MasterClassTM

Capital Roundtable

Marquee Sponsors

 

Contributing Sponsor

Association Partners

Data Partners

Marketing Partner

 

Partial List of Past Attendees

 

Apollidon

Arcady Bay Partners

Ashworth College

Azure Creek Capital

BrainPOP

Bridges Fund Mgmt.

BSG Team Ventures

Cain Brothers

China Hi-Tech Group

CIBC Bank USA

CIP Capital

Cobbs Allen

Cooley

Cushman & Wakefield

Drinker Biddle & Reath

EagleTree Capital

EdNexus Advisors

Education Corp. of America

Enterprise Ireland

Epic Partners

Exceed Capital

EY-Parthenon

Flinn Scientific

Frontline Education

GGH Morowitz

GLBL ED, S.A. de C.V.

Goldberg Kohn

GTCR

Halladay Education

Heidrick & Struggles

Hogan Marrow Babbo & Rose

Insight Venture Ptnrs.

K12

Kitamba

Language Stars

LearnStart

LLR Partners

Magnolia Capital

Mandl & Co.

Marblegate Asset Mgmt.

McGraw-Hill

Millpond Equity

Morgan Stanley

NCK Capital

Oliver Wyman

Parchman Vaughan

Penn Foster Education

Prairie Capital

ProBility Media

Qubed

Renovus Capital

Rosewood Private Investments

Safanad

SJF Ventures

Sollers College

Sprout Health Group

Sterling Partners

Stifel Investment Banking

Symposium Ventures

University Ventures

VisitDays

Weld North

Whiteboard Advisors

WorldBridge Partners

 

How PE Firms Are Engineering

A New Generation of

Education Companies

 

 

Private Equity Investing
In Education-Focused Companies

                     

CHAIRED BY

Shoshana M. Vernick
Managing Director
Sterling Partners


FULL-DAY CONFERENCE

Thursday, July 19, 2018

8:00 am – 5:00 pm

New York City

 

REGISTER NOW


MARQUEE SPONSORS

Drinker Biddle & Reath LLP

EY-Parthenon

 

CONTRIBUTING SPONSOR

Goldberg Kohn Ltd.

 

INSIGHTS FROM 20 EXPERT SPEAKERS!



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

On the one hand, you’ve got Pluralsight, a player in the “learn to code” market.  Backed by Insight Venture Partners, Sorenson Capital, and others, it’s valued at over $1 billion, and it’s in registration to go public.

 

On the other hand, you’ve got coding bootcamp Iron Yard. Backed by private equity investors, it shut down last year.

 

These disparate outcomes show the promise and peril of investing in education-related companies these days.

 

What’s happening is that the education field is being buffeted by multiple business

currents --

  • New technologies that are changing both how education is provided, and what skills are sought in the work force. Rapid technology changes have also ushered in the idea of life-long learning.

  • New types of students are now enrolled in America’s learning institutions, including those from other countries and those from nontraditional backgrounds.

  • New choices in types of schools are gaining momentum – like charter, public, online, home-schooling -- not to mention the dawn of personalized learning.

  • New players and competitors, ranging from big corporations to big private funds, social impact funds, and not-for-profit investors -- all wanting their chairs at the table.

How investors navigate currents like these will determine whether their portfolios wind up with Pluralsights or Iron Yards.

 

Register now to attend The Capital Roundtable’s conference on “Private Equity Investing in Education-Focused Companies,” taking place on Thursday, July 19.

 

Join more than 20 private equity investors and bankers, and education company managers discussing how they’re partnering with schools, corporations, and other kinds of investors to build “next-gen” companies that can drive the remodeling of the U.S. education system and thereby deliver better outcomes for students and better returns for investors.

 

Click here to receive your best rate-- a savings of $400 on our regular conference rates!

 

To capture new student populations and help existing ones prosper, education-focused private equity firms are --  

  • Consolidating the edtech space as they build new leading players -- for example, Frontline Education’s aggregation of 10 companies between 2014 to 2016.

  • Investing in companies that aim at the international community or other target student groups, such as Amerigo Education.

  • Doing deals -- for instance, Vista Equity Partners’ purchase of EAB -- that require specialized expertise as software-as-a-service, big data, and other technologies that are adopted by schools to provide educational materials and analyze and improve student outcomes.

