MasterClassTM

Capital Roundtable

Private Equity Sponsor

Angelo Gordon

Law Firm Sponsor

Investment Bank Sponsor

 

Past Attendees:

AIG M&A Insurance

Alvarez & Marsal

Angelo Gordon & Co.

Ardshiel Inc.

Ares Management LLC

Behrman Capital LP

Buckingham Capital

 CapitalSource Finance

Chrysalis Capital

Churchill Financial LLC

Davis & Gilbert LLP

Dechert LLP

Goldman Sachs & Co.

Guaranty Business

MCG Capital Corp.

McKinsey & Co. Inc.

Merit Capital Partners

Morgan Stanley & Co.

MTS Health Investors

Pouschine Cook

Prism Capital Corp.

RFE Investment

Riverside Company

Riverside Partners LLC

Saw Mill Capital LLC

T. H. Lee Putnam

Tuckerman Capital LP

 

Media Partners:


Buyouts
Capital IQ
The Deal

Merger MarketVC Experts

MasterClass™ on

  

"FUNDLESS" EQUITY SPONSORS

How a New Breed of Investors --
& The Funds That Back Them --

Are Expanding Their Share of the P.E. Market

Featuring 20 Expert Speakers

Last Time We Held This MasterClass, It Sold Out!

Attendance Is Limited --
Register Now

Click Here to Register >>     Forward to a Colleague >>



 Purchase Audio Package >>


FULL-DAY MASTERCLASS
Wednesday, September 19, 2007
8:00 am - 5:00 pm
New York City

SPECIAL HALF-DAY PRE-MASTERCLASS WORKSHOPS (Optional)
WORKSHOP A-- How to Attract Proprietary Deal Flow & Line Up the Right Equity & Debt
WORKSHOP B-- How to Raise a Dedicated Private Equity or Mezzanine Fund --

The Fundamentals


Tuesday, September 18
2:00 pm - 5:00 pm
New York City

Designed to Meet the Needs of Entrepreneurial Deal Makers & Investors,
& Middle-Market Lenders & Investment Bankers as well as Lawyers,
Accountants, & Advisors Who Support Them
.

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

Are you tired of standing on the sidelines, reading about private equity deals, and want to know how you can do these kinds of deals on your own? Or are you interested in learning about ways to raise capital for deals, without the luxury of having a fund? Or are you already a dealmaker, and need to meet more institutional investors who have capital to back you?

If you’ve developed a strong track record of doing deals, and are thinking it’s time to go out and raise your own fund, this MasterClass may be timed just right for you.  If you already manage an institutional private equity or mezzanine fund, and want to connect with fundless sponsors who have qualified deals to show you, this MasterClass will offer you the right connections.

On Wednesday, September 19, The Capital Roundtable is holding the next edition of our immensely popular MasterClass on the latest tools, trends, and techniques for being a successful fundless equity sponsor (i.e., a dealmaker who raises capital on a deal-by-deal basis). 

Leading the program is Michael Alcamo, president of M.C. Alcamo & Co., a prominent fundless sponsor who specializes in middle-market buyouts.  Mr. Alcamo has been involved in private equity deals worth nearly $15 billion.

You’ll learn from a faculty of 20 experts -- fundless sponsors as well as financial backers.  You’ll meet fundless sponsors who can teach you how they identify the right companies, raise the capital, and close their deals. You’ll meet partners in private equity and mezzanine firms who can teach you what they are looking for, and how to recruit their help.  You’ll also learn how to navigate the minefields and avoid the traps that first time dealmakers often fall into.  And you can swap war stories and questions with other dealmakers who can share the lessons they’ve learned.

This MasterClass will include --

  • Two different panels -- four fundless sponsors each -- that focus on strategies these sponsors have found successful.
  • Two more panels -- four backers of fundless sponsors each -- that zero in on what these investors look for and how they operate.
  • A special fifth panel with four speakers who provide professional services to fundless sponsors -- how to package deals, how to structure deals, how to win over investment bankers, how to attract institutional investors.
  • And two concurrent three-hour workshops the day before on how to attract the right deal flow and how to raise a private equity fund.

When you leave this MasterClass, you’ll have learned the following skills, which will help you succeed as an independent dealmaker and fundless sponsor --

  • Where to find potential backers -- private equity firms, mezzanine funds, family offices, high net worth individuals
  • Managing senior and junior debt tranches
  • The best approaches to convince backers to invest in your deals
  • How to structure a deal so you can make money, gain a fee, and receive a percentage of equity
  • How to properly value an acquisition opportunity
  • Key principles of all-important due diligence including analyzing financial statements, conducting background checks, performing a competitive analysis, and researching technologies and patents
  • How to network with attorneys, mezzanine investors, investment bankers, and other professional service companies to generate business
  • Master negotiating with feisty entrepreneurs who are likely selling their businesses for the first and last time
  • Using your initial deal to build a track record and proceed to your second and third deals

We also encourage you to attend one of our pre-Masterclass workshops on Tuesday, September 18. The topics are:

  • How to Attract Proprietary Deal Flow & Line Up the Right Equity & Debt
  • How to Raise a Dedicated Private Equity or Mezzanine Fund -- The Fundamentals

You should attend this MasterClass if you --

  • Are an experienced fundless sponsor interested in learning about new techniques and new market players
  • Are a prospective fundless sponsor who needs to learn the ropes
  • Are a service provider looking to identify new clients that are unlikely to be found in a directory
  • Are an investment banker, who might be asked to finance a fundless deal
  • Are a mezzanine lender
  • Are an attorney with either corporate or financial clients that require M&A counsel
  • Are a venture capitalist looking to exit a portfolio company
  • Are a CEO or CFO of a company in search of private equity funding
  • Are a private equity sponsor
  • Want to know where the mezzanine market is, and where it is going.

