The Minds Capital Podcast

$233m For and By Independent Sponsors
4 of 4 Exits Above 10x MOIC
The Journey to 7 Platforms
The 3-5-7x MOIC Underwriting Framework
A Portfolio Marked Up at 10x MOIC
20x MOIC After Decade-Long Hold
Carving Out an 8x MOIC in 3 Years
Buying 9-Figure Deals
Learning from the best independent sponsors

Your connection to the growing world of independent sponsors and deal-by-deal private equity.

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Drew Bagin
EP.
76
with
Drew Bagin

$2M to Start as an IndependentSponsor

Drew Bagin and his partner raised $2m in GP seed capital before their first independent sponsor deal. Five platforms later, their New England focus has created a differentiated sourcing and value-creation network, with a fire protection platform nearing exit.

General Partners
EP.
75
with
General Partners

Behind The Scenes: Our Unique Angle In An Increasingly Crowded Space

The 3 founding partners mark the 75th episode with a behind-the-scenes look at their strategy, discussing rollup frequency, first-time sponsor pitfalls, AI in underwriting and capital supply-demand imbalances across the independent sponsor ecosystem.

Dara Shareef
EP.
74
with
Dara Shareef

"An Independent Sponsor Can Be My Favorite Kind of Buyer"

Dara Shareef of Benchmark International says content now builds stronger connections than cold outreach. For independent sponsors, winning requires trust, proven capital access, a clear value-creation plan and decisive execution after the LOI.

Andrew McDonald
EP.
73
with
Andrew McDonald

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.

Ted Kramer
EP.
72
with
Ted Kramer

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.

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new episode every week
new episode every week

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