#CFGE PRESENTATION – BRIDGING THE FUNDING GAP IN AN ERA OF THE VANISHING MIDDLE MARKET IPO

Coastal-Shows-NEY-YORK-2014-Show-HeaderI recently had the opportunity to speak at the Crowdfunding Investment and Alternative Finance Summit (#CFGE) in New York and it was fantastic. Here are some takeaways from my presentation …

PANEL TOPIC:

Over the last several years, middle market IPOs have been on the decline due to regulations driving up the cost and high public company operating and regulatory expenditures. In fact, in a 2013 Deloitte surveyof the middle market industry, an overwhelming 86 percent of privately held companies responded that it was unlikely that they would go public within the next 12 months. So how will middle market companies bridge the funding gap? This panel will address the role of institutional investors and crowdfunding in capital formation for middle market companies.

MY 5 PRESENTATION TAKEAWAYS:

  1. IPO Market will be continue to be dominated by large, later stage companies for the foreseeable future
  2. Middle Market companies increasingly looking to traditional and alternative forms of private capital – Including venture capital (particularly Micro-VC capital) and private placements (Angel Investors & Crowdfunding)
  3. The Future Effects of JOBS Act and similar regulations are uncertain – Whether they have a significant impact on the Middle Market IPO Market depends on the underlying cause of the decline. They will, however, continue to pave the way for easier and cheaper sources of capital for Middle Market companies
  4. Middle Market IPO Market NOT coming back in the near future – Even if current regulations help this IPO market, it will take a significant amount of time
  5. Expect to see an increase in Middle Market M&A activity in 2014 & 2015 – Particularly with respect to strategic acquisitions

A copy of my entire presentation can be found by clicking below:

Presentation

 

About Anthony Zeoli

Anthony Zeoli is an experienced transactional attorney with a national practice. Specializing in the areas of securities, commercial finance, real estate and general corporate law, his clients range from individuals and small privately held businesses to multi-million dollar entities. Mr. Zeoli is also an industry-recognized crowdfunding, peer-to-peer (P2P) lending and JOBS Act expert and is currently an active board member and Secretary of the CfPA (Crowdfunding Professional Association) and an active member of CFIRA (Crowdfund Intermediary Regulatory Advocates). Most recently he drafted Illinois House Bill 3420, a bill which provides for an intrastate crowdfunding exemption in Illinois and which was unanimously approved by the Illinois’ house and Senate. Anthony is also currently actively involved with the entrepreneurship program at the University of Illinois at Chicago as both a mentor and a student advisor and is an active advisory board member of the New York Distance Learning Association (NYDLA).
Video | This entry was posted in Gen Crowdfunding. Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s