The Deal Podcast

Joshua Wilson
  • 5.0 (9)
  • Management

Welcome to a podcast that goes beyond the headlines to reveal the human and financial side of building enterprise value. Hosted by M&A advisor and executive producer Joshua Wilson, this is The Deal Podcast, brought to you by FA Mergers. We're your front-row seat to the strategies shaping today's lower- and middle-market, from the family-run business to the multi-million-dollar portfolio. Too often, the world of mergers and acquisitions is seen as a complex, numbers-driven game. We believe it's about the people behind the deals—the bold entrepreneurs, the savvy investors, and the dedicated teams who make it all possible. Each episode, we sit down with the real players in the M&A space: from private equity sponsors and family offices to strategic buyers, serial entrepreneurs, and commercial bankers. We’ll also hear from the crucial professional teams on the front lines, including CPAs, tax and corporate attorneys, and wealth advisors, to uncover the blueprints of success. Our conversations will delve into every facet of the deal lifecycle. We'll explore the art of acquisitions, the science of scaling through bolt-ons, the complexities of divestitures, and the long-term thinking required for portfolio optimization. This podcast is more than a stage for thought leaders; it's a collaborative hub for anyone looking to build, scale, or prepare for their next chapter. Whether you’re a business owner seeking a successful exit, an investor looking to grow your portfolio, or a professional advisor supporting clients on this journey, our content is designed to be both educational and actionable. Join us as we decode the deal, one conversation at a time. Disclaimer: The views, opinions, and statements expressed by the guest are solely their own and do not necessarily reflect the views of The Deal Podcast, its hosts, or affiliated organizations. This content is for informational purposes only and should not be construed as investment, legal, tax, or accounting advice. Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. As a trusted connector among founders, family offices, and investment platforms, Josh brings a relational, strategic lens to SPACs, IPOs, M&A, and private placements—blending insight, curiosity, and communication to spotlight the people and deals shaping the capital markets. The content of this podcast is intended for informational and educational purposes only and should not be interpreted as legal, financial, or compliance advice. The views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the official policies or positions of any regulatory agency, law firm, employer, or organization. Listeners are encouraged to consult their own legal counsel, compliance professionals, or financial advisors to ensure adherence to applicable laws and regulations, including those enforced by the SEC, FINRA, and other regulatory bodies. This podcast does not constitute a solicitation, offer, or recommendation of any financial products, securities transactions, or legal services.

  1. How Founders Use Community Foundations to Protect Their Legacy with Missy Andrade

    3d ago

    How Founders Use Community Foundations to Protect Their Legacy with Missy Andrade

    What if the smartest move before your liquidity event isn't talking to your banker — it's talking to a community foundation? In this episode of The Deal Podcast, host Joshua Wilson and co-host Scott Shea sit down with Missy Andrade, President & CEO of the Community Foundation of Acadiana (CFA), to unpack one of the most overlooked tools in middle market dealmaking: the community foundation. Missy leads a 26-year-old organization stewarding more than $253 million in assets across roughly 1,000 component funds, working alongside CPAs, attorneys, and wealth advisors to turn liquidity events into multi-generational legacies. From donor-advised funds and complex asset gifts — appreciated stock, real estate, mineral rights, art collections, even ownership of operating companies — to the conversation founders should be having before they sign an LOI, Missy walks through how community foundations function as a strategic partner for entrepreneurs, families, and the advisors who serve them. 🎯 What We Cover: How community foundations actually work (and why they're like "a bank for donors")Why CPAs send clients to community foundations before a sale closesThe case for charitable planning before liquidity — not afterDonor-advised funds vs. private foundations: when each makes senseHow a billion-dollar Baton Rouge company was transferred to a community foundationComplex asset gifts: stock, real estate, mineral rights, IP, art, and moreDonor intent and how to protect a founder's legacy across generationsThe G2 and G3 succession question every fund holder should askWhy the most successful philanthropists are obsessive — and team-buildersTrust-based philanthropy and why neutrality is a community foundation's superpower🤝 Connect with Missy Andrade:  🌐 https://www.cfacadiana.org/  💼 https://www.linkedin.com/in/missy-bienvenu-andrade-81363b65/  🤝 Connect with Co-Host Scott Shea: 💼 https://www.linkedin.com/in/escottshea/ 💼 Thinking About a Transaction? FA Mergers helps founders, investors, and business owners navigate the full M&A process — from valuation to close. If you're exploring a sale, acquisition, or capital raise, let's talk. 🔗 https://www.famergers.com/ 🎙️ Follow The Deal Podcast:  🌐 https://www.thedealpodcast.com/  💼 https://www.linkedin.com/in/joshuabrucewilson/  ▶️ https://www.youtube.com/@dealpodcast DISCLAIMER The Deal Podcast is for informational and educational purposes only. Nothing discussed constitutes investment advice, a solicitation, or a recommendation to buy or sell any security. Always consult a licensed professional before making financial or investment decisions.

