MasterClassTM

Capital Roundtable

Marquee Sponsor

Showcase Sponsors


Association Partners

 

Data Partners

Partial List of
Past Attendees

Atlas Organization
Bald Head Island

BCG Logistics

Benesch

Bengur Bryan

Brightwood Capital

Clarendon Group

CohnReznick

Cushman & Wakefield

Deloitte Corporate Finance

E*Fill America

Edition Capital

Ernst & Young

G2 Capital Advisors

GCT Global Container Terminals

Greenbriar Equity

Headhaul Capital

Headwaters MB

Hidden Harbor Capital

Hilliard Lyons

Hilltop Private Capital

Hyde Park Capital

Investcorp Intl.

Isaacs & Co.

Jack Cooper Transport

Katz Sapper & Miller

Korn Ferry

LaserShip 

Lincoln International

Linx Partners

Livingston Intl.

Logistics Capital & Strategy

Lynwood Capital

Need It Now Delivers

NetSuite

New Mountain Capital

Newgistics

NewSpring Capital

NewStar Financial

Oak Hill Capital

Palladium Equity

Pritzker Group

Raymond James

Realterm Logistics

Republic Partners

RSM US

Santander Bank NA

Seabury Maritime PFRA

SEKO Logistics

Southfield Capital

SPI International Transportation

St. George Logistics

Stanton Chase

Stifel Financial Corp.

TowerBrook Capital
TTS Worldwide

How PE Investors Are Piggybacking

On Disruptors in Transportation

& Logistics Sectors

 

 
Private Equity Investing
In Transportation & Logistics Companies



                     

CHAIRED BY

W. Andrew “Drew” Shea

Managing Partner

Hilltop Private Capital


FULL-DAY CONFERENCE

Thursday, November 1, 2018

8:00 am – 5:00 pm

New York City

 

REGISTER NOW


MARQUEE SPONSOR

Benesch

 

SHOWCASE SPONSORS

Clarendon Group

G2 Capital Advisors

Korn Ferry

 

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

John Q. Anderson, Greenbriar Equity Group LLC

Farrukh A. Bezar, Lynwood Partners LLC

Leon Brujis, Palladium Equity Partners LLC

Adam M. Dotson, Ironwood Capital
Mark G. Fornasiero, Clarendon Group LLC
Mitchell I. Gordon, Edition Capital Partners LLC

Matthew Guenther, GenNx360 Capital Partners LP

Peg M. Jackson, Mooreland Partners LLC

Jeffrey G. Kidd, Harris Williams & Co.

Karl M. Kirkeby, BB&T Capital Markets

James Lochry, Heuristic Actions Inc.

Mark R. Niznik, Linx Partners LLC

Charles A. Paul, Bald Head Island Ltd. LLC

Michael S. Pfeffer, Post Capital Partners LLC
Bradley J. Pickard, Republic Partners LLC

Peter K. Shelton, Benesch LLP

Jeffrey R. Unger, G2 Capital Advisors LLC

Robert A. Voltmann, Transportation Intermediaries Association

Seth Eliot Wilson, Headhaul Capital Partners LLC
Tedmond Y. Wong, The Firmament Group

Justin F. Zubrod, Justin Zubrod & Company



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

As with many other industries these days, the transportation and logistics sectors are under siege from technology companies. 

 

As a result, many middle-market private equity investors worry about missing the boat.

 

To dodge this result, some GPs are creatively taking advantage of ripple effects from tech innovations. Here are three examples --

  • MSouth Equity Partners is partnering with Gotcha, a Mobility-as-a-Service (MaaS) company offering ride sharing, bike sharing, and electric scooters, which are increasingly parts of last-mile transportation.

  • Banyan Capital and Greylock Partners are teaming with Kroger Co. and funding Nuro, which is rolling out autonomous vehicles that seem somewhere between a sidewalk robot and a truck that delivers your groceries.

  • TPG Capital recently acquired Transplace, a leading provider of transportation management services and logistics technology. This technology includes a robust supply chain management software system that’s designed to help shippers automate highly repetitive functions, optimize route plans, and provide a 360-degree view of their entire transportation network at all times -- including both real time weather and traffic alerts.

