MasterClassTM

Capital Roundtable

Marquee Sponsors

Media Partner

 

Association Partners

Data Partners

 

Partial List of
Past Attendees 

 

AEA Investors

Angelo Gordon & Co.

Arbor Private Investment Co.

Benesch

Bright Greens Inc.

Brynwood Partners

C3 Capital

Campbell Soup Co.

Carter Morse & Mathias

CBRE

Credit Suisse Group

Cyprium Investment Partners

DNS Capital 

Duff & Phelps

Eagle Family Foods

Edlong Dairy Technologies

Farmer's Fridge

Food Institute

Geneva Glen Capital

Gryphon Investors

Harvest Partners

Insight Equity

Kelso & Co.

KeyBanc Capital

Keystone Capital Inc.

Kincannon & Reed Inc.

Kohlberg Kravis Roberts

Lazard Middle Market

Lykos Capital Partners

Macquarie Capital

New Mountain Capital

NGEN Partners

Palladium Equity

Pathmore Group

Plante Moran

Rabobank International

Ruberto Israel & Weiner

Sherbrooke Capital

Sport & Wellness Holdings

Tannenbaum Heern Syracuse & Hirschtritt

TM Capital Corp.

Trilantic Capital

William Blair & Co.

William Hood & Co.

Wind Point Partners

WM Partners

Woodspur Farms

 

Profiting from Disruption
And “Big Food’s” Divestiture Blitz

 

 Private Equity Investing

In Food & Nutrition Companies

                     

CHAIRED BY

Elizabeth C. Williamson

Frontenac Company

 


FULL-DAY CONFERENCE

Thursday, March 28, 2019

8:00 am – 5:00 pm

New York City

 

REGISTER NOW

 

MARQUEE SPONSORS

Benesch

Plante Moran

 

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Christopher S. Allen, Palladium Equity Partners LLC

Brian O. Boyle, Raymond James Financial Inc.

Elizabeth A. Browne, DNS Capital LLC

Bob Dekker, Balmoral Advisors LLC

Ramsey W. Goodrich, Carter Morse & Goodrich

Robert G. Haile, BB&T Capital Markets

Ronald H. Klein, Sequel Holdings LP

David Korngold, Business for Social Responsibility

Ronald W. Kuehl, Frontenac Co.
Timothy Larsen, Houlihan Lokey

Carl E. Lee, Snyder's-Lance Inc.

Raymond Liguori, formerly Campbell Soup Co.

Polly Mack, The Riverside Company

Trevor Nelson, Alliance Consumer Growth
James Nolan, Bimbo Bakeries USA Inc.
Dan Oxenham, Piper Jaffray & Co.

Peter D. Rahal, RXBAR

Jeffrey S. Robards, Alantra Partners SA

Robert Ross, Benesch LLP

Katie Stitch, W Capital Partners

Brian D. Wiedenhoeft, Plante Moran

Robert J. Woolway, FocalPoint Partners LLC
Craig Zampa, Plante Moran



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

As consumers continue to ditch processed foods for healthier options, middle-market private equity firms are uniquely positioned to help smaller brands grow outside the “Big Food” tent. 

 

Here are a couple of examples --  

  • Riverside Company’s investment in premium cookie maker Tate’s Bake Shop

  • TA Associates’ investment in ready-to-eat popcorn seller SkinnyPop and its subsequent expansion to better-for-you snack marketer Amplify Snack Brands

  • Swander Pace’s investment in fresh and frozen Asian-flavored appetizer provider Fine Choice Foods

In addition, the divestiture blitz launched by “Big Food” companies in recent months has created a host of carve-out opportunities for private equity investors to give divested businesses the attention and positioning to succeed in the evolving food sector. 

 

Examples include --

  • Tyson Foods’ sale of pizza crust maker TNT Crust to Peak Rock Capital.

  • J.M. Smucker’s spinout of its baking brand portfolio to Brynwood Partners, including the iconic Pillsbury business.

 

You’ll gain valuable insights when you register to hear our 20+ panelists assess the outlook for food and nutrition investment opportunities at The Capital Roundtable’s annual all-day conference on Thursday, March 28, 2019, in midtown New York City.

 

 

Here Are Three Key Reasons Why You Should Join Us

 

  1. Discuss tactics for understanding and better managing portfolio company strategy and product offering.

  2. Learn tactics that PE firms can use to help their portfolio companies recruit and retain the expert staff they need.

  3.  Hear how brands are regaining consumer trust and loyalty amid private label growth.

 

 

The “Big Food” giants are intensifying competition in middle-market territory. Take for example Kraft Heinz Co.’s recent $200 million deal to acquire Primal Kitchen, a branded food products company catering to healthy and paleo diets. Fierce competition like this is keeping valuations high, raising the stakes for deal execution.

 

At the same time, Amazon’s push into the food and nutrition market changes the distribution calculus for middle-market and emerging brands. E-commerce and online marketing expertise are more important than ever.

 

Add that to the growing need for food safety expertise at portfolio companies amid recent outbreaks of E. coli and listeria, and the challenge of maintaining a highly specialized workforce.

 

 

Click Here to Register to Hear Our 20+ Speakers Address Key Points Such As --

 

  • In this late-cycle market, how should the possibility of a correction or recession factor into your investment selection and due diligence?

  • What segments of the food and nutrition industries are primed for M&A this year, and where can private equity find the best values?
  • How can “Big Food’s” activities benefit -- and threaten--middle-market PE investors, from acquisition and exit opportunities to competition on middle-market turf?

  • Where are the best growth opportunities among better-for-you categories such as healthy and organic foods, vegetarian and vegan foods, options for special diets, and ingredients?

  •  Where are private label trends headed, and how can PE firms benefit?

