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April 25, 2024

How To Unlock Value and Create Excitement For Investors

By Adam Burroughs

CollisionRight's Richard Harrison on the importance of generating investor excitement when executing a roll-up strategy.

April 10, 2024

Start With The End In Mind

Volato's Phil Michaels on the importance of starting with the end in mind.

April 4, 2024

Be Honest When Courting Capital

FreightWise's Chris Cochran on how best to leverage different capital providers to achieve business results.

March 7, 2024

Policies That Bring Big-Picture Metrics Down To The Factory Floor

Innovations in Nutrition and Wellness Former CEO Jared Leishman on programs designed to engage employees in achieving company goals.

February 21, 2024

Determining The Right Capital Structure To Finance Acquisitions

TD Williamson's Cris Gaut on financing deals and determining the right capital structure as the company moves through its lifecycle.

February 15, 2024

How Market Shifts Are Impacting PE Fundraising

Sidereal Capital Group Jabbar Abdi on the state of PE fundraising.

February 9, 2024

To Finance A Deal, Get Creative

ARME Group's Ron Beam on the opportunities and risks that come with getting deal capital

January 18, 2024

Capital Considerations To Maximize Flexibility

When capital was really plentiful, CFO Ron Oertell says for his company, Purchasing Power, the focus was on making sure they had many options. "We established separate SPVs, we established staggered

November 17, 2023

Reimagine Care Shifts Oncology Care to Patient’s Home

While service providers such as hotels and restaurants were severely debilitated by the pandemic shutdown, others thrived. One such example is Reimagine Care, a Nashville-based in-home cancer care

September 1, 2023

Wellist Founder Ashley Reid On The Importance Of Perspective

Wellist Founder and CEO Ashley Reid discusses growing into the company's national presence, what outside board seats have taught her about running her own business and the evolution of the company's fundraising.

August 10, 2023

How The Peach Truck Found The Right Partner

How Jessica and Stephen Rose found the right partner to capitalize on The Peach Truck's significant growth.

July 28, 2023

When It Comes To Investors, Look For Finance +

Emily Morris is founder and CEO of Emrgy, an Atlanta-based climate tech startup that recently closed an $18.5 million and is deploying a new asset class of renewable energy worldwide. The technology

June 29, 2023

Funding To Cross The Valley of Death

In 1985, Sanjiv Singh worked on the first autonomous ground vehicles to operate outdoors. By 2010, he led a team that demonstrated the first autonomous full-scale helicopter flight. Now he's with Near

June 23, 2023

Cindy Monroe On Using Networking To Find The Right Partner For Thirty-One

Thirty-One Gifts founder Cindy Monroe took on a growth equity partner in Kanbrick, the investment firm led by former Warren Buffett deputy Tracy Britt Cool and Brian Humphrey, in July 2020. While she

June 23, 2023

Trust Your Gut And Get Good Advice

Kathleen Craig, founder and CEO Plinqit, has raised more than $10 million in venture funding for the SaaS fintech company, which licenses its software to banks and credit unions across the country.

June 2, 2023

To Manage Through Fundraising, Transactions, Sign Up With Commitment

LabCorp recently paid a reported $450 million to acquire Personal Genome Diagnostics, known as PGDx, a genomic testing company. Earlier that same year, PGDx successfully raised a $103 million Series

June 2, 2023

The Misperception Of Investors

Balto founder and CEO Marc Bernstein has built a SaaS platform designed to provide real-time guidance to contact center agents. He's scaling fast and having fun doing it, even after adding multiple

April 6, 2023

Raising Capital Requires Warm Relationships

TCARE Co-Founder Ali Ahmadi on the company, its growth and the lessons he's learned about raising capital.

March 24, 2023

Faris Ghawi On Vytalize's $100M Raise

Vytalize CEO and co-founder Faris Ghawi, along with Chief Marketing Officer Matt Buder Shapiro, on the company's big raise, how they'll apply it, the growth its perpetuating and what comes next.

