Partial List of
Bald Head Island
David N. Deutsch
Fair Winds Capital
Golden Gate Capital
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Pine Street Capital
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Stella Point Capital
Tannenbaum Heern Syracuse & Hirschtritt
Tight Lines Advisors
Torque Capital Group
Two Twelve Mgmt. & Marketing
From Families to PE Portfolios --
Bridging the Emotional Gap
Private Equity Investing
In Family-Owned Companies
Caleb H. Clark
Palladium Equity Partners LLC
Thursday, January 31, 2019
8:00 am – 5:00 pm
New York City
INSIGHTS FROM 20 EXPERT SPEAKERS!
Leon Brujis, Palladium Equity Partners LLC
John S. Castle, Branford Castle Partners LP
Ramsey Goodrich, Carter Morse & Goodrich
Jeffrey Johnson, Blackford Capital
Mark R. Niznik, Linx Partners LLC
Scott I. Oakford, Hamilton Robinson Capital Partners
Douglas Song, Prodos Capital Management LLC
Ira Starr, Long Point Capital Inc.
Ethan Thurow, Calera Capital
Robin Warner, Oaklins DeSilva & Phillips LLC
Seth Eliot Wilson, Headhaul Capital Partners LLC
Faculty | Schedule | Registration | Location | Sponsorship | Audio Package |
Doing deals with traditional middle-market companies is no easy walk in the park. Now throw in the extra complexities of dealing with estate planning, sibling rivalry, and family feuding -- not to mention ego and pride.
To succeed, you have to be a person built with compassion and patience, not just a deal whiz who’s fond of spreadsheets and negotiations.
If emotional strengths resonate with you, don’t miss our popular one-day event, dedicated to successfully transacting with family-owned companies.
And always remember -- once you get a family company buyout right, you can unlock tremendous value.
Register today for The Capital Roundtable’s full-day conference on Private Equity Investing in Family-Owned Companies, being held Thursday, January 31, in New York City.
Learn how to maneuver through the first hundred days after you buy a family company plus the nuances of creating platforms and adding on other family-owned companies.
Come hear our twenty experts discuss how to determine if a seller is serious, how to guide the emotional decision-making process, and how they got the deal to the finish line.
- Family-owned companies typically have low levels of debt thanks to their frugal founders.
- They have loyal employees and customers, as well as strong name recognition in their home markets.
- You can add value in ways that the founders haven’t thought of, or have failed to execute.
- You can bring in fresh capital and professional managers, marketing and sales prowess, and synergies with other portfolio companies.
- As an outsider you can introduce new ideas and breathe in new life.
- And you can deal with problems that the founders were unwilling or unable to address -- such as what to do with family members who don’t add much value.
Here Are Three Key Reasons Why You Should Join Us
- We’ll dissect the art of dealing with family owners in detail, with actionable best practices.
- We’ll bring you investors and bankers and intermediaries who’ve been there, done that, and who’ll share their experiences and lessons -- and who’ll introduce you to other experts, and tell you how they faced seemingly intractable problems.
- We’ll do a deep dive into intangible parts of the process, like the emotional and psychological aspects.
Here are some of the questions that our 20 expert speakers will answer --
- How do you build trust and rapport with the founders and their kids and their relatives?
- What are some of the unacknowledged reasons for a founder’s decision to sell?
- How can you determine whether a founder is really ready to sell?
- What questions can you ask to pressure test the founder’s motives?
- What red flags should you pay attention to during the diligence process?
- How do the family members’ involvements in the company differ -- e.g.,
- no one works at the company anymore
- only the founder and a few family members are still there
- or several generations are employed?
- How do you ensure that the founders’ families see a clear path toward transition?
- How do you deal with dissenting family members who object to a deal?
- When and how do you safely communicate the transition to the company’s employees, customers, and vendors?
- How can you use a family-owned company as a platform for consolidations?
- What should you do during the first 100 days after the close to ensure a smooth transition?
- What pitfalls are there when you use a family-owned company as a platform for consolidation deals?
