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The Daily Mastermind

The Daily Mastermind

Mastering Investments in Fragmented Markets with Anthony Perera

Jul 22, 2026 · 24m

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About this episode

George Wright III hosts Anthony Perera on The Daily Mastermind to discuss Perera 's operator-first approach to building and investing in companies through his family office, Exuma Capital Partners. Perera shares his background scaling Air Pros USA from one HVAC truck to a $200M+ nationwide business and explains Exuma's thesis of acquiring founder-led companies typically earning $2–10M EBITDA, installing infrastructure (KPIs, CRM/ERP, leadership teams), driving organic growth and M&A, and positioning them for private equity acquisition. He emphasizes real-time visibility into leading indicators over month-end lagging reports, looks for fragmented, AI-resistant service industries, and…