MasterClass^TM

Association Partners

Data Partners

Partial List of
Past Attendees
 

Aclara Technologies

AlixPartners

Allen Advisors

AhaPoint Advisors

Alvarez & Marsal

American Industrial

Aterian Partners

Bain Capital PE

Bayshore Capital

Bertram Capital Mgmt.

Blue Wolf Capital

BSG Team Ventures

Cedar Croft Consulting

Cerberus Capital

Clifford Chance

Corridor Capital

Credit Suisse Group

Crowe Horwath

Denison Consulting

Donnelley Financial

Duff & Phes

Great American Group

Greenberg Traurig

Imperial Capital

Jefferies

JMC Capital Partners

Lincoln International

Littlejohn  

LynnCo

Macquarie Capital

Maine Pointe

Moelis

Monomoy Capital

Morgan Stanley  

One World Star

Palladium Equity

Pilgrim Holdings

Piper Jaffray

Platinum Equity

PNC Business Credit

Profit Velocity

Restaurants Unlimited

Royal Media Group

Silver Point Capital

Stifel Financial Corp.

Sun Capital Partners

Synergetics

TCW Direct Lending

Wells Fargo

CHAIRED BY

Jason Perri

Partner & Senior Portfolio Manager

FULL-DAY CONFERENCE

Thursday, April 26, 2018

8:00 am – 5:00 pm

New York City

REGISTER NOW

INSIGHTS FROM 20 EXPERT SPEAKERS!

David A. Blechman, New State Capital Partners LLC

Matthew R. Niemann, Houlihan Lokey

Michael O'Hara, PJT Partners Inc.

Benjamin P. Procter, Watermill Group

David H. Robbins, Monomoy Capital Partners

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

Distressed private equity investors are by nature contrarians -- trained and prepared to take risks when market conditions are forbiddingly negative.

Unfortunately for bear-market bulls, the current multi-year market rally shows few signs of abating. 

During 2017’s year-end holiday gatherings, the recurring theme among unhappy value investors was -- “There’s nothing to do!”

The facts are that yields are continuing to tighten, valuations continuing to expand, leverage continuing to grow, and for troubled companies, robust debt markets are providing refinancing on-demand. 

And, in addition to the carnage cause by the credit cycles, there will always be companies that have fallen on hard times, have obsolete business models, or have been mismanaged.

Listen to what veteran distressed investors have up their sleeves when you come to our popular annual conference and hear them weigh their options. 

• Where are they looking for value?
• What’s it taking for them to get deals closed? 
• How are they preparing for the predictable coming wave of distressed opportunities?

 

Register now to gain valuable insights as our 20+ panelists assess the outlook for distressed investing at The Capital Roundtable’s annual full-day conference on “Private Equity Investing in Distressed Middle-Market Companies,” on Thursday, April 26, 2018, in New York City.

 

Here Are Three Key Reasons Why You Should Join Us

1. The timing couldn’t be better -- We’re closer to the end of the credit cycle than we are to the beginning. How do you find late-cycle opportunities and prepare for the turn?
   
   
2. Maintaining a robust deal pipeline is any private equity investor’s lifeline -- and particularly so for distressed investors, given the ongoing and widespread lack of defaults. You’ll learn how to build internal sourcing capability as well as retain external relationships.
   
   
3. Private equity firms investing in distressed assets often build separate teams. You’ll get practical wisdom on how to perfect diligence, foster collaboration with your private equity partners, and manage post-close transition and operational turnarounds.

Although distressed control investors are the ultimate contrarians, they’re seeking the same outcomes and using many of the same tools as their private equity counterparts. (Often in the middle market, distressed asset and private equity teams even live under the same roof.)

Bridging the gap between the traditional private equity investment process and the chaotic distressed investing paradigm is critical to success.

When it works, the distressed team can rely on the private equity team’s due diligence and operational infrastructure to analyze, stabilize, and grow a business once a deal closes -- usually leading to better return outcomes.

Executed properly, distressed private equity offers LPs a hybrid of private equity’s fundamentals-driven approach and hedge funds’ market-driven approach.

Our 21 expert speakers will address key topics including -- 

• How do you set up a distressed investing team within your private equity firm? How do you decide between raising a separate distressed credit fund or doing distressed investing out of the same fund with the private equity team? How should the teams share information and diligence?

• How do you establish your internal sourcing capability? Do cold calls work? Do you rely on relationships of senior partners? Do you outsource research to a third party or do you invest in an in-house proprietary system?

• Which industries offer the best distressed opportunities currently? 

• What are the best sources for distressed deals? Who are the primary sellers of distressed loans, bonds or claims? Do bulge-bracket distressed desks care about private equity firms?

• How can you catalyze a restructuring? When do owners capitulate? How do you decide to restructure in-court versus use the bankruptcy process? 

• Once you close a deal, what do you do with the company? How do you stabilize the business, and while doing that, how do you collaborate with your firm’s private equity team?

Register Now to Join Our Chairman, Jason Perri,

And More Than 20 Other Industry Experts

Jason Perri is a partner and senior portfolio manager at American Industrial Partners, an operationally-oriented middle-market private equity firm that is distinctively focused on buying and improving global industrial businesses headquartered in North America.

Mr. Perri manages the firm’s special situations strategy, Lightship Capital, which has a flexible mandate to invest in public or private instruments in all parts of the capital structure. 

Before joining AIP, Mr. Perri spent seven years at Apollo Global Management where

he was a senior principal leading investments in special situations in Apollo’s strategic value fund. Before that, he was a founding member of H.I.G. Capital’s distressed platform, Bayside Capital.

He began his career as an analyst and associate at The Blackstone Group, advising on large corporate restructurings and reorganizations. He earned an MBA from Columbia Business School and an AB cum laude in economics from Harvard University.

 Recent Distressed Private Equity Deals in the Middle Market

• American Industrial Partners acquired leading industrial services provider The Brock Group through a consensual out-of-court restructuring.

• Solace Capital Partners acquired CST Industries, a tank and dome manufacturer.

• Blue Wolf Capital acquired a sawmill in Arkansas and formed Caddo River Forest Products.

• Sycamore Partners bought The Limited’s intellectual property out of bankruptcy.

• WL Ross & Co. teamed with Marathon and other creditors to sponsor Breitburn Energy’s restructuring.

• Littlejohn & Company acquired Total Safety in debt exchange.

• Liberty Tire bought by Carlyle in debt exchange.

• Transtar acquired by Silver Point Capital in a first lien exchange.

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  --

• 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 Julie Berger today to confirm your attendance at 212-832-7300 ext. 0 or jberger@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, April 26, 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.

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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 Julie Berger at jberger@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

• Jason Perri, Partner and Senior Portfolio Manager, American Industrial Partners

Hosted By

• Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

• David A. Blechman, Principal, New State Capital Partners LLC
• Matthew R. Niemann, Managing Director, Houlihan Lokey
• Michael O'Hara, Partner, PJT Partners Inc.
• Benjamin P. Procter, Senior Partner, Watermill Group
• David H. Robbins, Managing Dir. & Head--Credit Strategies, Monomoy Capital Partners
  
  

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Schedule

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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 Julie Berger today to confirm your attendance at 212-832-7300 ext. 0 or jberger@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, March 2. Just $1095.

• Incentive Registration -- save $200 off the standard fee!
  Register by Friday, March 23, 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 Julie Berger at jberger@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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