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Partial List of
Caleb H. Clark
Palladium Equity Partners LLC
Thursday, June 7, 2018
8:00 am – 5:00 pm
New York City
INSIGHTS FROM 20 EXPERT SPEAKERS!
Leon Brujis, Palladium Equity Partners LLC
Ramsey W. Goodrich, Carter Morse & Mathias
James Nicholls, Fitzroy Health Holdings LLC
Seth Eliot Wilson, Headhaul Capital Partners LLC
You’ve beaten the competition, and now entered the final stage for buying a family-owned company.
You and the founder finally agreed on price. Lawyers drafted the purchase agreement. The banker set the date for signing. The office assistant got the champagne for the fridge.
But alas. On the morning of the signing, the founder phones the banker. “I can’t do it,” he says. “If I sell, I don’t know what I’m gonna do with my life.” So he’s decided to back out of the deal.
Here’s the punch line -- the founder is 85 years old. This is a true story. Welcome to the world of buying family-owned companies.
Doing deals with middle-market companies is hard enough. Now throw in the extra complexity of dealing with ego, pride, estate planning, sibling rivalry, and family feuding.
To succeed, you have to be someone who isn’t just a deal whiz but a person built with compassion and patience.
If these traits resonate with you, please don’t miss our popular one-day event, dedicated to successfully acquiring family-owned companies.
And please remember the silver lining -- if you get the deal right, you can unlock tremendous value.
Here Are Three Key Reasons Why You Should Join Us
Here are some of the questions that our 20 expert speakers will answer --
Register Now to Join Caleb Clark
And More Than 20 Other Industry Experts
Caleb Clark joined Palladium in 2014 and serves as a managing director. Mr. Clark serves on the board of directors of Palladium portfolio companies Jordan, Cannella and GoodWest, and has served on other boards.
Previously he was a vice president at Windjammer Capital Investors where he sourced, analyzed and structured investments in a range of industries including industrial, specialty distribution, food, aerospace & defense, and business services. Before joining Windjammer, Mr. Clark was an associate at Genstar Capital, a San Francisco based private equity investment firm. Prior to Genstar, Mr. Clark was an investment banking analyst in the global aerospace and transportation group at Deutsche Banc Alex Brown.
Mr. Clark received his BA from Middlebury College, where he double-majored in political science and economics, and an MBA. from Columbia Business School.
Recent transactions for family-owned companies
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 --
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 firstname.lastname@example.org
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.
We look forward to having you join us on Thursday, June 7, 2018.
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 email@example.com or firstname.lastname@example.org.
Have a Question?
Please contact Julie Berger at email@example.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. You’ll gain valuable insights from --
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 firstname.lastname@example.org.
Please note that The Capital Roundtable limits the number of registrants from a single firm to three.
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 email@example.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.
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.
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 firstname.lastname@example.org.
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