The M and A Guy

Understanding the Challenges of Securing Larger Capital


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On this episode of the Private Capital Mastery podcast, Brian Franco interviews Dan Lee, co-head of consumer and retail for Canvas Direct Lending Strategy. They talk about how Canvas offers “smart capital” - a mix of debt, equity, and strategic resources - to help businesses grow. Lee stresses the importance of transparency, accurate financial reporting, and the shift from bookkeeping to strategic CFO roles in businesses. They also cover the misconception that selling to private equity is the only way for businesses to grow, highlighting Canvas' hybrid solutions for businesses seeking capital.

"You have to make sure that the capital that you're deploying is being deployed carefully into companies that have the ability to repay that money." - Dan Lee

What you will learn:

  • Providing Smart Capital for Business Growth

  • Common pitfalls in companies

  • Building long-term relationships

  • Managing Expectations

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    The M and A GuyBy Brian T. Franco