How Private Equity Values and Preserves Your Business | Sequoia Borgman

In this episode of Blueprint for Wealth, Wayne Zell speaks with Sequoia Borgman of Borgman Capital about how private equity evaluates lower middle market businesses and what makes a deal work. Sequoia explains the firm’s investment focus, how cash flow, leverage, and management transition affect valuation, and why trust and seller alignment can stop a transaction. The conversation covers deal structure, debt, earnouts, rollover equity, due diligence, and how long a sale can take. They also discuss legacy concerns, preserving employees and relationships, and what owners should do to prepare for a private equity exit.