Lower Middle Market Buyouts and the Art of Investor Communications (Podcast)

On this episode of The Investor Relations Podcast, host Joshua Wilson sits down with Borgman Capital Founder & CEO Sequoya Borgman and Marit Harm, Vice President of Firm Operations & Marketing, to discuss how the firm has built its lower middle market investment platform through disciplined acquisitions, long-term investor relationships, and a commitment to transparent communication. You can also listen on Apple or Spotify.

The conversation offers an inside look at:

• Sequoya Borgman: From CPA to Lower Middle Market Buyots [1:05]

• Marit Harm: From Nonprofit Fundraising to Investor Relations [2:18]

• Taking the Leap & Surviving a Dead First Deal [4:57]

• Scaling From 28 to 500 Investors [11:09]

• The Value Proposition to Business Sellers [16:40]

• Building PassTheHat.com [21:58]

• Overcommunication, Transparency, & the Annual Investor Summit [26:10]

• Resource Recommendations [35:18]

"If you plot our investors on a map of the U.S. when Sequoya first started out, they would all be concentrated in the Milwaukee, Wisconsin area; now we have coast to coast reach.

It's really cool to see how that concept from early on, is starting to come to fruition."

-Marit Harm

The episode offers practical insights for investors, business owners, and anyone interested in how disciplined acquisitions and strong investor relationships drive long-term success.

If you are a business owner considering private equity as an exit strategy, get in touch with us for a confidential conversation about your goals, your business, and to learn if our approach may be a good option for you. You may also be interested in the following resources:

• How to Respond (or Not) to an Offer to Buy Your Business

• Understanding the Buyer Landscape, from ESOPs to Strategics

• Exactly How We Structure Deals to Align with Investors and Sellers