MasterClassTM

 Capital Roundtable

 I got a huge amount of

 value not only from the 20 speakers, but also from all the other people there ...

many of us still stay in

touch

      -- David I. Fann,

    Pacific Corporate Group LLC

Lending Sponsor

Media Partners:


The DealCapital IQBuyoutsVC ExpertsMerger Market

Discover the Small Middle-Market P.E.

Bonanza in Today's Turbulent Economy--
& How You Can Get in on It

Learn the brilliant techniques for finding & adding value

to companies in this white-hot segment of the middle market --

deals even more plentiful in tumultuous 2008, & beyond...

Attend the Full-Day MasterClass on

"THE ART OF THE SMALLER DEAL"


Featuring 20 Expert Speakers

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



 Purchase Audio Package >>

 

FULL-DAY MASTERCLASS
Wednesday, May 14, 2008
8:00 am - 5:15 pm
New York City

SPECIAL HALF-DAY PRE-MASTERCLASS WORKSHOPS (Optional)

Workshop A -- Fundraising for Smaller Middle-Market P.E. Funds

Workshop B -- Managing the Unique Due Diligence Issues of Smaller Deals

Tuesday, May 13, 2008
2:00 pm - 5:00 pm
New York City

Designed to Meet the Needs of Private Equity, Venture Capital,
Fundless Sponsor, Hedge Fund, & Family Office Investors,

As Well as the Lenders, Investment Bankers, Lawyers,

Accountants, & Advisors Who Support Them

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

With all the gloomy headlines nowadays about mega deals melting down, it’s easy to forget that private equity includes smaller deals -- high-returning small middle-market opportunities that are having no trouble getting done.

FACT:   Across a 20-year time horizon, smaller deals have enjoyed more than double the return of mega buyouts. In fact, some of the biggest-returning deals in recent years have resulted from relatively tiny LBOs.

FACT:  Tribulations in the current economy are putting more distressed smaller companies into play, creating even more buying opportunities in an already fertile field.

FACT:   More and more smaller-company owners are finding private equity an attractive alternative to the rigors of finding the right buyer on the open market.

FACT:  Funding for smaller deals is in good supply despite current tighter credit markets -- especially when you know the right sources.

How do you learn all you need to know to seize opportunity in this exploding market? And how do you do it without taking months or even years to get up to speed?

Register Today for The Full-Day MasterClass

 

“THE ART OF THE SMALLER DEAL”

Get an ocean of critical information distilled into a teacup of actionable intelligence,

created expressly for time-stretched investors, lenders, and investment bankers … as well as lawyers, accountants and advisors who support them.

The program is led by the widely regarded buyout specialist Bob Fitzsimmons,  Managing Partner of High Road Capital Partners, the noted smaller middle-market P.E. firm.

What you’ll take away from this extraordinary annual event, now in its fourth year: 

  • How to develop the critical “radar” to discriminate a good smaller company from those it’s better to shy away from. 

  • How to establish a realistic valuation for a smaller company that makes it attractive to buyer and seller alike.  And how to find deals where you don’t have to pay a full multiple. 

  • Six proven ways to convince owners that they should sell to you and no one else … and four specific strengths to always play up.

  • Where to seek funding without having to take the tortuous path required in mega deals … including one underutilized source that few consider. 

  • Evaluating the single most important action you must take when buying a struggling company, and how to do it in exactly the right way.

  • When to always trust your gut in negotiation despite receiving information to the contrary.

  • Overcoming the biggest risk to making the deal: Non-disclosure. Four critical areas for due diligence at the “molecular” level.

  • How to more quickly identify weak links in management, and how to get the right people into the right seats … right away. 

  • The five best paths for growth from within … and how to single out which are the likeliest to succeed.  

  • The “improvement” that can cause utter chaos in a new buyout despite your best intentions … and how to avoid it.

  • Assessing eight smart ways to build an acquired company that others will pay a big premium to buy.

***********************

Small-Deal War Stories …

And the Lessons to Learn from Them

Get a fascinating look inside recent past negotiations for smaller deals…from big-time blunders to high-five successes…all priceless, instructive examples of do’s and don’ts that are almost worth the price of admission alone.

For example you’ll learn about --

    • The deal that generated an 18x cash-on-cash return over
      a two- and-a-half year holding period, accomplished by
      making one (very smart) add-on acquisition
    • The company that successfully turned a technology risk
      into an opportunity, creating a $100 million gain, and how
      it almost missed the opportunity
    • Unbelievable but true stories of fraud and attempted
      fraud by sellers – and how to spot them
 

***********************

You absolutely MUST find a way to attend this MasterClass if --

  • You are a GP or LP considering smaller portfolio companies

  • You are a private equity sponsor with smaller portfolio companies

  • You are an owner or executive of a smaller middle-market company exploring buyout opportunities

  • You are an experienced investor in smaller companies and are seeking up-to-date intelligence

  • You are a hedge fund manager or venture capitalist considering smaller-company investments

  • You are a lender wishing to back smaller company transactions

  • You are an attorney advising on smaller-company deals

  • You are an investment banker actively pursuing smaller-company deals

For more information, please feel free to speak with Heather Sote at 212/832-7333 ext. 111 or hsote@capitalroundtable.com.  

