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. The Public-Private Partnership Playbook with Mike Tarantino

    1D AGO

    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
  2. The Pattern Recognition Skill That Built Four Exits with Steven Pivnik

    6D AGO

    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
  3. Gatr Coolers: The Story Behind the Brand with Bryan McGehee

    MAY 11

    Gatr Coolers: The Story Behind the Brand with Bryan McGehee

    What does it take to turn a text message into a viral brand? Bryan McGehee, founder of Gatr Coolers, did exactly that — starting from a camper with his wife and kids, betting his house on a cooler company, and going full-time the same month COVID shut the world down. Bryan McGehee is the founder of Gatr Coolers, a premium customizable cooler and drinkware brand built out of Thibodaux, Louisiana. Bryan spent years working pipeline jobs, living in hotels and campers, before a text from his brother Mitch sparked an idea that became a decade-long entrepreneurial ride. Joining host Joshua Wilson is co-host Scott Shea, who first connected with Bryan through shared business experiences and knew his story needed to be told. In this episode, Bryan gets raw about the real cost of building a manufacturing company in South Louisiana — hurricanes, inventory tax, staffing wars with oilfield wages, and supply chain chaos that left him waiting on last year's inventory well into this year. He also breaks down the marketing playbook that helped Gatr grow to 50,000 Instagram followers, 50,000 on Facebook, and hundreds of thousands on an email list — almost entirely without paid ads. 🎯 What We Cover: How a Thanksgiving text from his brother Mitch became Gatr CoolersWhy Bryan went full-time in March 2020 — and signed a building lease two weeks before COVIDThe "wife test" that shaped every marketing decision Gatr ever madeWhy he ditched influencer culture in favor of real users and user-generated contentHow strategic product partnerships with brands like Realtree and Benelli generated 60–80K emails at a timeThe hidden costs that blindside Louisiana manufacturers: inventory tax, hurricane shutdowns, insuranceWhy he tells college students most of them probably shouldn't start a businessWhat it felt like when a customer cried opening a custom cup engraved with her late sister's photoHis five-year vision: US manufacturing, new product lines, and changing Thibodaux's economyThe brand-naming logic behind dropping the "o" 🤝 Connect with Bryan McGehee: 🌐 https://gatrcoolers.com/ 💼 https://www.linkedin.com/in/bryan-mcgehee-38b75268/ 📘 https://www.facebook.com/gatrcoolers 📸 https://www.instagram.com/gatrcoolers/ 🤝 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 6m
  4. Finding Your Highest and Best Use as an Entrepreneur — Dominic Dupré

    MAY 4

    Finding Your Highest and Best Use as an Entrepreneur — Dominic Dupré

    What if the biggest mistake you're making isn't a bad deal or a wrong hire — but spending your life doing things you're capable of instead of things you were made for? Dominic Dupré grew up watching four cousins build successful companies in Louisiana's energy corridor. He graduated into the shale boom, swung sledgehammers on a workover rig, and had his entrepreneurial dreams derailed by the 2014 oil bust — only to be called back into the family business to turn around a failing crude hauling division. What followed was one of the most clarifying journeys we've heard on this show: from survival mode to self-discovery, from operator to investor. Today Dominic is the founding member of Tule Creek Capital, a Gulf Coast investment firm focused on heavy industrial and environmental businesses. Joining host Joshua Wilson is co-host Scott Shea, who first crossed paths with Dominic when FA Mergers was working a logistics deal — and the connection stuck. 🎯 What We Cover: Growing up in a Cajun entrepreneurial family and why business was Sunday dinner conversationWhy Dominic never wanted to work in the family business — and what changedThe 2014 oil bust: what happened, who got hurt, and what it taught a young entrepreneurTurning around a failing crude hauling division inside Dupré LogisticsHow the family business exit was structured and what made the transition workMoving from operator mindset to investor mindset — and the gaps in betweenWhy Tule Creek Capital over-indexes on culture and gut instinct in deal evaluationThe key man risk problem that disqualifies most SMB sellers before diligence even startsHow to know when you've found your highest and best use as a founderRich Dad Poor Dad, Traction, and the books that shaped how Dominic thinks about wealth and growth🤝 Connect with Dominic Dupré: 🌐 https://www.thedealpodcast.com/guests/dominic-dupre/ 💼 https://www.linkedin.com/in/dominic-dupre/ 🤝 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.

