エピソード

  • $100m Fund? No, Thanks!
    2025/10/29

    Quinten Griffiths, based in Calgary, Canada, shares his journey from an empty-handed traditional searcher who walked away from 6 LOIs to a highly successful independent sponsor and co-founder of GoodCapital. Today, he leads Sportball as CEO, one of several portfolio companies that they own outright, with a 4th platform set to close imminently. Their success prompted a Family Office to offer them the opportunity to lead & run a dedicated $100m fund, but Quinten and his partner preferred the autonomy & flexibility of staying an independent sponsor.

    References and how to contact today's guest:
    Quinten Griffits | LinkedIn

    Minds Capital invests equity into deals by independent sponsors and searchers. For independent sponsors with a deal under LOI, visit Minds Capital to start a conversation. Our website also contains more information about this podcast and for prospective investors.

    Connect with Minds:

    • See past + future interviews on the YouTube channel
    • Connect with hosts Will Smith and Niklas James
    • Visit Minds Capital

    Credits:

    • Edited by Anton Rohozov
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    1 時間 1 分
  • 8 Years, 8 Portcos Since Starting as a Searcher
    2025/10/22

    Ian Reynolds, based in Houston, founded Thesis Capital Partner, recently ranked as a Top 20 independent sponsor. Thesis recruits Executives in Residence, who run their portcos, shares in the GP, and gets involved at the Thesis-level for shared learnings and ecosystem-building. Minds Capital invested in one of Thesis' deals in 2024. 8 years after completing his first deal as a self-funded searcher, Ian reflects on a journey that now counts 8 portfolio companies and a team of handpicked partners.

    References and how to contact today's guest:
    Ian Reynolds | LinkedIn

    Minds Capital invests equity into deals by independent sponsors and searchers. For independent sponsors with a deal under LOI, visit Minds Capital to start a conversation. Our website also contains more information about this podcast and for prospective investors.

    Connect with Minds:

    • See past + future interviews on the YouTube channel
    • Connect with hosts Will Smith and Niklas James
    • Visit Minds Capital

    Credits:

    • Edited by Anton Rohozov
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    1 時間 22 分
  • On the ground at the McGuireWoods Conference
    2025/10/15

    Join the team at Minds Capital as they debrief the first day of the McGuireWoods Independent Sponsor Conference at the Fairmont in Dallas. The MWIS Conference is the premier meeting point of independent sponsors and capital providers (such as Minds Capital, an equity fund). On the first day, Max, Will, and Niklas had 1-on-1 speed dating sessions with more than 30 independent sponsors, many of whom will appear on this podcast in the coming months.

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    53 分
  • Aggregating SMBs Inside a Public Company
    2025/10/08

    After an early search that didn't close and a decade in PE (incl. Alpine), former Marine Rob Casper found his stride inside a public company. Today he leads skilled trades at Kingsway Financial, a public company that transformed from an insurance underwriter to a public company compounder of small business acquisitions.

    References and how to contact today's guest:
    Rob Casper | LinkedIn

    Minds Capital invests equity into deals by independent sponsors and searchers. For independent sponsors with a deal under LOI, visit Minds Capital to start a conversation. Our website also contains more information about this podcast and for prospective investors.

    Connect with Minds:

    • See past + future interviews on the YouTube channel
    • Connect with hosts Will Smith and Niklas James
    • Visit Minds Capital

    Credits:

    • Edited by Anton Rohozov
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    1 時間 17 分
  • 4 of 4 Exits Above 10x MOIC
    2025/10/01

    Marc Cabrera, based in Telluride, worked as a healthcare-focused investment banker from 1988 until his retirement last year. As a side gig to being a banker, he has acquired 5 companies, of which 4 have exited, all north of 10x MOIC. One returned a whopping 40x MOIC, where Marc was the largest investor.

    References and how to contact today's guest:
    Marc Cabrera | LinkedIn

    Minds Capital invests equity into deals by independent sponsors and searchers. For independent sponsors with a deal under LOI, visit Minds Capital to start a conversation. Our website also contains more information about this podcast and for prospective investors.

    Connect with Minds:

    • See past + future interviews on the YouTube channel
    • Connect with hosts Will Smith and Niklas James
    • Visit Minds Capital

    Credits:

    • Edited by Anton Rohozov
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    1 時間 32 分
  • The Journey to 7 Platforms
    2025/09/24

    Outspoken Nathan Chandrasekaran of Columbia River Partners, based in Seattle, Washington, has built a track record around carve-outs, portfolio synergies, and hard work, creating a firm with a clear identity and 7 platforms.

    References and how to contact today's guest:
    Nathan Chandrasekaran | LinkedIn

    Minds Capital invests equity into deals by independent sponsors and searchers. For independent sponsors with a deal under LOI, visit Minds Capital to start a conversation. Our website also contains more information about this podcast and for prospective investors.

    Connect with Minds:

    • See past + future interviews on the YouTube channel
    • Connect with hosts Will Smith and Niklas James
    • Visit Minds Capital

    Credits:

    • Edited by Anton Rohozov
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    1 時間 17 分
  • From Public Company CEO to Independent Sponsor
    2025/09/17

    Jeff Goldstein is an independent sponsor at Breakwater Management, formerly a private credit fund. Earlier this year they closed their first independent sponsor transaction of a marketing company called Chemistry Communications, which Minds Capital invested in. Jeff's career path has taken him from law and investment banking into senior leadership roles at media & marketing companies like IAC, Experian, and PriceGrabber, before stepping in as CEO of United Online, which was a public company at the time.

    References and how to contact today's guest:
    Jeff Goldstein | LinkedIn

    Minds Capital invests equity into deals by independent sponsors and searchers. For independent sponsors with a deal under LOI, visit Minds Capital to start a conversation. Our website also contains more information about this podcast and for prospective investors.

    Connect with Minds:

    • See past + future interviews on the YouTube channel
    • Connect with hosts Will Smith and Niklas James
    • Visit Minds Capital

    Credits:

    • Edited by Anton Rohozov
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    1 時間 9 分
  • To Exit or Not to Exit: 2x MOIC in 2 Years
    2025/09/03

    Sarkaw Aziz acquired a $5 million EBITDA vacation rental platform in Colorado, structured it with a 50% seller rollover and a 3x EBITDA seller note, and exited just two years later with 2x MOIC and a 41% IRR.

    References and how to contact today's guest:
    Sarkaw Aziz | LinkedIn

    Minds Capital invests equity into deals by independent sponsors and searchers. For independent sponsors with a deal under LOI, visit Minds Capital to start a conversation. Our website also contains more information about this podcast and for prospective investors.

    Connect with Minds:

    • See past + future interviews on the YouTube channel
    • Connect with hosts Will Smith and Niklas James
    • Visit Minds Capital

    Credits:

    • Edited by Anton Rohozov
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    1 時間 6 分