The DEAL FLOW Show

Etan Butler is Chairman of The Dalmore Group, an Independent Investment Bank that offers uncompromised advice and solutions to a diverse client base. In the past 12 months, his firm has been the broker-dealer of record on over 80 REG A+ Offerings.  

He is also the founding President of EMB Capital, LLC which has invested in early-stage ventures with a focus on real estate acquisitions, financial services, and alternative energy. During his career, Etan has participated in several billion dollars worth of investment, development, and other structured transactions.

Watch on YouTube:

https://youtu.be/0Iecsk75FoA

Mark Elenowitz is President of Horizon Fintex and co-founder and managing director of TriPoint Capital. He is a Wall Street veteran with over 29 years experience. His firm is responsible for the first successful Reg A+ IPO to list on a National Securities Exchange — the New York Stock Exchange (NYSE). He is a noted speaker at Small-Cap and Reg A events, including the SEC Small Business Forum, and has been profiled in Business Week, CNBC, and several other publications.

Watch on YouTube:

https://youtu.be/cdg7j-xhNW8

In this clip of The Deal Flow Show, Laura Anthony goes in-depth on what is perhaps the hottest investment vehicle of 2020 - Special Purpose Acquisition Company (SPAC). 

She discusses what a SPAC is, how SPACs work and why SPACs are hot right now.

Laura Anthony is Founding Partner of Anthony L.G. For more than two decades Laura has focused her law practice on small and mid-cap private and public companies, the OTC markets, Nasdaq, NYSE American, going public transactions, Regulation A+, mergers and acquisitions, private placement and corporate finance transactions, Exchange Act and other regulatory reporting requirements, state and federal securities laws, general corporate law and complex business transactions.

Laura and the ALG legal team have represented buyers, sellers, underwriters, placement agents, investors, and shareholders in mergers, acquisitions and corporate finance transactions valued in excess of $1 billion.

Watch on YouTube:

https://youtu.be/8-F8VigwXR8

SPACs (special purpose acquisition companies, or "blank check" companies) have seen massive growth on Wall Street in 2020. In this excerpt from The Deal Flow Show, Dr. David Panton explains how they work and why they have grown so popular.

Dr. David Panton is Managing Partner of Navigation Capital Partners and SPAC Opportunity Partners LP. In 1998, he co-founded and became managing partner of the Caribbean Investment Fund, a $50 million private equity firm in Kingston, Jamaica. He was named by Buyouts Magazine as “One of Eight Buyout Pros Under 40 to Watch” and by the Atlanta Business Chronicle as one of the “40 Under 40″ Rising Stars. In 2007, he co-founded and was a partner of Navigation Capital Partners, a $350 million private equity firm in Atlanta, where he remains a shareholder.

David is an Adjunct Professor at Emory University's Goizueta Business School, where he teaches a course in private equity investing. He is also a member of the Southern 7 Chapter of the Young Presidents Organization (YPO) and a member of Leadership Atlanta (Class of 2012). David has previously served as a Senator in the Upper House of Parliament in Jamaica. Born and raised in Jamaica, David resides in Atlanta.

Watch on YouTube

https://youtu.be/Vp2Y7JanD8c

In this clip Darren Marble talks about "Going Public," the First Streaming Series That Allows Viewers to Invest.

Darren is Co-Founder & Co-CEO of Crush Capital and Co-Founder & CEO of Issuance. Darren is a leading expert in Reg A+ raising and he is the father of a new and innovative series called, “Going Public” to be launched Q1 of 2021.

Watch on YouTube:

https://youtu.be/Upd3LmQKkWA

The SPAC Operating System is the first to market with a concurrent SPAC vehicle, capitalizing on explosive growth of the SPAC market in the last 5 years.

David Panton is a Managing Partner of NCP’s SPAC Opportunity Partners L.L.C, an investment firm focused on building a diversified portfolio of investments in Special Purpose Acquisitions Companies.

David is a co-founder and former Chief Strategy Officer of American Virtual Cloud Technologies (NASDAQ: AVCT), which previously raised $310 million in July 2017 as Pensare Acquisition Corp., and completed an acquisition of Computex Technology Solutions in April 2020. AVCT is a portfolio company of SPAC Opportunity Partners LP.

Watch on Youtube:

https://youtu.be/emPK8MdP2eY

Jon Ostenson is CEO of FranBridge Consulting where he specializes in helping clients understand all aspects of non-food franchising. He also oversees FranBridge Capital where he and his partners own 14 territories across 3 service franchises. Jon is the author of ‘The Franchise Path’ and is a frequent contributor and thought leader for publications on the topic of franchising and franchise investments. In 2014, the University of Georgia Alumni Association selected Jon as a recipient of its “40 Under 40” recognition. He is a consultant, investor, author, and international speaker specializing in the area of non-food franchising.

