MasterClassTM

Capital Roundtable

Association Partners

Data Partners

Partial List of
Past Attendees

451 Research

AGI Partners

Altamont Capital

Angelo Gordon

Argosy Private Equity

Asgard Partners

Audax Private Equity

Axial Networks

BevEquity Advisors

Blue Point Capital

Brown Gibbons Lang

Bunker Hill Capital

Butler Capital

CIVC Partners

Clearlake Capital

ClearLight Partners

Comvest Partners

CORE Industrial

Cowen & Co.

DealCloud

Dorsey & Whitney

Dos Rios Partners

Excellere Partners

Firelight Capital

Freemark Partners

FTV Capital

Gores Group

Gryphon Investors

Halifax Group

Hamilton Robinson

Hammond Kennedy Whitney

Harvest Partners

Headwaters MB

High Road Capital

HJM Consulting

Holland & Knight

Industrial Opportunity

Inertia Advisors

INSIGHT2PROFIT

Investcorp Intl.

Juggernaut Capital

Kohlberg & Co.

Lancor

LKCM Headwater

LLR Partners

Long Ridge Equity

Lowenstein Sandler

Mangrove Equity

McKenzie & Assocs.

Milestone Partners

Monomoy Capital

Nautic Partners

New Mountain

New State Capital

NexPhase Capital

Odyssey Investment

Origami Capital

ORIX Capital

Paine Schwartz

Palladium Equity

Pickwick Capital

Piper Jaffray

Plante Moran

Prodos Capital

Rockwood Equity

Saratoga Investment

SFW Capital

Shorehill Capital

Star Mountain

Summit Park

Sutton Place Strategies

Trilantic Capital

Trivergance

True North Companies

Veronis Suhler Stevenson

Warburg Pincus

Windjammer Capital

WM Partners

 

  Why Business Development Professionals Should Evolve
The Way They Source Deals

 

Best Practices for Sourcing

Private Equity Investment Opportunities

                     

CHAIRED BY
Kate Faust

Business Development Partner

   Rockwood Equity Partners

 


FULL-DAY CONFERENCE

Tuesday, November 27, 2018

8:00 am – 5:00 pm

New York City

 

REGISTER NOW

 

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Jay M. Aidikoff, Valufinder Group Inc.

Drew Brantley, Frisch Capital Partners LLC

Joseph S. Burkhart, Saratoga Investment Corp.

Charles Compo, Carriage Hill Inc.

Michelle T. Eidson,Shorehill Capital LLC

Mary Kathleen Flynn, SourceMedia Inc.

Valerio Forte, H.I.G. Capital LLC

Mark P. Gartner, ClearLight Partners LLC

Megan Kneipp, Blue Point Capital Partners LLC

Annette Krassner,Glocap Search LLC

Robert B. Landis, Riverside Company

Heather M. Madland, Huron Capital

Marissa Mann-Andrews, Saratoga Investment Corp.

Jim Marra, Blue Point Capital Partners LLC

Doba Parushev, Edison Partners

Sash Rentala, Moelis & Co.

Cortney Stapleton, Bliss Integrated Communication

Teri D. Tadros, Frontenac Co.

David Teten, HOF Capital

Matthew W. Traina, Piper Jaffray & Co.

Amy L. Weisman, Sterling Investment Partners LP

Caroline L. Young, Hammond Kennedy Whitney & Co. Inc.


SPECIAL ANNOUNCEMENT

Want to Do More Deals?



Come to Capital Roundtable’s 
Business Development Conference on Tuesday (Nov. 27),
Then Join ACGNY’s Wine Gala on Wednesday (Nov. 28)

(see below for details)



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

These days, dry powder seems to be burning holes in private equity firms’ pockets.

 

Collectively, investors are sitting on $1.8 trillion -- and according to research from McKinsey & Co., while private equity fundraising is holding steady, deal flow is trending downward. Under increased pressure from limited partners, business development and deal sourcing have become top priorities for most private equity GPs.

 

On the deal-tree, the low-hanging fruit has been picked clean, and higher climbs are causing higher multiples. To compensate, business development professionals are on the offensive, striking out into uncertain territories, hoping to find deals before competition drives valuations even higher.

 

As a result, sourcing transactions has created an ecosystem unto itself --

  • Business development is now being managed by teams collaborating with deal partners and operating executives.

