Strategizing for Peak Performance for PE Portfolio Companies
Global economic uncertainties continue to weigh on markets and M&A activity. In this environment, middle-market private equity companies must be more resourceful than ever in unearthing opportunities, maximizing in-house resources and paving the way for long-term performance. For those looking to build portfolios, it's especially important to ensure that managers have a tried approach to tackle thorny due diligence issues pre- and post-close, metrics that can consistently track performance and - critically - experience in integrating acquisitions.
Held on Thursday, November 8, 2012 - 2 p.m. EST
Join our panel of deal experts for a 60-minute discussion which will explore the challenges for buyers and sellers of distressed companies, the opportunities for private equity and strategic dealmakers and best practices such as how firms successfully roll up multiple acquisitions.
Suzanne Miller is senior editor, Corporate Dealmaker at The Deal,
where she writes a column on M&A-related issues including corporate
deal strategies, risk management and M&A trends. She also oversees
the Deal's annual Most Admired Corporate Dealmaker awards and writes
about exchanges and derivatives. Some of her previous roles include
senior writer and editor at JPMorgan Private Bank and London bureau
chief at CBS MarketWatch. She has also written about capital markets,
emerging markets and banking for Institutional Investor magazine, The
Banker magazine and Euromoney, among other publications.
Christopher R. Behrens
Baird Capital Partners
Christopher R. Behrens is a President and CEO with over 27 years of domestic and international business management success in building and profitably growing companies across diverse industries including: business services, information services, marketing services and manufacturing that are private equity owned and divisions of public companies.
Since May 2011, Mr. Behrens has been working with the Baird Capital Partners investment team to develop investment strategies and source potential transactions by identifying prospective acquisition targets to build a company in the digital marketing services industry, serving as CEO and / or Board member once a business has been acquired.
Previously, Mr. Behrens was President and CEO of SourceLink (previous portfolio company of Jordan Industries and now Summit Investment, Silver Point Capital and Galena Capital), a $73 million marketing services business. At SourceLink, Mr. Behrens developed and implemented a turn-around and client-centric growth strategy by executing an integrated, data-driven marketing solution for clients resulting in SourceLink becoming North America's 4th largest privately held marketing services business.
In 2000 as President and CEO, Mr. Behrens led the turn-around of ETrac (venture capital backed), a software services business serving emergency 911 law enforcement agencies by developing and implementing a strategic plan to streamline and profitably grow tow management services.
At GE Financial Assurance, Partnership Marketing Group as Senior Vice President Sales and Client Marketing, Mr. Behrens led revenue growth from $350 million to over $1 billion within six years from the sale of continuity fee enhancement services to financial, retail and oil company clients.
Mr. Behrens began his career at OAG, a global publisher of airline and hotel information. Over ten years, Mr. Behrens helped to build OAG's international business in EMEA, Asia / Pacific and Latin America by selling and marketing advertising services to clients in over 50 countries, in addition to sourcing and managing business operations in London, Hong Kong, Singapore, Sydney, Tokyo and Miami.
Mr. Behrens received his B.S., Marketing from the University of Illinois - Chicago.
Director, Performance Improvement Consulting Services
Tom advises clients in many areas of performance management and process improvement, drawing on extensive experience working with middle market companies in manufacturing, distribution and business services. He advises clients on matters involving business integration, operational due diligence, financial and business process improvement, supply chain management and working capital optimization, with a particular focus on assisting private equity firms and their portfolio companies. Among the sectors he is well versed in are consumer and industrial products, energy services, food and beverage, and healthcare.
Tom lends a versatile perspective gained by working on the private equity side and as a senior executive and owner for more than 30 years of middle market companies in various industries. With involvement in more than 30 merger and acquisition transactions, he has advised from both the buy and sell sides as well.
Mark Essig recently retired from RathGibson, one of the world's leading producers of specialty steel and nickel alloy tubing. He was reponsible for the dramatic operating and financial turnaround of RathGibson, and oversaw its recent sale to Precision Castparts Corp.
Mr. Essig has extensive experience in the metals industry and has operated metals and mining products companies on five separate continents. In addition to being CEO of GSI, Mr. Essig has been a senior executive at Washington Steel and AK Steel. At AK Steel, Mr. Essig was a key member of the team that turned around Armco Steel, and took it public as AK Steel in 1994.
Additionally, Mr Essig has broad experience in the private equity business, and has run portfolio companies for Bain Capital, Pfingsten Partners, Monomoy Capital, and Wayzata Partners.
Mr. Essig has also served on a number of boards within the metals business, both public and private. The most recent public board experience was with Steel Technologies, where he assisted management with its sale and transition to Mitsui ownership.
The Riverside Company
Mr. Steve Stubitz joined Riverside in 2012. Prior to joining the firm, Mr. Stubitz worked as a Principal on the Operating Team at American Capital focused on I/T and business services companies.
Previously, Mr. Stubitz was the General Manager and Director for Hewlett Packard's Business Process Outsourcing group. Mr. Stubitz is a veteran of the business services, technology and outsourcing industry and is an expert in leveraging off-shore and near-shore models to improve performance of business services companies. Prior to HP, Mr. Stubitz served as a senior executive in two start-up companies and was at Keane for six years and at IBM Global Services for 10 years. Mr. Stubitz began his career at Accenture. He holds an MBA from the University of Chicago and a BS and MS in Industrial and Enterprise Systems Engineering from the University of Illinois-Champaign.