About this episode

The episode discusses the evolution of Borgman Capital and the intricacies of investor communications in lower middle market buyouts.

Sequoya Borgman, Founder and CEO of Borgman Capital and a CPA with two decades in public accounting, joins host Joshua Wilson alongside Marit Harm, Vice President of Firm Operations & Marketing, who leads the firm's investor relations. They trace Borgman Capital's evolution from a first deal backed by 28 investors to a 500-strong network of family offices, institutions, and high-net-worth individuals — built deal by deal through the independent sponsor model, Reg D offerings, and investor...

People in this episode

Host: Joshua Wilson

Guests: Sequoya Borgman, Marit Harm

Topics covered

• lower middle market
• buyouts
• investor communications
• investor relations
• capital evolution

Keywords

• lower middle market
• buyouts
• investor communications
• Borgman Capital
• family offices

Mentioned in this episode

Organizations: Borgman Capital

More episodes of The Investor Relations Podcast

• Optimizing for the Investor: Why This VC Became an RIA with Martin Garcia · July 8, 2026 · 44 min
• Allocators and Warfighters: From the Cap Table to the Battlefield with Kevin Pavnica · July 3, 2026 · 47 min
• The Psychology of Capital Allocation: How Investors Really Decide — Ashby Monk & Logan Yonavjak · July 1, 2026 · 43 min
• What VCs and PE Firms Get Wrong When Pitching RIAs with Gary Preisser · June 16, 2026 · 44 min

Explore listener stats, chart rankings, contacts and more on the The Investor Relations Podcast podcast page.