The Minds Capital Podcast
Your connection to the growing world of independent sponsors and deal-by-deal private equity.
From Minority Stake to Double EBITDA in 2 Years
Neel Bhargava shares how a minority stake in a Crunch franchise grew from 10 to 74 gyms, driven by thematic focus, recapitalizations, and strong management.
Why Committed LPs Beat Committed Capital
Ramiro Alfaro of Paltus Capital shares how deal-by-deal PE in Guatemala thrives with loyal LPs, long-term trust building, and first-mover market advantages.
Engineering 40% Carry
MIT grad Nick Haschka shares how he structured above-market carry—up to 80%—by creatively aligning sponsor and investor incentives in private equity deals.
$100m Deployed in 2+ Years — Thanks to Industry Focus
Ben Hughes of Blue Ridge Construction Capital shares how deep specialization in building products led to 4 platforms and $100M deployed in under 3 years.
"I Care More About Moats Than Multiples"
Jory Caulkins of Enduring Companies shares how trust, moats, and downside protection drive his investment decisions as an independent sponsor.