On the Ground at McGuireWoods 2026
Recorded from McGuireWoods in Dallas after Day 1, Niklas, Max & Will compare notes from the conference floor. Last year had ~2,000 attendees and this year felt bigger. The Minds team had ~30-40 meetings, found 3-5 qualified deal leads & ~6 prospective podcast guests. The day before, Minds hosted its annual Investor Day with 70+ RSVPs from 142 LPs and 8 portfolio sponsors attending.


More recent episodes

"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.

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.

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.