The Deal Podcast

Joshua Wilson
  • 5.0 (8)
  • 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. Access Granted: Inside the Hilton Family Office — Mark Miller

    17H AGO

    Access Granted: Inside the Hilton Family Office — Mark Miller

    What if you could invest like the Hilton family — without having $100 million in the bank? Mark Miller has spent nearly 40 years making that possible, and in this episode, he pulls back the curtain on exactly how it works. The strategies, the philosophy, the network — and the surprising backstory of how the Hilton family fortune ended up in a foundation instead of the family's hands. Mark Miller is the Managing Director of the Hilton Family Office and CEO of Hilton Tax and Wealth Advisors, built in direct partnership with J. Bradley Hilton, grandson of legendary hotelier Conrad Hilton. A bestselling author and nationally recognized financial expert, Mark has been featured in Kiplinger's, The New York Times, and Money Magazine and has appeared on Fox News as a financial expert. Recognized as Presidential Businessman of the Year, he received a personal commendation from President George W. Bush. With nearly four decades in financial services — starting at IDS American Express, moving through the brokerage world, building a financial publishing company, and ultimately being asked to run the Hilton Family Office — his core mission has stayed the same: give investors with $500K to $20M access to the same tools, strategies, and disciplines the ultra-wealthy have always used. Lower volatility. Less emotion. Stronger long-term compounding.  In this episode, we go inside the Hilton Financial Network, explore the launch of their new technology fund, and unpack what "True Wealth" really means for the high-net-worth families, executives, and business owners they serve. If you've ever wondered how the smart money actually invests — and why your financial advisor probably isn't telling you the whole story — this is the episode. 🎯 What We Cover: How Mark went from IDS American Express and the brokerage world to being asked to run the Hilton Family OfficeWhy Conrad and Barron Hilton left their billions to a foundation — not the family — and how that shaped J. Bradley Hilton's mission to build from the ground upThe fundamental difference between retail investors and smart money institutional players — and why the gap shows up in your long-term returnsWhy reducing portfolio volatility often produces better compounding than chasing market highsThe expanding Hilton Financial Network: technology fund (blockchain, digital assets, robotics, biosciences), bridge lending via Hilton Finance, and commercial and residential mortgage lendingThe #1 thing Mark evaluates before any partnership — and why integrity always comes before deal structureThe most common wealth-building mistakes even affluent families keep repeating — and how to avoid themThe Hilton True Wealth Podcast: what it covers and where to find it when it launches in April 2026🤝 Connect with Mark Miller: 🌐 https://www.hiltonwealth.com/ 💼 https://www.linkedin.com/in/markmiller-hiltonfo/ 💼 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/joshuadwilson/ ▶️ 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.

    29 min
  2. No Operator, No Deal — How PE Firms Find the Right CEO with Travis Hann

    2D AGO

    No Operator, No Deal — How PE Firms Find the Right CEO with Travis Hann

    Some PE deals don't fall apart in due diligence — they fall apart because no one can find the right CEO. Travis Hann has built his firm around solving exactly that problem. If the operator doesn't exist — or can't be found — the deal doesn't happen. Travis Hann is the Co-Founder and Managing Partner of Pender & Howe, a fast-growing boutique executive search firm serving mid-sized companies and investors across North America. He also serves on the board of Kestria, the world's largest global executive search alliance — a network of 42 boutique firms operating in 42 countries. Since founding the firm in 2019, Travis has helped private equity sponsors, family offices, and venture capital investors find the mission-critical operators who make deals possible. For investor-backed businesses, the stakes aren't just high — the deal itself is often contingent on the search. Travis has been assessing executive leaders every month for over a decade, and in this episode, he pulls back the curtain on exactly how that process works: how he spots inconsistency, why a polished resume means almost nothing, what it takes to find an operator willing to put their own capital on the line, and why the CEO role today demands a completely different toolkit than it did five years ago. 🎯 What We Cover: Why some PE deals are entirely contingent on finding the right CEO or operatorWhat separates a standard executive search from a deal-dependent oneThe consistency framework Travis uses to assess C-suite candidates across multiple touchpointsWhy charisma can be a red flag — and how to see past it to real competencyThe Top Grading methodology and why it stress-tests candidates better than traditional interviewsHow to find operators willing to co-invest and put their own capital in the dealWhen PE firms and investors should engage a search firm — and why earlier is almost always betterDeal vs. team: how to decide which one you're actually betting on in a services businessWhy AI-polished resumes have changed the talent assessment gameWhat the modern CEO role looks like today vs. five years ago — and what the new toolkit requiresThe subtle behavioral signals Travis watches for that most hiring processes completely missHow Pender & Howe grew from a spin-off of 4 people to a 20-person North American firm🤝 Connect with Travis Hann: 🌐 https://www.penderhowe.com 💼 https://www.linkedin.com/in/travishann 💼 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/joshuadwilson/ ▶️ 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.