In many other ways too, technology is ruling transportation and logistics --

 

  • It’s already changing the way the global supply chain is managed, in particular with third-party logistics providers.

  • It’s also promising to address fuel costs and driver shortages in the trucking industry, thanks to electric vehicles and automation.

  • And it’s offering Big Data and Artificial Intelligence to optimize costs, increase productivity, and create efficiencies, like GTCR’s investment in Lytx, which provides driving and vehicle analytics to run safer, more efficient trucking fleets.


You’ll gain valuable insights as our panelists assess the outlook for transportation and logistics when you attend The Capital Roundtable’s all-day conference on how “PE Investors Are Piggybacking on Disruptors in Transportation & Logistics” on Thursday, November 1, 2018, in New York City.

 

 

Here Are Three Key Reasons Why You Should Join Us

 

  1. Hear how disruptors like Amazon plan to use local entrepreneurs to set up delivery networks to manage the flow along the critical “last mile” -- and ultimately create new opportunities for investors.

  2. Learn  how third-party logistics and last-mile transportation companies are utilizing dispatch management software and electronic data interchange to help avoid penalties and delays.

  3. Find out how to source and assess attractive traditional and tech-enabled investment opportunities in the current late-cycle environment.

 

The sectors aren’t without their fair share of hurdles, whose impacts will also be addressed at this invaluable conference --

  • The rising costs and complexities of transportation and logistics driven by today’s truck driver shortage, rising fuel prices, and the electronic logging device (ELD) mandate -- which requires U.S. truck drivers to electronically record and log their hours.

  • The trade battles with China and new tariffs with Canada and the European Union are also raising costs, which will almost surely be passed through to customers, especially in the auto sector. 
  • All these new costs will create dislocations and lack of efficiency, forcing supply chain providers and other companies to look for alternative geographies and modalities (rail,  for example), to offset the impacts.

 .

Register here to hear our 20+ speakers address such key points as --

  • What are the most compelling PE investment opportunities across rail, trucking, marine, and last mile shipping?

  • What do investors need to know when they do their due diligence?

  • What are the most compelling consolidation and divestiture opportunities?

  • How can Big Data help address the gap between high demand and low truck capacity?

  • What roles are automation and artificial intelligence playing?

  • What are of some of the best investment opportunities provided by electric vehicles?

  • How can PE investors navigate trade and regulatory uncertainties?


Register Now to Join Drew Shea

And More Than 20 Other Industry Experts

 

Drew Shea co-founded Hilltop Private Capital two and a half years ago, after six years at GenNx360 Capital Partners, an operationally-focused middle-market private equity firm where he was a managing partner, sat on the investment and management committees, chaired the valuation committee, and was chief compliance officer. 

 

Drew brings more than 20 years of middle-market investment, advisory, and management experience to Hilltop, including approximately 40 transactions and over $2.0 billion in transaction value. 

 

Prior to Gennx360, Drew was at Allied Capital Corp., where he was responsible for sourcing, structuring, and overseeing equity and debt investments on behalf of Allied's multi-billion dollar investment portfolio. He also worked at Lincolnshire Management and the Inverness Group and as an M&A advisor at Merrill Lynch and at Bear Stearns. 

 

Drew has successfully invested equity capital in a diverse group of middle-market industrial companies including one of the nation's largest window manufacturers, a prominent protective equipment manufacturer, several large oilfield services companies, a chemical manufacturer, and several transportation and logistics and distribution services providers. He earned a BA in history as well as a law degree from Georgetown University.

 

 

Recent MIddle-Market Transportation & Logistics Deals

 

  • The Riverside Company sold MNX Global Logistics, global provider of specialized expedited transportation and logistics services, serving the biopharmaceutical, life sciences, medical device, aviation, and entertainment industries, to Audax Private Equity.

  • Stonepeak Partners LP and D1 Capital Partners bought a minority stake worth $700 million in Lineage Logistics, a provider of temperature-controlled services such as transportation and storage.