  • What are the best ways to play deal structures such as carve-outs, growth investments, buyouts of family-owned businesses, and turnarounds of underperforming brands in this market?

  • How can PE firms develop food safety strategies for their investments, from due diligence to portfolio company management?

  • How will trade policy changes such as tariffs affect the industry, and how will the resulting commodity price fluctuations travel across the value chain?

  •  What regulatory uncertainties are likely to impact food and nutrition companies?

  • What are the key concerns that investors should consider during due diligence?

  • How is activist investors’ surge of interest in large food companies affecting the industry?

  • How are the actions and strategies of large food companies impacting middle market players?

 

Register Now to Join Elizabeth Williamson

And More Than 20 Industry Experts

 

Betsy Williamson is a principal at Frontenac Company, a Chicago-based middle-market private equity firm. She focuses on investments in the food, consumer, and business services industries.

 

She is a director at Schlotterbeck & Foss and Spice Chain Corp. Her prior investments and director posts include Mercer Foods.

 

Previously, she was an associate at Thomas H. Lee Partners. She also served as an investment banking analyst at Lehman Brothers.

 

She graduated magna cum laude from Dartmouth College, and earned an MBA from Harvard Business School.

 

 

 Recent Middle-Market PE Food & Nutrition Deals

 

  • Charlesbank Capital Partners and Partners Group agreed to purchase Hearthside Food Solutions, an independent bakery, in a partnership with management.

  • MidOcean Partners purchased Florida Food Products, a manufacturer of health-centric ingredients and clean-label cures.

  • Peak Rock Capital acquired Baton Rouge-based food product producer Louisiana Fish Fry Products Ltd.

  • Rotunda Capital Partners’ portfolio company IF&P Foods acquired packaged convenience foods maker Cibus Fresh.

  • Union Capital bought convenience food producer Albie’s Foods Inc.

  • San Francisco Equity Partners acquired a majority stake in gluten-free Brazilian-style cheese bread snack maker Brazi Bites. 

  • Kainos Capital purchased the frozen soups business of NORPAC Foods Inc.

  • Spell Capital acquired candymaker Pearson’s Candy Co.

 

 

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 Chris Agar today to confirm your attendance at 212-832-7300 ext. 0 or cagar@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, March 28, 2019.

 

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 Chris Agar at cagar@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

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Faculty

Chaired By

  • Elizabeth C. Williamson, Principal, Frontenac Company

 

 

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Christopher S. Allen, Principal, Palladium Equity Partners LLC
  • Brian O. Boyle, Managing Director & Head--Food & Beverage, Raymond James Financial Inc.
  • Elizabeth A. Browne, V.P. & Head--Business Development, DNS Capital LLC
  • Bob Dekker, Managing Director, Balmoral Advisors LLC
  • Ramsey W. Goodrich, Managing Partner, Carter Morse & Goodrich
  • Robert G. Haile, Managing Director, BB&T Capital Markets
  • Ronald H. Klein, Managing Director, Sequel Holdings LP
  • David Korngold, Director, Business for Social Responsibility
  • Ronald W. Kuehl, Managing Director, Frontenac Co.
  • Timothy Larsen, Managing Director, Houlihan Lokey
  • Carl E. Lee, Former CEO, Snyder's-Lance Inc.
  • Raymond Liguori, Former V.P.--Corporate Development, Campbell Soup Co.
  • Polly Mack, Regional Director, The Riverside Company
  • Trevor Nelson, Co-Founder & Partner, Alliance Consumer Growth
  • James Nolan, Former EVP, Bimbo Bakeries USA Inc.
  • Dan Oxenham, Principal, Piper Jaffray & Co.
  • Peter D. Rahal, Chief Executive Officer, RXBAR
  • Jeffrey S. Robards, Managing Director, Alantra Partners SA
  • Robert Ross, Partner & Vice Chair--Private Equity, Benesch LLP
  • Katie Stitch, Managing Director, W Capital Partners
  • Brian D. Wiedenhoeft, Partner, Plante Moran
  • Robert J. Woolway, Managing Director, FocalPoint Partners LLC
  • Craig Zampa, Principal, Plante Moran

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Schedule

 

 

07:30-08:15

Networking & Registration & Breakfast

08:15-08:45

Welcoming Remarks & Audience Self-Introductions

08:45-09:00

Conference Chairman’s Introduction --

  • Elizabeth C. Williamson, Frontenac Company
09:00-9:45

Morning Conversation --

New Entrants, Disruptions, & Recessions --

How You Can Stand Out When Change is Constant

 

09:45-10:15

Morning Interview --

Insights into the Evolution of the Food Industry

 

  • Carl Lee, formerly Snyder's-Lance Inc.

Interviewed by

  • Ronald W. Kuehl, Frontenac Co.

10:15-11:00

Networking & Coffee

 

11:00-12:00 First Panel --

Why PE Investors are Attracted to Sustainable Products

Like Packaging & Alternative Proteins

 

12:00-12:30

Afternoon Interview --

The Evolution of RXBAR

 

  • Peter Rahal, RXBAR

Interviewed by

  • Brian D. Wiedenhoeft, Plante Moran



12:30-01:30

Networking & Luncheon

 

01:30-02:15

Afternoon Conversation -- 
The Rise of Add-Ons --  

Important Things to Consider When Growing through Acquisition

02:15-03:15

Second Panel --
Scooping Up Carve-outs --

Where to Find Corporate Divestitures -- & Win Them

 

03:15-03:30

Networking & Dessert

03:30-04:30

Third Panel --

Brands Under Threat --

How Can They Survive or Just Thrive?

 

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 Chris Agar today to confirm your attendance at 212-832-7300 ext. 0 or cagar@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 1. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, February 22, 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 Chris Agar at cagar@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

The University Club

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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