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

    16h ago

    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
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
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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
    76
  • Rating
    Clean
  • Copyright
    © 2026 The Deal Podcast
  • Show Website
    The Deal Podcast

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