Minds Capital Podcast

Apr 02 2025 7 ep. 69 mins 8
Minds Capital Podcast artwork

Your connection to the growing world of independent sponsors and deal-by-deal private equity.

  Business
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Buying at <5x by Mastering Deal Flow

Apr 02 2025 76 mins  
Benjamin Graham-inspired value investor, Matt Bodnar, views deal flow and valuation discipline, specifically 4-5x, as the two mission-critical components in creating long-term alpha. He is also a believer in permanent holdings, where annual cash flows, rather than exit proceeds, are a source of evergreen capital for future acquisitions. References and how to contact today's guest:

From UEFA Champions League to Deal-By-Deal PE

Mar 26 2025 76 mins  
From playing against FC Barcelona at Nou Camp to negotiating with chain-smoking veterinarians, Nikolay Dimitrov at Unity Investment Partnership is trailblazing the path of independent sponsor firms in Eastern Europe.References and how to contact today's guest:Nikolay Dimitrov | LinkedInFor independent sponsors with a deal under LOI, visit Minds Capital to start a conversation. Mind

How to Build an Investor Database of 4,000 HNWIs

Mar 19 2025 68 mins  
Zinger-machine Jay Fuquay is an EVP at Trinity Investors. Trinity was formerly an independent sponsor and is now a private equity and alternative investments powerhouse. They've curated an active investor database of 4,000 high net worth individuals, which has propelled Trinity into a leading capital partner for independent sponsors. References and how to contact today's guest:Jay

How to Build an Indy Sponsor Team Before Chasing Deals

Mar 12 2025 57 mins  
Where many newly established independent sponsors "fake it 'till they make it", Shreveport-native Edward Crawford used his "Mission & Margin" principles to raise working capital for real infrastructure and a team at Coltala Holdings before chasing deals. He shares about their monthly newsletter that reaches 30,000 stakeholders and generates 14-15 deals, Coltala's relationship-b

From Searcher to Independent Sponsor to $225m Fund

Mar 05 2025 75 mins  
Alex de Pfyffer and Ross Porter of Heritage Holdings share their journey from searchers (bringing a $45m revenue company to $140m) to sponsors (achieving 99% gross IRR (68% net IRR) across 5 platforms) to fund managers (closing a $225m fund closed in 2024). They engage in a vivid debate about the pros and cons of the fund model versus deal-by-deal private equity. References and how

Buying an 800-Unit Hair Salon during Covid

Feb 26 2025 70 mins  
Azhar Quader of Queens Court Capital specializes on special situations and walks us through how he used his large-cap Wall Street experience to take Hair Cuttery out of bankruptcy to become a $25m EBITDA success story.References and how to contact Azhar:Azhar Quader | LinkedInFor independent sponsors with a deal under LOI, visit Minds Capital to start a conversation. Minds Capital

20x a $10m investment in 2.5 years

Feb 17 2025 63 mins  
Michael Sutton, founder of Guideboat Capital Partners, discusses how he took a restaurant chain from $5m to $25m in EBITDA and then 40x'd the enterprise value of Buff City, a soap retailer. References and how to contact Michael:Michael Sutton | LinkedInFor independent sponsors with a deal under LOI, visit Minds Capital to start a conversation. Minds Capital invests equity into deal