MasterClassTM

Capital Roundtable

Marquee Sponsor

Showcase Sponsors

 

Association Partners

Data Partners

 

Partial List of
Past Attendees

Able Strangers
Advantage Capital
Akeida Capital
Alignment Holdings
A Ridge Capital
Altus Capital Partners
Amerra Capital
Anagenesis Capital
Arbiter Partners
Arrowpoint Partners
Balance Point Capital
Boathouse Capital
Brock Capital Group
Brookside Mezzanine
Capital Southwest
CapitalSpring
Cockrell Interests
CohnReznick
Cortland Capital Market Services
Credit Suisse Asset
Enterprise Center
FBR & Co.
Fidus Investment
Founders Equity
Fulham & Co.
Gerson Lehrman
Gores Holdings
Gotham Orient
Grand Crossing
Heritage Group
International Finance
JumpStart
Kian Capital Partners
Kidd & Co.
Locke Lord
Magna Management
McGuireWoods
Medley Management
Meridian Investments
Merit Advisors
Monroe Capital
MVP Capital Partners
NewSpring Capital
Next Point
OFS Capital
Patriot Capital
PEF Services
Pepper Hamilton
Pine Street Capital
Plexus Capital
RCP Advisors
RF Investment
RSM US
SJF Ventures
Small Business Investor Alliance
Spring Capital
Staebler Associates
Star Mountain Capital
Stonebridge Partners
Sullivan & Cromwell
TD Bank NA
THL Credit Advisors
Triangle Capital
U&S Services
U. S. Small Business Administration
USA Funds
Valesco Industries
VRC | Valuation Research Corporation
Wedgewood Investment Group
Westminster Capital

 

































 

 

Despite Positive Signals,
Investors Still Face Potholes
En Route to Closing

Transportation & Logistics Deals

 

Private Equity Investing
In Transportation & Logistics Companies

                     

CHAIRED BY

Farrukh A. Bezar

Partner

Linwood Partners

FULL-DAY CONFERENCE

Thursday, November 2, 2017

8:00 am – 5:00 pm

New York City

 

REGISTER NOW

 

Marquee Sponsor

Benesch

 

Showcase Sponsor

Korn Ferry

 

INSIGHTS FROM 20 EXPERT SPEAKERS!



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

The “freight recession” seems over. In fact, both private equity investors as well as executives managing transportation and logistics companies are optimistic that a new boom is coming down the pike.

Still, there are a lot of rumble strips on that road ahead, most notably disruption from deep-pocketed competitors like Amazon and Uber.

Register now to attend The Capital Roundtable’s annual conference
on “Private Equity Investing in Transportation & Logistics Companies,” being held in New York City on Thursday, November 2.

 

You’ll gain valuable insight as our 20 speakers assess why “Despite Positive Signals, Investors Still Face Potholes En Route to Closing Transportation & Logistics Deals.”

 

Click here to receive our best rate -- a savings of $400 on our regular conference rates!

 

On the one hand, after tough times in 2016, solid growth appears to be back, with the potential for more to come, especially from e-commerce. Among the positive signs, freight rates are rising and deal making has stabilized, with deal values up 2% in the first quarter, according to PWC.

 

Additionally, transportation and logistics managers are optimistic that the Trump administration’s pro-business approach will drive increased corporate spending. And companies that rely on independent contractors are feeling more relaxed about their regulatory prospects.

 

Meanwhile, there are plenty of opportunities to invest in transportation technology, and the hope for new investment opportunities in infrastructure, given the federal administration’s expressed desire to improve the nation’s transport arteries.

 

On the other hand, numerous distractions loom, e.g.,–

 

  1. Disintermediation threats posed by the likes of Amazon and Uber, as they build their own fleets and look at new technologies like self-driving trucks …
  2. The Trump administration’s America First policies and what they may mean for international trade …
  3. State-level efforts to regulate the industry's dependence on independent contractors...
  4. Persistently sky-high valuations, even in sectors being disrupted by new players …
  5. Risk that the current economic growth cycle is coming to an end…

 

All these are concerns for investors who currently own transportation and logistics companies. They're also important areas for due diligence by investors looking to develop portfolios in this sector.

 

Join us at The Capital Roundtable’s important annual conference to consider --

  • how to jump-start the growth of transportation and logistics portfolios now that the industry’s fundamentals have regained momentum, and
  • how to identify new investment opportunities that are set to thrive amid the technology disruptions.