    42 min
  2. Eat What You Kill: The Bet-On-Yourself Model — Mark Weber

    Jun 22

    Eat What You Kill: The Bet-On-Yourself Model — Mark Weber

    Mark Weber made $12,000 his first year in business. He never hired an employee. Three decades later, he's built a portfolio across life insurance, real estate, and mortgage lending — all on strategic partnerships and commission-only hustle. Mark Weber is a serial entrepreneur, inventor, and CEO of Mark Weber Enterprises — a multi-layered company spanning real estate, investments, insurance, and mortgage lending. In this episode, Mark sits down with host Joshua Wilson and co-host Jude David, Managing Partner at FA Mergers, to break down the "eat what you kill" operating model that's carried him through 30+ years of entrepreneurship without a single W-2 employee. From his first $28,000 townhouse in 1994 to co-inventing the GreatCatch soft hands trainer (licensed to Cutters Gloves and SKLZ, now sold globally), Mark shares how strategic partnerships, faith-led discernment, and old-fashioned grit built a durable boutique business — and what the next generation of dealmakers needs to hear. 🎯 What We Cover: The eat-what-you-kill model and how Mark scaled without fixed payrollHow AI is reshaping life insurance underwriting (policies issued in minutes)Strategic partnerships vs. hiring — how to structure transactional back-office supportTurning a $200 prototype into a $3.33 global retail product (the GreatCatch story)Why grit and work ethic matter more than credentials for the next generationHow faith and discernment shape Mark's go/no-go decisions on dealsThe rental property playbook that started with a single $28K townhouseTeaching kids to hustle: lessons from laying sod and cutting grassInefficient markets, value creation, and why sales skills always winWalking away from the wrong deals — and why the walk-aways matter most🤝 Connect with Mark Weber:  🌐 https://www.leadprofessionalsgroup.com/our-team  🌐 https://donedealnow.com/staff/mark-weber/  💼 https://www.linkedin.com/in/mark-a-weber-a220999/  ▶️ https://www.youtube.com/@GreatCatch08 🤝 Connect with Co-Host Jude David, JD, DCL, MBA — Managing Partner, FA Mergers:  💼 https://www.linkedin.com/in/jude-david-jd-dcl-mba-172a6a76/ 💼 Thinking About a Transaction? FA Mergers helps founders, investors, and business owners navigate the full M&A process — from valuation to close. If you're exploring a sale, acquisition, or capital raise, let's talk. 🔗 https://www.famergers.com/ 🎙️ Follow The Deal Podcast:  🌐 https://www.thedealpodcast.com/  💼 https://www.linkedin.com/in/joshuabrucewilson/  ▶️ https://www.youtube.com/@dealpodcast DISCLAIMER The Deal Podcast is for informational and educational purposes only. Nothing discussed constitutes investment advice, a solicitation, or a recommendation to buy or sell any security. Always consult a licensed professional before making financial or investment decisions.