March 24, 2023

Capital As An Accelerant

RallyBright Founder and CEO John Estafanous on founding his first company and how that has informed building the second, what he learned selling that first business, his experience raising capital, and the importance of connecting with the right investors.

March 16, 2023

FOLX Health Looks to Expand

CEO Liana Douillet Guzmán on raising capital in frothy times versus during a return-to-normal environment.

March 16, 2023

Luck, Likeability and Respect Go A Long Way

Alto’s Eric Satz discusses how his company is democratizing access to alternative assets and attracting investors along the way.

March 3, 2023

The Consequences Of A Shifting Market

Co-Founder and CEO of Sensorium Therapeutics Dick Simon on the company's mission and its search for the right investors.

February 24, 2023

Hirewell's Matt Massucci Is Ready For The Next Challenge

Hirewell CEO Matt Massucci on the company's post-capital-raise growth, acquisitions, and how these changes are affecting the company.

February 10, 2023

Avoid Just-In-Time Raises By Planning Ahead

IRA record keeping and technology solutions provider IRALOGIX has raised an $11 million expansion of its Series B in 2021 and $22 million Series C in 2022. Founding Partner Joe Hipsky spoke on the Smart Business Dealmakers Podcast about those raises and some things, looking back, he might do differently.

February 10, 2023

Halo Investing Brings Structured Notes to the Masses

Halo’s vision and execution has propelled it to one of the top FinTechs in the U.S. That success also allowed it to easily raise capital to further its long-term goal of making structured notes accessible for just one dollar. Jason Barsema, co-founder and president, joined the Deamlamers Podcast to talk about how they built the company to where it is today and what we can expect in the future.

February 10, 2023

In Fundraising, Reputation Matters

Lucid Technologies Founder and CEO Andrew Ashur on launching the business and how his fundraising process has evolved along the way.

February 3, 2023

Tom Goodmanson On Calabrio's Two Transactions

Tom Goodmanson, former CEO of Calabrio, spoke on the Smart Business Dealmakers Podcast about the KKR transaction and the Thoma Bravo transaction that would follow, what each was like, how he prepared and what the future holds for the business.

February 3, 2023

Functional Fluidics Looks To Expand Market For Unique Platform

Functional Fluidics CEO Patrick Hines spoke on the Smart Business Dealmakers Podcast about his company, its progress and fundraising.

January 20, 2023

STAQ Pharma Expands Operations to Columbus

STAQ Pharma recently raised an estimated $45 Million of Series C venture funding to build a $70 million facility on the West side of Columbus, which will add 300 jobs to the area. Its 503B Outsourcing Facility will produce compounded medications under the Current Good Manufacturing Process (cGMP) quality system, a Federal Drug Administration (FDA) standard. CEO Joe Bagan sat down with Smart Business Network to discuss the capital raises and the new, much larger facility being built in Columbus.

January 20, 2023

Debbie Gordon On Maximizing Her Time During Fundraising

Cloud Range is a cyber security company helping large organizations proactively prepare for cyberattacks. In an environment in which cybersecurity attacks are increasing significantly, CEO Debbie

January 13, 2023

Lance Hill On How To Think About Capital Raises

Within3 Founder and CEO Lance Hill on what to consider when raising capital.

January 13, 2023

With SmartWitness, Business Liability Tool Turns Into $200M Return For Nick Merchef

Nick Mirchef and his son-in-law, Chris Pflanz, went through the trails and tribulations of early-stage capital raises with their company SmartWitness and found a big payday at the end of it all. Today, they’re offering others advice using their experience as a guide.

January 6, 2023

Airspace Link Creates Drone Navigation Highway

In four short years, Detroit startup Airspace Link went from a couple founders and a few employees to recently raising $23 million in a Series B to aid its global expansion. It started with a $100,000 convertible note, a $3 million pre-seed, a $10 million Series A and now the global expansion raise. Michael Healander, co-founder, president and CEO, is a drone pilot enthusiast who envisions the positive impact drones could provide to economies and quality of life. His company is creating a roadmap in the sky for drones of all types and sizes.