^ Back to Top ^

Faculty

 Chaired By

  • Michael C. Alcamo, President, M. C. Alcamo & Co. Inc.

 Hosted By

  • Burt Alimansky, Chairman, The Capital Roundtable

 Speakers

  • Robert D. Auritt, President, Brant Point Partners LLC

  • Richard N. Baum, Managing Partner, Consumer Growth Partners LLC
  • Jeffrey I. Brodlieb, Manager & Principal, Centripetal Capital Partners LLC
  • David D. Buttolph, Managing Director, Brookside Capital Partners Management LLC

  • Timothy J. Clark, Principal, Elm Street Capital Partners
  • Oliver D. Cromwell, President, Bentley Associates LP
  • John C. Dickinson, Managing Director, Cobblestone Advisors
  • Christopher P. Dowd, Managing Director, Babson Capital Management LLC
  • William V. Glastris, Principal, Prospect Partners LLC
  • James J. Goodman, President, Gemini Investors LLC
  • Thomas Holland Jr., Managing Director, Allegiance Capital LP
  • Mei Hu, Vice President, Angelo Gordon & Co. LP
  • Anthony P. Kiehn , Managing Director, Blackford Capital LLC (workshop)
  • David M. Kirby, Managing Director, Kirby Capital Advisors
  • Raymond H. Kraftson, Managing Director, Ariane Capital Partners LLC (workshop)
  • Mei Hu, Vice President, Angelo Gordon & Co. LP
  • Charles P. McCusker, Managing Partner, Patriot Capital LP
  • J. Herbert Ogden Jr., President & CEO, Westfield Capital Corp.
  • Pauli Overdorff, President, Alarian Associates Inc.
  • Edward A. Reilly Jr., Partner, Goodwin Procter LLP (masterclass & workshop)
  • L. Christopher Saenger, President, Reliant Star Capital (masterclass & workshop)
  • Phyllis A. Schwartz, Partner, Schulte Roth & Zabel LLP (masterclass & workshop)
  • Thomas S. Shattan,  Shattan Mendel Enterprises LLC (masterclass & workshop)
  • Douglas Song, Managing Director, Prodos Capital Management LLC
  • Martin W. Stein, Managing Director, Blackford Capital LLC
  • Peter B. VanRaalte, Senior Managing Director, Corinthian Capital Group LLC
  • Christopher J. Walker, Vice President, HarbourVest Partners LLC (workshop)
  • Stephen T. Zarrilli, Managing Partner, Penn Valley Group LLC

^ Back to Top ^

Schedule

MasterClass
07:30 - 08:30
08:30 - 08:45
08:45 - 09:30
09:30 - 10:15

10:15 - 10:45

10:45 - 12:00


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


02:00 - 03:00


03:00 - 03:15

03:15 - 04:15


04:15
- 05:15


05:15



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


02:00 - 05:00

  

Wednesday, September 19, 2007
Registration, Networking, Continental Breakfast
Welcoming Remarks & Audience Introductions
Chairman's Keynote -- A Personal Overview
Second Keynote -- Pitfalls & Pratfalls -- Experiences of a Successful Sponsor

Coffee & Networking Break

First Panel -- Winning Strategies Used by Successful Fundless Sponsors (Part One) (This panel features four fundless sponsors who use different types of strategies)
Luncheon & Networking

Second Panel -- Viewpoints from Private Equity Investors Who Like Backing Fundless Sponsors (This panel features four private equity investors who like different types of deals or financing sizes)
Third Panel -- Recommendations from Advisors Experienced in Helping Fundless Sponsors (This panel features two investment bankers, a placement agent, & a buyouts lawyer)
Coffee & Networking Break

Fourth Panel -- More Winning Strategies Used by Successful Fundless Sponsors (Part Two) (This panel features four more fundless sponsors who use different types of strategies)
Fifth Panel -- Viewpoints from Mezzanine Providers Who Like Backing Fundless Sponsors (This panel features four mezzanine providers who like different types of deals or financing sizes)
Adjournment & Networking



Pre-MasterClass Workshops Tuesday, September 18, 2007

Registration & Networking
Workshop A: How to Attract Proprietary Deal Flow & Line Up the Right
Equity & Debt (This workshop features an attorney, an investment banker, & two fundless sponsors)
Workshop B: How to Raise a Dedicated Private Equity or Mezzanine Fund -- The Fundamentals (This workshop features an attorney, a placement agent, a roadshows consultant, a limited partner, & a p.e. general partner who has successfully raised a fund)

^ Back to Top ^

Registration

  • The registration fee is $1995 for the MasterClass -- or $2395 for both the MasterClass and Workshop.
  • At the door, if space is available, the fee is $2095 for the MasterClass -- or $2495 for both the MasterClass and Workshop.
  • 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 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 Wednesday, September 12, 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.

^ Back to Top ^

Location

University Club
One West 54 Street (at Fifth Avenue)
New York City

Please Note: Dress Code for the University Club is jacket & tie for men,
and equivalent attire for woman.

^ Back to Top ^

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.

^ Back to Top ^

Sponsorship

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

^ Back to Top ^