MasterClassTM

Capital Roundtable

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            MasterClass™ on  

   P.E. Investing in Middle-Market

    Food & Beverage Deals--

How You Can Outperform Competitors

Despite Rising Costs & Slumping Economy


Featuring 20 Expert Speakers


Attendance Is Limited --
Register Now

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FULL-DAY MASTERCLASS
Wednesday, June 18, 2008
8:00 am - 5:30 pm
New York City


SPECIAL HALF-DAY PRE-MASTERCLASS WORKSHOP (Optional)

Fundamentals Issues in P.E. Investing in Food & Beverage Companies


Tuesday, June 17, 2008
2:00 pm - 5:00 pm
New York City

Designed to Meet the Needs of GPs & LPs& Managers of Middle-Market

Private Equity Firms,  Portfolio Company Executives, and the Lenders,

Lawyers, & Advisors Who Work with  Them

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

Right now, every food and beverage company out there is finding itself squeezed by the triple threat of (1) the slowing economy, (2) stiff pricing competition, and (3) skyrocketing raw materials costs.  And if they fail to find ways to pass those costs along, margins are going to be going on crash diets.

 

To outperform this uncertain market, it’s crucial that investors in food and beverage companies get to know their market dynamics and operational capacities intimately in order to make the strategic decisions needed to manage them through.

 

Please join us at The Capital Roundtable’s fourth annual MasterClass on P.E. Investing in Food & Beverage Deals on June 18 as we look at the bold strategies 20 veteran specialists from all ends of the market spectrum are taking to create value in their portfolios and how they’re adapting to these cost challenges. 

 

And when you come, you’ll hear how these experts are still unearthing surprising pockets of significant growth in areas like --

  • new & alternative channels of distribution
  • organic & natural foods
  • food service
  • private label brands

 If you sign up right now, you’ll save $400 with our special early-bird rate!

 

Chairing this MasterClass is Mo Stout, managing director at Swander Pace Capital, a leading middle-market food, beverage, and consumer product buyout fund.  He chairs Gilchrist & Soames and Good Source Solutions,  and sits on the boards of Border Foods, International Fiber, Fleischmann’s Vinegar, Prepared Meal Holdings, and Santa Cruz Nutritionals.

 

Alongside Mo Stout, the other 20 top P.E. investors, turnaround specialists, and investment bankers will regale you with detailed stories and insights about why today’s food and beverage deals are trickier than before - but still lucrative.

 

In this MasterClass you’ll learn --

  • What sectors are best for off-setting commodity price exposure and how to create a balanced portfolio across food and beverage sub-sectors
  • What range of valuations food and beverage companies are garnering in the M&A markets
  • How to get your portfolio companies working together to cross-pollinate ideas and leverage common practices, purchasing methods, and vendors to save money
  • Why sector specialization is especially important for deal sourcing and managing risk in the food and beverage space
  • How to bring outside resources to bear on operational issues and how to cut the fat from the bone to keep things lean and mean
  • Why it’s critical to address management problems early and head-on in tough market conditions
  • How deal capital and debt structures have changed in recent months
  • How to approach lenders
  • Why putting your companies under the microscope with frequent operational diagnostics is critical
  • How shifting retail formats, the slowing economy, and market and branding trends are impacting deals as well as operations    
  • Which niche plays are smart buys and which are simply fool’s gold 
  • When to make pricing changes and how to monitor market and competitor capacity in order to minimize and time risks
  • How international brands and global trends affect deal valuations in the U.S.
  • Where investment banks and P.E. sponsors are putting their money in the food and beverage space
  • The unique pitfalls and issues surrounding food and beverage deals

 

Also, be sure to check out the afternoon MasterClass Workshop entitled “Fundamental Issues in P.E. Investing in Food & Beverage Companies” on Tuesday, June 17, loaded with everything you need to know from sourcing and financing to historical trends in the sector.

