The Minds Capital Podcast
Your connection to the growing world of independent sponsors and deal-by-deal private equity.
Why Committed LPs Beat Committed Capital
Ramiro Alfaro of Paltus Capital shares how deal-by-deal PE in Guatemala thrives with loyal LPs, long-term trust building, and first-mover market advantages.
Engineering 40% Carry
MIT grad Nick Haschka shares how he structured above-market carry—up to 80%—by creatively aligning sponsor and investor incentives in private equity deals.
$100m Deployed in 2+ Years — Thanks to Industry Focus
Ben Hughes of Blue Ridge Construction Capital shares how deep specialization in building products led to 4 platforms and $100M deployed in under 3 years.
"I Care More About Moats Than Multiples"
Jory Caulkins of Enduring Companies shares how trust, moats, and downside protection drive his investment decisions as an independent sponsor.
Buying at <5x by Mastering Deal Flow
Matt Bodnar shares how disciplined valuations and high-volume deal flow power his strategy for buying sub-5x businesses and building long-term alpha.