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MasterClass™ on
INVESTING IN
FOOD & BEVERAGE DEALS --

Are P.E. Firms on the Cusp
Of a Gold Rush?


Featuring 20 Expert Speakers

Attendence for This Program Is Limited --
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FULL-DAY MASTERCLASS
Friday, June 8, 2007
8:00 am - 5:00 pm

New York City

HALF-DAY PRE-MASTERCLASS WORKSHOP (optional)

Fundamentals of Doing Food & Beverage Deals
Thursday, June 7, 2007
2:00 pm - 5:00 pm
New York City

Designed to Meet the Needs of Managers of Buyout, Venture Capital, & Hedge Funds, Executives of Their Portfolio Companies, as well as The Lawyers, Accountants,
& Other Advisors Who Support Them.

Faculty | Agenda | Registration | Location | Sponsorship | Audio / Video Packages

More and more, private equity firms are discovering that food and beverage companies are no longer just a dull grocery category with narrow margins and mundane returns.  Instead, new investors are transforming these businesses into sexy companies where even small players can walk away with big paydays.

According to happy financial sponsors, the keys are trends in globalization, changes in demand, and newly tapped values for brand names.

Sometimes, new management teams are using new structures to goose returns. Other times, new distribution systems (like school lunch programs) and new marketing strategies (like using the Internet) are revving up profits.

Remember – worldwide, food and beverage is the third largest economic sector, after energy and IT, and the category is highly fragmented. So there are lots of companies with good cash flows which can be refinanced and restructured. Plus the large, multi-brand companies are eager to hook up with high growth niche products.

As a result, many observers say that the food and beverage sector is on the cusp of a gold rush. 

So we invite you to The Capital Roundtable’s special annual MasterClass -- “Investing in Food & Beverage Deals” --  where you’ll learn what to look for, and where to look for it.


You’ll hear from a distinguished faculty of 20 experts, including --

  • Limited partners, who will discuss who they’re backing and why.
  • General partners, who will outline how they’ve honed their approach to the sector and why it makes sense.
  • Strategic investors, who’ll tell you what they look for in bolt-on acquisitions and how you can position portfolio companies for quick sale and easy integration.
  • Academics, who will report on the latest trends from food science departments and other outposts that intersect with food and beverage.
  • Operational executives, who will discuss techniques for cutting costs, building revenues, identifying new products, and attracting fresh talent.

Best of all, our keynotes and panel discussions include plenty of time for Q&A, and we’ve also built in plenty of free time so you can interact with faculty members.

This MasterClass is being led by Jamie O’Hara, one of the country’s most highly regarded PE investors in food and beverage companies, now a senior partner at TSG Consumer Partners. He oversees transaction structuring, diligence, financing and investment execution at the firm and is a member of TSG’s investment committee. His background also includes work as a corporate attorney and as a private equity consultant at Bain & Co.

The program is being produced by The Capital Roundtable, the country's leading educational organization focused exclusively on the up-to-date information needs of the private-equity community.

Those attending the full-day MasterClass will learn about --

  • Best practices for finding transactions in the food and beverage space
  • Characteristics of the best recent food and beverage deals
  • How to reinvigorate an existing brand
  • How to use guerilla marketing to expand a young brand
  • How to use existing brand ownership as a launching pad for improved products as well as new products
  • Which derivative structures can be used to create value for middle-market deals?
  • How to make your asset a “must-buy” for strategic acquirers
  • War stories about what almost went wrong in faulty deals and how to avoid making the same mistakes
  • Why big companies are opening up room for new brands
  • How consolidation at retail has actually made launching new brands easier
  • Why distributors no longer have a stranglehold on new product launches
  • With deal activity ranging from Cadbury to a start-up chips company, where you will get the most bang for the buck of your invested capital
  • How to capitalize on obesity and other health concerns in nailing food and  beverage deals           
  • How to ride the nutraceutical movement to achieve healthy exit multiples

