Tony Drexel Smith
Founder & CEO
For 25 years, Smith has led internal and external teams that have developed an average of 50 capital formation packages per year that range from $500,000 to $10 Million (or more, in some cases). Blue Moon Advisors has developed an approach to package development that is comprehensive and proven, while also being agnostic to industry, sector, sub-sector, stage of development, capital type and amount.
For nearly 10 years, Smith and his teams created a proprietary “Capital Readiness Report™” (CRR) which serves as a private sector rating process to provide the alternative, speculative capital market with an algorithmic, objective and subjective process to assess the feasibility of capital funding.
He and his team developed a 4-step process for companies to gain access to capital that includes: (1) A complimentary situation analysis; (2) A Capital Readiness Report; (3) Development of the correct documentation for the type of capital the project is most likely qualified for (The package of materials is referred to as the “Certified Business Plan.”; (4) Continual management of the documentation on a virtual portal which includes supervising and implementing the company’s exit plan and repayment of capital.
Since 1993 Smith has heard approximately 8,000 elevator pitches; been hired by more than 1,400 companies and completed more than 700 projects. Since 2008, Smith has managed over 300 projects; CRR Clients that scored 925 (or better) through the Capital Readiness Report process have experienced an 80% success rate in sourcing their capital. Moreover, of those that scored 925 (or better), 75% are still in business today.
Smith specializes in alternative, speculative and creative financing for early-stage companies. He has led teams that built financial packages through 45 different forms of capital including but not limited to Reg A, Reg D, EB-5, JOBS Act equity crowdfunding, private equity ultra-high-net-worth subscriptions, hedge funds, private equity funds, venture capital, private equity banking, revenue participate notes and private lending. Smith’s personal preference is to work on Pro-Forma development, valuations, business plans, feasibility studies, market research, and analysis.
Smith has been a professional speaker for 20 years (on the subject of entrepreneurialism and business capital). Audiences have included universities, industry conventions, business expos, business seminars and individual company events to crowds as large as 4,000. He is a course instructor to the California Education Bar (teaching the basics of securities documents) and was a trainer and lecturer for the California Access to Capital program for three years.
Smith recently completed Business Capital 101 ISBN# 978-0-578-18979-6. Smith co-authored The Essential Handbook for Small Businesses ISBN# 978-0-9840365-0-9 in 2011. Smith published and distributed The Business Development Directory in 2008 with the federally funded Workforce Investment Board. His white paper was published in January 2018.
Smith is a Veteran of Foreign Wars, USMC 1988 – 1993. He was assigned to Operation Desert Shield/Storm in August 1990 as an Aviation Ordnanceman (MAG-11/MALS-11). He earned overseas commendations, ribbons, and medals including a Combat Meritorious Promotion.
Family & Community
Smith is happily married with six children and lives in Las Vegas, Nevada. Four of his children are currently attending college. He has been a youth sports coach, member of the Lions Club, member of Veterans of Foreign Wars, volunteered for Habitat for Humanity, volunteer at Central Christian Church, member of Team Referral Network and has donated time and money to numerous other charities.
Smith is a graduate of the University of La Verne with a Bachelor of Arts degree in Business Administration with Cum Laude Honors. He has completed more than a dozen professional licenses and certificates (IAM Seminars, Klemmer and Associates, Real Estate, Department of Insurance, Wells Fargo, Finance Industry Regulatory Authority and the Institute of Business Appraisers).