CASE STUDIES

In this engaging conversation, Casey Baugh sits down with Brent Bohn, an entrepreneur and leader in the McDonald’s franchise system, to explore his journey of building a high-performing organization rooted in excellence, innovation, and family values. Brent opens up about the lessons he’s learned through decades of leadership, from navigating the challenges of running a business to fostering a culture of growth and opportunity. He shares inspiring stories of elevating team members from entry-level roles to leadership positions, embodying the belief that no dream is out of reach with the right support and determination. Touching on themes of resilience, authenticity, and continuous improvement, Brent reflects on the pivotal moments that shaped his career and personal life, including the importance of vulnerability in leadership and balancing ambition with kindness. His insights are a powerful reminder that success is built not just on results, but on the people you empower along the way. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be quickly sold or converted to cash. As a result, investors may not be able to access their capital when desired. Additional risks associated with an investment in a Fund, as well as important information about Sandlot Partners and its personnel, are described in detail in the Offering Documents and in Sandlot Partners’ Form ADV, which is publicly available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund. Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements. In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Case Studies, Casey goes solo on resourcefulness, a theme he first absorbed from Tony Robbins, who used a rare seventeen minutes on a TED stage to make one point: resources are never the problem, a lack of resourcefulness is. Casey pairs it with Harvard's definition of entrepreneurship, the pursuit of opportunity without regard to resources currently controlled. He shares this in real time, drawn from the largest deal his firm has ever pursued, one that nearly collapsed when the bank backing it withdrew its financing a week before closing. Casey walks through the mindset that got him through it: refusing to quit, choosing to believe hard moments are happening for him rather than to him, and treating every setback as simply another problem to solve. He breaks down why better questions produce better answers, borrowing Robert Kiyosaki's contrast between "I can't afford it" and "how can I afford it," and shows how the constraints from his own financing crisis ultimately won him a far better price. Casey closes with a simple reminder: resourcefulness is a muscle, not a trait, and it only grows through action. Entrepreneurs facing their own resource gaps will find a practical playbook. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Case Studies, Casey goes solo to unpack what he calls the opportunity muscle, the ability to spot potential that everyone else walks past. Drawing on lessons from his mentor Todd Pedersen and patterns across more than 150 guest conversations, Casey shares the five-part framework he uses to evaluate any opportunity: character, competency, track record, trajectory, and resourcefulness. He explains why he bets on trajectory over presentation every time, and why the best opportunities rarely arrive polished. Casey walks through real examples from his own investing career, including a behavioral health acquisition built on trust rather than a flashy pitch, and an early bet on David Neeleman's Breeze Airways during COVID, when nearly every industry headwind hit at once. He also makes a case for concentration over scattered effort: saying no to good options clears the runway for great ones. Casey closes with four practical questions listeners can answer today to name their single biggest opportunity, find the person who can accelerate it, and take a first step within 24 hours. Entrepreneurs and investors chasing their next big opportunity will leave with a sharper filter for where to spend their time, money, and energy. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot” or “Sandlot Partners”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be quickly sold or converted to cash. As a result, investors may not be able to access their capital when desired. Additional risks associated with an investment in a Fund, as well as important information about Sandlot Partners and its personnel, are described in detail in the Offering Documents and in Sandlot Partners’ Form ADV, which is publicly available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund. Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements. In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements. For more information on Sandlot’s portfolio of investments, please visit our website at https://sandlotpartners.com. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Case Studies, the conversation with Fesi Sitake continues as BYU's wide receivers coach traces the climb from an $8,000 assistant's salary to the center of one of college football's most talked-about programs. Fesi Sitake walks Casey through the years that shaped his craft: rebuilding a winless Weber State into a playoff team, becoming an offensive coordinator at thirty, and joining Kalani Sitake's staff at BYU through the criticism, the COVID season, and the leap into the Big 12. The heart of the conversation is how he recruits. Fesi explains why he leads with radical honesty and accountability rather than promises, how he reads a player's character beneath the stats, and why culture outlasts NIL money when the two collide. He and Casey dig into loyalty, staying committed to the process without being attached to results, and the belief in yourself that every hard decision demands. This episode is a candid look at building people, not just teams. Leaders, recruiters, and anyone developing talent under pressure will find it essential. Hosted on Acast. See acast.com/privacy for more information.

In part one of this episode, Casey sits down with Fesi Sitake, wide receivers coach at BYU and a rare figure who has spent his entire coaching career without ever leaving Utah. Fesi's story is not just a football story; it is a study in how a person rebuilds themselves. He walks through a childhood shaped by poverty, a home with more than twenty relatives under one roof, the slow loss of his mother to a rare genetic disease, and the quiet mentors who refused to let him disappear. What emerges is a conversation about reinvention. Fesi shares how deliberate fresh starts, a transformative mission, and an All-American career at Southern Utah taught him that joy is a matter of focus, not circumstance. He and Casey explore the culture Kalani Sitake has built at BYU, why loyalty and love outlast pressure, and how leaders stay humble and hungry without letting their past define them. The result is a masterclass in resilience and self-belief. Anyone carrying a hard story who wants to turn it into fuel will find this hour unforgettable. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot” or “Sandlot Partners”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be quickly sold or converted to cash. As a result, investors may not be able to access their capital when desired. Additional risks associated with an investment in a Fund, as well as important information about Sandlot Partners and its personnel, are described in detail in the Offering Documents and in Sandlot Partners’ Form ADV, which is publicly available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund. Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements. In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements. Hosted on Acast. See acast.com/privacy for more information.