    52 min
  5. The Growth by Subtraction Playbook for Middle Market Founders with Yarin Gaon

    MAY 1

    The Growth by Subtraction Playbook for Middle Market Founders with Yarin Gaon

    What if the thing slowing your growth isn't what's missing — it's what you refuse to cut? Yarin Gaon sold his fourth company at 28, ran turnarounds as an Entrepreneur in Residence at a venture capital firm, mentored 400+ founders through the University of Chicago and SCORE, and has earned an MBA along the way. Today he runs Fractional Partners, where he applies a private equity-style operating playbook to lower middle market businesses stuck in what he calls the "messy middle" — the $2M to $20M range where founders have product-market fit but haven't decided what's actually worth scaling. In this episode, Yarin breaks down why most founders default to growth by addition (more channels, more customers, more SKUs) when what their business really needs is growth by subtraction. He walks host Joshua Wilson through the exact framework he uses to identify which 20% of a business is generating most of the profit — and why scaling everything else is the silent killer of EBITDA, exit multiples, and founder sanity. 🎯 What We Cover: The two mistakes Yarin made before exiting his Israeli e-commerce company at 28Why over-built proprietary systems become a liability — not an asset — at exitThe gap between MBA frameworks and how owner-operators actually run businessesGrowth by addition vs. growth by subtraction — and when each one appliesWhy EOS solves execution problems but can't solve strategic onesHow to attribute true overhead by revenue stream to expose your real profit centerThe mindset shift from operator to owner: resource allocation as the real jobWhy pausing is the hardest — and most profitable — thing a founder can doWhat private equity does post-close that founders should do pre-saleThe Fractional Partner model: more than an advisor, less than a co-founder🤝 Connect with Yarin Gaon:  🌐 https://www.fractional.partners/  💼 https://www.linkedin.com/in/yaringaon/  📸 https://www.instagram.com/fractional.partners/ 📘 Free Resource: The Clarity Playbook — playbook.fractional.partners 💼 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.

    44 min
  6. The Partner You Need When You've Run Out of Gas — George Boudreaux & Nathan Rath

    APR 29

    The Partner You Need When You've Run Out of Gas — George Boudreaux & Nathan Rath

    He was drowning in investor debt, swinging a hammer in Houston just to make payroll — and still found a way to build something worth fighting for. This is a story about grit, partnership, and what it really takes to grow a trade business from the inside out. George Boudreaux founded Pelican Roofing Company in Lafayette, Louisiana on July 4th, 2014 — not from a place of momentum, but from a burning need to survive. After a real estate venture in Houston went sideways and left him half a million dollars in the hole, he bootstrapped a roofing company and grew it into a regional force. But after years of hurricanes, burnout, and carrying too many people for too long, he knew he needed a partner — not a buyer. Nathan Rath, a 12-year Halliburton veteran who traded oil rigs for rooftops, answered that call. Joining host Joshua Wilson and co-host Scott Shea, George and Nathan unpack the real mechanics of finding the right partner, making hard decisions, and building a business with staying power. Pelican Roofing has grown from roughly $9M to $19M in revenue — with no storm tailwind. 🎯 What We Cover: How George lost $500K in Houston and rebuilt from scratch with a roofing companyWhy he started Pelican Roofing on July 4th, 2014 — and what that date meantWhat Nathan gave up at Halliburton and why family drove him toward ownershipThe list George wrote in December 2022: "Find a partner by July 4th, 2023"How they structured and inked their partnership deal on August 8th, 2023Growing from $9M to $19M with no hurricane boost — and the hard lessons in betweenThe first principles exercise that led to layoffs right before ChristmasWhat makes a great door-to-door roofing salesperson — and why motivation beats resumeHow Nathan's community roots (and a pelican suit) built Pelican's brand in AcadianaWhat George and Nathan are really looking for before they'd ever do a PE deal🤝 Connect with George Boudreaux: 🌐 https://pelicanroof.com/ 💼 https://www.linkedin.com/in/george-boudreaux-64031120/ 📘 https://www.facebook.com/BoudreauxGeorge/ 🤝 Connect with Nathan Rath: 🌐 https://pelicanroof.com/ 💼 https://www.linkedin.com/in/nathan-rath-2aa371120/ 🤝 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.

