April 3, 2017 — Chicago, IL
Session: Private Equity
The Packaging Sector is low beta, over-indexes on acquisition opportunities due to its fragmentation across market segments, offers opportunities to capture differential growth rates due to innovation and product/substrate mix shifts, and ultimately gives investors ample opportunities to expand margins and create value. On this panel we’ll hear from seasoned investors in the Packaging Sector and explore ideas on how to create value in this exciting sector. Multiples on packaging assets have been trending northward and in many packaging segments it’s great to be a seller and tougher to be a buyer as of late. Auction processes have also been evolving. On this panel we’ll hear from leading investment bankers and “match makers” who specialize in the Packaging Sector and explore topics related to the purchase and sale of packaging assets.
- Thilo Henkes, Managing Director, L.E.K. Consulting
- Chris Weil, Managing Director, Barclays
- Elliot Farkas, Managing Director, William Blair & Co.
- Matt Bowersox, Director, Houlihan Lokey
- Thomas Blaige, Chairman & CEO, Blaige & Company
- Tom Coburn, Director, RW Baird & Co.
- William Hornell, Managing Director, Mesirow Financial
Date/Location: Monday, April 3, 2017 - University Club of Chicago - Chicago, IL
Time: Noon – 1:00 pm
Thilo Henkes joined L.E.K. in 2000 and has more than 15 years of consulting experience specializing in transaction support and developing post-acquisition, value-enhancing strategies for portfolio companies. He is a Managing Director and Partner, and leads our Paper Goods and Packaging practice. Thilo is also active in our Building Materials & Industrials Products and Private Equity practices. He has worked with his clients to evaluate merger and acquisition opportunities, assess growth options in new markets and new products, construct business plans in conjunction with developing new growth strategies, and identify value in cost-cutting initiatives. Prior to attending business school, Thilo worked in financial services for the Boston-based mutual fund company, Massachusetts Financial Services and Goldman Sachs. Thilo has also worked at Daimler Benz in Sindelfingen, Germany. He earned his Master of Business Administration from Harvard Business School and his Bachelor of Arts in Mathematics from Hamilton College.
About The AWA & L.E.K. Consulting Packaging Mergers & Acquisitions Executive Forum
The AWA & L.E.K. Consulting Packaging Mergers & Acquisitions Executive Forum 2017 is the premier international mergers and acquisitions event for all those involved or interested in the resin and fiber-based packaging, coating, and converting sector. This unique event brings together senior executives from companies within the sector, private equity firms, investment banks, lenders, financial intermediaries, and other M&A experts.
About L.E.K. Consulting:
L.E.K. Consulting is a global management consulting firm that uses deep industry expertise and rigorous analysis to help business leaders achieve practical results with real impact. We are uncompromising in our approach to helping clients consistently make better decisions, deliver improved business performance and create greater shareholder returns. The firm advises and supports global companies that are leaders in their industries — including the largest private and public sector organizations, private equity firms and emerging entrepreneurial businesses. Founded more than 30 years ago, L.E.K. employs more than 1,200 professionals across the Americas, Asia-Pacific and Europe. For more information, go to www.lek.com.