Navigated to This 70/30 Model Leads to Highest Returns

This 70/30 Model Leads to Highest Returns

September 10
6 mins

Episode Description

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

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This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

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