advisors Who Support Them

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

Once the domain of strategic buyers of giant packaged goods companies, increasingly the consumer and retail private equity sectors are being bulls-eyed by mainstream middle-market private equity investors.

One key reason for this trend, obviously, is the availability of leverage financing.  Another is the sheer size of the consumer markets -- nearly 75% of the U.S. GDP!  But also important are the profound changes in the public financial markets, international sourcing, consumer demographics, technology, fashion, and consumption trends that are transforming how and where Americans shop.

As a result, investors who have historically avoided cyclical businesses are shedding their inhibitions and are now in record numbers funding consumer and retail companies with their reliable--and bankable--cash flows.

So how can you find solid, well-positioned companies in growth niches? How can you best take advantage of strong franchises? How do you cope with seasonality and consumer fickleness? 

When is it practical for a brand to be a fundable asset?  Where can you anticipate minefields?

These and other topics will be covered by 20 experts in an upcoming MasterClass chaired by David Yarnell, managing general partner and co-founder of BEV Capital, a firm that focuses on the consumer sector.   Yarnell’s background includes operating roles at Federated Department Stores, General Mills, and Mexx USA, as well as consulting with McKinsey in its consumer and retail practice.

Attend this special MasterClass, and you’ll learn from impressive faculty who work directly on private equity transactions in the consumer and retail space. This includes private equity investors, lenders, attorneys, consultants, turnaround specialists, and portfolio company CEOs. They will share lessons learned from their own experiences, plus let you know what to expect from this dynamic market going forward. 

The program is being produced by The Capital Roundtable, the country's only information needs of the middle-market and smaller-market private-equity communities.  It is being sponsored by the investment bank Goldsmith Agio Helms & Co., market leaders in working with with consumer and retail companies, and their investors.

If you are a private equity or hedge fund manager, or if you are a senior or junior lender serving private equity sponsors, or if you provide professional services to the private equity community, this essential program is designed for you. It will provide you information you need to make successful investment decisions, as well as numerous opportunities to build new valuable relationships with a host of expert speakers and inquisitive attendees.

And if you wish, the day before, you can attend a special three-hour workshop called “Fundamentals of Buying Out -- & Buying Into -- Consumer & Retail Companies,” in which seven specialists will review key aspects of investing in the industry, e.g., due-diligence, structuring, recruiting, distribution, and intellectual property.

From this MasterClass, you'll glean answers to these important questions --

Financial

  • What key metrics need to be assessed when investing in these businesses?
  • What are the valuation trends?
  • Which strategy is the most cost efficient: Private deals? Public-to-private deals? PIPES?
  • Should buyers be looking for a real estate component in targets?
  • How do you mitigate the constraints that leverage puts on the financial flexibility of retailers?
  • How do private equity investors measure up against strategic buyers?
  • What role might hedge funds play in these areas?
  • What special types of financing are available to investors?


Strategic

  • Where are the best opportunities to invest in the consumer and retail industries?
  • Which segments face tough competition and market share erosion?
  • How is non-store retailing (e-commerce) impacting traditional companies?
  • How can retailers address over storing in America in the next few years?


Operational

  • How involved will investors need to be in understanding overseas sourcing?  Overseas markets?  Overseas M&A?
  • How will consolidation among retailers affect consumer manufacturers?
  • What can you do about intense competition within sectors?
  • Can branding and marketing hedge against a drop in consumer confidence and/or a fall in housing prices?
  • What have been some of the key elements successful consumer product companies have utilized to build their brands?

