The Lessons Learned From A Private Equity Founder From 19 Acquisitions With Sequoya Borgman The Private Equity Podcast, By Raw Selection podcast

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The Lessons Learned from a Private Equity Founder from 19 Acquisitions with Sequoya Borgman

3d ago 20:00

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From Big Four to 19 Acquisitions: Sequoya Borgman on Building Borgman Capital
Sequoya Borgman, Founder of Borgman Capital, joins the show to discuss his leap from public accounting into private equity, building an independent sponsor model, and the real challenge behind every deal—people. He shares lessons from 19 acquisitions, why they prioritize cultural fit, and how they’re tapping into retail capital and AI to scale smarter.

[00:03] From Arthur Andersen to launching Borgman Capital in 2017

[01:44] Acquisition focus: <$200M revenue, <$20M EBITDA, founder-led
[02:41] Why CEO transitions post-founder are the biggest execution risk
[04:04] Structuring smoother founder exits and delaying heavy changes
[06:01] Key takeaway from 19 deals: it's always about people
[07:27] Internal MDs, external consultants, and hands-on support
[08:23] Why they chose independent sponsorship over raising a fund
[10:45] Flexible hold periods appeal to sellers—option to hold long-term
[12:10] 450+ LPs and the launch of PassTheHat for retail investors
[14:03] Proprietary deal flow through direct sourcing and partnerships
[15:26] Expansion plan: adding local originators in new cities
[16:26] Top reads, podcasts, and how AI will impact private equity

[16:53] Using AI to review 1,500 SIMs—huge efficiency potential
[17:20] Confidentiality is the barrier to broader AI use in PE
[17:48] Why they can't fully adopt large AI platforms—NDA risk
[18:15] Book recs: Do Hard Things + AI Made Simple
[18:44] Staying ahead of AI’s rapid impact on PE and portfolio ops
[19:41] Closing thoughts and thanks for tuning in

How to contact Sequoya? via BorgmanCapital.com or LinkedIn

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