December 16, 2022

What To Consider When Raising Debt

Cequel III Vice President Mike Pizzella, Jr., former CEO of StayLock Storage on current trends in financing business growth — including debt-based financing — and how to best leverage financial tools for different stages of your business lifecycle.

December 16, 2022

Boon Logic Offers Silicon Valley Opportunity in Minnesota

Boon Logic, developer of machine-learning based anomaly detection algorithm, is completing its second funding round over the last four years with a nearly $40 million pre-money valuation to support the commercialization of two disruptive services. CEO Grant Goris sat down with the Smart Business Podcast team to discuss how is company was born, how it has grown, and what he’s learned about raising capital along the way.

November 4, 2022

Pitch perfect: The need for newbie entrepreneurs to improve their talk track

Project Olympus' Kit Needham on the areas where fist-time entrepreneurs stumble when seeking their earliest funding rounds.

November 4, 2022

Expert Social Influencers Change the Marketing Landscape

Working directly with brands and retailers, The Desire Company matches them with the right experts to trial, test and review products, producing video reviews for use at the point of sale and across digital marketing channels. These partnerships are proving to drive an increase in conversions, time on site and an increase in marketing effectiveness, resulting in a six times revenue increase for the company in the past 12 months. As a result, brands are taking notice and want in on this new approach.

November 4, 2022 Investing in Supply Chain Platform Partnerships

As supply chain issues continue to wreak havoc for businesses both large and small, Founder and CEO Brian Glick hopes to alleviate the problems with its cloud-based integration platform, which lets all the different entities in the chain share data between all their systems.

October 28, 2022

Dry Powder vs Rising Interest Rates

Petra Capital Partners' David Fitzgerald on how raising capital and investment decisions are being affected by conditions in the market.

October 28, 2022

The Unexpected Outcomes of Royal Capital Group’s Community Development

Royal Capital Group Founder and CEO Kevin Newell discovered that when living conditions improve, so do the mental and physical health of those living in the neighborhoods he’s developed. This approach opened a new capital stream through UnitedHealthcare, which is now the largest private investor, providing $5.4 million in equity funding for one of his latest endeavors.

October 14, 2022

Michael Sirpilla On Society Brands’ $204M Raise

Society Brands CEO Michael Sirpilla spoke on Dealmaker TV's DealTalk program about the company’s $204M raise and its growth since its launch in 2020.

October 14, 2022

Immunophotonics Makes Strides in Cancer Research

Lu Alleruzzo, a bioengineer with a MBA, had an opportunity early in his career to understand innovation and immediately apply it to society for the benefit of all. That opportunity fueled him and his biotech company, Immunophotonics, to pioneer a field of cancer care called Interventional Immuno Oncology.

October 7, 2022

Checkpoint Surgical Focused on Growth

Checkpoint Surgical, Inc., a privately held U.S.-based medical device company with proprietary neurostimulation technology for nerve protection and repair, raised $16 million of growth capital in August of 2021. One year later, with those investments in place, the company is shifting into growth mode, a move that comes with substantial changes. Executive Advisor Len Cosentino talks about the raise, his process for vetting investors and how Checkpoint is setting itself up for profitability.

October 7, 2022

From funder to fundraiser

MOBILion's Dr. Melissa Sherman on growing the company and how she's adapted to the fundraising process.

October 7, 2022

Funding options for health care companies

Lawrence, Evans & Co.'s Neil Johnson spoke on funding options for health care companies.

September 15, 2022

ESG’s increasing impact on investment decisions

Black Brain Trust's Angel St. Jean on the rise of ESG, her company’s growth, and the challenges of fundraising.

September 9, 2022

What to consider when considering minority investments

Broadview Group Holdings' Clay Hunter, LoanNEX's Eloise Schmitz, Lewis & Clark AgriFood's Tim Hassler, PNC's Tim Brady and BDO USA's Meg Kellogg on what minority control sales look like, and how planning in advance can lead to multiple bites at the apple.