  • A growing universe of intermediaries has led to more complex deals, shaking up traditional deal structures and timelines.

  • An increasing reliance on data -- including CRM systems -- is better targeting relevant sources and helping investors stay on top of deal flow.

Register now for The Capital Roundtable’s popular annual all-day conference on Best Practices for Sourcing Private Equity Investment Opportunities” on Tuesday, November 27, in New York City. The theme of this year’s conference is “Why Business Development Professionals Should Evolve the Way They Source Deals.”

 

 

Notice that this conference falls on the day before ACG New York’s famous wine tasting gala, which last year attracted almost 1000 members of the middle-market private equity community, including a large number of business development and deal sourcing professionals. The gala is being held on Wednesday evening, November 28.  Both events are major parts of ACGNY’s annual Middle-Market Week.

 

More and more GPs are recruiting business development managers to shoulder some of the effort. Good thing too, since deals have become more complex thanks to higher valuations and the growing intermediary marketplace. To account for these factors, business development professionals are expanding their spheres of influence --

 

  • Marketing & branding -- these skills allow firms to differentiate themselves in terms of industry focus, not just on pricing during the sourcing and bidding processes.

  • Fundraising legwork -- as part of their due diligence, LPs are looking for firms that have proprietary deal flow as well as those that use metrics on deal sourcing.

  •  Specialization -- GPs are recruiting business development managers who specialize in specific verticals, thereby adding depth and context to their firms’ strategies and conversations.

In addition, much more has changed in recent years for business development and deal sourcing professionals. Here are a few of the key issues they’re focusing on -- 

  • Planning succession -- how to smooth the transition from existing team members to introduce the next generation.

  • Matching compensation to performance -- how to create metrics to measure performance and to compensate PE business development professionals accordingly.

  • Defining roles -- how PE business development managers can take over roles traditionally held by investor relations managers or even GPs, thus freeing them up to focus on other duties.

You’ll gain valuable insight as our panelists assess the outlook for business development and deal sourcing.

 

 

Here Are Three Key Reasons Why You Should Join Us

 

  1. Hear techniques for finding companies before they’re put up for sale.

  2. Learn tips for choosing the right intermediaries and how the changing landscape might affect future deals.

  3. Find out how to stand out in competitive bidding situations, and how to pick out opportunities from the ashes of failed auctions.

 

 

Click here to Register to Hear Our 20+ Speakers Address Other Key Points --

 

  • What expectations do PE deal partners have for their business development teammates? 

  • How can you best align your business development strategy with your firm’s objectives?

  • What are the benefits of auctions considering today’s sky-high valuations?

  • To what extent is technology (specifically, CRM, AI, and data analytics) revolutionizing PE deal sourcing?

     

  • What role can business development professionals play in the fundraising process?

 

Register Now to Join Kate Faust

And More Than 20 Industry Experts

 

Kate Faust joined Rockwood Equity Partners’ Cleveland office in 2015 as partner -- business development. Kate’s industry experience has helped Rockwood source opportunities in regulated industries (aerospace and defense, healthcare, and process control) and also specialized industrials. Kate was the first female chief financial officer at SIFCO Industries, a publicly-traded manufacturer of forged components for the aerospace and energy industries. 

 

She also was vice president of corporate strategic planning and manager of finance at Argo-Tech Corp., a maker of aerospace engine fuel pumps and systems, airframe fuel pumps and systems, and ground fueling equipment for commercial and military aerospace markets. Before, it was recapitalized by Vestar Capital and Greenbriar Equity Group and then ultimately acquired by Eaton Corp.

 

In addition to operating roles, Kate has held investment management positions at Greenstar Capital, a private equity firm that invests in lower-middle market companies and provides management consulting services, as well as Morningside Ventures, a family office focused on early stage healthcare and information technology investments.

 

She holds an MBA from Ohio State University’s Max M. Fisher College of Business and graduated summa cum laude with a B.S. in economics from Ohio University’s Honors Tutorial College.

 

 

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 Kristi Paris today to confirm your attendance at 212-832-7300 ext. 0 or kparis@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.


SPECIAL ANNOUNCEMENT


Want to Do More Deals?


Come to Capital Roundtable's
Business Development Conference on Tuesday (Nov. 27),
Then Join ACGNY’s Wine Gala on Wednesday (Nov. 28).
 