Here are some of the topics that our 20 expert speakers promise to spotlight --

  • How are regulatory issues like hours of service, electronic log books, and independent contractor classification impacting investment strategies?
  • Where can you find good deals in the rail sector?

 

  • What are the opportunities in last-mile shipping and in reverse logistics?

 

  • What are some of the biggest challenges and opportunities around warehousing?

 

  • What are some of the biggest challenges and opportunities around international shipping?

 

  • Is trucking still a good sector for deals?

 

  • What opportunities from the Republican administration’s focus on infrastructure will benefit transportation and logistics investors?

 

  • What are the threats to international trade from the Trump administration? And how should PE investors prepare?

 

  • What are the federal- and state-level risks around employing independent contractors in the Trump era?

 

  • How will emerging technologies change transportation?

 

  • What strategies work to compete with Amazon?

 

  • How can in-vehicle technologies reduce fuel cost?

 

  • Which segments have the most potential in this new online era?

 

  • How are portfolio companies coping with a tight job market?

 

  • Which players can offer the best exits and what are they looking for?

 

  • Where do new investors in the sector often make mistakes?

 

  • Why are freight brokerage valuations still so high?

 

  • What are some best practices to drive EBITDA margin expansion?

 

Here Are Three Key Reasons Why You Should Join Us

 

  1. Learn which transportation and logistics segments and companies are best placed to thrive amid online disintermediation…
  2. Understand how to navigate risks around the use of independent contractors…
  3. Discuss the opportunities of Trump’s pro-business agenda and the risks of his trade stance…

 

Register Now to Join Farrukh A. Bezar

And 20 Other Industry Experts

 

A partner at Linwood Partners, Farrukh Bezar has over 25 years of industry and consulting experience with clients in the transportation industry, including the railroad, trucking, logistics, and air cargo sectors. Before forming Linwood Partners, Farrukh was a partner at Clarendon Group, which he joined in 2010.  

 

Before joining Clarendon, Farrukh was a partner in the manufacturing, transportation, and energy group of Oliver Wyman Consulting, where he led several engagements in the surface transportation and private equity space. Before Oliver Wyman, Farrukh was a principal in Booz Allen Hamilton’s global transportation practice, working for clients in the public and private sector.

 

His experience also includes stints at Electron Economy, a leading provider of supply chain software, A.T. Kearney’s transportation strategy practice, The Atchison Topeka & Santa Fe Railroad, and Chase Manhattan Bank.

 

He earned a BA in economics and political science from Northwestern University and an MBA in management, marketing and transportation from the J.L. Kellogg Graduate School of Management at Northwestern University.

 

Register Now to Hear How 20 Top Leaders

Source Deals, Find Talent, & Drive Revenues

 

This conference brings you exclusive panel discussions and conversations and keynotes featuring a who's who of PE dealmakers.

 

You'll hear how they --

  • Fairly evaluate a transportation and logistics company’s assets, including real estate and people…
  • Judge how well potential trucking investments are equipped to deal with the current shortage of drivers…
  • Are thinking about the recent consolidation in this sector by such companies as Roadrunner and Radiant...

Three More Reasons Why You Should Join Us

 

  1. Discuss opportunities to invest in transportation technology…
  2. Hear which sectors have the best opportunities and deal flow as the industry emerges from its “freight recession” …
  3. Understand the risks and opportunities of electronic log book rules coming into effect this year…

 

Recent Middle-Market Transportation & Logistics Deals

  • The Jordan Company’s American Fast Freight, a domestic ocean freight forwarder specializing in less-than-container-load freight shipments, acquired Grand Worldwide Logistics.
  • Atlantic Street Capital made a majority investment in GAT Airline Ground Support.

 

  • Ridgemont Equity Partners invested in Dickinson Fleet Services, which provides repair and maintenance services for vehicle fleet owners and operators.

 

  • CI Capital Partners bought a majority interest in Simplified Logistics, which focused on less-than-truckload transportation management services.

 

  • GenNx360 Capital Partners invested in Appalachian Railcar Services, which provides railcar repair, railcar storage, plant loading and unloading, and short line switching operations in 18 states.

 

  • The Jordan Company invested in Quick International, which provides courier and priority freight services.

 

  • Calera Capital acquired a majority stake in the Evans Network of Companies, a provider of intermodal and other trucking services through a non-asset based agency model.

