v2.26 - Investing in Private Equity for Individual Investors (ft. Sequoya Borgman)

For most individual investors, “private equity” is usually associated with “inaccessible” – something reserved for the Elon Musks and Blackstones of the world. Buying and running established companies has been an institutional game with large minimums and no obvious way in.Sequoya Borgman spent nearly two decades in public accounting before leaving a partner’s seat to buy businesses himself. A decade and 20-plus acquisitions later, he joins Dustin and Adam to walk through how private equity in the lower-middle-market space actually works: buying founder-led companies from owners who need a succession plan, layering bank debt, seller notes, and equity, then paying that debt down with the company’s own cash flow. The tried-and-true leveraged buyout (LBO) model.They get into where this sits on the investment risk scale, why he’ll walk from a deal everyone else loves, and how accredited investors can now reach a space that used to require a Goldman Sachs-sized check.Episode Release Notes & Resources:Pass the Hat: https://www.passthehat.comBorgman Capital: https://www.borgmancapital.com/Connect with Sequoya on LinkedIn: https://www.linkedin.com/in/sequoya-borgman-8a6057aWatch episode on YouTube: https://www.youtube.com/watch?v=D1aSMxSRdMMSee all Wealth Independence episodes at https://www.wealthindependencepod.comConnect with Dustin:Big Spring CapitalLinkedIn (/in/TheDustinBailey)Twitter/X (@TheDustinBailey)Connect with Adam:Bidwell CapitalLinkedIn (/in/AdamJPenn)This show is for informational purposes only and is not financial, investment, legal, or tax advice, and does not constitute an offer to buy or sell securities. All investments carry risk, and investors should always conduct thorough due diligence and consult with qualified professionals before investing.