You should attend this MasterClass if you are --

  • a GP considering portfolio companies in the food and beverage industry
  • an LP who wants to participate in food and beverage
  • an operational executive who may be changing your company’s asset mix
  • a hedge fund manager who has made, or is considering making, investments in food and beverage.
  • a lender who is looking to back food and beverage transactions
  • a venture capitalist looking for a chance to get in on the ground floor of an exciting food and beverage company.
  • an executive search professional recruiting for the food and beverage industry

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Faculty

Chaired By

  • Jamie O'Hara, Senior Partner, TSG Consumer Partners

Hosted By

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

Speakers Include

  • Basil Bennett, Chief Executive Office, Archibald Frozen Desserts
  • H. Glen Clarke, Managing Director, Brown Gibbons Lang & Co. LP
  • David N. Deutsch, President, David N. Deutsch & Co. LLC
  • David Diamond, President, David Diamond Associates
  • John K. Giannuzzi, Managing General Partner, Sherbrooke Capital LLC
  • J. Robert Hall, Chief Executive Officer, Ardale Enterprises LLC
  • David G. Hoffman, Partner, Charterhouse Group International Inc.
  • Ajoy H. Karna, Vice President -- Corporate Strategy and Development, PepsiCo Inc.
  • Kenneth Klee, Editor, Corporate Dealmaker
  • Todd B. Kuhl, Principal, Atalaya Capital Management LP
  • David G. Ligon, Managing Director, Emporia Capital Management LLC
  • Edward J. Meyer, Vice President, Easton Hunt Capital Partners LP
  • Daniel McKone, Vice President, L. E. K. Consulting LLC
  • Fraser Preston, Principal, Nautic Partners LLC
  • Matthew D. Roghair, Managing Director, Piper Jaffray & Co.
  • Timothy Shanley, President, Celebration Foods Inc.
  • R. Adam Smith, President & Managing Partner, Circle Peak Capital LLC
  • John L. Teeger, President, Founders Equity Inc.
  • Paul F. VanHouten, Partner, Ropes & Gray LLP
  • Luis Zaldivar, Vice President, Palladium Equity Partners LLC
  • additional speakers to be announced...

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Agenda

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 - 01:00
01:00 - 02:00


02:00 - 03:00


03:00 - 03:15
03:15 - 04:00
04:00 - 05:00


05:00

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

 

  

Friday, June 8, 2007
Registration, Networking, Continental Breakfast
Welcoming Remarks & Audience Introductions
First Keynote -- Market Trends & Forecasts Affecting Food & Beverage Deals

Second Keynote -- Challenges & Opportunites Facing P.E. Investing in the Food & Beverage Industry
Coffee & Networking Break
First Panel -- From the Trenches -- Four Prominent P.E. Investors Report Why They Find Food & Beverage Deals Attractive, & How They’ve Evolved Their Investing Styles & Norms
Luncheon & Networking
Second Panel -- Sourcing Deal Flow & Financing -- What Four Key Investment Bankers & Lenders Are Telling Their P.E. Clients About Food & Beverage Deals
Third Panel -- Due Diligence, Deal Structuring, & Pricing -- Four Top Deal Professionals Explain How They Identify & Navigate the Unique Issues of Food & Beverage Deals
Coffee & Networking Break

Interview Keynote
Fourth Panel -- Voices of Experience -- Four More Prominent P.E. Investors Tell War Stories About What They Have Had to Do to Make Food & Beverage Deals Work

Adjournment

Thursday, June 7, 2007 (Optional)
Registration & Networking
Workshop -- Fundamentals of Doing Food & Beverage 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 Food & Beverage P.E. Deals MasterClass and Investing in Consumer & Retail Deals Masterclass (Thursday, June 7) -- 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 Package >>


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 Friday, June 1 at 5:00pm, and we will credit you for a future meeting.)

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.

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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Purchase Audio, Video, Transcript

Can't attend but want to hear the program? You can buy the video, 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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