    44 min
  3. He Buys Companies Everyone Else Is Running From — Nate Moore

    4D AGO

    He Buys Companies Everyone Else Is Running From — Nate Moore

    He only buys companies everyone else is running from — and he's been doing it for 20 years. Nate Moore has built a 700-person operation by acquiring distressed childcare and home care businesses, walking into chaos where others see dead ends, and turning them around through leadership, structure, and a relentless belief in people. Nate Moore is a serial acquisition entrepreneur and founder of Moore Consulting & Investment Group. For over two decades, Nate has operated at the intersection of distressed business acquisitions and people-first leadership — buying broken childcare and home care companies, identifying hidden talent inside failing organizations, and rebuilding them into stable, scalable operations. Today his platform serves 1,500 children per day and employs nearly 700 people across multiple locations. In this episode, Nate shares the mindset behind pursuing deals no one else wants, what he looks for when he walks into a distressed company, and the leadership framework that drives every turnaround. He also gets candid about getting fired from a top sales job at 19, what that moment taught him about influence, and how personal adversity shaped the operator he is today. 🎯 What We Cover: Why Nate only buys distressed businesses — and how he spots turnaround potential others missHis path from car sales to flipping houses to acquiring his first company at 22The leadership change that drives every successful turnaround — and why the right person is usually already inside the companyHow he manages 700 employees and 1,500 kids per day using three spreadsheetsThe mindset shift that separates operators who scale from those who stallWhat getting fired from a top car sales job taught him about influence and characterWhy he reads body language in every conversation — and how it makes him a better communicator and leaderHis framework for scaling: be resourceful, don't depend on the resourcesHow he uses his current customer base to identify future expansion opportunitiesThe difference between knowledge and wisdom — and how intentionality bridges the gap🤝 Connect with Nate Moore: 🌐 https://www.mooreconsultinginvestmentgroup.com/team 💼 https://www.linkedin.com/in/nathaniel-t-moore-ba022231/ 💼 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/joshuadwilson/ ▶️ 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.

    57 min
  4. Value Creation vs. Wealth Acceleration: The Family Office Framework

    MAR 23

    Value Creation vs. Wealth Acceleration: The Family Office Framework

    Most business owners confuse value creation with wealth acceleration — and it's costing them everything after the deal closes. This episode breaks down the family office framework that changes how you think about your business, your exit, and your legacy. Joshua Wilson sits down with Benjamin Domingue, founder of Family Office Partners, a multifamily office serving private business owners from pre-transaction planning through multi-generational wealth management. With over 15 years of experience and involvement in 45–50 family transactions, Ben brings a rare combination of deal-side coordination, wealth advisory, and family planning expertise that most owners never know they need — until it's too late. Ben challenges the conventional exit planning narrative, explains why wealth is built through a series of transactions not a single event, and walks through his three-segment wealth framework — liquidity, longevity, and legacy. He also reveals why fixating on your purchase multiple is exactly what buyers want you to do, and why "doing nothing" is sometimes the best financial advice a newly liquid owner can receive. Also joining the conversation is Jude David of FA Mergers, adding the transaction advisory perspective on deal timing, deal structure, and what sellers are really saying when they think they're talking about price. Topics covered: Value creation vs. wealth acceleration — what advisors should actually focus onWhy "exit planning" is the wrong mental frame for most business ownersThe operating model vs. revenue model gap in ultra-high-net-worth advisingWhy a $20M exit at 45 may not cover your lifestyle — the real mathThe three segments of wealth: liquidity, longevity, and legacyWhy business owners should never lead with their purchase multipleThe psychology of post-exit identity loss and what to do about itWhy "doing nothing" is sometimes the wisest post-liquidity moveHow to structure a second act using PE-backed platformsThe 94% third-generation wealth erosion problem — and how to fight it🔗 Website: https://www.thedealpodcast.com/ Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuadwilson/ YouTube: https://www.youtube.com/@dealpodcast Powered By: FA Mergers https://www.famergers.com/ 📩 Want to be a guest or have a topic suggestion? Reach out via LinkedIn or our website. 🎧 Subscribe and leave a review so you never miss an episode! 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 12m
  5. Why Culture Kills More Acquisitions Than Bad Pricing — Scott Harkey

