1. Tony Drexel Smith | Founder & CEO
Blue Moon Consortium, Inc.
The Consortium includes:
Blue Moon Advisors, LLC – bluemoonadvisors.com
Castle Peak Finance, Inc. – castlepeakfinance.com
Invest A Grand, Inc. – investagrand.com
SUMATICI, Inc. – sumaticiinc.com
Blue Moon Score – www.bluemoonscore.com
Tony Drexel Smith serves small to medium enterprise (SME) business owners, start-up
entrepreneurs and the business capital community by being an intermediary that
specializes in developing and executing professional-grade business finance
Summary of Experience
Smith is an expert in business plan development, due-diligence, Private Placement
Memoranda (PPM) supporting documentation, validation of claims, assumption
worksheets, research and pro forma development. He created the proprietary “Capital
Readiness Report” (CRR) to provide the investment community with an algorithmic,
objective and subjective, process to assess the feasibility of business funding and the
success of start-ups.
Smith has worked with an annual average of Fifty (50) clients for Twenty (20) years in
Twenty-Two (22) industries. He has specifically completed projects relating to business
valuations, C-Level consulting-coaching, certified business planning, commercial bank
credit applications, confidential business assessments, IB financing (Investment
Banking), market planning, demographic research, market penetration modeling, Title
II (Regulation D of Rule 506[c]), Title II Crowdfunding and SBA loan packaging.
CEO, Blue Moon Advisors - 11/2015 to Present - Las Vegas, Nevada Area
As the Chief Executive Officer, Smith provides leadership and performs the following:
Reports to the Board of Directors all activities of the Company including sales,
operations and finance – an average of Fifty (50) companies developed annually;
Overall responsibility for revenue and profit;
Executes the mission and vision of the company;
Supervises a team of Ten (10) Executives and Project Managers;
Develops relationships with One Hundred Sixty (160) Blue Moon Advisors, Vendors,
Board of Directors, Investors and Staff;
Leads the Blue Moon business development teams by creating processes,
procedures, sales tools, documentation and leadership.
COO, US Business Incubator, Inc. - 12/2014 to 12/2016 - Las Vegas, Nevada Area
Direct leadership and mentorship in business development, turn-around, start-up
and business incubation;
Supervised up to Thirty (30) US Business Incubator projects;
2. Specific Experience Continued
Oversaw business plan development, financial forecasting, operations, management
team development and marketing plans;
Assisted in the financial packaging process for debt and equity;
Smith focused on entrepreneurial development designed to increase business
success through funding opportunities that accelerated growth and profitability.
President, SUMATICI, Inc. - 07/2011 to 12/2014 - Los Angeles, California
SUMATICI is an acronym for Start-Up, Management, Accounting, Tax, Investment,
Engaged companies for One (1) to Twenty-Four (24) month commitments by
providing leadership through a One Hundred Twenty Five (125) step process of
launching a new enterprises.
CEO, SoCalBizOps, Inc. - 02/2008 to 07/2011 - Greater Los Angeles
SoCalBizOps, Inc. merged into SUMATICI, Inc on December 14, 2012;
Launched a business start-up assistance and lending program called the Certified
Built a team of Twenty-Seven (27) loyal, awesome staff members and wrote more
than One Hundred (100) business plans in under Twelve (12) months;
During the same period SCBO processed more than $47 Million in Capiltal requests.
President, T.D. Smith & Associates - 01/1995 to 02/2008 - Greater Los Angeles
Private equity, commercial loan, SBA packager; Professional business plan writer.
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.
Smith is a Veteran of Foreign Wars, USMC 1988 – 1993. He was assigned to Operation
Desert Shield/Storm in August 1990. He earned numerous commendations, awards,
ribbons and medals including Meritorious Promotions and a Navy Achievement Medal.
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, member of Team Referral Network and has donated time and money to
numerous other charities. He is currently an active speaker for ClubCorps.
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, Finance Industry Regulatory Authority and the
Institute of Business Appraisers).