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Best Practices for Dealmaking With Family-Owned Companies

January 31, 2019 @ 8:00 am - 5:00 pm

Transferring Ownership From Families to PE Portfolios -- Bridging the Emotional Gap

Private Equity Investing
In Education-Focused Companies


Doing deals with traditional middle-market companies is no easy walk in the park. Now throw in the extra complexities of dealing with estate planning, sibling rivalry, and family feuding — not to mention ego and pride.

To succeed, you have to be a person built with compassion and patience, not just a deal whiz who’s fond of spreadsheets and negotiations.

If emotional strengths resonate with you, don’t miss our popular one-day event, dedicated to successfully transacting with family-owned companies.

And always remember — once you get a family company buyout right, you can unlock tremendous value.

Register today for The Capital Roundtable’s full-day conference on Best Practices for Dealmaking with Family-Owned Companies, being held Thursday, January 31, in New York City.

Learn how to maneuver through the first hundred days after you buy a family company plus the nuances of creating platforms and adding on other family-owned companies.

Chaired by

Caleb  H. Clark

Managing Director
Palladium Equity Partners LLC


Tuesday January, 15 2019

8:00am – 5:00pm


1W 54th St
New York, NY 10019

Come hear our twenty experts discuss how to determine if a seller is serious, how to guide the emotional decision-making process, and how they got the deal to the finish line.

Consider —

  • Family-owned companies typically have low levels of debt thanks to their frugal founders.
  • They have loyal employees and customers, as well as strong name recognition in their home markets.
  • You can add value in ways that the founders haven’t thought of, or have failed to execute.
  • You can bring in fresh capital and professional managers, marketing and sales prowess, and synergies with other portfolio companies.
  • As an outsider you can introduce new ideas and breathe in new life.
  • And you can deal with problems that the founders were unwilling or unable to address — such as what to do with family members who don’t add much value.
Key Reasons to Attend

Three Key Reasons Why You Should Join Us

  1. We’ll dissect the art of dealing with family owners in detail, with actionable best practices.
  2. We’ll bring you investors and bankers and intermediaries who’ve been there, done that, and who’ll share their experiences and lessons — and who’ll introduce you to other experts, and tell you how they faced seemingly intractable problems.
  3. We’ll do a deep dive into intangible parts of the process, like the emotional and psychological aspects.
Key Points Being Covered
  • How do you build trust and rapport with the founders and their kids and their relatives?
  • What are some of the unacknowledged reasons for a founder’s decision to sell?
  • How can you determine whether a founder is really ready to sell?
  • What questions can you ask to pressure test the founder’s motives?
  • What red flags should you pay attention to during the diligence process?
  • How do the family members’ involvements in the company differ — e.g.,
    • no one works at the company anymore
    • only the founder and a few family members are still there
    • or several generations are employed?
  • How do you ensure that the founders’ families see a clear path toward transition?
  • How do you deal with dissenting family members who object to a deal?
  • When and how do you safely communicate the transition to the company’s employees, customers, and vendors?
  • How can you use a family-owned company as a platform for consolidations?
  • What should you do during the first 100 days after the close to ensure a smooth transition?
  • What pitfalls are there when you use a family-owned company as a platform for consolidation deals?
  • What are some of the key functions at the company that a new owner typically needs to address during the first few months after the closing?
  • How do you maximize the use of the owner’s banker or intermediary as your resource, notwithstanding the banker’s own self-interest?
Chairperson Info

Caleb Clark joined Palladium in 2014 and serves as a managing director. He serves on the boards of Palladium Equity Partners’ portfolio companies Jordan Health Services, Cannella Media, and GoodWest Industries.

Previously he was at Windjammer Capital Investors where he sourced, analyzed and structured investments in a range of industries including industrial, specialty distribution, food, aerospace & defense, and business services. Before joining Windjammer, he was an associate at Genstar Capital, a San Francisco based private equity firm. Earlier, he was a banking analyst in the global aerospace and transportation group at Deutsche Banc Alex Brown.

