This episode breaks down how Jeremy Giffon ( https://x.com/jeremygiffon ) thinks about special situations, forced sellers, and overlooked businesses, showing why the best investments come from understanding incentives, human behavior, and coordination problems rather than complex models or market timing.
Show notes:
0:00 Special situations in the lower middle market
6:18 The perfect business is getting paid for your words and gaining access
9:44 Coordination problems and forced sellers create the best deals
11:44 Ghost ship companies and orphaned assets that VCs misunderstand
15:28 Patience and selectivity outperform constant deal activity
18:42 Negotiation and the 25 million LOI with a Ferrari 488
21:19 Six unconventional truths about making better business decisions
Sponsors:
https://capitalpad.com/
https://www.spacebarstudios.co/inquire
Follow Mikk/PrivateEquityGuy on Twitter: https://x.com/PrivatEquityGuy
This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
