MasterClassTM

Capital Roundtable

Marquee Sponsor

Showcase Sponsor

Association Partners

Data Partners

 

Partial List of
Past Attendees 

 

Acorn Growth

Ally Corporate Finance

Angelo Gordon

Aon Corp.

Aviation Week

Baker & Hostetler

Behrman Capital

Blue Wolf Capital

Bradley Arant Boult Cummings

Brightwood Capital

Canaccord Genuity

Clairvest Group

CohnReznick

CIT Bank NA

Davis Wright Tremaine

Deloitte & Touche

Durational Capital Partners / Navy SEAL Foundation

Frontenac Co.

G2 Capital Advisors

Goldman Sachs

Graham Partners Inc.

Greenbriar Equity

GTCR

Guggenheim Partners 

H.I.G. Capital

Hammond Kennedy Whitney

HCI Equity Partners

Houlihan Lokey

Insight Equity

Ironwood Capital

J. F. Lehman

Jefferies

KeyW Corp.

Kinsale Capital

Korn Ferry

Lazard Freres

Liberty Hall Capital

Moelis & Co.

Odyssey Investment Partners

Plante Moran

Renaissance Strategic Advisors

RFE Investment Partners

Robert W. Baird

Sentinel Capital

Spirit AeroSystems

TD Bank NA

Turtle Reef Holdings

U.S. Dept. of Defense

Vance Street Capital

Veritas Capital Fund Management

Warburg Pincus

Wynnchurch Capital

 

Where to Balance Success & Risk

When Valuations Are Hot

 

 Private Equity Investing

In Aerospace & Defense Companies

                     

CHAIRED BY

Azad Badakhsh

Managing Director

Moelis & Company

 

 


FULL-DAY CONFERENCE

Tuesday, September 10, 2019

8:00 am – 5:00 pm

New York City

 

REGISTER NOW

 

MARQUEE SPONSOR

Fairmont Consulting Group

 

SHOWCASE SPONSOR

Tlingit HaidaTribal Business Corp.

 

 

 

INSIGHTS FROM 20 EXPERT SPEAKERS!


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

It’s full speed ahead in 2019 for the aerospace and defense industries -- which are both coming off stupendous year-earlier results --

  • Highest industry-wide revenue ever, at $760 billion, and highest operating profit ever, at $81 billion.

  • In commercial aircraft, record large deliveries and backlogs.

  • In defense, increased government spending amidst rising geopolitical tensions causing the top six defense contractors to report a 12% increase in revenue.

Opportunities for middle-market PE investors are expected to continue trending up for lots of reasons, e.g.,--

  • Mega-transactions such as the merger between United Technologies and Raytheon are creating spin-offs to satisfy antitrust requirements and cause players to reposition to stay competitive.

  • Cost-cutting measures like Boeing’s “Partnering for Success 2.0” are driving consolidation by pressuring suppliers.

  • PE firms are acquiring companies in recession-resistant sectors like replacement parts.

  • Plane-makers need advanced tech materials to build planes that are lighter, stronger, more fuel efficient and safer, as well as automated systems that require less of pilots.

  • Companies continue to use technologies like hypersonics and C4ISR -- Command, Control, Communications, Computer, Intelligence, Surveillance, and Reconnaissance.

 

You’ll gain valuable insights as our 20+ panelists assess the outlook for aerospace and defense companies when you attend The Capital Roundtable’s all-day conference on Tuesday, Septebmer 10, in New York City.

 

Click here to receive our best rate -- a savings of $300 on our regular conference rates!

 

 

Here Are Three Key Reasons Why You Should Join Us

 

  1. Discuss how to increase margins and productivity through operational discipline and roll-up strategies.

  2. Hear the outlook for defense budgets after the 2020 US elections.

  3. Understand the implications of an economic downturn for portfolio valuations and hold times.

 

With high valuations, tariffs, and the prospect of an economic slowdown looming, middle-market private equity investors will need to do their homework to understand which companies are a good match for their strategies, so they can win lightning-fast auctions and implement operational discipline and roll-up strategies quickly.

 

Roll-ups in particular have proven to be a way to generate good returns even after paying up for a deal -- deals worth less than $100 million are getting done at around 7 to 7.5x ebitda, but for deals north of $1 billion that rises to around 11.5x ebitda.

