The Minds Capital Podcast
Your connection to the growing world of independent sponsors and deal-by-deal private equity.
1 Equity Raise ($500k), 4 PortCos
Andrew McDonald didn't build Fourco Holdings with a deck and a thesis. He built it by buying one small business, making it throw off cash, then buying the next one.
The 123-Year-Old Firm's Independent Sponsor Blitz
HKW is a 123-year-old firm that evolved from investment bank to PE investor and now independent sponsor. CEO Ted Kramer explains how 180 completed acquisitions and 25,000 tracked deals have sharpened its pattern recognition.
11 Exits in 11 Years
Lou Grabowsky didn’t build Juniper like a typical independent sponsor. After decades at Arthur Andersen and Grant Thornton, he and his son Brian raised capital upfront to stand up the management company, not just chase the first deal. That meant people, process, credibility, and enough infrastructure to look like a real buyer from day 1.
Holding All-Equity Deals Forever
Logan Walters of Forge Equity discusses indefinite hold periods in private equity, dividend strategies, and case studies from electronics recycling to equipment rentals.
From Venture Capital to Independent Sponsor
Christian Seale discusses why buying healthcare businesses beats building from scratch, Mexico as a healthcare innovation lab, and Miami's rise as an entrepreneurial hub.