    MAR 20

    Why Culture Kills More Acquisitions Than Bad Pricing — Scott Harkey

    Scott Harkey put $750,000 cash down on an agency tuck-in — and turned it into $10 million in enterprise value inside his group. That's EBITDA arbitrage. And according to Scott, most independent agency operators grinding away at 17–25% margins have never once thought about it. This episode covers the deal math, the culture traps, and the billboard rollup opportunity most investors are completely missing. Scott Harkey is the founder of The Harkey Group, a multi-agency advertising platform with clients including Wynn Resorts, Disney, and Marriott, and Harkey Media, a $200 million out-of-home billboard fund acquiring and developing assets across the U.S. Over a 20-year career he has built, bought, and sold advertising agencies — including a recent exit to private equity — while operating across two distinct rollup verticals: professional services and real estate-adjacent media. Scott is a Forbes Agency Council member, 4A's Business Council member, and national speaker on marketing and brand strategy. His next book, Brand Uprising, is forthcoming from Fast Company Press. In this episode, Scott unpacks why cultural misalignment is the most underestimated deal-killer in agency M&A, walks through real deal math on how tuck-ins create massive multiple arbitrage for operators without PE backing, and explains how a market dominated by three publicly traded giants — Clear Channel, Lamar, and Outfront — leaves 2,000+ independent billboard operators ripe for consolidation. He also shares the pitching framework from Oren Klaff's Pitch Anything that transformed how he wins clients and closes deals. A must-listen for M&A professionals, agency owners, PE sponsors, and entrepreneurs building toward an exit. 🎯 What We Cover: Why culture fit kills more deals than pricing — and how to evaluate alignment before you closeThe EBITDA arbitrage math: buying at 3x, selling inside a group at 10x–15x — with real numbersBuilding a boutique agency rollup without PE capital using bank debt and creative deal structuresThe $200M Harkey Media billboard fund and why fragmented out-of-home is a rollup goldmineHis PE exit: what triggered the sale, what cultural misalignment really looks like, and what he'd do differentlyWhy starting from zero is almost always the wrong move — and what he tells every entrepreneur insteadWhy the owner must be the deal person — and why hiring a salesperson is a "kiss of death" for agency new businessCommunity as the new sales strategy: the psychology of why buyers join, not just buyBrand Uprising: the coming convergence of marketing, psychology, and salesMining your losses for data: how 200 failed pitches became his most valuable competitive intelligenceBouncing back from a slump — why internal shifts matter more than external tactics🤝 Connect with Scott Harkey: 💼 LinkedIn: https://www.linkedin.com/in/scottharkey 📱 Instagram: @scottharkey 💼 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/joshuadwilson/ ▶️ 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
  6. How a Banker Evaluates Business Acquisitions (The 5 Cs Explained)

    MAR 16

    How a Banker Evaluates Business Acquisitions (The 5 Cs Explained)

    What does a banker actually look for before saying yes to your deal? Ben Smith, Market President at Red River Bank in Lafayette, Louisiana, pulls back the curtain on how banks evaluate business acquisitions, equipment financing, and commercial lending — and what business owners can do right now to set themselves up for growth. Ben brings nearly 25 years of banking experience, starting in credit review and commercial lending before becoming the market president responsible for growing Red River Bank's presence across Acadiana. He breaks down the five Cs of credit, how banks think about risk mitigation, and why the most rewarding deals are often the hardest ones to get across the finish line. Whether you're a business owner thinking about your next acquisition, an entrepreneur looking to finance equipment, or a dealmaker who wants to understand how lenders see your transaction — this conversation gives you a genuine look inside the bank. Topics covered: How banks evaluate business acquisitions using the 5 Cs of creditThe difference between bankable deals and deals that need a PE or alternative routeShort-term vs. long-term financing — structuring debt the right wayEquipment financing: why it's the "easiest deal" and how it actually worksWhat a market president does (it's not just playing golf)How Red River Bank approaches risk mitigation and flexible deal structuringWhy smaller vs. larger banks differ in lending flexibilityThe mindset of a great banker: composure, neutrality, and the duck analogyReal estate market outlook for AcadianaGrowing up in the oil and gas corridor of South Louisiana🔗 Website: https://www.thedealpodcast.com/ Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuadwilson/ YouTube: https://www.youtube.com/@dealpodcast Powered By: FA Mergers https://www.famergers.com/ 📩 Want to be a guest or have a topic suggestion? Reach out via LinkedIn or our website. 🎧 Subscribe and leave a review so you never miss an episode! 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
  7. When to Sell: The $50K Angel Investing Lesson — Bubba Page

