Minds Capital Podcast

著者: Will Smith & Niklas James
  • サマリー

  • Your connection to the growing world of independent sponsors and deal-by-deal private equity.
    © 2025 Will Smith & Niklas James
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あらすじ・解説

Your connection to the growing world of independent sponsors and deal-by-deal private equity.
© 2025 Will Smith & Niklas James
エピソード
  • "I Care More About Moats Than Multiples"
    2025/04/09

    Serial entrepreneur and independent sponsor, Jory Caulkins, gives a tactical masterclass on how to build trust with sellers, partners, investors, and team members - and why this is so important. He also deep-dives into his company's three deal criteria: moat, longevity, and asymmetry.

    References and how to contact today's guest:
    Jory Caulkins | LinkedIn

    For independent sponsors with a deal under LOI, visit Minds Capital to start a conversation. Minds Capital invests equity into deals by independent sponsors and searchers. 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 11 分
  • Buying at <5x by Mastering Deal Flow
    2025/04/02

    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:
    Matt Bodnar | LinkedIn

    For independent sponsors with a deal under LOI, visit Minds Capital to start a conversation. Minds Capital invests equity into deals by independent sponsors and searchers. 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
    続きを読む 一部表示
    1 時間 17 分
  • From UEFA Champions League to Deal-By-Deal PE
    2025/03/26

    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 | LinkedIn

    For independent sponsors with a deal under LOI, visit Minds Capital to start a conversation. Minds Capital invests equity into deals by independent sponsors and searchers. 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
    続きを読む 一部表示
    1 時間 16 分

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