The program is produced by The Capital Roundtable, the nation’s only resource focused solely on streamlining “need-to-know” intelligence on middle-market private equity opportunities.

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Faculty

 Chaired By

  • Robert J. Fitzsimmons, Managing Partner, High Road Capital Partners

 Hosted By

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

 Speakers

  • Reese Bourgeois, Managing Director, Flow Consulting (MasterClass & Workshop)
  • Richard P. Buckanavage, President & CEO, Patriot Capital Funding Inc.
  • Thomas A. Burger Jr., Managing Partner, Gridiron Capital LLC
  • Mark L. Claster, President, Carl Marks & Co. Inc.
  • Charles F. Garoklanian, Senior Vice President, PNC Business Credit Corp.
  • Laurens M. Goff, Principal, Goff Management Inc.
  • Patrick E. Hanraty, Managing Director, Cobblestone Advisors
  • Kevin T. Kester, Managing Director, Siguler Guff & Co. LLC
  • Brian J. Knez, Founding Partner, Casanea Partners Inc.
  • Andrea F. Kramer, Principal, Hamilton Lane Advisors Inc.
  • Mendy Kwestel, Partner, Grant Thornton LLP (workshop)
  • Robert G. Levine, Partner, Milestone Partners
  • John H. Liu, Managing Partner, Aubridge Partners LLC
  • Steven R. London, Partner, Pepper Hamilton LLP
  • Mark R. McCammon, Managing Partner, Strength Capital Partners
  • Beatrice H. Mitchell, Managing Director, Sperry Mitchell & Co. Inc.
  • Amit Rao, Partner, Investor Group Services LLC (workshop)
  • Elliot B. Ross, CEO, MFL Group
  • Randall B. Schai, Partner, Jones Day (workshop)
  • Alan J. Scharfstein, President, Dak Group Ltd.
  • Amy F. Solas, Managing Member, Solas Communications LLC (workshop)
  • George M. Spilka, President, George Spilka & Associates
  • 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 - 10:45

 

10:45 - 11:15
11:15 - 12:15


12:15 - 01:15
01:15 - 02:15


02:15 - 03:15



03:15 - 03:30
03:30 - 04:15

04:15 - 05:15

            
05:15

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

02:00 –05:00

 

   

Wednesday, May 14, 2008

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Introductory Keynote
First Panel -- “Why We Did It, What We Learned – Perspectives from Four

Prominent Smaller P.E. Investors” (This panel features investors who fund different sizes

& types of smaller middle-market deals.)

Coffee & Networking Break
Second Panel -- “How We Coach Our Sellers – Four Business Intermediaries Share Their Insights”  (This panel features intermediaries who represent a variety of clients.)

Luncheon & Networking

Third Panel -- “How Successful Smaller Middle-Market P.E. Funds Can Add Value & Boost Returns” (This panel features consultants in four specialties --  operations, restructuring, outsourcing and revenue enhancement.)
Fourth Panel -- “How Smaller Middle-Market P.E. Managers Can Best Attract Debt & Mezzanine Financing -- Advice From Four Top Lenders”(This panel features a one-stop lender, a senior lender, a mezz lender, & an asset-based lender.)

Coffee & Networking Break
Afternoon Keynote

Fifth Panel -- “Why We Did It, What We Learned – Perspectives from Four More Prominent Smaller Middle-Market P.E. Investors” (This panel features more investors who fund different sizes & types of smaller middle-market deals.)

Adjournment

Pre-MasterClass Workshops Tuesday, May 13, 2008

Registration & Networking
Workshop A -- Fundraising for Smaller Middle-Market P.E. Funds

Workshop B -- Managing the Unique Due Diligence Issues of Smaller Deals

 

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Registration

  • Early Bird Registration Fee -- and save $400 off the regular fee! Register by Friday, April 11, and the fee for the MasterClass is $1495 -- or $1895 for both the MasterClass and Workshop.
  • Premiere Registration Fee -- and save $200 off the regular fee! Register by Friday, April 25, and the fee for the MasterClass is $1695 -- or $2095 for both the MasterClass and Workshop.
  • After that, the regular registration fee is $1895 for the MasterClass -- or $2295 for both the MasterClass and Workshop.
  • At the door, if space is available, the fee is $1995 for the MasterClass -- or $2395 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 Amy Geiger ag@capitalroundtable.com or 212/832-7333 ext 103.

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, May 7, 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 Heather Sote at 212/832-7333 ext. 111 or hsote@capitalroundtable.com.

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Location

University Club

1 W 54th St.

New York, NY 10019

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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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Sponsorship

The Capital Roundtable offers excellent sponsorship opportunities to reach the middle-market private-equity community. For more details, contact Arlene West at 212/832-0800 or by email at awest@capitalroundtable.com.

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