The Minds Capital Podcast
Your connection to the growing world of independent sponsors and deal-by-deal private equity.
Solo Sponsor: 5 Deals & 2 Exits
Steven McGrath's journey from family office exec to solo independent sponsor with 5 deals and 2 exits, building companies with zero debt and entrepreneurial grit.
Expand Multiple by Zone-Skipping EBITDA
How Bobby Sheth closed 10 platform deals in 4 years by targeting fixable issues and using conservative structures to navigate business risks and maximize exit value.
The State of SaaS in 2025
Bob Koven shares insights on SaaS maturity in 2025, the shift to profitability over growth, AI as a strategic differentiator, and how the independent sponsor model has evolved to require infrastructure.
Borgman: 500 LPs Across 10 Platforms
Sequoya Borgman of Borgman Capital shares how retail fundraising, second-tier cities, and disciplined execution drove 10 platforms and 500+ LPs since 2017.
From Minority Stake to Double EBITDA in 2 Years
Neel Bhargava shares how a minority stake in a Crunch franchise grew from 10 to 74 gyms, driven by thematic focus, recapitalizations, and strong management.