Lower Middle Market Buyouts and the Art of Investor Communications with Sequoya Borgman & Marit Harm

Sequoya Borgman, Founder and CEO of Borgman Capital and a CPA with two decades in public accounting, joins host Joshua Wilson alongside Marit Harm, Vice President of Firm Operations & Marketing, who leads the firm's investor relations. They trace Borgman Capital's evolution from a first deal backed by 28 investors to a 500-strong network of family offices, institutions, and high-net-worth individuals — built deal by deal through the independent sponsor model, Reg D offerings, and investor communications built on one principle: over-communicate.What We CoverLeaving a Big Four partnership for lower middle market buyouts — and surviving a first deal that fell apart under LOIWhy Borgman Capital skipped the traditional fund and went deal by deal as an independent sponsorHow an investment banker's quip became PassTheHat.com, the firm's investor platformSegmenting communications for retail, IRA, family office, and institutional investorsThe buy box: family and founder businesses with long-term, legacy-preserving holdsThe seller value proposition versus ESOPs and flip-oriented buyersThe annual investor summit at the Harley-Davidson Museum in MilwaukeeCrisis communications: turning quarterly updates into weekly emails during COVIDWhy referrals grow an investor network organicallyConnect with Sequoya Borgman Website: borgmancapital.com LinkedIn: linkedin.com/in/sequoya-borgman-8a6057aConnect with Marit Harm LinkedIn: linkedin.com/in/maritharmRecommended Resources Acquired (podcast) All-In Podcast PassTheHat.comAbout the show The Investor Relations Podcast is produced by One Iron Network. Learn more at oneironnetwork.com.Follow The Investor Relations Podcast Website: theinvestorrelationspodcast.com LinkedIn: linkedin.com/company/the-investor-relations-podcast YouTube: youtube.com/@TheInvestorRelationsPodcastDisclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners should consult their own legal counsel, compliance teams, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.Let’s Connect on LinkedIn:https://www.linkedin.com/in/joshuabrucewilson/To Contact Us, Please Visit:https://www.theinvestorrelationspodcast.com/contact/