CASE STUDIES

Rocky Derrick built Taylor Derrick Capital from an $800,000 fund into an $800+ million private lending platform, but the real story isn't the balance sheet. In this episode of Case Studies, Rocky sits down with Casey to unpack the partnership that made it possible, the sudden loss of his co-founder, and the grinding, invisible years that came before any of it looked like success. This conversation is for entrepreneurs and leaders who understand that real success is rarely linear. It's a reminder that discipline, humility, and relationships, not luck, are what actually build something lasting. [00:00] Welcome, Rocky Derrick [01:12] Life Today at Taylor Derrick Capital [04:01] Inside the Lending Business [08:12] Win-Win: The Borrower Relationship [13:06] Choosing Loyal Capital Over Institutions [17:05] Brazil, the U, and a New Direction [19:41] Choosing USC's MRED Program [24:46] A Clear Answer in the Night [29:18] Building a High-Rise in Vegas [33:54] The Mezzanine Lender's Call [39:00] Meeting Mark Taylor [53:00] Fired, Humbled, and Betting on Himself [1:01:47] Launching Taylor Derrick Capital [1:09:00] Losing Mark, Carrying the Weight [1:14:04] Lessons on Partnership and Leadership [1:30:15] AI, Efficiency, and the Future [1:46:15] Faith, Family, and Grace 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. Any returns discussed are aspirational in nature and no criteria was used in their formulation. 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 sits down with Kevin Galbasini, co-founder of a skilled nursing company that has grown to 10 facilities and roughly 1,500 employees, with zero debt and no outside investors. After becoming the top loan officer at Eric Kendall’s mortgage company during the early-2000s boom, he walked away from the industry, earned a master’s in real estate development at USC, and graduated straight into the 2008 crash. A prayer on a long drive home led him into nursing homes, where he spent four years learning the business before leaving a comfortable role at Plum Healthcare to start his own. 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. Guests may discuss their own businesses, funds, and investments. Any statements by a guest about such matters, including performance figures, track records, loss or default statistics, assets under management, or expectations about future results, are solely the guest’s, have not been verified by Sandlot, do not reflect the performance of Sandlot or any Fund, and are not endorsed or adopted by Sandlot. Nothing in this Communication is an offer to sell or a solicitation of an offer to buy any interest in any vehicle sponsored by a guest or any third party. Sandlot has no role in, and receives no compensation in connection with, any such offering. References to third-party companies, products, or services are not endorsements. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Case Studies, Casey sits down with Eli Morgan, a 21-year-old BYU student building an AI business, who took Casey up on an unusual challenge: listen to every episode of the podcast and earn an hour-long sauna session. Eli did more than listen. Across 135 hours, through pneumonia, a leave of absence, and the hardest year of his life, he catalogued every lesson, read a book a week from guest recommendations, and put the principles to work. The result is a rare look at pattern recognition in action. Eli and Casey unpack the ideas that surfaced again and again: massive action, building the rejection muscle, Sunday planning, the seasons of life, giving before you have much, faith, and investing in the goose rather than chasing golden eggs. Casey shares why time has become his scarcest resource, and why the mentors who shape us most may never know our names. It's proof that wisdom compounds. 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 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.