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.


General Partners
More recent episodes

EP.
9
with
Ben Hughes
$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.

EP.
8
with
Jory Caulkins
"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.

EP.
7
with
Matt Bodnar
Buying at <5x by Mastering Deal Flow
Matt Bodnar shares how disciplined valuations and high-volume deal flow power his strategy for buying sub-5x businesses and building long-term alpha.
Be the first to know about new episodes!
Receive summaries of our weekly interview drops:
Want to recommend a guest for the Minds Capital Podcast?
Send an email to podcast@mindscapital.co.