  • Partnering with new investors to practice “conscious capitalism” -- such as Sterling Partners’ Education Opportunity Fund, launched with nonprofit Strada Education Network.

Here Are Three Key Reasons Why You Should Join Us

 

  1. Connect with and discuss key trends in the education, learning, and talent sectors

  2. Get current on key regulatory considerations, from higher education reauthorization to student data protection measures

  3. Hear examples of business model creativity and innovation that are allowing the next generation of companies to thrive in our highly connected ecosystem

 

Register Now to Hear How 20 Leading Education Investors

Source Deals, Find Talent, & Drive Revenues

 

 

Here are some of the topics that our 20 expert speakers promise to spotlight -- 

  • The best and worst subsectors for investing in today’s frothy environment

  • How to size the potential for consolidation in educational sub-sectors

  • How to innovate and win business in the growing area of corporate retraining

  • Social and impact investors as competitors and collaborators with private equity

  • Innovative partnership models within the public/private, international, and supplemental services provider segments

  • Where schools need help in implementing new systems and technologies

  • Where corporations need help in providing training

  • How to invest around tech trends including data & analytics SaaS, and AI

  • Tactics for judging the longevity and likely success of an edtech company

  • The globalization of education and the impact of protectionist rhetoric on investments that cater to international students

  • Whether the regulatory environment is favorable for private investment directly in schools

  • Whether education will prove to be counter-cyclical in the next downturn

Register Now to Join Chairman Shoshana Vernick

And More Than 20 Other Industry Experts

 

Ms. Vernick is a co-founder of Sterling Partners’ Education Opportunity Fund. She joined Sterling in 2003, and has devoted her tenure on the investment team, working on all aspects of the deal process including identification and due diligence, and management and oversight of the active portfolio.

 

She guides the fund’s investment strategy and governance processes. In her role as a lead director, Ms. Vernick actively partners with each company's CEO to drive strategy, human capital, and value creation decisions.

 

The fund’s focus is on technology-relevant, growth stage companies that align with the following themes --

  • enabling the globalization of education

  • partnering with colleges and universities

  • utilizing advanced analytics to improve education services

  • reshaping the student experience

  • facilitating successful outcomes

  • implementing technology to improve how students learn and teachers teach

  • addressing relevant skill gaps

  • and promoting workforce opportunities

Before joining Sterling, she was an associate at global private equity firm One Equity Partners. Previously she was a senior strategist at Razorfish, a digital solutions provider, and she was an investment banking analyst at Merrill Lynch.  She earned a BS with honors from Indiana University in accounting, finance, and international studies.

 

 

Recent Transactions in the Education & Training Sector

 

  • New Harbor Capital bought a majority of two tutoring and test preparation companies -- Blueprint Test Preparation and Next Step Test Preparation -- and combined them into a single platform.

  • Vista Equity Partners Management LLC agreed to merge two education technology firms in its portfolio, PowerSchool and PeopleAdmin, together with an investment from Onex Corp.

  • Silver Lake acquired a majority stake in digital education company Weld North Education LLC from KKR.

  • Thoma Bravo purchased Malvern, Pa.-based Frontline Education, which offers cloud-based software solutions for recruiting, hiring, time, and attendance.

  • Vista Equity Partners acquired The Advisory Board Company’s education business, which includes Royall & Co., for $1.55 billion.

  • Baring Private Equity Asia and CITIC Capital purchased Wall Street English, which teaches English to adults.

  • Centre Lane Partners acquired Infobase, a cloud-based subscription provider of digital educational content.

  • Great Hill Partners invested $110 million in Connexeo, a provider of education management software and payment platform solutions.

  • TCV bought a majority of Watermark, a provider of assessment software for higher education institutions.

  • Berkshire Partners made a significant investment in Curriculum Associates, which provides K-12 educational assessment and instructional materials.

  • Francisco Partners agreed to take a majority stake in Discovery Education, which provides digital content for students, for $120 million.

 

Click here to receive our best rate -- a savings of $400 on our regular conference rates!

 

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 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, July 19, 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 25 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 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

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Faculty

Chaired By

  • Shoshana Vernick, Managing Director, Sterling Partners

 

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 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, May 25. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, June 15, 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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