MasterClassTM |
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Marquee Sponsors
Association Partners
Data Partners
Marketing Partner
Partial List of
Past Attendees
Arlington Capital
Asgard Partners
Atlantic Street Capital
Audubon Trust
BDO USA
Bengur Bryan.
BKBR Growth Capital
Boxwood Partners
Bradley Arant Boult Cummings
Bridge Funding Group
Brightwood Capital
Brookwood Assoc.
Capital Growth
Caring Brands Intl.
Cassels Brock & Blackwell
CFO Advisors
Clear Summit Group
ClearLight Partners
Colbeck Capital Mgmt.
Croft & Bender
Davis Wright Tremaine
DLA Piper
Evolution Capital
Family Office
Fisher Wallace Labs
FocalPoint Partners
FranConnect
Grant Thornton
Gray Plant Mooty
Greenberg Traurig
Halifax Group
Hargett Hunter Capital
Harris Research
Harvest Partners
Hillview Capital
Houlihan Lokey
Inflexion Private Equity
Ingage Consulting
International Franchise
LCR Capital Partners
Liberty Mutual
LV2 Equity Partners
Marron Capital
McKeeCo Services
MSA Worldwide
MTN Capital Partners
My Salon Suite
Natl. Franchise Sales
NY Private Finance
Newport Global
NRD Capital Mgmt.
P & M Corp. Finance
Panton Equity Partners
Perella Weinberg
Ratner Companies
Renue Systems.
Royal Media Group
Seyfarth Shaw
Stewart Capital Mgmt.
Tapp Holdings
Texas Capital Bank NA
Three20 Capital
Trilantic Capital
U. S. Chamber of Commerce
Walker Investments
Woodville Hall Capital
Wray Exec. Search
ZT Private Equity
De-Risking Franchise Investments With New Technology & Operational Savvy
Private Equity Investing in Franchise Companies |
CHAIRED BY
Susan E. Beth
Chief Operating Officer
NRD Capital Management LLC
FULL-DAY CONFERENCE
Thursday, April 19, 2018
8:00 am – 5:00 pm
New York City
MARQUEE SPONSORS
Plante Moran
Seyfarth Shaw LLP
INSIGHTS FROM 20 EXPERT SPEAKERS!
Marc C. Bergschneider, Starboard Capital Partners LLC
Jeffrey Brock, Hargett Hunter Capital Partners
Sam Caucci, 1HUDDLE
Robert C. Cresanti, International Franchise Association
Robert O. Daniel, Regions Financial Corp. / Regions Securities LLC
Jason DeLuca, Prohaska Consulting
Richard H. Fitzgerald, CapitalSpring Finance Co. LLC
Christopher M. Grandpre, Outdoor Living Brands Inc.
Justin R. Green, Palladium Equity Partners LLC
John P. Jordan, Roark Capital Group Inc.
Lisa C. Manetta, Plante Moran
Thor T. Mann, ghSMART & Co. Inc.
Grant Marcks, Atlantic Street Capital Management, LLC
Matthew P. Murphy, Griswold Home Care
Steven A. Murphy, Winmark Corp.
Gary Occhiogrosso, Franchise Growth Solutions LLC
Dana C. Pawlicki, Stonington Capital Advisors LLC
Sengal M. G. Selassie, Brightwood Capital Advisors LLC
Andrew J. Sherman, Seyfarth Shaw LLP
Omar L. Simmons, Exaltare Capital Partners LLC
Faculty | Schedule | Registration | Location | Sponsorship | Audio Package |
No matter where you look in the franchise industry, you’re seeing fast growth that’s making it an exhilarating space for investing.
New areas continue to emerge -- like food halls, senior services, pet care, childcare, while new technologies promise to cut costs, improve margins, and attract new customers. But some investors worry that the franchise business model is becoming a “bubble.” For proof, they point to how the number of restaurant chains has been growing at a rate double the rate of population growth! And they foresee the possibility of an economic slowdown that could burst the bubble.
The worriers are focusing on the strength of existing units’ operations. They search for evidence that royalty streams will stay strong. And they look for new technologies like kiosk ordering and streamlined apps that keep “need it now” customers engaged.
Register now to join over 20 experts in a discussion of how technology improvements and operational savvy can make every unit of your franchise company operate at maximum efficiency at The Capital Roundtable’s annual conference on “Private Equity Investing in Franchise Companies,” Thursday, April 19, 2018.
Here Are Three Key Reasons Why You Should Join Us
- Learn what technology is essential, right now, for your franchise businesses
- Discuss best practices for achieving strong unit-level economics and growth
- Find pockets of value, like distressed opportunities and smaller franchises, in a space awash in dry powder
No matter what sector you operate in -- restaurants, gyms, healthcare, pet care, early childhood education -- valuations are high, and show few signs of dropping down. For example, as of last October, valuations had reached 10.4x EBITDA for restaurant franchises and 8x for pet-related franchises, according to the Peakstone Group.
So private equity investors are digging deeper to add value to their portfolios. For example, they’re looking at opportunities to bring overseas franchise companies to the U.S. Above all, they’re looking for ways to differentiate their companies, whether with improved customer service, convenient locations, cutting-edge technology, or something as basic as clean restrooms!
