When Equity Oversubscribes 2-3x
Sequoya Borgman is the first repeat guest on the Minds Capital Podcast. Since his last appearance, Borgman Capital has exited 1 company (4x+ net MOIC) and acquired 2 more (Minds Capital invested in the latest one, PCCD)
Sequoya Borgman
More recent episodes
EP.
51
with
Justin Turner
11x MOIC by Scaling Revenue from $15m to $100m
Justin Turner of Traction Capital shares how a 7-year hold in specialty fire equipment distribution achieved 11x MOIC and 44% IRR through strategic exit planning and rollup execution.
EP.
50
with
Niklas James, Will Smith & Max Lummis
Behind the Scenes: Launching 2nd Equity Fund for Independent Sponsors
Minds Capital's 3 GPs celebrate 50 episodes, sharing insights on their media-first strategy, deal flow flywheel, and high-velocity investing journey.
EP.
49
with
Kevin Wong
A Family Office's View From 27 Platforms
Kevin Wong, CIO of Lang Partners, shares insights on backing 27 independent sponsor platforms since 2020, evaluating soft skills, and building community in the lower-middle market.
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