  • Huron Capital invested in Direct Connect Logistix, a premier provider of domestic brokerage services for shippers across the U.S., to create a new platform in the third-party logistics industry.

  • Redwood Logistics, a strategically-integrated North American logistics provider owned by CI Capital Partners, acquired the Phoenix-based freight management services division of ROAR Logistics, a global transportation service provider.

  • North Carolina-based Get Spiffy Inc., an on-demand car care, technology, and services company, raised $9 million in funding in a round led by Bull City Venture Partners.

  • The Jordan Company purchased GlobalTranz Enterprises, a technology-driven third-party logistics solutions provider, from the growth equity affiliate of Providence Equity Partners, Susquehanna Growth Equity, Volition Capital, and Savano Capital Partners.

  • The Sterling Group sold Safe Fleet, a world-wide provider of safety and productivity solutions to fleet vehicle manufacturers and operators, to Oak Hill Capital Partners.

 

 

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, November 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 transportation and logistics companies. You’ll gain valuable insights from --

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

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Faculty

Chaired By

  • W. Andrew "Drew" Shea, Managing Partner, Hilltop Private Capital

 

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • John Q. Anderson, Advisory Director, Greenbriar Equity Group LLC
  • Farrukh A. Bezar, Managing Partner, Lynwood Partners LLC
  • Leon Brujis, Principal, Palladium Equity Partners LLC
  • Adam M. Dotson, Director, Ironwood Capital
  • Mark G. Fornasiero, Managing Partner, Clarendon Group LLC
  • Mitchell I. Gordon, Chief Executive Officer, Edition Capital Partners LLC
  • Matthew Guenther, Managing Partner, GenNx360 Capital Partners LP
  • Peg M. Jackson, Managing Director, Mooreland Partners LLC
  • Jeffrey G. Kidd, Vice President, Harris Williams & Co.
  • Karl M. Kirkeby, Senior Vice President, BB&T Capital Markets
  • James Lochry, Chief Executive Officer, Heuristic Actions Inc.
  • Mark R. Niznik, Managing Director, Linx Partners LLC
  • Charles A. Paul, Chief Executive Officer, Bald Head Island Ltd. LLC
  • Michael S. Pfeffer, Managing Director, Post Capital Partners LLC
  • Bradley J. Pickard, Managing Director, Republic Partners LLC
  • Peter K. Shelton, Partner, Benesch LLP
  • Jeffrey R. Unger, Chairman & CEO, G2 Capital Advisors LLC
  • Robert A. Voltmann, President & CEO, Transportation Intermediaries Association

  • Seth Eliot Wilson, Managing Partner, Headhaul Capital Partners LLC
  • Tedmond Y. Wong, V.P.--Small Business Fund, The Firmament Group
  • Justin F. Zubrod, Managing Partner, Justin Zubrod & Company

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Schedule

 


 

 

07:30-08:30

Networking & Registration & Breakfast

08:30-09:00

Welcoming Remarks & Audience Self-Introductions

09:00-9:30

Chairman’s Introduction --

  • W. Andrew "Drew" Shea, Hilltop Private Capital
09:30-10:15

Morning Conversation --

Working Under the Hood --  

Using Deal Structuring as a Value Creation Tool

10:15-11:00

Networking & Coffee


11:00-12:00

First Panel -- 

Driverless Vehicles, Ride Sharing, & Electric Trucks --

Turning Today’s Innovations into Tomorrow’s Winners

 

12:00-12:30

Morning Keynote --

  • Robert A. Voltmann, Transportation Intermediaries Association
12:30-01:30

Networking & Luncheon

01:30-02:30

Second Panel --

New Paradigms, New Models, New Investments

Are Transforming the Trucking Industry

 

02:30-02:45

Networking & Dessert


02:45-03:30

Afternoon Conversation --

Increasing Costs & Expanding Compliance

Create Speed Bumps in Transportation & Logistics

 

03:30-04:30

Third Panel --

How Consolidations, Mega Deals, & Strategic Partnerships

Are Opening Up Compelling Exit Opportunities

 

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, September 7. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, September 28, 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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