    53 min
  3. Mergers and Acquisitions in the Nonprofit World

    Jun 15

    Mergers and Acquisitions in the Nonprofit World

    What if the smartest growth strategy in your community wasn't being run by a private equity firm — it was being run by a charity? Kim Boudreaux and Sarah Clement of Catholic Charities of Acadiana have spent the last two decades quietly executing one of the most disciplined nonprofit roll-up strategies in Louisiana — growing from a $1.2M agency with 23 employees into a $15M, 90-person, 14-organization platform serving eight civil parishes. In this episode, host Joshua Wilson and co-host Jude David, JD, DCL, MBA and Managing Partner at FA Mergers, sit down with Kim Boudreaux, Chief Executive Officer, and Sarah Clement, Chief Administrative Officer and 2023 recipient of the Catholic Charities USA National Management Excellence Award, for a candid look at how mission-driven organizations apply real M&A principles — economy of scale, sub-10% administrative rates, EOS implementation, and rigorous due diligence — to expand impact rather than profit. They open up about merging six nonprofits in a single day, navigating boards, integrating cultures, and the hard call to raise minimum wage to $15 an hour before it was cool. 🎯 What We Cover: The bishop's challenge that launched a 20-year roll-up strategyWhy economy of scale matters more in nonprofits than most people thinkThe day they closed six mergers — and what they would do differently nowHow to approach a nonprofit board about a merger without bruising egosUsing EOS (Entrepreneurial Operating System) to scale a faith-based enterpriseHow they grew FoodNet 110% and Rebuilding Together Acadiana 290% post-acquisitionThe succession-planning angle that opens nonprofit M&A conversationsHiring people smarter than you — and the test Kim used to vet SarahBuilding a culture of mutual accountability, honest feedback, and "start/stop" exercisesWhy the $15 minimum wage decision changed how the whole organization operates🤝 Connect with Kim Boudreaux:  🌐 https://catholiccharitiesacadiana.org/  💼 https://www.linkedin.com/in/kimberly-boudreaux-186094175/ 🤝 Connect with Sarah Clement:  🌐 https://catholiccharitiesacadiana.org/  💼 https://www.linkedin.com/in/sarah-clement-562b7913/ 🤝 Connect with Co-Host Jude David, JD, DCL, MBA:  💼 https://www.linkedin.com/in/jude-david-jd-dcl-mba-172a6a76/ 💼 Thinking About a Transaction? FA Mergers helps founders, investors, and business owners navigate the full M&A process — from valuation to close. If you're exploring a sale, acquisition, or capital raise, let's talk. 🔗 https://www.famergers.com/ 🎙️ Follow The Deal Podcast:  🌐 https://www.thedealpodcast.com/  💼 https://www.linkedin.com/in/joshuabrucewilson/  ▶️ https://www.youtube.com/@dealpodcast DISCLAIMER The Deal Podcast is for informational and educational purposes only. Nothing discussed constitutes investment advice, a solicitation, or a recommendation to buy or sell any security. Always consult a licensed professional before making financial or investment decisions.

    1h 1m
  4. From Career to Calling: Inside Family Missions Company with Saul Keeton & Kevin Granger

    Jun 8

    From Career to Calling: Inside Family Missions Company with Saul Keeton & Kevin Granger

