The Minds Capital Podcast
Your connection to the growing world of independent sponsors and deal-by-deal private equity.
Acquiring Infrastructure for PortCos
Leah Berend of Merrin Investment Partners shares her dealmaking playbook: embrace imperfect situations and prioritize culture to unlock 4x value growth.
$10m EBITDA After COVID Killed The Business
Nicolás Lulli grew EBITDA from $0 to $10m after COVID devastated his Peru acquisition, using aggressive turnaround tactics and micro-KPIs.
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One Man's Trash: 5x MOIC on a 14-Deal Waste Roll-Up
Chandos Mahon scaled a tire recycling business through 14 add-ons and KPI-driven ops, exiting at 5x MOIC after 7 years as a searcher-turned-operator.
$100m Acquisition as First Deal
Former auto mechanic Eugene Polevoy is an independent sponsor based in Toronto. His strong opinions routinely go viral on LinkedIn and were recently featured in PitchBook's daily newsletter. Eugene walks through how he built and exited an HVAC platform and talks about his latest move into a $100m commercial generator services deal.
Almost 40% IRR across 55 Platforms
Jason Faucett of Transition Capital Partners discusses 33 years of Dallas PE success, 55+ acquisitions, high 30% IRR, and why local networks create unbeatable competitive advantages.