    51 min
  7. Building a Business With Your Spouse Without Losing Your Mind — Kenny & Stacy Maggard

    APR 27

    Building a Business With Your Spouse Without Losing Your Mind — Kenny & Stacy Maggard

    She thought it was total BS. Then they built a company together — and haven't looked back since. Kenny and Stacy Maggard turned a margarita-fueled conversation into Azalea Health Services, a mission-driven mental health company serving seniors in long-term care settings across Louisiana and Texas. Kenny Maggard spent 15 years as a middle market banker at Capital One before stepping into private equity and ultimately taking the leap into entrepreneurship. Stacy Maggard brought a background in marketing and public relations and traded in the stay-at-home season of life for a co-founder title she never expected — and wouldn't trade for anything. Together, they built Azalea Health Services from the ground up, embedding licensed professional counselors inside nursing homes, assisted living communities, and senior independent living facilities to meet residents exactly where they are — literally and figuratively. In just three years, they've served thousands of patients navigating grief, depression, anxiety, loneliness, and life transitions. Joining host Joshua Wilson is co-host Jude David, JD, DCL, MBA and Managing Partner at FA Mergers, who brings his signature depth to the conversation on mission, marriage, and building something that lasts. This episode is equal parts entrepreneurship, marriage, mission, and grit. 🎯 What We Cover: How a banker and a stay-at-home mom stumbled into healthcare entrepreneurshipWhy Kenny chose a startup despite having zero interest in startupsThe management service agreement model that gave them a playbookHow Azalea Health Services brings mental health counseling into senior living facilitiesWhat it's really like to run a business with your spouse — the good, the hard, and the hilariousThe barbecue ministry story that became Kenny's north star for the businessScaling a healthcare company when your payer sources are Medicare and Medicare AdvantageHow they divide roles, navigate disagreements, and still like each otherWhat telehealth can and can't do for a geriatric patient populationThe shift in mindset that changed how Stacy thinks about money, calling, and purpose🤝 Connect with Kenny & Stacy Maggard: 🌐 https://azaleahealthservices.com/ 💼 https://www.linkedin.com/in/kenny-maggard-jr-89131a8/ 💼 https://www.linkedin.com/in/stacymaggard/ 🤝 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.

    48 min
  8. Running City Hall Like a Business with Mayor-President Monique Boulet

    APR 24

    Running City Hall Like a Business with Mayor-President Monique Boulet

    What happens when you hand the keys to an $850 million government operation to someone who thinks like an operator? You get fewer barriers, faster decisions, and a city that starts acting like it has a balance sheet to protect. In this episode of The Deal Podcast, host Joshua Wilson and co-host Jude David, JD, DCL, MBA and Managing Partner at FA Mergers, sit down with Mayor-President Monique Boulet of Lafayette, Louisiana. Monique walks through how she's running Lafayette Consolidated Government like a turnaround — stabilizing day-one operations, reorganizing a 2,000-employee workforce, and stripping out the drama that was keeping businesses and families from investing in the city. From the $200 million Johnson Street revitalization to a sewer-repair program that saved one developer $600,000 off their capital stack, Monique shares how she's removing barriers, inviting private investment, and pulling government out of the way — all while keeping faith, family, and public trust at the center of the work. 🎯 What We Cover: Why Lafayette's population stalled inside the city limits — and the playbook to reverse itThe Johnson Street revitalization: a $200M+ project and how it gets funded over 7–10 yearsHow the Bertrand proof-of-concept project is de-risking a much bigger urban redesignRewriting sewer policy to save one developer $600K on a single projectWhy the inventory tax repeal (Amendment 4) matters for Lafayette ParishReorganizing a 2,000-employee, $850M government without raising taxesThe wage adjustment that filled 300+ vacancies and restored basic servicesWhat private investors and developers should know about the current climateLessons from Kathleen Blanco on leading with faith through uncertaintyHow Monique makes big decisions when the outcome isn't predefined🤝 Connect with Mayor-President Monique Boulet:  🌐 https://www.lafayettela.gov/  🤝 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.

    48 min
See All (73)

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
    73
  • Rating
    Clean
  • Copyright
    © 2026 The Deal Podcast
  • Show Website
    The Deal Podcast

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