Videos

Sequoya Borgman on why running a business might be the toughest job there is. To listen in on the full episode, click here: https://www.theinvestorrelationspodcast.com/lower-middle-market-buyouts/ Apple Podcasts: https://podcasts.apple.com/us/podcast/lower-middle-market-buyouts-and-the-art/id1791628629?i=1000776888969&uo=4 Spotify: https://open.spotify.com/episode/4JEYfXGaKMX44k7gJ6XZDm Website: https://www.theinvestorrelationspodcast.com/ #InvestorRelations #ownership #entrepreneurship #lowermiddlemarket #business

Kevin Pavnica of Blackrock Strategy on why reading the primary source — the DoDI 5000 acquisition manuals, however dry — hands you an edge most people never bother to get, plus why Normal Accidents belongs on every allocator's shelf. To listen in on the full episode, click here: https://www.theinvestorrelationspodcast.com/allocators-and-warfighters-from-the-cap-table-to-the-battlefield-with-kevin-pavnica/ Apple:…

Sequoya Borgman went from CPA to buyouts. Marit Harm went from nonprofit fundraising to investor relations — and explains why the skills transfer. To listen in on the full episode, click here: https://www.theinvestorrelationspodcast.com/lower-middle-market-buyouts/ Apple Podcasts: https://podcasts.apple.com/us/podcast/lower-middle-market-buyouts-and-the-art/id1791628629?i=1000776888969&uo=4 Spotify: https://open.spotify.com/episode/4JEYfXGaKMX44k7gJ6XZDm Website: https://www.theinvestorrelationspodcast.com/ #InvestorRelations #careerchange #fundraising #lowermiddlemarket #capitalmarkets

Kevin Pavnica of Blackrock Strategy on one of the most dangerous inversions in any capital-intensive industry — when a company starts treating its investor group as the customer and orients the product toward the raise instead of the real problem. To listen in on the full episode, click here: https://www.theinvestorrelationspodcast.com/allocators-and-warfighters-from-the-cap-table-to-the-battlefield-with-kevin-pavnica/…

Ashby Monk and Logan Yonavjak on why more information hasn't made investment committees more objective — and why the leadership layer, not the data layer, is where objectivity is won or lost. To listen in on the full episode, click here: https://www.theinvestorrelationspodcast.com/the-psychology-of-capital-allocation-how-investors-really-decide-ashby-monk-logan-yonavjak/ Apple: https://podcasts.apple.com/us/podcast/the-psychology-of-capital-allocation-how/id1791628629?i=1000775004010&uo=4 Spotify: https://open.spotify.com/episode/2z5jeQ4EKSeN1SRz33Zf2p Website: https://www.theinvestorrelationspodcast.com/ #InvestorRelations #capitalallocation…

Long-term holds, employee continuity, and legacy — Sequoya Borgman on the value proposition that wins family businesses. To listen in on the full episode, click here: https://www.theinvestorrelationspodcast.com/lower-middle-market-buyouts/ Apple Podcasts: https://podcasts.apple.com/us/podcast/lower-middle-market-buyouts-and-the-art/id1791628629?i=1000776888969&uo=4 Spotify: https://open.spotify.com/episode/4JEYfXGaKMX44k7gJ6XZDm Website: https://www.theinvestorrelationspodcast.com/ #InvestorRelations #familybusiness #lowermiddlemarket #buyouts #legacy

Kevin Pavnica of Blackrock Strategy explains why relationship-driven access isn't sticky, and lays out the four-part test that actually holds — readiness to perform, integrate, scale, and sustain. To listen in on the full episode, click here: https://www.theinvestorrelationspodcast.com/allocators-and-warfighters-from-the-cap-table-to-the-battlefield-with-kevin-pavnica/ Apple: https://podcasts.apple.com/us/podcast/allocators-and-warfighters-from-the-cap-table/id1791628629?i=1000775326040&uo=4 Spotify: https://open.spotify.com/episode/1eAqdXwIXVKP6erF0Cphca Website: https://www.theinvestorrelationspodcast.com/ #InvestorRelations #capitalmarkets #duediligence #defensetech #positioning

Sequoya Borgman on pushing through fear when the deal dies and the income stops. To listen in on the full episode, click here: https://www.theinvestorrelationspodcast.com/lower-middle-market-buyouts/ Apple Podcasts: https://podcasts.apple.com/us/podcast/lower-middle-market-buyouts-and-the-art/id1791628629?i=1000776888969&uo=4 Spotify: https://open.spotify.com/episode/4JEYfXGaKMX44k7gJ6XZDm Website: https://www.theinvestorrelationspodcast.com/ #InvestorRelations #dealmaking #entrepreneurship #privateequity #resilience

Kevin Pavnica of Blackrock Strategy on "modeling the middle" — why the signals at the top and the outputs at the bottom tell you almost nothing about the Plinko board in between, and why somebody has to map it. To listen in on the full episode, click here: https://www.theinvestorrelationspodcast.com/allocators-and-warfighters-from-the-cap-table-to-the-battlefield-with-kevin-pavnica/ Apple:…

