Capital Roundtable

Marquee Sponsors



Showcase Sponsor

Association Partners

Data Partners

Partial List of
Past Attendees

ABRY Partners  


Aeries Conjoin Global

All Media Ventures

Altamont Capital

Alvarez & Marsal

Audax Group

BASE Equity Partners

Blackford Capital

BlueMountain Capital

BSG Team Ventures

Carpedia International

Caspian Private Equity

Cassels Brock

Charlesbank Capital

CIP Capital

Clearlake Capital Grp.

Court Square Capital

Dorsey & Whitney

Ernst & Young


FFL Partners

Fitzroy Health Holdings

General Atlantic

Gerson Lehrman

GI Partners

Goldman Sachs

Graham Partners  

Hamilton Lane

Heidrick & Struggles

Hellman & Friedman

Higgins Associates

High Road Capital

HJM Consulting


Interactive Ingenuity


KKR Capstone

Korn Ferry

Liu Associates


Magna Management

McCarthy Consulting

McGraw-Hill Education


Michael Kelly Assoc.

O'Brien & Gere

OMERS Private Equity

Parthenon Capital

Partners Group (USA)

Performance Equity

Plante Moran

Post Capital Partners

Pouschine Cook


Private Equity Intl.


Royal Media Group

SAP America

SEACOR Holdings  

Slate Capital Group

Tailwind Capital Group

Tarantin Industries

Treya Partners

Two Sigma

TZP Group

Versa Capital

Vista Equity Partners

Weetabix NA

XPV Water Partners ZS Associates

Best Practices for Creating Value

In PE Portfolio Companies


15th Annual Edition


How Operating Partners

Minimize Friction & Maximize Returns



Jesse Hermann
Resource Partner
Court Square Capital Partners LP



Thursday, May 10, 2018

8:00 am – 5:00 pm

New York City



Dorsey & Whitney


Korn Ferry








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

These days every private equity firm has a network of operating partners -- whether in-house, or outsourced, or hybrid.


An EY survey estimates that the industry has access to a third more operating resources than it did only four years ago!


That growth means lots of new opportunities for professionals with operating backgrounds -- ranging from former CEOs to consultants with specific expertise, e.g.,  procurement or data management or artificial intelligence.


Of course, now that the operating partner model has come of age, there are wrinkles that need to be ironed out --  

  • As regulators and limited partners scrutinize operating partners’ compensation, PE firms want to quantify the value that operating partners add.

  • They ask themselves which functions to keep in-house -- while trying to find the perfect mix of senior executives and specialists who perform specific tasks.

  • And they ask, if everybody has a network of operating partners, what makes my network different?

So no matter your background -- CEO, consultant, HR, or IT specialist -- Register Now to attend the Capital Roundtable’s annual conference on “Best Practices for Creating Value in PE Portfolio Companies.”


At this celebrated conference you can share concrete tips with your peers on how to work most effectively with your firm’s management and its portfolio companies.



Here Are Three Key Reasons Why You Should Join Us


  1. Learn how operating partners implement cost reduction strategies at their portfolio companies   
  2. Hear how operating partners oversee integration as add-on deals become more and more prevalent
  3. Discuss best practices for putting ESG policies into action at your portfolio companies


The growth in operating resources inevitably creates friction. For example, there’s friction with deal teams as costs related to using operating resources increase. So operating partners need to showcase their value to the deal guys, even if what they do isn’t always quantifiable.


In hybrid models, there can be friction between in-house teams and consultants. And at the portfolio level, managements always want to know how all the operating resources will be brought to bear effectively, without too much red tape or too many points of contact.


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

  • When operating partners should get involved in the deal cycle
  • How to determine whether to work to improve a management team, or cut your losses and replace them
  • How firms are differentiating their operating partner networks as the model matures
  • What LPs are looking for in operating partner models in 2018 and beyond
    How firms match operating partners with portfolio companies
  • How the operating partner role is changing
  • The pros and cons of in-house versus outsourced versus hybrid models
  • Who’s more in demand -- generalists or specialists?  What kinds of specialists are most in demand?
  • When it makes sense to bring in a functional specialist
  • How firms with robust in-house operating partner models are structured
  • How operating partners quantify the benefits they bring
  • What personality traits that firms see as crucial for operating partners
  • Best practices for compensating operating partners
  • Best practices for benchmarking operating partner performance
  • How career paths for operating partners are evolving


Register Now to Join Our Chairman, Jesse Hermann,

And More Than 20 Other Industry Experts


Jesse Hermann is a resource partner at Court Square Capital Partners. He joined the firm in June 2013.  His expertise spans manufacturing, distribution, software, and business services industries. 


His specific company experience includes founder and CEO of icarz, an SaaS distribution management software company for durable goods distributors; CEO of General Automotive, the largest switch and lock manufacturer in North America (sold to Echlin/Dana Corp); consultant at Zolfo Cooper performing interim CEO turnaround assignments around the world; Bain and Co.; and managing director at Thomas H. Lee Partners.


He is a magna cum laude graduate of Amherst College, and he earned an MBA from Stanford Business School.


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


 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.




We look forward to having you join us on Thursday, May 10, 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




 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 or




Have a Question?


Please contact Julie Berger at 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 about portfolio companies. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from operating partners
  • Industry outlooks from noted sector experts
  • War stories and lessons learned from experienced hands
  • Intelligence on managing portfolio companies from well-known GPS

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Chaired By

  • Jesse Hermann, Resource Partner, Court Square Capital Partners LP


Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable


  • TBA

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Networking & Registration & Breakfast


Welcoming Remarks & Audience Self-Introductions


Conference Chairman’s Introduction --

  • Jesse Hermann, Court Square Capital Partners LP


Keynote --

  • Jay Bartlett, EY-Parthenon and Glenn Engler, EY-Parthenon



First Panel --

News You Can Use -- Operating Partners Talk Taxes, Blockchain, & Other Current Affairs



Networking & Coffee


Morning Conversation --

Minimizing Friction with Portfolio Company Managers -- How Do You Decide What to Fix

12:45-01:45 Networking & Luncheon


Second Panel -- 

Incorporating ESG with Your Other Goals –

Finding the Balance


Afternoon Conversation --

As Operating Partner Model Evolves, What About Comp? --  

How Firms are Rethinking Pay & Performance Management



Networking & Dessert



Third Panel --

Operating Partner’s Role in Buy & Build --

Playbooks That Work



Networking & Adjournment



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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


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 16. Just $1095.


  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, April 6, 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 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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  •  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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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


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