 

 

Click Here to Register to Hear Our 20+ Speakers Address Key Points Such As --

  • What’s hot and what’s not in defense, commercial, and business aerospace, and government services

  • Whether or not jet leasing companies are in a bubble

  • How changing defense priorities will trickle down the supply chain

  • How to win companies in fast auction processes 

  • The outlook for valuations

  • Achieving multiple expansion through roll-ups

  • How tariffs may impact the aerospace and defense supply chain

  • What kinds of companies will outperform in a downturn

  • How private equity can best access the aftermarket

  • The outlook for the budget control act, which constrains defense spending unless waived

  • Managing the uncertainty of new program introductions after the Boeing 737 Max sidelining

  • How global regulatory bodies may step up oversight after the Boeing 737 Max problems

  • The economic outlook for Asia, the source of much potential air traffic growth

 

Register Now to Join Azad Badakhsh

And More Than 20 Industry Experts

 

Azad Badakhsh is a managing director at Moelis & Company, where he focuses on advising clients in the aerospace & defense sectors. He has over 15 years of investment banking experience advising industrial and aerospace & defense clients on buy-side and sell-side transactions and a variety of other corporate finance matters. He joined the firm as a vice president, later taking on the titles of senior vice president and managing director. Prior to joining Moelis & Company, he was a director in the mergers & acquisitions group at UBS Investment Bank.

 

Azad earned a B.S. in Economics with concentrations in finance and accounting from The Wharton School at the University of Pennsylvania.

 

 

 

 Recent Middle-Market Aerospace & Defense Deals

 

  • Acorn Growth Companies acquired DIMO Corp., a Newcastle, Delaware-based distributor of parts for aircraft systems.

  • Consolidated Precision Products Corp., backed by Warburg Pincus, agreed to purchase the Cast Products business of Allegheny Technologies.

  • Arlington Capital Partners agreed to the carve-out acquisition of Triumph Group’s forming and fabrication facilities.

  • Greenbriar Equity Group provided equity to STS Aviation, a Jensen Beach, Fla.-based aviation solutions company.

  • Greenbriar Equity Group and First Aviation Services Inc. acquired DART Aerospace, a provider of equipment and aftermarket components for the helicopter and fixed-wing industries.

  • Resilience Capital Partners acquired Concord, California-headquartered Systron Donner Inertial, a supplier of quartz microelectromechanical systems used in products that provide precision guidance, navigation, and locational solutions. It sold within six months to Emcore for $25.8 million.

  • Vopne Capital invested in Coronado Manufacturing, a Sun Valley, California-based maker of precision-machined components for the aerospace industry.

  • Family offices Willcrest Partners and Curran Companies recapitalized Phoenix-based Precision Aerospace LLC, a maker of complex metal assemblies for aerospace and industrial applications.

  • Shorehill Private Equity-backed Tribus Aerospace acquired Eastlake, Ohio-based Midwest Precision Holdings Inc., its fourth add-on.

  • Trive Capital acquired Newark, Calif.-based California Brazing, a maker of components for space, aircraft connectivity, specialty electronic, and various defense applications.

 

 

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 Chris Agar today to confirm your attendance at 212-832-7300 ext. 0 or cagar@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 Tuesday, September 10, 2019.

 

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 30 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 Chris Agar at cagar@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. You’ll gain valuable insights from --

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

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Faculty

Chaired By

  • Azad Badakhsh, Managing Partner, Moelis & Company

 

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

 

  • TBA

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Schedule

 


  • TBA



  

 

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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 Chris Agar today to confirm your attendance at 212-832-7300 ext. 0 or cagar@capitalroundtable.com.

 

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

 

  • Best Rate -- Early Registration -- Save $300 off the standard fee of $1495 when you register by Friday, July 26. Just $1195.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, August 16, and the fee for the conference is $1295.

 

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

 

  • Group Rate -- $1095 each until Friday, August 16, when you register two or more people to attend from the same company. This rate increases to $1295 each after Friday, August 16.

 

Register Now

 

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., 747 Third Avenue, Suite 200, New York, NY 10017.

Have a special question? Please contact Chris Agar at cagar@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

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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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