- What are some of the key functions at the company that a new owner typically needs to address during the first few months after the closing?
- How do you maximize the use of the owner’s banker or intermediary as your resource, notwithstanding the banker’s own self-interest?
Register Now to Join Caleb Clark
And More Than 20 Other Experts
Caleb Clark joined Palladium in 2014 and serves as a managing director. He serves on the boards of Palladium Equity Partners' portfolio companies Jordan Health Services, Cannella Media, and GoodWest Industries.
Previously he was at Windjammer Capital Investors where he sourced, analyzed and structured investments in a range of industries including industrial, specialty distribution, food, aerospace & defense, and business services. Before joining Windjammer, he was an associate at Genstar Capital, a San Francisco based private equity firm. Earlier, he was a banking analyst in the global aerospace and transportation group at Deutsche Banc Alex Brown.
Mr. Clark earned a BA from Middlebury College, where he double-majored in political science and economics, and an MBA. from Columbia Business School.
Recent Transactions for Family-Owned Companies
- Blackford Capital backed Online Tech Stores, a distributor of toner products, founded by CEO Bob Willmes.
- Comvest Partners acquired Lasko Holdings, a 110-year-old maker of portable fans and heaters named after its founder, Henry Lasko.
- Palladium Equity acquired indoor extreme recreation company CircusTrix Holdings in partnership with the company founder and CEO Case Lawrence.
- ProAmpac, a flexible packaging company backed by family office Pritzker Group, has done several add-on acquisitions including those for privately-held Bonita Pioneer Packaging Products and PolyFirst Packaging.
- Hadley recapped Gillinder Glass, a 155-year-old manufacturer of specialty glass products, in partnership with the family that owned a majority interest.
- Argosy Private Equity and Stone River Capital Partners invested in mold maker Reed City Tool from an individual owner.
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 Kristi Paris 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, January 31, 2019.
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.
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 Kristi Paris 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. You’ll gain valuable insights from --
- Three informative panel discussions
- Two revealing keynote presentations
- Real-world perspectives from PE investors
- Industry outlooks from noted experts
- War stories and lessons learned from experienced hands
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- Burt Alimansky, Chairman & CEO, The Capital Roundtable
- Leon Brujis, Principal, Palladium Equity Partners LLC
- John S. Castle, President & CEO, Branford Castle Partners LP
- Ramsey Goodrich, Managing Partner, Carter Morse & Goodrich
Jeffrey Johnson, Managing Director, Blackford Capital
- Mark R. Niznik, Managing Director, Linx Partners LLC
Scott I. Oakford, Managing Partner, Hamilton Robinson Capital Partners
- Douglas Song, Managing Partner, Prodos Capital Management LLC
- Ira Starr, Managing Director, Long Point Capital Inc.
- Ethan Thurow, Managing Director, Calera Capital
- Robin Warner, Managing Director, Oaklins DeSilva & Phillips LLC
- Seth Eliot Wilson, Managing Partner, Headhaul Capital Partners LLC
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Networking & Registration & Breakfast
Welcoming Remarks & Audience Self-Introductions
Conference Chairman’s Introduction --
- Caleb H. Clark, Palladium Equity Partners LLC
First Panel --
Reading a Seller’s Mind --
How to Determine if a Seller Is Serious, or Just Testing the Water
Networking & Coffee
Morning Conversation --
That’s Our Name on the Door --
Appreciating a Company’s Intangible Value to “The Family”
||Morning Keynote --
Networking & Luncheon
Second Panel --
Where Value Creation Starts --
The First Hundred Days After You Buy a Family Company
Networking & Dessert
Afternoon Conversation --
Nuances of Doing M&A Deals with Family Companies –
How Platforms & Add-ons Can Get Slippery
Third Panel --
Anatomy of the Deal --
How We Got to the Finish Line
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 Kristi Paris 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, December 7. Just $1095.
- Incentive Registration -- save $200 off the standard fee!
Register by Friday, December 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 Kristi Paris 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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