September 2, 2022

Multiple means of raising capital

Oncocyte's Ron Andrews on the company's use of its at-the-market program, how it works, when it's best deployed, and what the raise from it has enabled to the company to do.

August 5, 2022

Life Remodeled CEO Chris Lambert On The Heart Of Fundraising

Life Remodeled CEO Chris Lambert on the organization's mission and accomplishments, as well as his approach to fundraising.

July 6, 2022

Identifying the right capital partners

Tiesta Tea Company's Dan Klein on what he looks for in investors beyond capital as well as the company's plans for growth.

July 6, 2022

Landing the first investors

SureImpact's Sheri Chaney Jones on launching SureImpact and her experience landing investors.

June 29, 2022

Risk management in M&A

Aclaimant Co-Founder and Board Member Michael Schultz on dealing with risk in M&A transactions, and how his company is applying its recent $15 million raise.

June 22, 2022

Lessons learned from raising different types of capital

Stratifyd's Derek Wang on building Stratifyd, raising capital and growing his investor network.

June 22, 2022

Build a good business and investors will find you

HYCU's Simon Taylor, Mintz's Kurt Steinkrauss, Health Express Urgent Care's Chris Whelan and First Republic Investment Management's Julie Rousseau on what you need to know about the personal and corporate side of readying your company for whatever tomorrow brings.

June 16, 2022

How Paperless Parts Overcame Early Stumbles To Find Success

Paperless Parts recently raised $30 million of Series B venture funding led by OpenView Venture Capital. Jason Ray, co-founder and CEO of Paperless says he had some entrepreneurial stumbles along his path to building Paperless into what it's become today.

June 10, 2022

Edovo Divests to Improve Mission Focus

Edovo CEO Brian Hill on his venture, its recent acquisition and raising capital.

June 2, 2022

To raise funds, show investors the math

PhotoniCare's Ryan Shelton on raising funds and the company's future.

May 20, 2022

Blended Finance Approach Leads to Quality Health Care

Ngu Morcho, president and CEO of KeraLink International, has more than 20 years of experience in early-stage technology development working in Africa and across India and Southeast Asia. Today, Morcho’s mission is to end corneal blindness globally as the head of operations at KeraLink. To fund this mission, KeraLink uses a blended finance model, a combination of grants, concessional equity and debt that is used together to develop a sustainable business model.

May 19, 2022

Fundraising isn't an event. It's a process.

Kytopen CEO and co-founder Paulo Garcia talks about his company, it's progress and how he balances fundraising with advancing the business.

May 19, 2022

When to incorporate investor feedback and when to ignore it

Co-Pilot Co-founder and CEO Matt Spettel on launching the company, what he learned through fundraising, and what it's like going through a rebrand when investors are involved.

May 6, 2022

How Catch Co. Caught On With Investors

Catch CEO Ross Gordon on how the company caught on with investors, and where they go after the company raised a $38 million Series B.

April 28, 2022

Capital alignment and speaking investors' languages CEO and Co-Founder Cor Hoekstra, talks prior to the company's acquisition by TIFIN about attracting investors, differentiation, and what he sees as the future for the company.

April 28, 2022

How NOBULL builds a community of fans and attracts growth capital

NOBULL Co-Founder and CEO Marcus Wilson on the myriad lessons learned on his — and the company’s — whirlwind journey, including what investors bring to the table beyond funding and why building an engaged community of loyal customers has been the real key to success.

April 22, 2022

Ohio draws increasing Silicon Valley attention with OVO Fund III raise

The recently launched Palo Alto-based OVO Fund III has closed after reaching its goal of $50 million. And it achieved that mark with help from an Ohio syndicate of investors whose combined $8 million for OVO Fund III makes them one of the more substantial investors in the Silicon Valley-based OVO Fund.

April 14, 2022

Tim Wallace On Making Raising Capital Part of The Job

Tim Wallace talks about his vast experience founding companies and growing them into wildly successful businesses.