 

  • Pamlico Capital made a growth investment in Veson Nautical, which provides commercial maritime operations software.

 

  • Bow River Capital bought RailPros, which provides construction/project management, railroad coordination, training and inspections.

 

  • Linx Partners recapped Elite Express, a unique asset-based hauler of volume less-than-truckload and truckload freight, founded in 1999.

 

Click here to receive our best rate -- a savings of $400 on our regular conference rates!

 

This Capital Roundtable conference is the ideal place to expand your network and open up pathways to future deals. The day’s agenda includes ample time to let you --

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable new connections
  • Share both ideas and business cards
  • Meet potential investment partners and clients

Keep in mind this conference is certain to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Sarah Burd today to confirm your attendance at 212-832-7300 ext. 0 or sburd@capitalroundtable.com.



 

 Who Should Attend

 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, BDC, and Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants, & Other Advisors Who Support Them.

 

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We look forward to having you join us on Thursday, November 2, 2017.

 

Conference Organizers

 

This conference 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 The Capital Roundtable’s 25 annual conferences and other events and programs, please visit www.capitalroundtable.com.

 

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 Speaking & Business Development Opportunities

 

We offer excellent speaking, marketing, and business development opportunities to reach the middle‑market private equity community. For more details, please contact Kellie Green or Claire Notton at 212-832-7300 or by email at kgreen@capitalroundtable.com or cnotton@capitalroundtable.com.

 

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Have a Question?

 

Please contact Sarah Burd at sburd@capitalroundtable.com or 212-832-7300 ext. 0.

 

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Who We Are

 

This Capital Roundtable conference in midtown, New York City, is all-business, all-targeted, all-designed to be a completely focused day of practical information and revealing insights about transportation & logistics companies. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from transportation & logistics company investors
  • Industry outlooks from noted sector experts
  • War stories and lessons learned from experienced hands

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Faculty

Chaired By

  • Farrukh Bezar, Partner, Linwood Partners

 

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • TBA

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Schedule

 

   

07:30-08:30

Networking & Registration & Breakfast

08:30 -09:00

Welcoming Remarks & Audience Self-Introductions

09:00 -09:30

Conference Chairman’s Introduction --

  • Farrukh A. Bezar, Linwood Partners

09:30 -10:30

First Panel --

Railroads & Their Suppliers & Contractors Are Expected to Boom -- Is It Possible to Find a Good Deal Without Overpaying ??

10:30 -11:15

Networking & Coffee

11:15 -12:15

Second Panel --

Big Challenges Loom for Deal Makers in the Trucking Industry --Self-Driving Trucks, Stepped Up Regulation, Contractor Quarrels, Driver Shortages

12:15 -12:45

Morning Keynote


12:45 -01:45

Networking & Luncheon  

01:45 -02:30

First Conversation --

Opportunities & Risks of International Logistics --
Lower Threat of Disintermediation, But Greater Threat from Protectionism


02:30 -03:15

Second Conversation --

New Technologies Are Poised to Disrupt Transportation & Logistics --
Investors Are Asking Which Ones Seem Best-Positioned to Succeed?       


03:15 -03:30

Networking & Dessert


03:30 -04:30

Third Panel --

 Investing in E-Commerce’s Last Mile --
How to Hitch onto Small-Parcel Delivery & Reverse Logistics

04:30

Networking & Adjournment


  

 

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Registration

Space at this conference is limited, so register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Sarah Burd today to confirm your attendance at 212-832-7300 ext. 0 or sburd@capitalroundtable.com.

 

Please note that The Capital Roundtable limits the number of registrants from a single firm to three.

 

  • Best Rate -- Early Registration -- Save $400 off the standard fee of $1495 when you register by Friday, September 1. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, September 22, and the fee for the conference is $1295.

 

  • Conference Rate -- $1,495 increasing to $1,595 day of conference, space permitting.

 

  • Group Rate -- $995 each, when you register two or more people to attend from the same company.

 

Register Now

 

You can pay by credit card (using the links above) or by check. Mail your check and business card to: The Capital Roundtable, 747 Third Avenue, Suite 200, New York, NY 10017.

Have a special question? Please contact Sarah Burd at sburd@capitalroundtable.com or 212-832-7300 ext 0.

 

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.

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Location

  • Midtown, NYC

    Details provided upon registration

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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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Sponsorships

We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 ext.117, or by email at cnotton@capitalroundtable.com.

 

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