Investing in Private Equity for Individual Investors (Podcast)
Private equity has long been viewed as an investment reserved for institutions and ultra-high-net-worth investors. In this episode of the Wealth Independence Podcast, Sequoya Borgman breaks down how lower middle market private equity works, sharing how Borgman Capital acquires founder-led businesses, creates long-term value through disciplined investing, and provides accredited investors access to an asset class that was once difficult to reach.
This conversation explores:
How lower middle market leveraged buyouts (LBOs) are structured using bank debt, seller financing, and investor equity. [4:50]
How Borgman Capital evaluates more than 1,200 acquisition opportunities to identify exceptional businesses. [10:00]
Why disciplined deal selection, and knowing when to walk away, is essential to long-term investment success. [11:35]
Where private equity fits within a diversified investment portfolio and the risk-return profile investors should understand. [21:15]
Sequoya's journey from public accounting partner to acquiring and operating more than 20 businesses. [25:00]