April 8, 2022

Raising Capital and Growing Businesses in the Health Care Industry

Within3's Lance Hill, along with Huntington Bank's Jamie Lynch and John Langenderfer, University Hospitals Health System's Eric Beck, and ValueHealth's John Palumbo explore how health care entrepreneurs fuel growth.

April 1, 2022

Capital is not a differentiator

Physna's Paul Powers, Blacksmith Applications' Terry Ziegler and Fifth Third's Jeremy Gutierrez and Joshua Sosland talk about building strong capital stacks to finance growth.

March 23, 2022

What entrepreneurs can learn from investor feedback patterns

WeSpire Founder and CEO Susan Hunt Stevens talks about her company and experience raising capital.

March 23, 2022

Gerri Henwood on public vs private funding

Serial entrepreneur Gerri Henwood talks about her entrepreneurial experience as well as the differences — the pros and cons — of public and private funding.

March 11, 2022

Even for the best entrepreneurs, raising capital is always harder than it looks

Bloomscape Founder and CEO Justin Mast spoke with Dickinson Wright's Zan Nicolli about his venture and the process of raising capital from investors.

February 11, 2022

When pitching nascent opportunities, explain it so grandma would understand

Play One Up CEO Brandon Pitts talks about the growing esports industry, building Play One Up and how he pitches investors who might not be familiar with the opportunity.

January 7, 2022

Plan ahead to find deal success

Tri Star Energy's Wayne Acklen, Baker Donelson's Tonya Mitchem Grindon, Quorum Health's Alfred Lumsdaine and PNC Bank's Michael Johnson offer tips on financing your business to supercharge growth and how planning ahead can prepare buyers and sellers for just about any contingency.

December 16, 2021

Citymark Capital founder Daniel Walsh on launching the company

Daniel Walsh talks about launching Citymark Capital, building funds, creating value and the special place Austin holds in the company’s plans.

December 2, 2021

How Chris Molaro launched NeuroFlow

NeuroFlow co-founder Chris Molaro on changing the way mental health care is delivered, his most recent M&A deal, and the company’s future.

November 5, 2021

Addressing the structural barriers facing minority owned businesses

Della Clark, CEO of The Enterprise Center, talks about ways to create better access to capital for minority entrepreneurs and her newest project, an SBIC fund aimed at mature minority owned companies.

July 9, 2021

The benefits of crowdfunding

Jonathan Cohen, founder, CEO and president, 20/20 GeneSystems, shares best practices for effective crowdfunding as well as how to prepare pitches for different investor audiences.

June 18, 2021

Jonathan Herrick pursues growth at Benchmark

Jonathan Herrick, a St. Louis entrepreneur who’s now CEO of Benchmark, talks about its most recent acquisition of Contacts+, as well as what’s in store for 2021.

May 28, 2021

Paths to public: Mina Sooch on reverse merger vs IPO

Mina Sooch explains how the reverse merger process she took taking Ocuphire Pharma Inc. public compares to her prior IPO experiences.

May 21, 2021

Louis Foreman on how IP strategy creates value

Enventys Partners CEO Louis Foreman CEO on where startups struggle, and how they find success.

January 22, 2021

Carolyn Cassin on the good news/bad news of venture funding for women

Carolyn Cassin, BELLE Michigan Impact Fund founder and general partner talks about the challenges women entrepreneurs face and how her fund is designed to help.

January 22, 2021

Raise capital, gain market validation with crowdfunding, says Louis Foreman

Louis Foreman, CEO, Enventys Partners talks about product innovation, raising capital, recent patent activity trends and the commonalities among his 15 clients who appeared on the TV show Shark Tank.

December 17, 2020

Greg Skoda: Raising Capital to Survive in Uncertain Times

Greg Skoda, speaking at the Smart Business Dealmakers Conference in September, offered his take on companies’ pandemic capital situation, and how business owners and executives have responded.