Mr. Clark earned a BA from Middlebury College, where he double-majored in political science and economics, and an MBA. from Columbia Business School.

Recent PE Deals
  • Blackford Capital backed Online Tech Stores, a distributor of toner products, founded by CEO Bob Willmes.
  • Comvest Partners acquired Lasko Holdings, a 110-year-old maker of portable fans and heaters named after its founder, Henry Lasko.
  • Palladium Equity acquired indoor extreme recreation company CircusTrix Holdings in partnership with the company founder and CEO Case Lawrence.
  • ProAmpac, a flexible packaging company backed by family office Pritzker Group, has done several add-on acquisitions including those for privately-held Bonita Pioneer Packaging Products and PolyFirst Packaging.
  • Hadley recapped Gillinder Glass, a 155-year-old manufacturer of specialty glass products, in partnership with the family that owned a majority interest.
  • Argosy Private Equity and Stone River Capital Partners invested in mold maker Reed City Tool from an individual owner.
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 education companies. You’ll gain valuable insights from —

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

Chaired by
  • Caleb H. Clark, Managing Director, Palladium Equity Partners LLC
Hosted by
  • Burt AlimanskyChairman & CEO, The Capital Roundtable
  • TBA
12:00am – 12:00pm

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12:00am – 12:00pm

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12:00am – 12:00pm

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12:00am – 12:00pm

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12:00am – 12:00pm

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12:00am – 12:00pm

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12:00am – 12:00pm

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12:00am – 12:00pm

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12:00am – 12:00pm

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12:00am – 12:00pm

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12:00am – 12:00pm

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

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

Best Rate – Early Registration

Save $400 off the standard fee of $1,495 when you register by Friday, November 23. Just $1,095.

Incentive Registration

Save $200 of the standard fee! Register by Friday, December 14, and the fee for the conference is $1,295.

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.

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

Can’t attend but want to hear the program? You can buy the audio package along with the handounts.

This event is sponsored by:

Association Partners:

Data Partners:

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Plante Moran Logo

Marketing Partner:

Plante Moran Logo

Amerigo Education
Arcady Bay Partners
Ashworth College
Axial Networks
Azure Creek Capital
Bain Capital
Bookhead Ed Learning
Bridges Fund Mgmt.
BSG Team Ventures
Cain Brothers & Co.
Carl Marks Advisors
China Hi-Tech Group
CIP Capital
College of Health Care Professions
Crestline Investors
Cushman & Wakefield
Drinker Biddle & Reath
Duane Morris
EagleTree Capital
EdNexus Advisors
Enova Decisions
Enterprise Ireland
Epic Partners
Erda Capital

Exceed Capital
FF Ventures
Flinn Scientific
Frontline Education
GEMS Education
Gladstone Companies
GLBL ED, S.A. de C.V.
Goldberg Kohn
Guild Education
Halladay Education
Heidrick & Struggles
Insight Venture
Institute of Culinary Education
Intersected Advisors
Investcorp Intl.
KIPP Foundation
Language Stars
Laureate Education
Learn Capital
LLR Partners
Magnolia Capital
McGraw-Hill Education
McKinsey & Company
MHT Partners

Millpond Equity
Morgan Stanley & Co.
National Center for Faculty Development
NCK Capital
Northeastern Univ.
O’Donnell Learn
Parchman Vaughan
Penn Foster
Prairie Capital
ProBility Media Corp.
Quad-C Management
Renovus Capital
SJF Ventures
Solamere Capital
Sollers College
Sprout Health Group
Sterling Partners
Strada Education Network
Symposium Ventures
Tethys Invest
Tyton Partners
TZP Group
Universal Technical Institute
University Ventures
WorldBridge Partners
VisitDays Corp.
Weld North
Whiteboard Advisors
William Blair


January 31, 2019
8:00 am - 5:00 pm

Contact Us

747 Third Avenue | Suite 200 | New York City | 10017