• In a podcast interview, Borgman Capital founder Sequoya Borgman flagged an aging Baby Boomer owner sell-off as a key deal driver into H2 2026.
• He described a lower-middle-market focus on family-owned industrial manufacturing and food businesses, typically as the first institutional investor.
• Borgman outlined a leveraged buyout structure using senior bank debt, mezzanine or seller notes, with equity funding the balance.
• He said tighter bank leverage has pressured returns, shifting emphasis to purchase price discipline amid tariff and geopolitical uncertainty.
• He said the best-performing private equity vintages were formed in 2008, arguing down markets can improve entry pricing.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Borgman Capital LLC published the original content used to generate this news brief on August 20, 2026, and is solely responsible for the information contained therein.