Meeting of the Minds

Auteur(s): Will Smith & Niklas James
  • Résumé

  • Your connection to the growing world of independent sponsors and deal-by-deal private equity.
    © 2025 Will Smith & Niklas James
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Épisodes
  • From Searcher to Independent Sponsor to $225m Fund
    Mar 5 2025

    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 across 6 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 to contact Alex and Ross:
    Alex de Pfyffer | LinkedIn
    Ross Porter | 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 h et 16 min
  • Buying an 800-Unit Hair Salon during Covid
    Feb 26 2025

    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 | 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
    Voir plus Voir moins
    1 h et 10 min
  • 20x a $10m investment in 2.5 years
    Feb 17 2025

    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 | 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
    Voir plus Voir moins
    1 h et 4 min

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