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Faculty

Chaired By

  • David Yarnell , Founder & Managing General Partner, BEV Capital

Hosted By

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

Speakers Include

  • Marty Allen, Chief Executive Officer, Party America
  • Michael C. Appel, President, Quest Turnaround Advisors LLC (workshop)
  • Timothy B. Armstrong, Partner, Apax Partners LP
  • Richard N. Baum, Managing Partner, Consumer Growth Partners LLC (workshop & MasterClass)
  • Joshua K. Benn, Managing Director, Duff & Phelps LLC
  • Sonya Tarnow Brown, Principal, Summit Partners
  • Paige Daly, Managing Director, LNK Partners
  • James R. Dore, Managing Director, Wells Fargo Retail Finance LLC
  • Burt Feinberg, Managing Director, CIT Business Capital
  • Joyce I. Greenberg, Managing Director, Financo Inc.
  • Diane M. Hamilton, Partner, Lighthouse Retail Group LLC
  • Matthew R. Kahn, Principal, Gordon Brothers Group LLC
  • Michael G. Manasse, Managing Director, Bear Growth Capital Partners LLC
  • Norman S. Matthews, Director
  • Joan Y. McCabe, Managing Partner, Brynwood Partners
  • Michael F. McFadden, Co-CEO, Goldsmith Agio Helms & Co.
  • Kirk Palmer, President, Kirk Palmer & Associates (workshop)
  • Joel I. Papernik, Member, Mintz Levin Cohn Ferris Glovsky & Popeo PC
  • John R. Jonge Poerink, Partner, Circle Peak Capital LLC
  • David Schlessinger, Chairman, Five Below Inc.
  • Nicholas J. Scola, Manager--Investment, Capital Resource Partners Inc.
  • Robert P. Zinn, Partner, Kirkpatrick & Lockhart Preston Gates Ellis LLP (workshop)
  • additional speakers to be announced...

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Schedule

MasterClass

07:30 - 08:30
08:30 - 09:00
09:00 - 09:45
09:45 - 10:30
10:30 - 11:00
11:00 - 12:00


12:00 - 12:45
12:45 - 01:45
01:45 - 02:45


02:45 - 03:45


03:45 - 04:00

04:00 - 05:00

05:00

Workshop
01:30 - 02:00
02:00 - 05:00

  

Thursday, June 7, 2007
Registration, Networking, Continental Breakfast
Welcoming Remarks & Audience Introductions
First Keynote

Second Keynote
Coffee & Networking Break
First Panel -- From the Trenches -- Four Prominent P.E. Investors Report Why They Find Retail Deals Attractive, & How They’ve Evolved Their Investing Styles & Norms

Interview Keynote
Luncheon & Networking
Second Panel -- Sourcing Deal Flow & Financing -- What Four Key Investment Bankers & Lenders Are Telling Their P.E. Clients About Consumer & Retail Deals

Third Panel -- Due Diligence, Deal Structuring, & Pricing -- Four Top Deal Professionals Explain How They Identify & Navigate the Unique Issues of Consumer & Retail Deals

Coffee & Networking Break
Fourth Panel -- Voices of Experience -- Four More Prominent P.E. Investors Tell War Stories About What They Have Had to Do to Make Consumer Deals Work

Adjournment

Wednesday, June 6, 2007 (Optional)
Registration & Networking
Workshop -- Fundamentals of Doing Consumer & Retail Deals -- Four Specialists Review Key Aspects of Investing in the Industry

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Registration

  • The registration fee is $1595 for the MasterClass and $495 for the Workshop -- or $1995 for both.
  • Double MasterClass! Special fee for both Investing in Consumer & Retail Deals MasterClass and Food & Beverage P. E. Deals MasterClass (Friday, June 8) -- , and the fee is only $2795.
  • At the door, if space is available, the fee is $1695 for the MasterClass and $495 for the Workshop -- or $2095 for both.
  • Special group rates -- The Capital Roundtable offers a special rate for 3 or more people from your firm.  For more info, please contact Dana DeMattia at ddemattia@capitalroundtable.com or 212/832-7333 ext 104.


Click Here to Register >>     Purchase Audio, Video, Transcript >>


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, May 31 at 5:00pm, and we will credit you for a future meeting.)

From time to time, for reasons beyond The 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 Dana DeMattia at 212/832-7333 ext. 104 or by email at ddemattia@capitalroundtable.com.

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Location

University Club
One West 54 Street (corner of Fifth Avenue)
New York City
212/247-2100

Please note:  Dress code for the University Club is jacket and tie for men, and equivalent attire for women.

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Audio Package

Can’t attend but want to see, hear, or read the text of the MasterClass?  Now you can buy the video-on-demand, the audio package, or the written transcripts…all with the handouts from the program. Purchase Audio, Video, Transcript.

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Sponsorship

The Capital Roundtable offers excellent sponsorship opportunities to reach the private-equity community. For more details, visit our Sponsorship Page or contact Amber Mahood at 212/832-7333 ext. 103 or by email at amahood@capitalroundtable.com.

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