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

Jim Bolduc
EP.
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Jim Bolduc

The Family Office Independent Sponsor

Jim Bolduc discusses his family office's independent sponsor approach, focusing on retail investments driven by consumer trends and demographic shifts.

Nikolay Dimitrov
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From UEFA Champions League to Deal-By-Deal PE

Ex-soccer pro Nikolay Dimitrov shares how he broke into deal-by-deal PE in Eastern Europe, navigating skepticism to build Unity Investment Partnership.

Jay Fuquay
EP.
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Jay Fuquay

How to Build an Investor Database of 4,000 HNWIs

Jay Fuquay of Trinity Investors shares how they built a 4,000-person HNWI database and what traits define top-performing independent sponsors.

new episode every week
new episode every week
new episode every week
new episode every week
new episode every week
new episode every week

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