Laurent Ronald Gray is Chairman and Managing Partner of Versailles St. Germain.  He attended the University of Michigan and is a banker with over 30 years of experience. He started at Solomon Brothers and later started a series of Investment banking boutiques. He is well versed in Mergers and Acquisitions (M&A), Investment Banking, Real Estate Sector, Company Valuation, Exit Strategies, Structuring Deals, and more.  

In this interview, Laurent covers numerous topics in the deal flow process. He tells an interesting story of how he broke into the investment banking business. He talks about putting a valuation on a company. He shares his criteria for doing a deal as well as the red flags he looks to avoid. He gives his perspective on Reg A+.  He talks about the effect of Covid-19 and identifies buying opportunities made possible by the pandemic.  He discusses the disadvantages of going public  

What you’ll learn from this episode:

Disadvantages of Going Public

Laurent’s Unique take on Reg A +

Buying Opportunities Due to the Pandemic

Putting a Valuation on Your Company

Laurent’s Deal Breakers

and much more

Connect with Laurent:

LinkedIn

Watch the video:

Youtube

Ryan Fischer is a graduate of Villanova University and a self-directed IRA expert with Camaplan. Ryan joined Camaplan in 2011 where he is responsible for new accounts, transfers, inside sales and marketing, and customer service. He is a national online educator on self-directed retirement plans. He has taught about using Self Directed IRA’s to invest in real estate, private lending and many other alternative investments.

In this interview, Ryan does a deep dive into the self directed IRA (SDIRA). He talks about how to set up a SDIRA and the difference between a rollover and a transfer. He explains which investments are prohibited by the IRS. He talks about the misconceptions that people have about SDIRA’s and the benefits. He explains the difference between tax deferred and tax free. He discusses the benefits of a Roth IRA and why you should have one. He explains why Retirement funds are a great source of investment capital.

What you’ll learn from this episode:

Self directed IRA vs. Regular IRA

Difference between Tax-Deferred and Tax-Free

Which Investments are prohibited by the IRS?

Myths and Misconceptions about Self Directed IRA’s

How to Raise Capital using Retirement Account Funds

Rollover vs Transfer

and much more

Connect with Ryan:

LinkedIn

Watch the video:

Youtube

Andrea Cataneo is a partner at Mitchell Silberberg & Knupp LLP where she is a member of the Business Transactions Practice Group. Her practice focuses on preparing companies for capital raises, structuring financing, and taking companies public. She serves on the Board of Directors of the National Investment Banking Association (NIBA) and is a frequent panelist at capital markets, health and wellness, and cannabis-focused conferences.

In this interview, Andrea goes into a lot of detail on a very hot topic, the Special Purpose Acquisition Company (SPAC). She talks about the advantages of SPAC’S and why investors love them so much. She talks about reverse mergers. She explains the difference between an Uplist and an IPO. She talks about Reg A+. She discusses deal breakers and red flags and how to avoid them. If you are interested in the capital markets and deal flow process this is an interview you shouldn’t miss.

What you’ll learn from this episode:

The benefits of SPAC'S and why investors love them

REG A+ and why it’s not as popular as it should be

Andrea’s due diligence process when looking at deals

The difference between an Uplist and an IPO and much more!

Connect with Andrea:

LinkedIn

Watch the video:

Youtube

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.

In this interview, Mark goes into detail on Reg CF and Reg A+. He talks about the current definition of “accredited investor” and why it is flawed. He talks about his criteria for doing a deal. He discusses Irrational exuberance and how it can result in unrealistic valuations. He talks about Covid-19 and how it has affected the markets. He warns about the red flags that can destroy a deal and much more. This is a great interview that you will not want to miss!

What you’ll learn from this episode:

The benefits and downside of Reg A+ and Reg CF

Mark’s unique perspective on what to look for when doing a deal

Why the current definition of “accredited investor” may be flawed

Deal killing red flags and how to avoid them and much more

Connect with Mark:

LinkedIn

Watch the video:

Youtube

Lynne Bolduc is Partner of FitzGerald Yap Kreditor. Over the past 25 years Lynne has established herself as one of the premier corporate and securities lawyers in California. She has structured and implemented over $1 billion of business and financing transactions, and has represented both domestic and international clients in complex transactions across multiple industries. She represents both private and public companies, as well as investment banks, broker dealer firms, registered investment advisors, venture capitalists, private equity funds, and other financing companies.