    What if the Lord interrupted your career at the peak of the American dream? Saul Keeton walked away from 25 years in commercial real estate. Kevin Granger left nursing and music behind. Both said yes to something bigger. In this episode of The Deal Podcast, host Joshua Wilson sits down with Saul Keeton and Kevin Granger of Family Missions Company — the largest lay Catholic foreign missionary organization in the world — alongside co-host Jude David, JD, DCL, MBA and Managing Partner at FA Mergers.  Saul and Kevin share how the Lord rerouted their lives, what it takes to run a mission organization sending 200+ missionaries into 11 countries, and how business owners and stewards of capital can become the shaft of the spear that pushes the gospel into the world's most underserved places. This is a conversation about legacy, kingdom ROI, and what happens when ambition meets surrender. 🎯 What We Cover: Why Saul left a 25-year commercial real estate career for the mission fieldKevin's journey from music major to nursing to global missionsHow Family Missions Company became the largest lay Catholic foreign missionary organization in the worldThe "tip of the spear" model — and why business owners are the shaftRunning a mission organization with 20–30 staff and 200+ missionaries in 11 countriesKingdom ROI: how to think about return when souls are the metricWhy 3.6 billion people have never heard the name of JesusGospel poverty, transparency, and how missionary funds actually flowWorking yourself out of a job — building self-sustaining missionsIdentity rooted in being a son of the Father, not a to-do list🤝 Connect with Saul Keeton & Kevin Granger:  On IG: Saul + https://www.instagram.com/saulkeeton Kevin + https://www.instagram.com/kevinjgranger Family Missions: https://www.instagram.com/fmcmissions/ Web: 🌐 https://www.familymissionscompany.com/  👥 https://www.facebook.com/FamilyMissionsCompany/  🎙️ Go You Are Sent Podcast (Spotify): https://open.spotify.com/show/3as5fmjounyu6588WGO8Ek  ▶️ Go You Are Sent (YouTube): https://www.youtube.com/@GoYouAreSent 🤝 Connect with Co-Host Jude David:  💼 https://www.linkedin.com/in/jude-david-jd-dcl-mba-172a6a76/ 💼 Thinking About a Transaction? FA Mergers helps founders, investors, and business owners navigate the full M&A process — from valuation to close. If you're exploring a sale, acquisition, or capital raise, let's talk. 🔗 https://www.famergers.com/ 🎙️ Follow The Deal Podcast:  🌐 https://www.thedealpodcast.com/  💼 https://www.linkedin.com/in/joshuabrucewilson/  ▶️ https://www.youtube.com/@dealpodcast DISCLAIMER The Deal Podcast is for informational and educational purposes only. Nothing discussed constitutes investment advice, a solicitation, or a recommendation to buy or sell any security. Always consult a licensed professional before making financial or investment decisions.

    51 min
  5. From Law to the Priesthood: Discerning the Call with Father Jim Brady

    Jun 1

    From Law to the Priesthood: Discerning the Call with Father Jim Brady

    What does it actually take to walk away from a thriving career at the top of your game — and how do you do it without leaving wreckage behind? In this special episode of The Deal Podcast, host Joshua Wilson and co-host Jude David, JD, DCL, MBA — Managing Partner at FA Mergers — sit down with Father Jim Brady, JCL, Pastor of St. Pius X Catholic Church in Lafayette, Louisiana. Before entering the priesthood, Father Brady spent eleven years building a regional law practice as a litigation partner. He earned a BS in Accounting from Spring Hill College, a JD from the University of Mississippi, and later a Licentiate in Canon Law from The Catholic University of America. His story is a master class in discernment, responsible transition, and the kind of stewardship every founder, partner, and operator eventually faces. Whether you're contemplating a sale, a career change, or the next chapter, this conversation will reframe how you think about calling, exits, and what it means to run toward something rather than away. 🎯 What We Cover: How a 29-year-old trial lawyer started hearing a different callThe Holy Thursday moment that changed everythingWhy he gave his partners a full year to unwind the practice responsiblyBuilding your own succession plan before you exitThe "99% pay cut" — what's actually hard about a major career transitionHow to tell the difference between running toward something vs. running from itDiscernment frameworks that apply to founders, sellers, and career changersBringing trusted advisors into your decision instead of going it aloneRunning a large parish like a business — service, solutions, and the customer experienceWhy "small things with great love" outperform grand ambition over time🤝 Connect with Father Jim Brady:  🌐 https://stpiusxchurch.org/staff/fr-jim-brady/  📧 pastor@stpiusxchurch.org 🤝 Connect with Co-Host Jude David, JD, DCL, MBA:  💼 https://www.linkedin.com/in/jude-david-jd-dcl-mba-172a6a76/ 💼 Thinking About a Transaction? FA Mergers helps founders, investors, and business owners navigate the full M&A process — from valuation to close. If you're exploring a sale, acquisition, or capital raise, let's talk. 🔗 https://www.famergers.com/ 🎙️ Follow The Deal Podcast:  🌐 https://www.thedealpodcast.com/  💼 https://www.linkedin.com/in/joshuabrucewilson/  ▶️ https://www.youtube.com/@dealpodcast DISCLAIMER The Deal Podcast is for informational and educational purposes only. Nothing discussed constitutes investment advice, a solicitation, or a recommendation to buy or sell any security. Always consult a licensed professional before making financial or investment decisions.

