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Minds Capital Podcast

Minds Capital Podcast

By: Will Smith & Niklas James
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Summary

Your connection to the growing world of independent sponsors and deal-by-deal private equity.© 2026 Will Smith & Niklas James Economics Leadership Management & Leadership Personal Finance
Episodes
  • Winning Big by Doing Minority Recaps
    May 6 2026

    Erik Miller watched his entrepreneurial father build a thriving business, only to be squeezed by private equity. After 30 years in finance, Erik is now running Perspective Equity Partners to partner & collaborate with founders.


    References and how to contact today's guest:
    Erik Miller | LinkedIn

    Minds Capital invests equity into deals by independent sponsors and searchers. For independent sponsors with a deal under LOI, visit Minds Capital to start a conversation. Our website also contains more information about this podcast and for prospective investors.

    Connect with Minds:

    • See past + future interviews on the YouTube channel
    • Connect with hosts Will Smith and Niklas James
    • Visit Minds Capital

    Credits:

    • Edited by Anton Rohozov
    Show More Show Less
    1 hr and 8 mins
  • Acquiring Infrastructure for PortCos
    Apr 29 2026

    A podcaster and accountant, Leah Berend founded Minneapolis-based Merrin Investment Partners in 2024. 4 deals later, Leah shares their playbook, which includes an openness to imperfect situations and conviction that culture & people management make companies 4x more valuable.

    References and how to contact today's guest:
    Leah Berend | LinkedIn

    Minds Capital invests equity into deals by independent sponsors and searchers. For independent sponsors with a deal under LOI, visit Minds Capital to start a conversation. Our website also contains more information about this podcast and for prospective investors.

    Connect with Minds:

    • See past + future interviews on the YouTube channel
    • Connect with hosts Will Smith and Niklas James
    • Visit Minds Capital

    Credits:

    • Edited by Anton Rohozov
    Show More Show Less
    1 hr and 5 mins
  • $10m EBITDA After COVID Killed The Business
    Apr 22 2026

    Nicolás Lulli "grew up" at Relay Investments, a well-known fund in the traditional search fund world in the Prudential Tower in Boston. With their backing, he later acquired a $1m EBITDA business in Peru shortly before the pandemic. Peru was hard hit by the pandemic, not the least due to draconian government policies. So $1m EBITDA dropped to $0, before heavy-lifting turned it around to $10m and climbing.

    References and how to contact today's guest:
    Nicolás Lulli | LinkedIn

    Minds Capital invests equity into deals by independent sponsors and searchers. For independent sponsors with a deal under LOI, visit Minds Capital to start a conversation. Our website also contains more information about this podcast and for prospective investors.

    Connect with Minds:

    • See past + future interviews on the YouTube channel
    • Connect with hosts Will Smith and Niklas James
    • Visit Minds Capital

    Credits:

    • Edited by Anton Rohozov
    Show More Show Less
    1 hr and 10 mins
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