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.
57
with
Jason Faucett
Almost 40% IRR across 55 Platforms
Jason Faucett of Transition Capital Partners discusses 33 years of Dallas PE success, 55+ acquisitions, high 30% IRR, and why local networks create unbeatable competitive advantages.
EP.
56
with
Edwin Burke, Chris Eichmann
"We're Not Operators": Bridging Capital & Management
Edwin Burke and Chris Eichmann of Pillsman Partners discuss their deal-by-deal PE model, PowerVac acquisition, and why 11 sellers rolled equity for a bigger second bite.
EP.
55
with
Corbin Cook, Alex Swanston
7x Organic EBITDA Growth After Liberating Employees
Rise Run Capital's Corbin Cook and Alex Swanston discuss their independent sponsor success: 5 platforms, $50m+ EBITDA, and a 7x exit in 4 years.
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