 

Those who should attend this MasterClass include --

  • Private equity investors and fund managers active in the food or consumer goods space
  • Lenders and sponsors looking to back food and beverage deals
  • Restructuring and operations specialists who want to see the needs of LPs
  • Portfolio managers looking to diversify into food and beverage growth sectors
  • Deal sourcing experts, investment bankers, and M&A lawyers who want to find innovative ways to minimize risks and maximize long-term growth potential for P.E. clients
  • Anyone seeking new strategies to sidestep the worst effects of commodity price pressures 

For more information, please feel free to contact Alison Burke at 212/832-7333 ext. 111 or aburke@capitalroundtable.com.

 

This program is being produced by The Capital Roundtable, America’s leading conference organization focusing on “need-to-know” information for professionals in the middle-market private equity community.  For more information about CR’s 25 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

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Faculty

Chaired By

  • C. Morris Stout, Managing Director, Swander Pace Capital LLC


Hosted By

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

 Speakers

  • James M. Bertram, Managing Director, William Blair & Co. LLC
  • Andrew P. Bucolo, Director, Madison Capital Funding LLC
  • Scott E. Case, Managing Director, VMG Partners LLC (masterclass & workshop)
  • H. Glen Clarke, Managing Director, Brown Gibbons Lang & Co. LLC
  • Steven A. Coburn, Director, Wachovia Securities LLC (workshop)
  • Eva H. Davis, Partner, Kirkland & Ellis LLP
  • Craig S. Dean, Managing Director, AEG Partners LLC
  • Betsy Erdelyi, Director, BMO Capital Markets Corp. (masterclass & workshop)
  • Brian J. Fox, Director, AlixPartners
  • Glenn A. Gurtcheff, Managing Director, Harris Williams & Co.
  • Linda Harris, Partner, Sonnenschein Nath & Rosenthal LLP
  • Christopher B. Harned, Managing Director, Cypress Group LLC
  • Mary Ellen Hennessy-Jones, President, Solera Capital LLC
  • Erik T. Kahler, S.V.P.--Corporate Development, TreeHouse Foods Inc.
  • Marc S. Mongulla, V.P.--Corporate Development, Pinnacle Foods Group LLC
  • Richard W. Morgner, Managing Director, Miller Buckfire & Co. LLC
  • Jay Novak, Managing Director, Houlihan Lokey Howard & Zukin Inc.
  • Stephen V. O'Connell, Chief Financial Officer & CAO, Harry & David Holdings Inc
  • Rocky Pontikes, Dir.--Investment Banking, Mesirow Financial Inc.
  • Alexander S. Panos, Managing Director, TSG Consumer Partners LP
  • Scott Sellers, Managing Director, Encore Consumer Capital
  • Albert J. Soricelli, Executive Vice President, B&G Foods Inc.

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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 - 12:15


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



02:15– 03:15


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

 


04:30

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

  

Wednesday, June 18, 2008

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions
Introductory Keynote
Chairman’s Keynote
Coffee & Networking Break
First Panel -- “How We Do It, What We’ve Learned--Winning Strategies from Five Prominent Middle-Market P.E. Investors” (This panel features investors who operate funds of different sizes & strategies.)
Luncheon & Networking
Second Panel -- “Sourcing Deals & Financing -- What Investment Bankers & Lenders Are Telling Their P.E. Clients” (This panel features two investment bankers who present deals to P.E. investors & two lenders who are offering credit to middle-market buyers.)

Third Panel -- “Mergers & Consolidations -- How Four Acquisition-Oriented Corporate Buyers See the Market” (This panel features corporate buyers who do different sizes and types of deals.)
Coffee & Networking Break
Fourth Panel -- “Twists & Turns -- Advice about Adjusting to the Recessionary Economy from Four Leading Professional Services Providers(This panel features a lawyer, two turnaround specialists, and an investment banker who represents distressed companies.)
Adjournment

Pre-MasterClass Workshop (optional) Tuesday, June 17, 2008
Registration & Networking
“Fundamental Issues in P.E. Investing in Food and Companies”

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Registration

  • Early Bird Registration Fee -- and save $400 off the regular fee! Register by Friday, May 23, 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, June 6, 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, June 11, 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 Amy Geiger at 212/832-7333 ext. 103 or ag@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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