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Reasons Why Investors Crave

Prestige Beauty Brands

 

 Private Equity Investing

In Beauty & Personal Care Companies

                     

CHAIRED BY

Irena Blind

Principal
TSG Consumer Partners LLC

 

 

FULL-DAY CONFERENCE

Thursday, June 27, 2019

8:00 am – 5:00 pm

New York City

 

REGISTER NOW

 

 

 

INSIGHTS FROM 20 EXPERT SPEAKERS!



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

When The Estee Lauder Companies acquired Too Faced Cosmetics from PE firm General Atlantic in 2016, it was Lauder’s biggest deal ever.

 

A major selling point was the indie brand’s connection with millions of millennials who feel passionately about social media, fashion, and pop culture.

 

Too Faced had over 7.3 million Instagram followers and Estee Lauder’s craving to attract millennial taste-makers convinced it to pay a whopping $1.45 billion -- about three times more than what General Atlantic had paid just 18 months earlier.

 

Successful beauty and personal care brands are increasingly targets for private equity investors. Brands with massive social media and digital marketing followings have ignited a frenzy among investors.

 

Here are reasons why --

 

  • Indie brands are flourishing as barriers-to-entry fall.

  •  To make it to the next level, they need more capital and marketing expertise.

  • Among strategic buyers, there’s big appetite for these indie brands, which have proven agile at capitalizing on trends like
    • viral marketing
    • transparency in pricing
    • personalization
    • direct-to-consumer
    • and clean, inclusive, sustainable beauty.

  • Unlike other retail categories -- apparel, for instance -- the “prestige beauty” category overall is seeing strong year-over-year growth -- up 6% last year, according to NPD Group. Some subsectors are growing even faster -- skincare was up 13%, with natural products accounting for more than a quarter of these new sales.

You’ll gain valuable insights as our 20+ panelists assess the outlook for beauty and personal care companies when you attend The Capital Roundtable’s all-day conference on Thursday, June 27, 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. Hear from top investors about which segments of beauty and personal care have the best prospects this year -- despite high valuations.

  2. Get tips on finding beauty and personal care companies that can survive long-term as brand lifecycles shorten.

  3. Learn how social media and digital marketing are altering the competitive beauty and personal care landscape.

 

 

As the big beauty and personal care companies fight to remain relevant in an industry disrupted by technology and fast-changing consumer tastes, General Atlantic isn’t alone in generating strong returns from selling younger, fast-growing brands.

 

TSG Consumer Partners, Castanea Partners, and L Catterton are among the firms that have recently sold brands for fat returns to big strategic buyers -- here are examples --

  • L'Oréal acquired IT Cosmetics, a top-selling prestige makeup and skincare brand from TSG Consumer Partners for $1.2 billion.

  • Procter & Gamble bought Castanea Partners’ First Aid Beauty, a premium skin care and make-up brand, for a reported $250 million.

  • L'Occitane International agreed to buy luxury British skincare brand Elemis for $900 million in cash from Steiner Leisure, a portfolio company of L Catterton.

 

But investing in a disrupted category carries risks. Consumer tastes are changing so fast that trends can become obsolete quickly. This makes picking brands that can stand the test of time harder.

 

For example, Warburg Pincus’ beauty company, Glansaol, filed for bankruptcy last December, citing

  • changing consumer tastes

  • a shift away from brick-and-mortar shopping and TV shopping networks

  • a downturn in the single-brand subscription business

  • difficulties bringing various brands together on one back-end platform
 

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

  • How to invest in trends such as clean beauty, inclusive beauty, and viral marketing

  • The rise of male personal care

  • Opportunities in beauty manufacturing

  • Which strategic buyers have the biggest appetite to do deals

  • The prospects for buying and growing corporate orphans versus upstart indie brands

  • How and why venture investors are getting involved in this industry

  • Where it makes sense to pay high valuations –and where it doesn’t

  • The latest in beauty tech and how to add it to your portfolio companies

  • How to work with founders in the beauty and personal care industry

  • How to do due diligence in an industry that’s changing rapidly

  • Best practices for building a multi-brand platform

  • Opportunities in China if the nation’s animal testing requirements are changed

  • How trade and tariffs may affect beauty brands

  • How an economic slowdown would affect the beauty and personal care category

 

Register Now to Join Irena Blind

And More Than 20 Industry Experts

 

Before joining TSG Consumer Partners, Irena was an investment banker, covering branded consumer goods, e-commerce and specialty retail. She was senior vice president at Raymond James and vice president at Stephens Inc. Prior to Stephens, Irena worked at Industrial Renaissance, a middle market private equity fund focused on special situations, rolls ups, restructurings and operational improvement, primarily in apparel and consumer products.

