Episodes
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Skipping $2m EBITDA Deals ("The Messy Middle")
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Financing Add-Ons Without New Equity
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“Partner Equity, Not Private Equity”
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$233m For and By Independent Sponsors
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33 PortCos in 6 Years
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Platform + Key Competitor = Multiple Expansion
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Buy Small ($1m EBITDA at 4x), Keep Winning
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$100m Fund? No, Thanks!
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8 Years, 8 Portcos Since Starting as a Searcher
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On the ground at the McGuireWoods Conference
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Aggregating SMBs Inside a Public Company
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4 of 4 Exits Above 10x MOIC
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The Journey to 7 Platforms
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From Public Company CEO to Independent Sponsor
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To Exit or Not to Exit: 2x MOIC in 2 Years
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The 3-5-7x MOIC Underwriting Framework
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A Portfolio Marked Up at 10x MOIC
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Combining 2 Platforms to Reach $20m EBITDA
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Behind The Scenes at Minds Capital: Building an Equity Fund for Independent Sponsors
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24 Add-Ons in 24 Months
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20x MOIC After Decade-Long Hold
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Carving Out an 8x MOIC in 3 Years
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Quadruple EBITDA in 3.5 Years, Then Exit at 14x
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Pushed Out by Anchor Investor
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Buying 9-Figure Deals
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Nick Huber: From 400k Followers to $52m Deal
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$16m Buyout to $55m Exit in 18 Months
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Solo Sponsor: 5 Deals & 2 Exits
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Expand Multiple by Zone-Skipping EBITDA
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The State of SaaS in 2025
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Borgman: 500 LPs Across 10 Platforms
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From Minority Stake to Double EBITDA in 2 Years
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Why Committed LPs Beat Committed Capital
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Engineering 40% Carry
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$100m Deployed in 2+ Years — Thanks to Industry Focus
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"I Care More About Moats Than Multiples"
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Buying at <5x by Mastering Deal Flow
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From UEFA Champions League to Deal-By-Deal PE
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How to Build an Investor Database of 4,000 HNWIs
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How to Build an Indy Sponsor Team Before Chasing Deals
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From Searcher to Independent Sponsor to $225m Fund
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Buying an 800-Unit Hair Salon during Covid
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20x a $10m investment in 2.5 years