    1h 4m
  6. The Opportunity Machine: Powering Louisiana's Startup Boom — Destin Ortego

    May 25

    The Opportunity Machine: Powering Louisiana's Startup Boom — Destin Ortego

    What happens when a former musician with degrees in graphic design and public relations becomes the executive director of one of Louisiana's most important startup engines? You get Destin Ortego — and a playbook that's helped founders raise $116M in venture capital and drive over $2 billion in economic impact since 2018. In this episode of The Deal Podcast, host Joshua Wilson and co-host Scott Shea sit down with Destin Ortego, Executive Director of Opportunity Machine, the Lafayette-based nonprofit turning aspiring entrepreneurs into fundable, scalable founders. Destin shares how Opportunity Machine evolved from an LITE-backed initiative in 2009 into a membership-based nonprofit supporting roughly 50 active startup teams across idea, early, and growth stages. The conversation digs into what makes a company actually fundable, why customer discovery kills more bad ideas than any pitch deck, and why curiosity and "humble swag" are the two traits that separate successful founders from everyone else. Destin also unpacks the AI moment, why SaaS-only startups are losing their moat, and why marketplaces and network-effect businesses are built to win the next cycle. 🎯 What We Cover: How Opportunity Machine supports founders from idea stage through growth stageThe real definition of "fundable" — and why traction beats vision every timeWhy customer discovery is the single most important skill for early foundersThe difference between leading and lagging indicators (and why vanity metrics lie)Bootstrapping, equity, and non-dilutive funding pathways like SBIR and STTRWhy the average successful founder takes 3.5 tries to get it rightHow AI is reshaping defensibility — and why SaaS alone is no longer a moatThe marketplace comeback: why network effects are the new investor magnetThe mindset shift founders must make to avoid the "permanent underclass"Why buying a business may be more viable than starting one from scratch🤝 Connect with Destin Ortego:  🌐 https://opportunitymachine.org/  💼 https://www.linkedin.com/in/destin-ortego/ 🤝 Connect with Co-Host Scott Shea:  💼 https://www.linkedin.com/in/escottshea/ 💼 Thinking About a Transaction? FA Mergers helps founders, investors, and business owners navigate the full M&A process — from valuation to close. If you're exploring a sale, acquisition, or capital raise, let's talk. 🔗 https://www.famergers.com/ 🎙️ Follow The Deal Podcast: 🌐 https://www.thedealpodcast.com/  💼 https://www.linkedin.com/in/joshuabrucewilson/  ▶️ https://www.youtube.com/@dealpodcast DISCLAIMER The Deal Podcast is for informational and educational purposes only. Nothing discussed constitutes investment advice, a solicitation, or a recommendation to buy or sell any security. Always consult a licensed professional before making financial or investment decisions.

