This 70/30 Model Leads to Highest Returns episode artwork

EPISODE · Sep 10, 2025 · 6 MIN

This 70/30 Model Leads to Highest Returns

from Buyers and Builders · host PrivatEquityGuy

I spoke with an operator who sold his own company - then turned around and bought eight more. His playbook is specific, bank-friendly, and built for growth. In this episode, I’m unpacking the lessons from those deals:00:00 Intro: From exit to 8 acquisitions00:26 Portfolio averagE: 4.7x paid; $4.1M EBITDA00:52 Structure banks love: 70% now, 30% later; owner reinvests01:18 Growth thesis: target 5x MOIC + “second bite” bigger than first03:30 Value creation: capital allocation, incentives, team energy04:51 Sponsor: SpaceBar Studios05:31 Deal cadence & outlook: 1–2 deals/per year; potential portfolio saleWant a newsletter but don’t know where to start? Sound familiar?At Spacebar Studios, they handle everything—design, content, sending. Getting started isn’t your problem anymore. Only 2 spots left this month.Get your 2 week free trial - https://www.spacebarstudios.co/inquireFollow PrivatEquityGuy/Mikk Markus on Twitter: ⁠⁠https://x.com/PrivatEquityGuyThis podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

Episode metadata supplied by the publisher feed · Published Sep 10, 2025

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I spoke with an operator who sold his own company - then turned around and bought eight more. His playbook is specific, bank-friendly, and built for growth. In this episode, I’m unpacking the lessons from those deals: 00:00 Intro: From exit to 8 acquisitions 00:26 Portfolio averagE: 4.7x paid; $4.1M EBITDA 00:52 Structure banks love: 70% now, 30% later; owner reinvests 01:18 Growth thesis: target 5x MOIC + “second bite” bigger than first 03:30 Value creation: capital allocation, incentives, ...

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