Here are some of the topics that our 20 expert speakers promise to spotlight --
- How to find businesses with terrific unit-level economics
- How to expand your talent pool as good franchise management remains hard to find
- How to keep margins strong while paying employees a living wage
- Tips for gauging the strength of a franchise system's royalty stream
- How to identify the risks and rewards of investing in smaller franchises
- How to help your franchisees get debt when lenders grow more cautious
- How to prepare for the next economic downturn
- How to factor in real estate to your deal-making
- How to get access to new distribution points
- What new regulatory policies could impact franchises
- What are some of the better opportunities for private equity as activists target franchises
- Best practices for handling disagreements with franchisees
- Best practices for working with franchisees who fear ownership changes
- Consolidation among potential buyers of franchise companies
- The trend towards consolidation of multi-unit franchisees
- The trend to have several brands under one roof
Register Now to Join Our Chairman, Susan Beth
And More Than 20 Other Industry Experts
Susan E. Beth is COO at NRD Capital. Ms. Beth was previously a vice president and the chief operating officer of Super Wash Inc., the nation's largest franchisor of self-serve car washes. She is a past member of the board of the International Franchise Association, and is a motivational speaker on topics such as -- passionate leadership, embracing change, building committed teams, rewarding relationships and dynamic cultures, visionary entrepreneurship, and goal-setting.
Ms. Beth grew up in a family company and has been immersed in business operations for more than 35 years. She took her first leap into franchising when she bought her first franchise at age 19. By the time she turned 35, she had founded three franchise-related companies, including the Franchise Capital Exchange, which connects franchise companies with financial and human resources.
She has chaired –
- the Women’s Franchise Committee of the International Franchise Association
- the Chicago Women’s Franchise Network
- the Strategic Advisory Board of the International Institute of Franchise Education
Recent Middle-Market Franchise Deals
- NRD Capital bought the 599-unit Ruby Tuesday casual dining chain for $335 million.
- Roark Capital Group portfolio company Arby's Restaurant Group agreed to buy Buffalo Wild Wings Inc. for about $2.9 billion.
- J.W. Childs Associates LP bought a majority of Orangetheory Fitness franchisee Honors Holdings LLC.
- TSG Consumer Partners purchased a majority of Sunshine Fitness, an Orlando-based Planet Fitness franchisee.
- Monogram Capital Partners bought a controlling stake in Atlantic Holdings, another Planet Fitness franchisee.
- The Beekman Group took a majority stake in Another Broken Egg, a Miramar Beach, Fla.-based restaurant chain.
- Sentinel Capital Partners acquired Captain D's, the franchisor and operator of 530 Captain D's restaurants in 21 U.S. states.
- The Riverside Company invested in Bloomfield Hills, Michigan-based in-home care franchisor ComForCare.
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
Click Below to Learn More |
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 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 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
Faculty
Chaired By
- Susan E. Beth, COO, NRD Capital Management
Hosted By
- Burt Alimansky, Chairman & CEO, The Capital Roundtable
Speakers
- Marc C. Bergschneider, Managing Member, Starboard Capital Partners LLC
- Jeffrey Brock, Founder & Managing Partner, Hargett Hunter Capital Partners
- Sam Caucci, Chief Executive Officer, 1HUDDLE
- Robert C. Cresanti, President & CEO, International Franchise Association
- Robert O. Daniel, Mng. Dir. & Group Head--Restaurant Banking, Regions Financial Corp. / Regions Securities LLC
- Jason DeLuca, Senior Strategist, Prohaska Consulting
- Richard H. Fitzgerald, Managing Partner, CapitalSpring Finance Co. LLC
- Christopher M. Grandpre, Chairman & CEO, Outdoor Living Brands Inc.
- Justin R. Green, Managing Director, Palladium Equity Partners LLC
- John P. Jordan, Vice President, Roark Capital Group Inc.
- Lisa C. Manetta, Partner, Plante Moran
- Thor T. Mann, Partner, ghSMART & Co. Inc
- Grant Marcks, V.P. & Head--Business Development, Atlantic Street Capital Management, LLC
- Matthew P. Murphy, President & CEO, Griswold Home Care
- Steven A. Murphy, President--Franchising, Winmark Corp.
- Gary Occhiogrosso, Principal Managing Partner, Franchise Growth Solutions LLC
- Dana C. Pawlicki, Managing Partner, Stonington Capital Advisors LLC
- Sengal M. G. Selassie, Co-Founder & Co-CEO, Brightwood Capital Advisors LLC
- Andrew J. Sherman, Partner, Seyfarth Shaw LLP
- Omar L. Simmons, Managing Director, Exaltare Capital Partners LLC
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, February 23. Just $1095.
- Incentive Registration -- save $200 off the standard fee!
Register by Friday, March 16, and the fee for the conference is $1295.
- Conference Rate -- $1,495 increasing to $1,595 day of conference, space permitting.
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Group Rate -- $995 each, when you register two or more people to attend from the same company.
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.
Location
The University Club
Midtown, NYC
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.
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.
No part of this text may be reproduced or otherwise published without the express written consent of The Capital Roundtable.
©2018 New York Business Roundtable Inc. All Rights Reserved.
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