MasterClass^TM

Attendance Is Limited --

Please Register Now

CHAIRED BY

Howard D. Morgan, Castle Harlan Inc.

FEATURING 20 EXPERT SPEAKERS INCLUDING

• Philip A. Arra, Hunt Special Situations Group LP
• John D. Carton, Burnham Financial Group
• Daniel J. Collin, Monomoy Capital Partners LP
• Sean E. Epps, Snow Phipps Group LLC
• David B. Epstein, Bentley Associates LP
• Hilary Gosher, Insight Venture Partners LLC
• Paul M. Harrington, HSBC Capital (USA) Inc.
• David L. Horing, American Securities Capital Partners LLC
• R. Todd Lazenby, Victory Partners LLC
• Daniel C. Lieber, Welsh Carson Anderson & Stowe LP
• Tim T. Morris Jr., Morris Capital Management LLC
• Joseph C. Purcell, Stifel Nicolaus & Co. Inc.

Click Here to Register >>    Purchase Audio Package >>

 Visit Audio Library >>       Add to Outlook Calendar >>

FULL-DAY MASTERCLASS
Wednesday, November 19, 2008
8:00 am - 4:30 pm
New York City

Designed to Meet the Needs of GPs & LPs of Buyout, Venture Capital, & Hedge Funds, as Well as Executives of Portfolio Companies & Independent Sponsors, and the Lenders, Bankers, Lawyers, & Other Advisors Who Support Them

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

With unimaginable uncertainty and volatility in the markets, getting due diligence right in private equity deals is more important than ever before.

Lenders are demanding it and few of us can afford to waste time and resources in deals that fall apart at the last minute or go belly up when the markets swoon.

But no matter what the market conditions, there’s really just one secret to effective diligence in PE deals.

You can waste infinite amounts of time and money turning over all those stones and dusting off all those closeted skeletons and yield very little actionable information - if you haven’t set priorities for the process.  

You see, thoroughness is only a virtue if you have the vision to focus it on what matters.

That’s because for most PE deals, the ultimate decision to invest almost always hinges on just a handful of critical issues that forecast your ability to take an already solid business to the next level in a new way. Think about your past deals. It’s true, isn’t it?

Providing us with his time-tempered guidance for the most important concerns in the current markets is Howard Morgan, the program chairman and Senior Managing Director of Castle Harlan. Howard’s more than 20 years of experience in private equity dealings around the globe will help show you how to read between the lines of your diligence with the vision to see what your investments can become.

Unlike in much of corporate due diligence, PE diligence has never been just about finding the problem areas, looking for synergies and redundancies. It’s about finding and developing fundamentally new and unique markets and opportunities.

After all, anybody can look over balance sheets and arrange financing to buy and sell good companies. The strength of PE is leveraged empowerment.

When you identify a truly explosive value proposition, your diligence should be designed to verify, expand on, or disprove your theory.

Diligence is your way to creatively rethink a business model and find those ways to release and leverage previously hidden potential.

Fortunately, the credit crunch is also slowing the pace of deal competition and buying us some time to really look hard at the investments in front of us today.

Register and attend this MasterClass, you’ll have a firm understanding of--

• Why lenders want to see more 3rd party diligence as an extra insurance policy in this market and why you should never wait to the last minute to make sure bankers are fully on-board
• Why the slow deal environment is a good time to conduct more intensive diligence
• Where to find experienced vendors for different sectors, when to go in-house and why you should always go with the most qualified no matter the cost
• The different concerns for corporate/strategic versus private equity diligence
• What operating partners need to know from the diligence process to add value throughout an investment’s lifecycle
• What issues to focus on in recessionary and inflationary times to ensure liquidity and minimize risk
• How to identify the needs and drivers of a target company’s actual ultimate customers to better envision future needs
• How to best position a company for sale and how to facilitate a buyers’ diligence
• Frequent and avoidable mistakes and lost opportunities that GPs make in diligence
• And much, much more…

This unique course is crafted is filled with updated information and stories from a wide range of private equity deals.

So even if you’ve attended before, you won’t want to miss what people are saying this year as they face uncertain market conditions and rapidly evolving industries.

Register today for this course if you’re --

• Preparing to sell a portfolio investment
• A GP or LP evaluating potential acquisitions and you want to speed up diligence
• A corporate M&A professional, advisor, financier, lawyer or agent
• A corporate officer or manager considering strategic acquisitions
• An entrepreneur seeking the sale of your company
• An operating partner looking for insights into today’s deals
• A service provider or diligence vendor looking to better serve PE clients
• A lender looking to find out what motivates PE deals in today’s market

Everything you’ll hear will be the words of experienced partners, operating partners, corporate buyers and others, busy striking opportunistic and profitable deals despite today’s environment by putting due diligence to the use of their strategic vision.

For more information, please feel free to contact Dana DeMattia at 212/832-7333 ext. 102 or ddemattia@capitalroundtable.com.

This program 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 CR’s 25 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

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Faculty

 Chaired By

• Howard D. Morgan, Senior Managing Director, Castle Harlan Inc.

Hosted By

• Burt Alimansky, Managing Partner, Alimansky & Bethell Group, and Chairman, The Capital Roundtable
  

Speakers

• Philip A. Arra, President, Hunt Special Situations Group LP
• John D. Carton, Managing Director, Burnham Financial Group
• Daniel J. Collin, Partner, Monomoy Capital Partners LP
• Sean Epps, Principal, Snow Phipps Group LLC
• David B. Epstein, Managing Director, Bentley Associates LP
• Hilary Gosher, Managing Director, Insight Venture Partners LLC
• Paul M. Harrington, Director, HSBC Capital (USA) Inc.
• David L. Horing, Managing Director, American Securities Capital Partners LLC
• R. Todd Lazenby, Managing Partner, Victory Partners LLC
• Daniel C. Lieber, Senior Operating Executive, Welsh Carson Anderson & Stowe LP
• Tim T. Morris, Partner, Morris Capital Management LLC
• Joseph C. Purcell, Managing Director, Stifel Nicolaus & Co. Inc.
• Additional Speakers to be announced...

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Schedule

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Registration

• Early Bird Registration Fee -- and save $400 off the regular fee! Register by Friday, October 10, and the fee for the MasterClass is $1495

• Premiere Registration Fee -- and save $200 off the regular fee! Register by Friday, October 31, and the fee for the MasterClass is $1695

• After that, the regular registration fee is $1895 for the MasterClass

• At the door, if space is available, the fee is $1995 for the MasterClass

• Special group rates -- The Capital Roundtable offers a special rate for 3 or more people from your firm.  For more info, please contact Samantha Feldman at sfeldman@capitalroundtable.com or 212/832-7333 ext 112.

Click Here to Register >>    Purchase Audio Package >>

Visit Audio Library >>       Add to Outlook Calendar >>

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., 12 East 44 Street, Penthouse, New York, NY 10017.

If the program is oversubscribed, we will notify you immediately and not charge your credit card. (If you need to cancel, please do so by Wednesday, November 12, at 5:00pm, and we will credit you for a future meeting.)

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.

Have a special question? Please contact Samantha Feldman at 212/832-7333 ext. 112 or sfeldman@capitalroundtable.com.

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Location

Midtown Manhattan location in an exclusive private club.

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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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Sponsorship

The Capital Roundtable offers excellent sponsorship opportunities to reach the middle-market private-equity community. For more details, contact Arlene West at 212/832-0800 or by email at awest@capitalroundtable.com.

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