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Fifth Annual Private Equity MasterClass™ on

Mezzanine Finance
How Middle-Market P.E. Mezzanine
Users Can Navigate Turbulence In The Credit Waters

Featuring 20 Expert Speakers

Attendance for This Program is Limited--
Register Now

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 Purchase Audio Package >>

FULL-DAY MASTERCLASS
Thursday, October 4, 2007
8:00 am - 5:00 pm

New York City

HALF-DAY POST-MASTERCLASS WORKSHOP (Optional)
Intercreditor Agreements & Bankruptcy Issues --
Creating the Best Structures

Friday, October 5, 2007

8:30 am - 11:30 am

New York City

EARN CLE CREDITS

Designed to Meet the Needs of GPs & LPs of Buyout, Venture Capital,

& Hedge Funds, Lenders & Mezz Providers, & the Bankers,
Lawyers, & Other Advisors Who Support Them

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

Because of the current turmoil in the credit markets for large M&A deals, there’s speculation whether the commotion will spread to mezzanine sources in the middle-markets.  This at a time when the scene has already been confusing for middle-market mezzanine users.

Not long ago, finding a mezzanine provider to finance your deals was a no-brainer. But the decision isn’t so simple anymore. If you’ve done a deal in the last year, you know there are lots and lots more financing options available -- some good, some not so good.

In fact, with traditional mezzanine providers, new market entrants, business development companies, collateralized debt obligations, second lien lenders,  and hedge funds (of course), there are more than three times as many players in the space than there were just a couple of years ago.

Additionally, while it may be tempting to use some of the cheaper debt available, it’s anyone’s guess how non-traditional players will react now that the market looks like it may be reaching a peak.

More than ever, choosing the right mezzanine provider is a crucial component to success in the middle-market private equity world -- it can make or break your deal.

So please join us at this all-new MasterClass where you’ll learn how to sort through the complicated maze that has become the mezzanine market. Learn which financing strategies best fit your needs, and how to avoid the pitfalls of partnering with the wrong firm.

This MasterClass is being led by two noted mezzanine specialists –

• Everett Cook, a founding member of Pouschine Cook Capital Management, a well known middle-market private equity firm. 

• Clem Wood, a partner in the New York City office of Edwards Angell Palmer & Dodge LLP, and one of the country’s leading authorities on subordinated debt, preferred stock, and second-lien loans.

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.

You’ll leave this MasterClass with a better understanding of how to structure your deals going forward, as well as how to handle all the new players and all the new games being played. A faculty of 20 experts will compare and evaluate the different financing structures available today.

Here are some of the key themes you’ll learn about at this year’s program –

• The benefits of using traditional mezzanine financing in a private equity market that may be nearing its peak.
• How to sort through the new crop of mezz players and determine which firms are reliable and will support your deal for the long haul.
• How seasoned private equity professionals view the different types of financing available.
• What equity sponsors think about the much ballyhooed one-stop shop financing alternative.

• What the “Fresh Faces on the Scene” have to say about the effect old players and non-traditional players have had on their success and on deal making. 
• What role senior lenders are playing in today’s lending market.
• How to avoid getting involved in a bad credit agreement.
• The real story behind the proliferation of dividend recaps, covenant “lite” deals, and looser lending requirements.
• New developments in intercreditor agreements.

• Where traditional mezzanine ends and second liens begin, and why the line is blurring between the two.
• Creative structures that traditional mezzanine firms are using in response to competition from hedge funds, CDOs, and BDCs.

Attend this MasterClass if you are a --

• Private equity manager who wants to stay abreast about terms & opportunities in the junior markets
• Late-stage venture capitalist with portfolio companies hungry for new capital

• CEO or CFO of a company considering using mezzanine, second-lien, or one-stop financing
• Junior debt user who wants to expand their rolodex of junior providers
• Member of the junior debt community who wants to develop new business
• New mezzanine provider wanting to improve competitive market knowledge

• Experienced mezzanine lender wanting to confirm prevailing market terms & strategies

• Attorney or investment banker with financial or corporate clients that use (or should be using) mezzanine capital
• Attorney or other advisor with clients who are mezzanine providers
• Second-lien provider or one-stop lender who wants to stay ahead of the wave
• Or anyone else wanting to learn more about the mezzanine market, and where it is going

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Faculty

Co-Chaired By

• Everett R. Cook, Managing Director, Pouschine Cook Capital Management LLC
• Clement B. Wood, Partner, Edwards Angell Palmer & Dodge LLP

Hosted By

• Burt Alimansky, Managing Partner, Alimansky & Bethell Group, and Chairman, The Capital Roundtable

Speakers

• Keats Aiken, Partner, KPMG LLP
• Cindy J. Babitt, Partner, Key Principal Partners LLC
• Damon H. Ball, Managing Director, AEA Investors LLC
• Roberto Buaron , Chairman & CEO, First Atlantic Capital Ltd.
• Stuart M. Brown, Partner, Edwards Angell Palmer & Dodge LLP (workshop)
• Thomas E. Ceto, Senior Managing Director, FirstLight Financial Corp.
• James W. Davidson, Managing Director, Banyan Mezzanine Fund LP
• Nick DeFabrizio, Vice President. & Chief Counsel (workshop)
• R. Kipp deVeer, Managing Director, Ares Management LLC
• Jeremy Harrell, Managing Editor, Buyouts Magazine
• Robert M. Horak, Senior Vice President, Lincoln International LLC
• Andrew S. Janower, Managing Director, Charlesbank Capital Partners LLC
• Phillip Krall, Managing Director, Gleacher Mezzanine Funds
• S. Randy Lampert, Managing Director, Morgan Joseph & Co. Inc.
• Jamie Lewis, Managing Director, Wells Fargo Foothill Inc.
• T. J. Maloney , President, Lincolnshire Management Inc.
• Jonathan M. Marotta, Principal, ICG America Inc.
• Timothy P. Mayhew, Managing Director, Fenway Partners LLC
• Mark R. McDonald, Partner, Churchill Capital Inc. (workshop)
• Frank V. Nash, Partner, MidOcean Partners LLP
• Bradley J. Parish, Vice President, D. E. Shaw & Co.
• Christine Piorkowski , Chief Financial Officer, Snowbird Capital Inc.
• Michael J. Revord, Managing Partner, Aldine Capital Fund LP
• George Ticknor, Partner, Edwards Angell Palmer & Dodge LLP
• Thomas H. Westbrook, Managing Director, BB&T Capital Partners

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Schedule

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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 Thursday, Sept. 27, 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

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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.

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CLE Credits

CLE credits are available for this program.

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.

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