Lynne talks about her experiences as a corporate and securities attorney. She also talks about the current deals that she is working on and what the COVID-19 situation has done to the markets. She is well versed in M&A, raising capital, Reg A+, IPO's, and more. Hearing the unique perspective of a lawyer that is in the middle of the deal making process brings a wealth of information that you wouldn’t want to miss!

What you’ll learn from this episode:

Lynne’s unique perspective on the virtual road show

The differences between a firm commitment and a best efforts basis IPO

The importance of trusting your gut

The one clause that should be in every contract

Connect with Lynne:

LinkedIn

Watch the video:

Youtube

Larry Namer is the President and CEO of Metan and COO of Fanvestor. Along with Alan Mruvka, he founded E! Entertainment Television and Movies USA Magazine. They eventually sold their stake in E!, which is now owned by Comcast.

Larry is a recognized expert in the business of international media and entertainment. After E! he started Comspan Communications which promoted or produced several hundred rock concerts in Russia. They also brought the Harlem Globetrotters to Russia in 1995 for the first time in almost 50 years. As CEO of Metan he helped create a series called Hello! Hollywood!, a weekly entertainment news series tailored to Chinese audiences, offering up the latest in celebrity, pop culture and lifestyle news.

What you’ll learn from this episode:

How to deal with business failures and setbacks

How to get ready for the deal table

Deal breakers and how to avoid them

Connect with Dave:

Linkedin

Watch the video:

Youtube

Dave Anthony, CFP, RMA, is the President and Founder of Anthony Capital, LLC, a registered investment advisor firm. He also founded Side by Side, Quotes.com, and FBIAS: Fact-Based Investment Allocation Strategies.

Dave is a seminar speaker and presenter on retirement income planning, investment management strategies, and veteran’s benefits. He is the host of "The Retirement Income Show with Dave Anthony, CFP®, RMA®" He is currently working on his first book on retirement income planning strategies. He works with affluent retirees and pre-retirees and helps them invest, grow, and manage their wealth. He focuses on Financial Planning, Asset Protection, Tax Strategies and Insurance Planning.

What you’ll learn from this episode:

How to handle failure

The importance of finding a great coach or mentor

How to adapt your business to Covid-19

Connect with Dave:

Linkedin

Watch the video:

Youtube

Barry Habib is an American Entrepreneur and frequent Media resource for his Mortgage and Housing expertise. Barry has had a long tenure with monthly appearances on CNBC and FOX. 

Barry has had many successful businesses that he has founded, grown, and sold. This includes Mortgage Market Guide, Healthcare Imaging Solutions, and Certified Mortgage Associates. Barry personally originated over $2 Billion dollars in mortgage loan production over his career. He is also the Lead Producer and Managing Partner for “Rock of Ages” – a Broadway musical theatrical production, which was also released as a major film starring Tom Cruise. Barry also plays the part of the record producer in the movie.

What you’ll learn from this episode:

Skill sets necessary to be a successful entrepreneur

Current outlook of the real estate market

Barry’s tips and secrets for great deal execution

Connect with Barry:

LinkedIn

Watch His Video:

Youtube

Billy Glass is an Ex-NFL Player, Founder, and CEO of Gentry Mills Capital. He has been involved in the real estate business for over 30 years.

Gentry Mills Capital is a real estate investment firm whose purpose is to seek out, package and provide quality commercial real estate investment opportunities to investors represented by investment professionals in the financial services industry. 

What you’ll learn from this episode:

Raising capital through the retail brokerage channel

Key advice on his longevity in the business

How the hospitality industry is coping with COVID-19

Connect with Billy:

LinkedIn

Watch This Episode On YouTube

Josh Lawler is a Partner of Zuber Lawler. Josh’s practice focuses on securities law, mergers & acquisitions and technology transactions. His M&A clients include public and private companies, private equity groups, fundless sponsors, family offices and high net worth individuals.

Josh is a premier counselor in respect of commercial transactions, M&A and finance in the cannabis and psychedelics space. Drawing on a bioscience education, Josh applies an understanding of scientific, commercial and regulatory matters to craft innovative solutions to issues present in no other industry.

What you’ll learn from this episode:

Digital Assets and Blockchain

Learn about the genuine compliance of good deals

How to be a value add to any deal

Connect with Josh:

LinkedIn

Watch This Episode On YouTube