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Clear the date April 29 on your calendar!

CLICK HERE now to register before it's too late!

                                     An All-New MasterClass™               

        Exiting Out

Of PE Investments in 2010 --

Best Practices for Getting Best Results

Using M&A or IPO or Recap Strategies

  Attendance Is Limited!

  CLICK HERE to Register Now

CHAIRED BY

T. J. Maloney, President

  Lincolnshire Management Inc.
 

     Featuring 20 Expert Speakers Including --

• Justin D. Abelow, Houlihan Lokey
• Luc Arsenault, Moss Adams LLP
• Simon Canning, UBS Investment Bank
• David M. DiPietro, Signal Hill Capital Group LLC
• Terry A. Lynner, Lazard Middle Market LLC
• Gary S. Matthews, Morgan Stanley Private Equity
• Federico G. M. Mennella, Lincoln International LLC
• Marcos A. Rodriguez, Palladium Equity Partners LLC
• David L. Schnadig, Cortec Group Inc.
• Bruce W. Shewmaker, MVC Capital Inc.
• Patrick N. W. Turner, TCW/Crescent Mezzanine LLC

Click Here to Register >>   Purchase Audio Package >>

 Visit Audio Library >>    Add to Outlook Calendar >>

FULL-DAY MASTERCLASS

Thursday, April 29, 2010

8:00 am – 5:00 pm
New York City 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity,
 & Mezzanine Funds, As Well as Officers & Directors of Their Portfolio Companies, Independent Sponsors, and Investment Bankers, Lenders, Industry Executives, Lawyers, & Other Advisors Who Work with Them

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

A famous PE pioneer once said that doing deals is the easy part -- it's exiting well that is hard! And these days, exiting well is increasingly a source of frustration and concern for PE firms.

GPs are under pressure from LPs and company managers to foster liquidity, yet valuations are weaker than sellers wish.

Still, investment bankers predict rosier markets ahead, and are reminding us that the time to lay the groundwork is now.

Whether you’re hoping for an exit in 2010, or have a longer time frame to improve your portfolio companies’ performance, you’ll get the information you need when you attend The Capital Roundtable’s all-NEW full-day MasterClass™ for PE middle-market companies --

Exiting Out of PE Investments in 2010 --
Best Practices for Getting Best Results
Using M&A or IPO or Recap Strategies

On Thursday, April 29, in New York, you’ll get knee-deep into the details you must know to master 2010’s challenging market environment.

Most exits are M&A transactions, and we’ll show how sellers are getting creative with the strategies they use. For example, more deals are being structured with contingent notes to help bridge the gap between valuations, while many M&A agreements are eliminating breakup fees to reduce buyer optionality.

And while the pluses and minuses of IPOs often won’t break in your favor, they are still an option that should be considered. In fact, even if an IPO exit is the furthest thing from your mind, you can still gain a marketing advantage for a private sale just by filing a registration statement with the SEC.

Another good way to get money for investors is through a recapitalization -- a viable strategy if your company is growing and you can find it more debt.

We’ll also discuss the operational best practices that can better position your company for a profitable sale or exit.

But whatever your exit strategy may be, you need to be ready to move forward when the window opens for maximizing your valuation or going public. And if you’re ready to sign up today, you can take advantage of our special Early Bird Discount and save $400!

It Takes Just One Day to Master the Challenges of 2010.

By attending this all-NEW MasterClass, you’ll be well prepared to attract and negotiate with buyers and underwriters, as well as recover from mistakes you may have already made but not yet noticed.

Most importantly, you’ll leave with a ready-to-implement checklist of the actions you should take over the weeks and months to come. From how to eliminate deal killers to identifying and removing unproductive assets, this MasterClass will take you through the steps to success.

To lead this MasterClass, we are privileged to have one of the industry’s leading experts in private equity exit strategies. Our distinguished chair is T. J. Maloney, president of Lincolnshire Management in New York City, a leading middle-market private equity firm with $1.7 billion in assets under management.

