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Capital Roundtable

Marquee Sponsors

Showcase Sponsor

Association Partners

Data Partners

Marketing Partner

Partial List of
Past Attendees

AMERRA Capital
Angelo Gordon & Co.
Arlington Capital
AUA Private Equity
Audax Group
Barings
BioKier
Bridges
Cardinal Capital
CBRE
Club Metro USA
Colbeck Capital
Eastern Standard
Echo Capital Group
Edlong Dairy Tech.
EFM Capital
Fairway Market
Focaoint Partners
Frontenac Co.
Grassi & Co.
Grey Mountain
Harvest Partners
Headwaters MB
Houlihan Lokey
ips All Natural
J'aime Organics
Kelso & Co.
Kannon & Reed
LaSalle Capital
Lazard Middle Market
Loln International
LNK Partners
Marvin Traub
Maya Kaimal Foods
Mazars USA
Monogram Food Solutions
Multiple Food & Bev.
New Mountain Capital
Palladium Equity
Parthenon-EY
Pathmore Group
Plante Moran
PNC Business Credit
River Hollow Partners
Specialty Foods Grp.
Tate's Bake Shop
Trilantic Capital
TriVista
TSG Consumer Ptrs.
Vital Proteins
Wells Fargo Capital
Westergreen
Westminster Foods
William Blair & Co.
Winthrop-U. Hospital

































 

 

How PE Firms Are
Expanding
Their Portfolios
B
y Reviving Legacy Brands

& Building New Ones

 

 

Private Equity Investing
In Food & Nutrition Companies

                     

CHAIRED BY

Matthew S. Edgerton

Managing Director

Kelso & Co.


FULL-DAY CONFERENCE

Thursday, March 1, 2018

8:00 am – 5:00 pm

New York City

 

REGISTER NOW


MARQUEE SPONSORS

Benesch

Plante Moran

 

SHOWCASE SPONSOR

CBRE

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

John M. Camp, Arbor Private Investment Co.

Alejandro Cola, KeyBanc Capital Markets Inc.
David A. Eagle, Brynwood Partners LP

Paul E. Edwards, Plante Moran

Ryan Fagan,Gryphon Investors

Michael J. Faherty Jr., Corbin Capital Partners LP

John K. Giannuzzi, Sherbrooke Capital

Craig M. Gibson, TM Capital Corp.

Jeffrey A. Gonyo, Geneva Glen Capital LLC

Ramsey W. Goodrich, Carter Morse & Mathias

Shayna Harris, Romaine Empire LLC

William S. Hood, William Hood & Co.

Chaoran Jin, Keystone Capital Inc.

Brian Mitchell, Bright Greens

Shay Murphy, NGEN Partners LLC

Robert Ross, Benesch LLP

Brent M. Smith, William Blair & Co. LLC

David Stott, Wind Point Partners

Paul S. Wagstaff, Eagle Family Foods Group LLC

Adam M. Wieden, Lazard Middle Market LLC

Amy Wolf, River Hollow Partners

Scott Elaine Wright-Case, Next World Capital

Donald Yee, FitForCommerce



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

When Nestle said it would explore the sale of some of its most popular candy bars, like Butterfinger and Baby Ruth, it was the latest sign of the change sweeping the food and nutrition industry.

 

What was once a staid, predictable business, the food and nutrition industry is being shaken up.  Big food companies are selling slow-growing brands and “trading up” for faster growing, healthier ones.  (Like Dr. Pepper Snapple’s recent purchase of healthy drink maker Bai Brands.)

 

The PE community is benefiting from both sides of the equation. They're selling portfolio companies like Annie’s for lofty multiples to strategics. And they evaluated investments in legacy brands like Green Giant and Wesson Cooking Oil, betting they can improve performance.

 

Register now to join 20+ experts in a discussion of how best to invest in the trends shaking up the big food companies at The Capital Roundtable’s popular annual conference on “Private Equity Investing in Food & Nutrition Companies,” being held in New York City on Thursday, March 1.

 

 

Here Are Three Key Reasons Why You Should Join Us

 

  1. Discuss the benefits and how-tos of buying and transforming big brands’ cast-offs
  2. Hear how private equity firms are changing their investment strategies in faster-growing segments like organic and snacking now that valuations are sky-high
  3. Debate the importance of traditional retailers to your brands’ strategies

 

The food and nutrition industry has become dynamic, due to a number of factors --

  • An increasing number of  channels for selling products -- including more online and direct-to-consumer options
  • Rapidly shifting consumer preferences, including a desire to eat healthier and more sustainable foods and a taste for more ethnic food
  • Consolidation among grocery stores and retailers
  • New technologies such as the Internet of Things (think refrigerators that can order refills themselves)

All of this means near-record levels of food and nutrition deal making! But it’s also trickier to predict what the industry is going to look like five years from now, when it’s time for PE firms to exit.

 

And on top of that, valuations are at unprecedented levels, as strategic buyers and overseas bidders are willing to pay big multiples for businesses with good free cash flow and limited cyclicability and private equity dry powder continues to flood this industry.

 

Register now to find out how PE investors are changing their due diligence strategies, switching up what subsectors they’re investing in, and trying to stay disciplined on price as they manage investments in a sector going through unprecedented change.

