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.
39
with
Robert Graham
33 PortCos in 6 Years
Robert Graham built 33 portfolio companies in 6 years through SIG Partners, starting with a healthcare platform that grew to $30M EBITDA.
EP.
38
with
Bill Boffa & Darren Fultz
Platform + Key Competitor = Multiple Expansion
Willistown Capital's award-winning acquisitions of Quiltcraft and Fabtex demonstrate how independent sponsors execute complex deals for multiple expansion.
EP.
37
with
Ryan Sullivan
Buy Small ($1m EBITDA at 4x), Keep Winning
Learn Ryan Sullivan's proven strategy at North Park Group: buy $1m EBITDA companies at 4x multiples, leverage SBA financing, and achieve 25% annual returns.
Be the first to know about new episodes!
Receive summaries of our weekly interview drops:
Want to recommend a guest for the Minds Capital Podcast?
Send an email to podcast@mindscapital.co.