The Minds Capital Podcast
Your connection to the growing world of independent sponsors and deal-by-deal private equity.
Acquiring Infrastructure for PortCos
Leah Berend of Merrin Investment Partners shares her dealmaking playbook: embrace imperfect situations and prioritize culture to unlock 4x value growth.
$10m EBITDA After COVID Killed The Business
Nicolás Lulli grew EBITDA from $0 to $10m after COVID devastated his Peru acquisition, using aggressive turnaround tactics and micro-KPIs.
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One Man's Trash: 5x MOIC on a 14-Deal Waste Roll-Up
Chandos Mahon scaled a tire recycling business through 14 add-ons and KPI-driven ops, exiting at 5x MOIC after 7 years as a searcher-turned-operator.
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.
"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.