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This 70/30 Model Leads to Highest Returns

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Manage episode 505565813 series 3661139
Content provided by PrivatEquityGuy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by PrivatEquityGuy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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, team energy
04:51 Sponsor: SpaceBar Studios
05:31 Deal cadence & outlook: 1–2 deals/per year; potential portfolio sale
Want 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/inquire
Subscribe on Spotify:
https://open.spotify.com/show/6lr5bE3SNZF2uEE7Nb0DHh?si=cP_nAarhRmep1lvnR6uk5g
Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast/holdco-builders/id1695713724
Follow PrivatEquityGuy/Mikk Markus on Twitter: ⁠⁠https://x.com/PrivatEquityGuy
This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

  continue reading

117 episodes

Artwork
iconShare
 
Manage episode 505565813 series 3661139
Content provided by PrivatEquityGuy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by PrivatEquityGuy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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, team energy
04:51 Sponsor: SpaceBar Studios
05:31 Deal cadence & outlook: 1–2 deals/per year; potential portfolio sale
Want 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/inquire
Subscribe on Spotify:
https://open.spotify.com/show/6lr5bE3SNZF2uEE7Nb0DHh?si=cP_nAarhRmep1lvnR6uk5g
Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast/holdco-builders/id1695713724
Follow PrivatEquityGuy/Mikk Markus on Twitter: ⁠⁠https://x.com/PrivatEquityGuy
This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

  continue reading

117 episodes

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