March 17th, 2008
What's Keeping Investors & CEOs Awake at Night ?
A panel of private equity experts
review their issues and concerns
Business owners and CEOs quickly learn that they must operate under a different set of circumstances when the company acquires private equity funds to help fuel growth.
Private equity flows from investors, many of whom provide money through equity funds operated by professional money managers and investment or merchant banks established specifically to match investors with opportunities.
This month’s forum, led by our moderator, Dick Morgan, will focus on the current concerns of both private equity fund managers and client company executives. Attendees will hear perspectives from three experts, including one who specializes in funding women-owned businesses. Our panel will provide their views on the current trends as well as their take on the future of private equity investment. Also, we will have some time for your questions.
Mark your calendar and register right away for what promises to be a mind-expanding Forum!
MAKE SURE YOUR CLIENTS LEARN ABOUT VITAL LABOR TRENDS FROM YOU !
"Get smart, get known, and get business!" Network, enjoy the informal interchange with professional colleagues, and come prepared to challenge the speaker with your probing questions.
Please note the new venue for our Management Consultant's Forum. We are now meeting at the Doubletree Hotel - 4099 Valley View Lane, Dallas (North I-635 frontage road west of Midway).
register on-line today - Click Here
Charles R. Martin
CapSource Fund, LP and CapSource 2000 Fund, LP - Secretary & General Partner
Charles is one of the founding members of CapSource Fund, LP and CapSource 2000 Fund, LP. He has been active in the day-to-day activities of both funds since they began operations in 1997 and is responsible for management of the Dallas Fort Worth office. Charles has over 30 years experience in officer level management, acquisitions and financing. He previously served as Vice President and Principal of Capital Alliance Corporation, Dallas, Texas where he was the leading producer in mergers and acquisitions. He served as President of a company consisting of building supply distributors in several cities. As VP of sales and marketing of a major home products manufacturer, he served as a member of the corporate acquisitions committee and was instrumental in completing several major acquisitions including divisions of McGraw Edison and General Electric.
His leadership activities have included Director, Martin Industries; Director, Amsouth Bank, Director, Chamber of Commerce; President of two national trade associations and Colonel, United States Army Reserve. Charles has an MBA from Southern Methodist University, completed graduate studies in marketing at Syracuse University and received a BS degree in Industrial Engineering from Auburn University.
Floyd W. Collins
Floyd W. Collins has been engaged in the private equity investment business since 1978 and has provided the full spectrum of general partner duties including raising capital, originating investments, providing "value-added” portfolio company services, and exiting investments via sale, recapitalization or IPO. A senior private equity executive with 28 years of superior performance in mainstream buyout and later-stage investments, he has co-founded and/or managed several successful private equity investment businesses including; the $70 million Independent Bankers Capital Fund ("IBCF”) (1998-2006), Hibernia Capital Corporation, the small business investment company of regional banking giant Hibernia Corporation (1995-1996), and Conrad/Collins Merchant Banking Group, a highly-successful boutique merchant banking firm (1988-1997). Mr. Collins is an expert in the Small Business Administration’s ("SBA”) Small Business Investment Company ("SBIC”) program having formed, managed or been employed by five SBICs in his career.
Mr. Collins earned his MBA from the Colgate Darden School of Business Administration at the University of Virginia and received his under-graduate degree at the University of Louisiana – Lafayette.
Whitney Johns Martin
Texas Women's Venture Fund
Whitney is co-founder of the Texas Women Ventures Fund and serves as the managing member of the fund’s general partner Capital Across America Texas, LLC. She is a member of the investment committee and a Charter Investor in the fund.
Whitney has been in the venture capital industry for over ten years. She has raised over $30 million from individuals, institutions and the federal government to invest in private companies. Her leadership was responsible for the creation of two funds focused on investing in women-led companies both of which have been recognized as a Best Practice in providing capital to women. In 1998, Whitney created the first Small Business Investment Company (SBIC) to focus on women-led companies. That fund and its co-investor partners invested over $50 million in women-led companies.
Whitney has served on numerous private company boards in her career. In addition, she was three-time chairman of the Federal Reserve Bank of Atlanta, Nashville branch (Greenspan appointee); member of the National Women’s Business Council (SBA Administrator appointee); past national President of the National Association of Women Business Owners (NAWBO) (elected); and past member of the board for the National Foundation for Women Business Owners (now called the Center for Women’s Business Research).
She received a BS in Business Administration with highest honors from the University of Tennessee (emphasis accounting and economics) and graduated with honors from the University of Tennessee’s College of Law.
Your Panel Moderator
Richard P. Morgan, CMC
Dick founded Morgan Marketing Solutions in 1989 to "help leaders become better marketers, using a holistic business approach." He is a past president of IMC D/FW and an active IMC member both locally and nationally.