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Best Practices for Creating Value in PE Portfolio Companies

Thu, Apr 4 @ 8:00 am - 5:00 pm

Super-Sizing Your Returns By Balancing Specialists & Generalists

Best Practices for Creating Value in PE Portfolio Companies

Details

Pinched between hyper-valuations and competition for deals, PE firms are under the gun to super-size their returns.

As a result, operating partners focus most heavily on finding the right executives for their portfolio companies, as well as on partnering most effectively with their management teams generating better business insights, and driving high impact and results.

The resources and tools and expertise they use are familiar to every operating partner. Where the “secret sauce” comes in is how they choose to assemble those elements and tie them to economics and investment strategy.

Here are their choices —

  • Firms with teams of generalist operating partners, who bring strategic know-how, general management tools, program management disciplines, and scalable best practices.
  • Firms that deploy specialists, who bring functional and vertical domain expertise and who access relevant execution capabilities like pricing, lean process improvement methodologies, go-to-market expertise, and web-based sales/ marketing tools.
  • Firms that aim for a “best of breed” approach and contract with non-captive resources who work on situational agendas, focused on their companies.

Chaired by

Steve Larned, Senior Principal, New State Capital Partners

Steve Larned

New State Capital Partners

Date

Thursday, April 4

8:00am – 5:00pm

Location

The University Club
Midtown Manhattan, NY

Sponsors

ADP Logo
Insight2Profit logo

Register now to hear 20+ experts share the trends they see in value creation
at portfolio companies at The Capital Roundtable’s conference on
Best Practices for Creating Value in PE Portfolio Companies.

 The conference will be held in New York City on
Thursday, April 4, 2019.

Key Reasons to Attend

Three Key Reasons Why You Should Join Us

1. Hear how PE firms are responding to the hyper competitiveness for deals by doing more with the companies they acquire.

2. Learn how deploying a wide variety of operating models can improve execution and returns.

3. Discuss the right balance of hands-on involvement at a portfolio company without distracting or undermining management.

Key Points Being Covered
  • Tailoring operating partner models to meet the needs of different firm and portfolio profiles
  • Making a case for value creation amid constraints on compensation and greater scrutiny on the economics of running an operating partner program
  • Deciding when specialist operating partners are needed, and what roles they should fill across a portfolio
  • Deploying generalist operating partners to augment management effectiveness
  • Operating partner strategies for a variety of deal structures, including carve-outs, family-owned businesses, turnarounds, and platform roll-ups
  • Communication strategies for operating partners and portfolio company managers
  • Navigating the challenges and intricacies of interim management
  • Setting expectations for operating partners and deal teams
  • Sourcing talent to build out teams at portfolio companies
  • Focusing strategies for coaching and mentoring existing management and employees
  • Executing growth plans at portfolio companies, including penetrating new markets and profit pools
  • Leveraging operating partners to spearhead digital transformation at portfolio companies
  • Crafting cross-portfolio initiatives to benefit from economies of scale
  • Guiding strategies for hiring effective operating partners and determining who will thrive in the role
  • Based on the phases of the deal cycle, determining best practices for operating partners
Chairperson Info

Steve Larned is a senior principal at New State Capital Partners. He joined the middle market private equity firm in 2016, bringing more than 30 years of experience in executive management, strategy consulting, and private equity operations.

His work spans a variety of industries including tech services, healthcare, information/business services, manufacturing, and distribution.

Previously Larned was a senior operating executive at Welsh Carson Anderson & Stowe, where he worked with portfolio company managers to develop and implement growth and EBITDA enhancement plans in the healthcare and information/business services sectors. His responsibilities also included board roles and serving as interim CEO of a healthcare company.

Before he joined Welsh Carson, Larned was a senior executive at Dell Inc., where he led business-to-business teams in a variety of senior roles, including leading the Americas marketing organization, the preferred accounts division, and the server and storage team.

Larned earned an undergraduate degree in economics from Duke University, and an MBA from the Harvard Business School.

