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.
45
with
Peter Lehrman
Axial's Lessons From 10,000 Lower-Middle Market Deals
Peter Lehrman of Axial shares tactical insights on how independent sponsors source, win, and fund deals in the lower-middle-market M&A space.
EP.
44
with
G. R. Kearney
Working Under an Independent Sponsor Who Suddenly Passed Away
Former Chicago teacher G.R. Kearney transformed tragedy into opportunity, rebuilding his firm as Stacker Holdings—an employee-focused, EOS-driven private equity platform after his partner's sudden death.
EP.
43
with
Dan Tamkin
Skipping $2m EBITDA Deals ("The Messy Middle")
Dan Tamkin of Resurgent Capital Partners shares his barbell strategy for lower-middle market PE deals, avoiding the "messy middle" to maximize returns.
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