June 12, 2020

Chromocare’s Hugh Cathey: It’s time for careful, creative thinking

It's a challenging business environment right now, which calls for care and out-of-the-box thinking. Hugh Cathey discusses what he’s seeing in today’s market through the lens of both business owner and investor.

May 21, 2020

UBS’ Jerry Johnson sees deals and capital flowing, although with some renegotiation

UBS Managing Director and Market Head Jerry Johnson shares his view of the market and what's happening with capital flow in the M&A space.

April 17, 2020

Daniel J. Hayes talks tempering expectations in life sciences capital raises

Tips from CLA's Dan Hayes on how life sciences founders can navigate some of the critical business steps that help them take their science to market.

March 5, 2020

PeopleShare co-founder Ryan Clark on acquisitions, lessons learned

When PeopleShare, through organic growth, hit a comfortable revenue number, CEO Ryan Clark began to wonder how big the staffing firm could get. That’s when acquisition, and a private equity recapitalization, became real and viable options.

February 6, 2020

Richard Weaver on choosing the right recapitalization partner

AB Bernstein's Richard L.N. Weaver offers his perspective on what business owners should consider when pursuing recapitalization, including the importance of defining goals and choosing the right private equity partner.

January 22, 2020

Dave Enright breaks down the capital stack

Dave Enright has a lot of experience in the "wild, wild west" of buying — deals that are below $5 million EBIDTA. The senior vice president and commercial banker at S&T Bank digs into the financing behind buying companies in the lower middle market.

January 21, 2020

Martin Renkis: Be a 10-year thinker when raising funds

Founder Martin Renkis talks about raising capital for Smartvue and how long-term thinking ultimately landed put him in the best position to succeed — culminating in a sale to Johnson Controls in 2018.

January 17, 2020

Michael Mufson on determining value, finding investors in recapitalization

Recaps, a liquidity play, represent an estimated 75 percent of the private equity transactions taking place in the market today. Michael Mufson offers a closer look at recapitalization so owners can better understand the process.

January 9, 2020

Autobooks’ Steve Robert: Give Investors A Reason To Believe In Your Business

You can’t afford to be short-sighted, getting quick dollars and board members without thinking a few steps ahead, says Autobooks’ Steve Robert.

January 9, 2020

Capital-raising tips any business can learn from

Coolfire Solutions CEO Don Sharp talks about raising capital, nurturing investor relationships and what should be understood when faced with the decision of whether, or whether not, to take on outside capital.

December 12, 2019

Pre Brands’ Jason Pinter: Build An Investment Thesis That Works For You

Feedback is important as you’re building a business. But you’ve got to do what you think is best, says Pre Brands’ Jason Pinter.

December 3, 2019

How Maxine Clark Financed Build-A-Bear

Build-A-Bear Workshop founder Maxine Clark talks about how she raised the capital — both financial and intellectual — to grow the retail chain and eventually take it public.

October 31, 2019

U of M’s David Brophy: Michigan Needs To Retain More Talent, Secure More Investment Dollars

The Michigan Private Equity Conference is part of an effort to spur private equity investment and activity in the state.

October 31, 2019

Dr. Ellen Stang unlocks growth with a little PE help

Progeny Health, founded by Dr. Ellen Stang, has been profitable and debt-free since the beginning. But when her business hit a wall about eight years in, some friendly advice helped her unlock the company's growth.

October 24, 2019

Denise Devine’s tips and traps for capital-raising entrepreneurs

RTM Vital Signs' co-founder Denise Devine explores the stages of capital raising and what entrepreneurs should look for, and look out for, at each.

October 10, 2019

Fyllo’s Chad Bronstein: Pitch Investors With Confidence, Not Arrogance

Chad Bronstein shares tips on how he engaged investors and helped Fyllo raise $18 million in seed funding.

September 20, 2019

Hugh Cathey: Smart Fundraising Requires Monitoring Market

Serial entrepreneur Hugh Cathey, now on his ninth startup with genetic testing company ChromoCare, shares his best practices for raising capital.