    1h 5m
  7. The Public-Private Partnership Playbook with Mike Tarantino

    May 18

    The Public-Private Partnership Playbook with Mike Tarantino

    What does it actually take to land a $1.4 billion manufacturing deal in a parish of 70,000 people? Mike Tarantino has the playbook — and he's running it in real time. In this episode, Joshua Wilson and co-host Scott Shea sit down with Mike Tarantino, President and CEO of the Iberia Industrial Development Foundation, to break down the mechanics of modern economic development dealmaking. Mike walks through how Iberia Parish, Louisiana beat out 15+ competing communities to land First Solar's 2.3 million square foot facility — now employing over 825 people and anchoring an entirely new advanced manufacturing ecosystem in Cajun country. From building the public-private partnerships that move at the speed of business, to courting site selectors, to retaining the legacy businesses that quietly built the local economy, Mike shares the relationship-driven, numbers-first approach that turns a community into a magnet for capital. 🎯 What We Cover: Why incentives sweeten deals but never make a bad deal goodHow Iberia Parish landed First Solar's $1.4B advanced manufacturing facilityThe site selector ecosystem and how to get on their radarBuilding public-private partnerships that move at the speed of businessWhat drives location decisions in a remote-work, AI-enabled economyWhy business retention is the unsung hero of economic developmentThe role of generational and family businesses in regional growthBuilding supplier ecosystems around anchor tenants (tier 1, 2, and 3)How Marine Corps discipline translates into dealmaking focusDiversifying a legacy oil and gas economy without abandoning it🤝 Connect with Mike Tarantino:  🌐 https://www.iberiabiz.org  💼 https://www.linkedin.com/in/mike-tarantino-cecd-21693017/  🎙️ The Mike Drop with Mike Tarantino: https://open.spotify.com/show/7KaiEyDlxpUmGyzzjSUynL 🤝 Connect with Co-Host Scott Shea:  💼 https://www.linkedin.com/in/escottshea/ 💼 Thinking About a Transaction? FA Mergers helps founders, investors, and business owners navigate the full M&A process — from valuation to close. If you're exploring a sale, acquisition, or capital raise, let's talk. 🔗 https://www.famergers.com/ 🎙️ Follow The Deal Podcast:  🌐 https://www.thedealpodcast.com/  💼 https://www.linkedin.com/in/joshuabrucewilson/  ▶️ https://www.youtube.com/@dealpodcast DISCLAIMER The Deal Podcast is for informational and educational purposes only. Nothing discussed constitutes investment advice, a solicitation, or a recommendation to buy or sell any security. Always consult a licensed professional before making financial or investment decisions.

    49 min
  8. The Pattern Recognition Skill That Built Four Exits with Steven Pivnik