In this interview, Jon shares great information from his many years of experience, both as a franchise consultant and an actual franchise owner. He talks about the pros and cons of owning a franchise. He goes into detail about the Franchise Disclosure Document (FDD) and what to look for. He tells how he was able to buy an existing franchise at a huge discount. He talks about the hottest franchise business sectors for 2021 and beyond. He explains his due diligence process. He talks about what kinds of franchises he has invested in himself. He explains what can cause a franchisee to fail, and much more. This is a great interview and a must-see!

What you’ll learn from this episode:

Hottest Franchise Sectors for 2021 and Beyond

Pros and Cons of Owning a Franchise

Jon’s Due Diligence process

The Franchise Disclosure Document

What Can Cause a Franchisee To Fail

What are the Typical Demographics of a Franchisee?

What is the Typical Payback Period for a Franchise?

Which type of Franchises Has Jon has Invested In?

How Jon was able to buy a franchise at a huge discount

And Much More!

Connect with Jon:

LinkedIn

Watch the video:

Youtube

Matt Plooster is co-founder, President and CEO of Bridgepoint Investment Banking, a market-leading boutique investment bank that serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. He has over 16 years of investment banking experience, including 6 years of experience in private equity fund management. Matt is an alumnus of the Columbia Business School in New York and possesses FINRA Series 7, 63, and 79 licenses. Cumulatively, he has completed more than $41 billion worth of transaction origination and execution (with $17 billion in M&A and $23 billion in capital raising). 

In this interview, Matt shares golden nuggets from his many years of experience in Mergers and Acquisitions (M&A),  investment banking, and private equity. He talks about what he learned from his first mentor and how it affects how he runs his business today. He explains why doing exit interviews after completing a deal is so important. He tells why doing more deals is not always better. He talks about The DAD factor and its importance. He tells how a business can achieve liquidity without selling.  He elaborates on the 5 business sectors his firm focuses on and what they avoid.  He talks about his deal makers and deal breakers. This is a great interview and a must-see!

What you’ll learn from this episode:

What Matt learned from his first mentor

How to Achieve Liquidity Without Selling Your Business

Matt’s Red Flags and Deal Breakers

Why the Dad Factor is So Important

The 5 Business Sectors that Matt Focuses On

Why More Deals are Not Always Better

And Much More!

Connect with Matt:

LinkedIn

Watch the video:

Youtube

Julio Gonzalez is the Founder and CEO of Engineered Tax Services, Inc. (ETS). He is a national tax reform expert and the #1 followed tax expert on Twitter. Mr. Gonzalez’s focus is bringing specialized tax techniques, historically only available to Fortune 500 firms, to mainstreet small businesses. He was named one of the 100 most Influential persons in accounting today and the best specialty tax practice for 2019 by Acquisition International. He is a regular public speaker on a national level regarding tax reform and tax sophistication for wealth preservation.

In this interview, Julio talks about how he helps small businesses get the tax breaks usually reserved for Fortune 500 corporations. He tells about how he recovered $3 million in unclaimed IRS funds for a client. He talks about how companies can reduce their tax burden by buying credits at a discount. He speaks about what kind of investments he looks for and why. He gives his thoughts on where the tax code will be going in the future. He talks about how he evaluates deals. He explains how your business can get free money in the form of government grants that you never have to pay back. This is a great interview and a must-see!

What you’ll learn from this episode:

How Julio recovered $3 Million in unclaimed funds for a client

Buying tax credits to reduce your tax bill

How Julio evaluates deals

What does Julio invest in and why?

How to get government grants that don’t have to be paid back

How will the tax code evolve in the future?

And Much More!

Connect with Julio:

LinkedIn

Twitter

Watch the video:

Youtube

Etan Butler is Chairman of The Dalmore Group, an Independent Investment Bank that offers uncompromised advice and solutions to a diverse client base. In the past 12 months, his firm has been the broker-dealer of record on over 80 REG A+ Offerings. He is also the founding President of EMB Capital, LLC which has invested in early-stage ventures with a focus on real estate acquisitions, financial services, and alternative energy. During his career, Etan has participated in several billion dollars worth of investment, development, and other structured transactions.

In this interview, Etan tells how he started a family office right out of college without any experience in the capital markets. He talks about how his firm is the broker-dealer of record on over 80 Reg A+ offerings in the last 12 months. He explains the 3 criteria for a successful Regulation A+ offering and how he does due diligence on deals. He gives his thoughts on crowdfunding marketplaces. He talks about series issuers and fractional ownership of unique asset classes such as racehorses and baseball cards. This is a very interesting and unique interview and a must-see!

What you’ll learn from this episode:

How Etan started a family office right out of college

3 Criteria for a successful Regulation A+ offering

How Etan did 80+ Reg A deals in the last 12 months

Questions you must ask when considering a Reg A+ 

How Etan does his due diligence on deals

Fractional ownership of baseball cards and racehorses 

And much more!

Connect with Etan:

LinkedIn

Watch the video:

Youtube