 

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

  • The mechanics of building a platform in the food and nutrition industry
  • How low can they go? What size deals the big corporates are doing to get growth
  • How food and nutrition investors are prepping for a possible recession
  • The future of private label
  • How to grow a brand when premium shelf display space is shrinking
  • Investing in the center of the store versus the perimeter of the store
  • The benefits of owning your own manufacturing
  • The impact of new corporate VC funds and new models like Danny Meyer’s “enlightened hospitality” fund
  • How food safety and other regulations are changing
  • What Trump’s trade policies may do to food prices
  • The outlook for valuations -- will they ever go down?
  • The likely impacts of the Amazon/Whole Food deal, including whether natural products will be able to maintain a price premium
  • How to prioritize and allocate finite financial resources to get the most bang for your buck, especially when investing in new, unproven technology
  • How investors address operational challenges such as transitioning from a family-run business to a private equity-run business or transitioning from a local brand to a national brand

Register Now to Join Matthew S. Edgerton

And More Than 20 Other Industry Experts

 

Our chairman of this conference -- Matt Edgerton -- joined Kelso & Co. in 2005 after two years in the investment banking division of Deutsche Bank. He focuses primarily on investments in the consumer and industrial sectors, and is a director of Augusta Sportswear, EACOM Timber, Eagle Family Foods, Foundation Consumer Healthcare, Southern Carlson, and U.S. LBM.

 

Matt is also active in the firm’s investments in Ellis Communications and Renfro. He is a past director of Cronos, Oceana Therapeutics, and Truck-Lite, and was heavily involved in the firm’s investment in KAR Auction Services. Matt earned a BA in economics and history from Duke University in 2003.

 

 

Recent MIddle Market Food & Nutrition Deals

 

  • TSG Consumer Partners agreed to acquire Norristown, Penn.-based nutritional supplement company LuckyVitamin.com from GNC Holdings.

 

  • The Riverside Co. bought Parker Products, a provider of specialty ingredients for the baking, dairy, beverage, and other industries. 

 

  • Brynwood Partners agreed to sell Naples, Fla.-based Back to Nature Foods Co., maker of cereals and snacks, to B&G Foods for about $162.5 million. 

 

  • Encore Consumer Capital invested in Austin-based Veggie Noodle Co.

 

  • Rotunda Capital Partners purchased IF&P Foods, an Indianapolis-based produce distributor.

 

  • Brynwood Partners bought Cold Spring, Minn.-based beverage distributor Cold Spring Brewing Company.

 

  • Mason Wells acquired Milwaukee-based King Juice Company. 

 

  • Centre Partners invested in Winston Salem, N.C.-based Golding Farms Foods, maker of sauces and condiments.

 

 

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, March 1, 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 food and nutrition companies. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from food and nutrition company investors
  • Industry outlooks from noted sector experts
  • War stories and lessons learned from experienced hands

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Faculty

Chaired By

  • Matthew Edgerton, Managing Director, Kelso & Co.

 

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • John M. Camp, Managing Dir.--Business Development, Arbor Private Investment Co.
  • Alejandro Cola, Director, KeyBanc Capital Markets Inc.
  • David A. Eagle, Managing Director, Brynwood Partners LP
  • Paul E. Edwards, Partner, Plante Moran
  • Ryan Fagan, Vice President, Gryphon Investors

  • Michael J. Faherty Jr., Asset Manager, Corbin Capital Partners LP

  • John K. Giannuzzi, Managing General Partner, Sherbrooke Capital
  • Craig M. Gibson, Managing Director, TM Capital Corp.

  • Jeffrey A. Gonyo, Managing Director, Geneva Glen Capital LLC
  • Ramsey W. Goodrich, Managing Partner, Carter Morse & Mathias
  • Shayna Harris, Chief Operating Officer, Romaine Empire LLC
  • William S. Hood, Managing Director, William Hood & Co.
  • Chaoran Jin, Managing Director, Keystone Capital Inc.

  • Brian Mitchell, Chief Executive Officer, Bright Greens
  • Shay Murphy, Partner, NGEN Partners LLC
  • Robert Ross, Partner & Vice Chair of Private Equity, Benesch LLP
  • Brent M. Smith, Managing Director, William Blair & Co. LLC
  • David Stott, Managing Director, Wind Point Partners
  • Paul S. Wagstaff, Chief Executive Officer, Eagle Family Foods Group LLC
  • Adam M. Wieden, Director, Lazard Middle Market LLC
  • Amy Wolf, Managing Partner, River Hollow Partners
  • Scott Elaine Wright-Case, Advisor, Next World Capital
  • Donald Yee, Senior Consultant, FitForCommerce

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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 Chairman’s Introduction --

  • Matthew Edgerton, Kelso & Co.

09:30-10:30

First Panel --

How to Harvest New Value from Legacy Food Brands

10:30-11:15

Networking & Coffee

11:15-12:00

Morning Conversation --

Weighing the Risks & Rewards of Private Label Growth Trends


12:00-12:30

Keynote

12:30-01:30 Networking & Luncheon

01:30-02:30

Second Panel -- 

How Grocers Are Inventing Fresh Tactics for “Need-It-Now” Customers

02:30-02:45

Networking & Dessert

02:45-03:30

Afternoon Conversation --

New Generation of Corporate VC Funds Is Building New Strategies for Merchandising


03:30-04:30

Third Panel --

Buying & Building Growth Brands by Leveraging Creative Innovations

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 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, January 5. Just $1095.

 

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

The University Cub

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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