    MAR 13

    When to Sell: The $50K Angel Investing Lesson — Bubba Page

    Bubba Page watched a $50K investment grow to $200K on paper — then passed on the chance to cash out. A year later, that company went bankrupt. His position went to zero. That one decision — and the hard-won wisdom that followed — reshaped how he approaches every deal today. He calls it the cookie jar rule: when someone passes the jar, you take a cookie. Bubba Page is a 5x INC5000 serial entrepreneur, angel investor, and founder of Influence.vc — a venture capital syndicate on AngelList built around consumer tech and consumer product companies with high influencer growth potential. After going through Techstars, raising venture capital across multiple companies, and exiting a business in 2020 (the same week COVID shutdowns began), Bubba now reviews nearly 200 deals a month and has built a portfolio that includes four unicorn-stage companies across 25 angel investments and six funds. In this episode, he gets brutally honest about when to sell, how ego-driven angel investors quietly destroy their own wealth, why pattern recognition is the only real edge in early-stage investing, and what it actually takes to get a check from someone who sees 200 deals every month. He also shares the story behind Josh's Pickles — an investment that proves betting on the founder is always the real bet, no matter how unexpected the category. This week, Bubba returned capital to his investors with a 46% net return in just two and a half years — and explains exactly why he took that base hit instead of waiting for the home run. His answer is more strategic — and more honest — than most VCs will ever say out loud. 🎯 What We Cover: Why most angel investors lose money — and the minimum deal volume required to build pattern recognitionHow a venture capital syndicate (SPV) works vs. a traditional fund — fees, carry, and structure explainedThe cookie jar rule: what happens when you don't take liquidity when it's offeredThe 1-in-20 vs. 2-in-20 fee model — what syndicates cost vs. what funds cost over a 10-year windowHow to get to the top of an active investor's deal list: warm introductions, traction, and "lines not dots"Why Influence.vc follows lead investors and never leads a roundSecondary market basics: buying out early investors at a discount and when it makes sense to actAI's disruption of the SaaS-dominated VC world — and what smart investors are repositioning towardFrom tech exits to pickle investments: why the founder always matters more than the productBubba's Father Operating System: applying entrepreneurial systems and one-on-ones to family leadership🤝 Connect with Bubba Page: 🌐 https://influence.vc 🌐 https://thebusinessbootcamp.com 🌐 https://fatherhoodmovement.com 💼 Search "Bubba Page" on LinkedIn 💼 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/joshuadwilson/ ▶️ 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.

    50 min
  8. When to Order a Quality of Earnings — Elliott Holland

    MAR 11

    When to Order a Quality of Earnings — Elliott Holland

    Most first-time buyers skip the QoE. Elliott Holland has spent 15 years watching that mistake blow up deals — and families. In this episode, he breaks down exactly when you need one, what it finds, and why the EBITDA number you're looking at may not be real. Elliott Holland is the founder and CEO of Guardian Due Diligence, a Harvard MBA, former private equity professional, independent sponsor, and one of the earliest self-funded searchers in the country. Known as the "King of QoE" on social media, Elliott has reviewed 75+ deals per year across a deal range from $500K to over $100 million, specializing in quality of earnings for self-funded searchers, first-time buyers, and the private equity firms and family offices who want a deal-oriented thought partner — not just an accountant. He built Guardian after a failed self-funded search left him driving Lyft and sleeping on his mom's couch. Today he's the straight-talking due diligence authority that buyers rely on when everything is on the line. 🎯 What We Cover: What a quality of earnings (QoE) actually is — and why Elliott calls himself a professional BS callerThe difference between funded search and self-funded search, and why self-funded has the highest growth potentialWhy first-time buyers are uniquely vulnerable — and personally guaranteeing everythingThe exact deal size where a QoE stops being optional ($500K–$1M)What QuickBooks won't show you — and how sellers manipulate EBITDA before going to marketHow bank statements, tax returns, and operating systems tell three different storiesSell-side QoE: why smart sellers pay Elliott before going to marketHow Elliott works as a fractional deal thought partner for PE firms and family officesWhy Elliott chose digital marketing over hand-to-hand combat to build his businessFrom Harvard MBA to Lyft driver to King of QoE — the failure that built Guardian🤝 Connect with Elliott Holland: 🌐 https://www.guardianduediligence.com/ 💼 LinkedIn: Search "Elliott Holland" ▶️ https://www.youtube.com/@GuardianDueDiligence 💼 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/joshuadwilson/ ▶️ 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
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5
out of 5
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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
    58
  • Rating
    Clean
  • Copyright
    © 2026 The Deal Podcast
  • Show Website
    The Deal Podcast

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