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 education companies. You’ll gain valuable insights from —

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from education company investors
  • Industry outlooks from noted sector experts
  • War stories and lessons learned from experienced hands

Chaired by
  • Steve Larned, New State Capital Partners
Hosted by
  • Burt AlimanskyChairman & CEO, The Capital Roundtable
Speakers
  • Rohit Bassi, Managing Director, Corridor Capital LLC
  • John J. Broderick, Operating Partner, Argosy Private Equity
  • Bryan J. Carey, Executive in Residence, Health Catalyst Capital Management LLC
  • Michael B. Fieldstone, Partner, Aterian Investment Partners LLC
  • Asheesh B. Gupta, Managing Director, Audax Group
  • Jesse Hermann, Resource Partner, Court Square Capital Partners LP
  • Simon Jones, Operating Partner, Turnspire Capital Partners LLC
  • Prital Kadakia, Principal, Serent Capital LLC
  • Kate Malcolm, Portfolio Manager–Private Funds & Asset Management, Alberta Investment Management Corp.
  • Brandt F. McKee, President–Americas & Asia, Culligan International Company
  • Stephen J. Meyer, Venture Partner, Columbia Capital
  • Jeffrey A. Nagel, Operating Partner, AEA Investors LP
  • J. R. Roemke, V.P.–Business Process, ProMach Inc.
  • Vikas Saini, Senior Dir.–Product Management, ADP LLC
  • Richard A. Spencer, COO & Senior Operating Partner, Kamylon Capital LLC
  • Andrew Walshe, Dir.–Portfolio Operations, Sightway Capital LP
  • Jon F. Weber, Head–Portfolio Company Management, BlueMountain Capital Management LLC
  • Ryan White, President & CEO, INSIGHT2PROFIT
7:30am – 8:30am

Networking & Registration & Breakfast

8:30am – 9:15am

Welcoming Remarks & Audience Self-Introductions

9:15am – 9:45am

Conference Chair’s Introduction —
Steve Larned, New State Capital Partners

9:45am – 10:15am

Morning Keynote —
Ryan White, INSIGHT2PROFIT

10:15am – 11:00am

Networking & Coffee

11:00am – 11:45am

Morning Conversation
Specialist vs. Generalist vs. Hybrid —
Picking the Operating Partners for Your Long Term Needs

11:45am – 12:45pm

First Panel —
Installing the Lights at the End of the Tunnel —
The Role of Diligence, Planning & Analysis in Creating Value

12:45pm – 1:45pm

Networking & Luncheon

1:45pm – 2:45pm

Second Panel —
Implementing Your Strategic Plan —
How to Build Reliably Great Execution

2:45pm – 3:30pm

Afternoon Conversation —
Acquiring Carveouts —
Lessons Learned by Experienced Operating Partners

3:30pm – 3:45pm

Networking & Dessert

3:45pm – 4:45pm

Third Panel —
Staging Your Portfolio Companies for Sale —
Steps for Getting Full Value When You Exit

4:45pm

Networking & Adjournment

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 Capital Roundtable limits the number of registrants from a single firm to three.

Best Rate – Early Registration

Save $300 off the standard fee of $1,495 when you register by Friday, February 15. Just $1,195.

Incentive Registration

Save $200 of the standard fee! Register by Friday, March 8, and the fee for the conference is $1,295.

Conference Rate

$1,495 increasing to $1,595 day of conference, space permitting.

Group Rate

$1095 each, when you register two or more people to attend from the same company.

You can pay by credit card (using the links above or below) or by check. Mail your check and business card to: New York Business Roundtable Inc., 747 Third Avenue, Suite 200, New York, NY 10017.

Can’t attend but want to hear the program? You can buy the audio package along with the handounts.

This event is sponsored by:

Marquee Sponsors:

ADP Logo
Insight2Profit logo

Association Partners:

Data Partners:

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

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

Details

Date:
Thu, Apr 4
Time:
8:00 am - 5:00 pm

Contact Us



747 Third Avenue | Suite 200 | New York City | 10017
212-832-7300

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