Ashby Monk and Logan Yonavjak on why access to information stopped being a differentiator, and what actually separates knowledge, intelligence, and wisdom in high-stakes decision environments. To listen in on the full episode, click here: https://www.theinvestorrelationspodcast.com/the-psychology-of-capital-allocation-how-investors-really-decide-ashby-monk-logan-yonavjak/ Apple: https://podcasts.apple.com/us/podcast/the-psychology-of-capital-allocation-how/id1791628629?i=1000775004010&uo=4 Spotify: https://open.spotify.com/episode/2z5jeQ4EKSeN1SRz33Zf2p Website: https://www.theinvestorrelationspodcast.com/ #InvestorRelations #capitalallocation #decisionmaking #institutionalinvestors #capitalmarkets

Sequoya Borgman on leaving public accounting for private equity — and surviving a first deal that fell apart. To listen in on the full episode, click here: https://www.theinvestorrelationspodcast.com/lower-middle-market-buyouts/ Apple Podcasts: https://podcasts.apple.com/us/podcast/lower-middle-market-buyouts-and-the-art/id1791628629?i=1000776888969&uo=4 Spotify: https://open.spotify.com/episode/4JEYfXGaKMX44k7gJ6XZDm Website: https://www.theinvestorrelationspodcast.com/ #InvestorRelations #privateequity #lowermiddlemarket #buyouts #dealmaking

Kevin Pavnica of Blackrock Strategy on cutting through pitch-deck puffery — why some contracts exist to signal movement, carry no allocated funds, and realize no revenue, and how to tell the difference. To listen in on the full episode, click here: https://www.theinvestorrelationspodcast.com/allocators-and-warfighters-from-the-cap-table-to-the-battlefield-with-kevin-pavnica/ Apple: https://podcasts.apple.com/us/podcast/allocators-and-warfighters-from-the-cap-table/id1791628629?i=1000775326040&uo=4 Spotify: https://open.spotify.com/episode/1eAqdXwIXVKP6erF0Cphca Website: https://www.theinvestorrelationspodcast.com/ #InvestorRelations #disclosure…

Martin Garcia of BITKRAFT Ventures breaks down a new growth-capital structure built on cohort behavior — and why the investor-communication layer matters as much as the model itself. To listen in on the full episode, click here: https://www.theinvestorrelationspodcast.com/optimizing-for-the-investor-why-this-vc-became-an-ria-with-martin-garcia/ #shorts

Disclaimer: Joshua Wilson holds FINRA Series 79 and Series 63 licenses and is a licensed Florida real estate broker. The content of this podcast is for informational and educational purposes only and should not be construed as legal, financial, investment, or compliance advice. All views and opinions expressed by the…

Private credit defaults: disaster or opportunity? The private credit default narrative has been loud lately — but is the market reading it wrong? In this clip, Daniel Bird — a private credit and distressed investing veteran with over 25 years of global markets experience — pushes back on the prevailing…

How to spot an investor who'll make things worse Not all capital is smart capital — and the wrong investor at the wrong size can sink an otherwise solid deal. In this clip, Daniel Bird — a private credit and distressed investing veteran with over 25 years of global markets…

Scared to outsource your investments? Have you considered this? The hesitation is understandable — but the way most families handle it is making things worse. In this clip, Daniel Bird — a private credit and distressed investing veteran with over 25 years of global markets experience — tackles one of…

Why wealthy families sabotage their own investment teams Most wealthy families bring investing in-house to gain control — then immediately undermine the very team they hired. In this clip, Daniel Bird — a private credit and distressed investing veteran with over 25 years of global markets experience — breaks down…

A Startup Is Not a Business — and That Changes Everything Disclaimer: Joshua Wilson holds FINRA Series 79 and Series 63 licenses and is a licensed Florida real estate broker. The content of this podcast is for informational and educational purposes only and should not be construed as legal, financial,…

Wall Street legend Morty Davis gets brutally honest — and it's not about deals. Before the $3 billion raised, the 400+ companies funded, and the Harvard MBA — Morty Davis was a young man who couldn't shake a persistent sense of depression. In this clip, Morty opens up about discovering…

You Won't Believe What a Castle in Spain Costs — and it just might change how you think about international real estate investing forever. In this clip, Joshua Wilson sits down with Mike Stohler, Managing Partner and Co-Founder of Gateway Private Equity Group, to unpack a deal that stopped Mike…

The mindset shift that separates fundable founders from everyone else — and most never see it coming.In this clip, Dr. Leon Eisen — 4× founder, venture capitalist, and Venture Partner at Silicon Valley's NetworkVC — breaks down the single most damaging mental frame founders bring into investor meetings: treating the…

He Was Totally Broke. Then He Funded 400+ Startups. — The Morty Davis Story.From no money and three infant kids to Harvard Business School, Wall Street, and over $3 billion raised for early-stage companies — Morty Davis's origin story is one of the most remarkable in capital markets history. In…

How Pat's business helps you gain trust through reviews. Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance advice.…