Blog

WS672: The Secret Sauce To Investor Relations with Brian Adams

Even if it is the best deal in the world, unless you’re transparent and communicative and addressing the actual needs of your investors, it doesn’t really matter. Today’s guest is Brian Adams, who is the president and founder of Excelsior Capital, where he spearheads the investor relations in the capital markets arm of the firm. […]

WS664: Qualities Your Attorney Must Have with Trevor Crow

When you are starting out in the syndication business, building the right team can feel overwhelming. One of the most important members of that team is your attorney, but which qualities does an attorney helping you with deals need to have? Today’s guest, Trevor Crow, is a lawyer with specialized syndication and joint venture knowledge, […]

WS663: Technology Used For Raising Money with DJ Scruggs

Systems and processes are a key piece in any successful syndication venture, and leveraging the power of technology can go a long way in streamlining operations. Joining us today to talk about how they have used technology in several aspects of their company, BlueSpruce, is DJ Scruggs. We begin the episode by learning about DJ’s […]