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Artwork for Minds Capital Podcast

Minds Capital Podcast

Will Smith & Niklas James
Private Equity
Independent Sponsorship
Investment Strategy
Investment Strategies
Hair Cuttery
Guatemala
Crunch Fitness
Lower Middle Market
Distressed Investing
Covid-19
Coltala Holdings
Minds Capital
Retail Investors
Soccer
Deal Flow
Trust
Building Products
Business Growth
Self-Funded Search
Franchising

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

PublishesWeeklyEpisodes46Foundeda year ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for Minds Capital Podcast

Latest Episodes

Based in New York, Michael ("Mike") Healy began his career as an attorney before deciding the real fun and action were on the deal side.

After a stint in PE, he founded Gardner Standard in 2010. The early years were rocky, marked by failed deals an... more

Peter Lehrman founded Axial in 2009, the leading deal origination platform for lower-middle-market M&A. Today, roughly 10,000 attempted transactions are launched on Axial each year, with approximately 25% closing, making it one of the most active M&A... more

G.R. Kearney, a former inner-city Chicago teacher, was thrust into leadership when his senior partner tragically passed away. He navigated the emotional and legal complexities of sustaining the firm and ultimately rebranded it as Stacker Holdings, re... more

Dan Tamkin, based in California and co-founder of Resurgent Capital Partners, is an operator, technologist, and turnaround investor, in that order. After a career revolving around tech turnarounds and challenged VC portcos, he has found the lower-mid... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
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Recent Guests

Mike Healy
Independent sponsor and founder of Gardner Standard
Gardner Standard
Episode: The 16-Year Path to a $175m Revenue Portfolio
Peter Lehrman
Founder and CEO of Axial
Axial
Episode: Axial’s Lessons From 10,000 Lower-Middle Market Deals
Dan Tamkin
Partner at Resurgent Capital Partners
Resurgent Capital Partners
Episode: Skipping $2m EBITDA Deals ("The Messy Middle")
Sam Turner
CEO of Advantos
Advantos
Episode: Financing Add-Ons Without New Equity
Craig Dupper
Founding partner of Elan Growth Partners, experienced in private equity
Elan Growth Partners
Episode: “Partner Equity, Not Private Equity”
Michael Kornman
A well-known figure in the independent sponsor community, founder of Align Collaborate.
Align Collaborate
Episode: $233m For and By Independent Sponsors
Robert Graham
Founding partner of SIG and Pillar Health Group
SIG and Pillar Health Group
Episode: 33 PortCos in 6 Years
Bill Boffa
Co-founder of Willistown Capital
Willistown Capital
Episode: Platform + Key Competitor = Multiple Expansion
Darren Fultz
Co-founder of Willistown Capital
Willistown Capital
Episode: Platform + Key Competitor = Multiple Expansion

Hosts

Will Smith
Host and Partner at Minds Capital, known for insightful interviews focused on independent sponsorship and private equity.
Niklas James
Host and Partner at Minds Capital, providing a unique perspective on the entrepreneurial finance space.

Reviews

4.5 out of 5 stars from 33 ratings
  • Great Podcast

    This is a great addition to the SMB podcast market. The independent sponsor model has received far too little attention. Thanks for shedding light on the space!

    Apple Podcasts
    5
    BudFox87
    United States9 months ago
  • Svend Hansen

    Couldn’t follow the tips. Went bankrupt. Do not recommend

    Apple Podcasts
    1
    tildeeridubai
    Norway10 months ago
  • Another great show from Will Smith

    Will is a great interviewer, I have been a listener for a long time and it is easy to overlook how thoughtful his questions are because he has such a natural style.

    Apple Podcasts
    5
    corporate_struggling
    United Statesa year ago
  • Great podcast!

    Keep up the good work, Will & Niklas! Thank you for this terrific new resource for people, considering buying an operating their own business.

    Apple Podcasts
    5
    Plazure
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some critiques mention challenges in following certain complex tips discussed in the episodes, highlighting the need for clearer explanations in some instances.
The engaging interview style keeps audiences invested in complex topics of entrepreneurship and investment.
Listeners appreciate the deep insights and practical strategies shared by guests who have real-world experience in private equity.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

The 16-Year Path to a $175m Revenue Portfolio
Q: Mike, take us up to 2025. What does Gardner Standard look like today?
Healy shares that Gardner Standard currently operates eight portfolio companies and actively seeks new investments while remaining flexible in exits.
The 16-Year Path to a $175m Revenue Portfolio
Q: How do you find deals that have legal complexity?
Healy discusses leveraging relationships within the ecosystem around distressed businesses, including turnaround advisors and workout bankers.
The 16-Year Path to a $175m Revenue Portfolio
Q: Mike, let's begin with that evolution. Talk to us about the initial thesis of overlooked geographies and how and why that evolved.
Healy describes starting with a focus on geographic arbitrage but evolved his strategy to focus on legally complex deals due to increasing competition in previously overlooked markets.
“Partner Equity, Not Private Equity”
Q: What does the typical seller look like for your deals?
Craig mentions that they often work with sellers who are keen on rolling a significant portion of equity to align interests for better partnership.
“Partner Equity, Not Private Equity”
Q: How does the independent sponsor approach differ from traditional private equity?
Craig highlights that the independent sponsor model allows for patience and preservation of value, unlike typical fund structures that may push for liquidity.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About Minds Capital Podcast

What is Minds Capital Podcast about and what kind of topics does it cover?

Focusing on the niche of independent sponsorship and deal-by-deal private equity, the content provides listeners with a wealth of insights from industry professionals and guests who share their journeys and strategies in the evolving landscape of investment. The discussions revolve around key themes such as due diligence, pricing strategies, relationship-building, and the importance of operational experience in successful sponsorship. Episodes feature a mix of expert interviews and host-led dialogues, making it appealing to entrepreneurs and investors seeking to deepen their understanding of the private equity sector. Unique insights on both traditional and innovative investment techniques are likely to enhance listener engagement, particul... more

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Which podcasts are similar to Minds Capital Podcast?

These podcasts share a similar audience with Minds Capital Podcast:

1. Acquiring Minds
2. Invest Like the Best with Patrick O'Shaughnessy
3. Think Big, Buy Small
4. Founders
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of Minds Capital Podcast are there?

Minds Capital Podcast launched a year ago and published 46 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Minds Capital Podcast?

Recent guests on Minds Capital Podcast include:

1. Mike Healy
2. Peter Lehrman
3. Dan Tamkin
4. Sam Turner
5. Craig Dupper
6. Michael Kornman
7. Robert Graham
8. Bill Boffa

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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