    May 13

    The Pattern Recognition Skill That Built Four Exits with Steven Pivnik

    What if the same company could give you four bites of the apple? Steven Pivnik did exactly that — and nearly lost it all in between. In this episode of The Deal Podcast, host Joshua Wilson sits down with Steven Pivnik, serial founder, endurance athlete, and exit advisor who built and monetized the same software company four separate times before finally selling to a $4 billion competitor. Steven shares the real story behind the wins — and the gut-punch in the middle when he came back from a two-year contract to find fraud, falsified financials, and a company one month from bankruptcy. From immigrating from the former Soviet Union as a toddler to coding Pac-Man on a Commodore 64 to climbing Mount Everest at 55, Steven's story is a masterclass in pattern recognition, founder resilience, and the discipline it takes to actually build something worth selling. Now an executive coach with The CEO Project and exit advisor with Acresis, he helps founders avoid the mistakes that nearly cost him everything. 🎯 What We Cover: How Steven licensed the same software to IBM and Microsoft in back-to-back dealsThe "MBA in a box" he got working under a seasoned management team post-acquisitionWhy pattern recognition is the most underrated founder skillThe fraud and betrayal that nearly killed his company while he was awayWhy he interviewed every employee on day one of his return — and cut from 30 to 8How he made good on two missed payrolls over 12 months after coming backThe KPI discipline that separated his second act from his firstBringing in a CEO for the final exit — and how to "love like you've never lost"His ideal client profile: 10+ years in business, $10M+ revenue, 90% of net worth tied upThe transformation founders experience when accountability replaces "we've always done it this way"🤝 Connect with Steven Pivnik: 🌐 https://www.stevenpivnik.com/ 💼 https://www.linkedin.com/in/stevenpivnik/  🎙️ Built to Finish Podcast: https://stevenpivnik.com/podcast/ 📘 Built to Finish (Book): Available on Amazon:https://a.co/d/0g77FiBE 💼 Thinking About a Transaction? FA Mergers helps founders, investors, and business owners navigate the full M&A process — from valuation to close. If you're exploring a sale, acquisition, or capital raise, let's talk. 🔗 https://www.famergers.com/ 🎙️ Follow The Deal Podcast: 🌐 https://www.thedealpodcast.com/ 💼 https://www.linkedin.com/in/joshuabrucewilson/ ▶️ https://www.youtube.com/@dealpodcast DISCLAIMER The Deal Podcast is for informational and educational purposes only. Nothing discussed constitutes investment advice, a solicitation, or a recommendation to buy or sell any security. Always consult a licensed professional before making financial or investment decisions.

    38 min
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5
out of 5
9 Ratings

About

Welcome to a podcast that goes beyond the headlines to reveal the human and financial side of building enterprise value. Hosted by M&A advisor and executive producer Joshua Wilson, this is The Deal Podcast, brought to you by FA Mergers. We're your front-row seat to the strategies shaping today's lower- and middle-market, from the family-run business to the multi-million-dollar portfolio. Too often, the world of mergers and acquisitions is seen as a complex, numbers-driven game. We believe it's about the people behind the deals—the bold entrepreneurs, the savvy investors, and the dedicated teams who make it all possible. Each episode, we sit down with the real players in the M&A space: from private equity sponsors and family offices to strategic buyers, serial entrepreneurs, and commercial bankers. We’ll also hear from the crucial professional teams on the front lines, including CPAs, tax and corporate attorneys, and wealth advisors, to uncover the blueprints of success. Our conversations will delve into every facet of the deal lifecycle. We'll explore the art of acquisitions, the science of scaling through bolt-ons, the complexities of divestitures, and the long-term thinking required for portfolio optimization. This podcast is more than a stage for thought leaders; it's a collaborative hub for anyone looking to build, scale, or prepare for their next chapter. Whether you’re a business owner seeking a successful exit, an investor looking to grow your portfolio, or a professional advisor supporting clients on this journey, our content is designed to be both educational and actionable. Join us as we decode the deal, one conversation at a time. Disclaimer: The views, opinions, and statements expressed by the guest are solely their own and do not necessarily reflect the views of The Deal Podcast, its hosts, or affiliated organizations. This content is for informational purposes only and should not be construed as investment, legal, tax, or accounting advice. Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. As a trusted connector among founders, family offices, and investment platforms, Josh brings a relational, strategic lens to SPACs, IPOs, M&A, and private placements—blending insight, curiosity, and communication to spotlight the people and deals shaping the capital markets. The content of this podcast is intended for informational and educational purposes only and should not be interpreted as legal, financial, or compliance advice. The views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the official policies or positions of any regulatory agency, law firm, employer, or organization. Listeners are encouraged to consult their own legal counsel, compliance professionals, or financial advisors to ensure adherence to applicable laws and regulations, including those enforced by the SEC, FINRA, and other regulatory bodies. This podcast does not constitute a solicitation, offer, or recommendation of any financial products, securities transactions, or legal services.

Information

  • Creator
    Joshua Wilson
  • Years Active
    2025 - 2026
  • Episodes
    79
  • Rating
    Clean
  • Copyright
    © 2026 The Deal Podcast
  • Show Website
    The Deal Podcast

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