Investment Banking and Business Building w. Howard Katz – Ep.38

SUMMARY

Howard Katz is a rare breed. Not only is he a career investment banker, but he was also the CEO of a gold exploration company that he successfully sold.

Having seen both sides, he has unique insights into raising capital and growing companies. In this episode, Howard sheds light on the importance of capital and why companies must work with an investment firm that helps them access the right kind of capital.

Not all capital and investors are created equal, so it’s vital to ensure aligning values and goals. Once CEOs realize their investment bankers are their allies, it’s bound to be an unstoppable force. Be sure to tune in today!

DISCLAIMER: The information provided on this podcast is for informational purposes only and is not intended to provide specific financial, investment, legal, tax or accounting advice and should not be relied upon as such. The contents of this podcast are not a solicitation to buy or sell securities. Mackie Research Capital Corp. is regulated by the Investment Industry Regulatory Organization of Canada and is a member of the Canadian Investor Protection Fund.

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Key Points From This Episode:

Investment banker vs CEO: The different challenges and rewards that come with each role.
Important lessons that Howard has learned from his time as an investment banker.
The different types of capital and the importance of getting the ‘right capital’.
Insights into the evolving relationship between a company and its investment banker.
The kinds of companies that Howard works with and how he helps them raise capital.
How Howard helps ‘package’ companies to position them with potential investors.
Tips on how companies can find a great investment bank and banker.
Learn all about Tamaka Gold, from founding to Howard’s sale of the company.
Why Howard uses the number of NDAs as a success metric of his former company.
Lessons learned from running Tamaka.
Howard’s take, as an investment banker, on what CEOs are typically missing out on.
The differences between a non-deal and a deal roadshow and their purposes.
Why it’s crucial for CEOs to invest time in the relationship with their investment banker.
Howard’s process for sizing up companies before making the decision to work with them.
The role that retail investors play in companies and how it’s changing the capital game.
Some lessons international firms can learn from Canada: It’s the gateway to North America!
Howard’s tips for entrepreneurs out there looking to raise capital.