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)
More recent episodes
A 9-Deal Rollup Without Losing 1 Customer
Verde Equity Partners built a $100M landscaping platform through 9 acquisitions in 2.5 years, retaining 100% of customers and employees using an operator-led buy-and-build strategy.
Family Offices + Independent Sponsors = Strong Match
James Bohannon of Belzberg & Co explains how family offices evaluate independent sponsors, the power dynamics of LP relationships, and why choosing the right capital partner matters more than closing any deal.
The 16-Year Path to a $175m Revenue Portfolio
Michael Healy founded Gardner Standard in 2010, building a unique independent sponsor strategy focused on legally complex deals like bankruptcies and distressed situations.