In this episode of Aprio Ascend, host Jordan Fladell sits down with Simeon Wallis, CFA, Chief Investment Officer at Aprio Wealth Management, and David Siegel, CPA, Aprio’s Technology Industry Leader, to unpack a capital markets story that doesn’t quite add up. The first half of 2026 broke every venture record on the books, the IPO window has reopened, and M&A activity is at an all-time high, yet many founders say raising a Series A is harder than ever. Tune in for what’s really driving the headline numbers, and what they mean for your cap table, your tax structure, and the decisions sitting on the CFO’s desk right now.
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Jordan Fladell |
Simeon Wallis |
David Siegel |
About Aprio Ascend: Join Aprio as we explore what’s next in business, from AI breakthroughs and tax law shifts to cybersecurity, data-driven decision making, and more. Designed for business leaders and entrepreneurs, Aprio Ascend delivers sharp insights to help you lead, scale, and thrive.
Hosted by Jordan Fladell, Aprio’s Managing Director of Technology Advisory Services and Partner, and a seasoned business leader with over 30 years of experience helping companies grow smarter. Jordan’s unique blend of tech fluency and strategic business guidance makes him the perfect guide for today’s CEOs, CFOs, and entrepreneurs navigating the fast-changing business landscape.
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