 

Irena started her career at Credit Suisse First Boston and Donaldson Lufkin & Jenrette, in consumer and retail investment banking groups. Irena graduated as a Regent Scholar from Walter A. Haas School of Business at University Of California, Berkeley, with a BS in business administration and a concentration in international business, finance and accounting.

 

 Recent Middle-Market Beauty & Personal Care Deals

 

  • Glossier, a direct to consumer beauty brand, raised a $100 million Series D led by Sequoia Capital, giving it a valuation of more than $1 billion.

  • Expanscience Laboratories purchased JMK Consumer-backed Babo Botanicals, a maker of mineral- and plant-based skin-care, sun-care, and hair-care products.

  • Hammond Kennedy Whitney & Co. bought Indigo Wild, a Kansas City-based maker of bath, skin, and home products including the Zum product line.

  • New Mountain Capital-backed Topix Pharmaceuticals bought DERMA E, a California-based provider of eco-ethical skincare. It also bought ClarityRx, a Newbury Park, California-based skincare company.

  • L Catterton invested $200 million in Los Angeles-based Honest Company, a provider of natural baby and clean beauty products.

  • San Francisco Equity Partners acquired a majority stake in Jane Iredale, a Great Barrington, Mass.-based makeup and skincare company using minerals, organic botanicals, and other natural ingredients.

  • Main Post Partners invested in Not Your Mother’s, a Tampa, Fla.-based haircare brand using clean ingredients.

  • Wind Point Partners-backed Vee Pak purchased Holmdel, N.J.-based Cosmetic Essence Innovations, a fragrance, hair care, and skin care products company.

  • Gryphon Investors acquired RoC Skincare, an anti-aging skincare brand, from Johnson & Johnson Consumer Inc.

  • Ancora Investment Holdings, a partnership between beauty industry veterans and Winona Capital, invested in natural luxury cosmetics brand Vapour Organic Beauty.

  • Cornell Capital invested in KDC, a Quebec-based manufacturer of color cosmetics, skincare, haircare, and other personal care products.

  • TSG Consumer Partners acquired a minority stake in Huda Beauty, one of the fastest-growing beauty brands in the world.

 

 

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 Thursday, June 27, 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

  • Irena Blind, Principal, TSG Consumer Partners LLC

 

 

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 Chair’s Introduction --

     

    • Irena Blind, TSG Consumer Partners LLC

    09:30-10:15

    Morning Conversation --

    Beauty  & Personal Care Companies Are Sitting Pretty –

    Who’s Doing Deals & What They’re Looking For


    10:15-11:00

    Networking & Coffee

    11:00-12:00

    First Panel --
    PE Investing in Beauty Products –

    Subsectors & Trends That Offer Best Growth Opportunities       

    12:00-12:30

    Morning Keynote -- 

    Martin L. Okner, dpHUE

     


    12:30-01:30 Networking & Luncheon

    01:30-02:30

    Second Panel -- 

    M&A Trends That Are Driving the Excitement in Personal Care  -- Digitally Native Direct–to-Consumer & Better-for-You

     

    02:30-02:45

    Networking & Dessert

     

    02:45-03:30

    Afternoon Conversation --

    Finding Beauty among Corporate Orphans --

    What to Look for When Buying a Spin-Off

     


    03:30-04:30

    Third Panel --

    Influencers, Social Media, & SEO -- Digital Strategies That Work Best for Beauty & Personal Care

     

    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 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, May 10. Just $1195.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, May 31, 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, May 31, when you register two or more people to attend from the same company . This rate increases to $1295 each after Friday, May 31.

 

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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