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.


More recent episodes

Expand Multiple by Zone-Skipping EBITDA
How Bobby Sheth closed 10 platform deals in 4 years by targeting fixable issues and using conservative structures to navigate business risks and maximize exit value.

The State of SaaS in 2025
Bob Koven shares insights on SaaS maturity in 2025, the shift to profitability over growth, AI as a strategic differentiator, and how the independent sponsor model has evolved to require infrastructure.

Borgman: 500 LPs Across 10 Platforms
Sequoya Borgman of Borgman Capital shares how retail fundraising, second-tier cities, and disciplined execution drove 10 platforms and 500+ LPs since 2017.