T.J. is a former M&A attorney who joined Lincolnshire as managing director in 1993, and took the helm in 1998. He serves on the boards of several Lincolnshire portfolio companies, and oversees Lincolnshire’s offices in Atlanta, Boston, Chicago, and Los Angeles.

20 Experts Will Provide Real-World Examples.

You’ll not only benefit from T.J.’s insights, but also those of 20 other noted PE authorities with wide-ranging experience in exit strategies. Four panel discussions will showcase GPs, lenders, investment bankers and other specialists, ready to explain best practices and provide enlightening case studies.

Attend this MasterClass to have the answers to these questions and more --

• How much longer is the exit environment expected to be rocky?
• What new deal structures are emerging to support today’s need for exits?
• What directions are terms and pricing heading in?
• Are reverse breakup fees still common as part of M&A agreements?
• What are the financial deal-killers to a successful sale or IPO?
• Can you prepare for an IPO while at the same time search for a merger partner?
• Are there viable alternatives to IPOs for taking a company public?
• What are the indicators that a dividend recapitalization is a wise approach?
• How do you choose the right financing advisors and legal counsel?
• What can you do operationally to position your company for a profitable exit?
• How cognizant must you be of trends -- and rapidly opening-and-closing windows?
• And much, much more.

We Expect a Sellout -- So Please Act Now While Seating is Available.

While this exceptionally timely MasterClass from The Capital Roundtable is rich with content, it is also filled with exceptional networking opportunities. You’ll have plenty of time to meet your fellow attendees and our featured speakers between presentations and at lunch, and you’ll leave with a full complement of strategies, tactics and best practices ready for immediate use.

You should attend this MasterClass if you are a --

• GP preparing portfolio companies for exits.
• GP who needs to free capital already invested.
• Partner or operating executive of a portfolio company under LP pressure.
• Lender who participates in exit transactions.
• Investment banker who participates in exit transactions.
• Attorneys and advisors who work with PE firms on exit strategies.
• Executive search professionals recruiting for the PE industry.

Remember, register with our Early Bird Discount by March 19, 2010, and you’ll save $400 off our standard fee! Please make your reservation now so you’re not disappointed. We’ll be looking forward to greeting you.

For more information, please feel free to contact Heather Sote at 212-832-7333 ext. 111 or hsote@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 The Capital Roundtable’s 30 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

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Faculty

Chaired By

• T. J. Maloney, President, Lincolnshire Management Inc.

Hosted By

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

Speakers

• Justin D. Abelow, Managing Director, Houlihan Lokey
• Luc Arsenault, Partner, Moss Adams LLP
• Simon Canning, Managing Director, UBS Investment Bank
• David M. DiPietro, President, Signal Hill Capital Group LLC
• Terry A. Lynner, Managing Director, Lazard Middle Market LLC
• Gary S. Matthews, Operating Partner, Morgan Stanley Private Equity
• Federico G. M. Mennella, Managing Director, Lincoln International LLC
• Marcos A. Rodriguez, Managing Director, Palladium Equity Partners LLC
• David L. Schnadig, Partner, Cortec Group Inc.
• Bruce W. Shewmaker, Senior Managing Director, MVC Capital Inc.
• Patrick N. W. Turner, Managing Director, TCW/Crescent Mezzanine LLC
• Additional Speakers to be Announced

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Schedule

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Registration

• Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, March 19, and the fee for the MasterClass is $995.

• Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, April 9, and the fee for the MasterClass is $1195.

• After that, the standard fee is $1395 for the MasterClass.

• At the door, if space is available, the fee is $1495 for the MasterClass.

• Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Samantha Feldman 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 Thursday, April 22, at 5:00 pm, and we will credit you for a future MasterClass.)

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 by email at sfeldman@capitalroundtable.com.

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Location

University Club

1 West 54th Street

New York, NY 10019

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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 marketing and business development opportunities to reach the middle-market private-equity community . For more details, please contact Kim Racciato at 212-832-7333 or by email at kracciato@capitalroundtable.com.

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