Capital Roundtable is teaming up 
with ACGNY for the first-ever Middle-Market Week (Nov. 26--Nov. 30).

Don’t miss ACGNY’s Wine Gala on Wednesday, Nov. 28.
Click here to learn more about Middle-Market Week!

 

****

 

We look forward to having you join us on Tuesday, November 27, 2018.

 

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.

 

****

 

 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.

 

****

 

Have a Question?

 

Please contact Kristi Paris at kparis@capitalroundtable.com or 212-832-7300 ext. 0.

 

****

 

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 deal sourcing. Our speakers and panelists are all experts in deal origination. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from deal sourcing experts
  • War stories and lessons learned from experienced hands
  • Intelligence on managing portfolio companies from well-known GPs

^ Back to Top ^

Faculty

Chaired By

  • Kate Faust, Business Development Partner, Rockwood Equity Partners

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Jay M. Aidikoff, Managing Director, Valufinder Group Inc.
  • Drew Brantley, Managing Director, Frisch Capital Partners LLC
  • Joseph S. Burkhart, Managing Dir. & Head--Business Development, Saratoga Investment Corp.
  • Charles Compo, Managing Director, Carriage Hill Inc.
  • Michelle T. Eidson, Managing Dir.--Business Development, Shorehill Capital LLC
  • Mary Kathleen-Flynn, Editor-in-Chief--M&A, SourceMedia Inc.
  • Valerio Forte, Head--Business Development, H.I.G. Capital LLC
  • Mark P. Gartner, Principal & Head--Investments, ClearLight Partners LLC
  • Megan Kneipp, Head--Business Development, Blue Point Capital Partners LLC
  • Annette Krassner, Chief Executive Officer, Glocap Search LLC
  • Robert B. Landis, Partner, Riverside Company
  • Heather M. Madland, Principal--Business Development, Huron Capital
  • Marissa Mann-Andrews, Senior Associate, Saratoga Investment Corp.
  • Jim Marra, Dir.--Business Development, Blue Point Capital Partners LLC
  • Doba Parushev, Vice President, Edison Partners
  • Sash Rentala, Managing Dir.--Financial Sponsors Group, Moelis & Co.
  • Cortney Stapleton, Partner, Bliss Integrated Communication
  • Teri D. Tadros, Development Director, Frontenac Co.
  • David Teten, Managing Partner, HOF Capital
  • Matthew W. Traina, Managing Director, Piper Jaffray & Co.
  • Amy L. Weisman, Dir.--Business Development, Sterling Investment Partners LP
  • Caroline L. Young, Partner, Hammond Kennedy Whitney & Co. Inc.

^ Back to Top ^

Schedule

 

 

07:30-08:30

Networking & Registration & Breakfast

08:30-09:00

Welcoming Remarks & Audience Self-Introductions

09:00-9:15

Chair’s Introduction --

  • Kate Faust, Rockwood Equity Partners
09:15-10:15

First Panel -- 

Building Out Your Business Development Team & Shaping Your Deal Sourcing Plan

 

10:15-11:15

Networking & Coffee


11:15-12:00

Morning Conversation --

How to Team Up with Executives To Create New Deal Flow 

 

12:00-01:00

Networking & Luncheon

01:00-01:30

Afternoon Keynote --

  • Robert Landis, Riverside Company

 

01:30-02:30

Second Panel --

Technology Tools --

Disrupting Traditional Processes & Boosting Outreach

 

02:30-03:15

Afternoon Conversation --

Going Beyond “One Handshake at a Time” --

How to Use Branding & Marketing to Source Deals

 

03:15-03:30 Networking & Dessert

03:30-04:30

Third Panel --

M&A Processes vs. Proprietary Deal Flow --

The Role Relationship Plays in Sourcing Transactions

 

04:30

Networking & Adjournment

 


  

 

^ Back to Top ^

Registration

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 kparis@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, October 5. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, October 26, 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: New York Business Roundtable Inc., 747 Third Avenue, Suite 200, New York, NY 10017.

Have a special question? Please contact Kristi Paris at kparis@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.

^ Back to Top ^

Location

The University Club

Midtown, NYC

^ Back to Top ^

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.

^ Back to Top ^

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.

 

^ Back to Top ^