Partial List of
Bald Head Island
Cushman & Wakefield
Deloitte Corporate Finance
Ernst & Young
G2 Capital Advisors
GCT Global Container Terminals
Hidden Harbor Capital
Hilltop Private Capital
Hyde Park Capital
Isaacs & Co.
Jack Cooper Transport
Katz Sapper & Miller
Logistics Capital & Strategy
Need It Now Delivers
New Mountain Capital
Oak Hill Capital
Santander Bank NA
Seabury Maritime PFRA
SPI International Transportation
St. George Logistics
Stifel Financial Corp.
How PE Investors Are Piggybacking
On Disruptors in Transportation
& Logistics Sectors
Private Equity Investing
In Transportation & Logistics Companies
W. Andrew “Drew” Shea
Hilltop Private Capital
Thursday, November 1, 2018
8:00 am – 5:00 pm
New York City
G2 Capital Advisors
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
- 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.
- 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.
- 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 firstname.lastname@example.org
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, November 1, 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 25 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 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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- W. Andrew "Drew" Shea, Managing Partner, Hilltop Private Capital
- Burt Alimansky, Chairman & CEO, The Capital Roundtable
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
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Networking & Registration & Breakfast
Welcoming Remarks & Audience Self-Introductions
Chairman’s Introduction --
- W. Andrew "Drew" Shea, Hilltop Private Capital
Morning Conversation --
Working Under the Hood --
Using Deal Structuring as a Value Creation Tool
Networking & Coffee
First Panel --
Driverless Vehicles, Ride Sharing, & Electric Trucks --
Turning Today’s Innovations into Tomorrow’s Winners
Morning Keynote --
- Robert A. Voltmann, Transportation Intermediaries Association
Networking & Luncheon
Second Panel --
New Paradigms, New Models, New Investments
Are Transforming the Trucking Industry
Networking & Dessert
Afternoon Conversation --
Increasing Costs & Expanding Compliance
Create Speed Bumps in Transportation & Logistics
Third Panel --
How Consolidations, Mega Deals, & Strategic Partnerships
Are Opening Up Compelling Exit Opportunities
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 firstname.lastname@example.org.
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.
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.
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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 firstname.lastname@example.org.
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