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Most business owners are leaving money on the table — not because they're running a bad business, but because they can't prove how good it is. In this episode, we break down exactly what buyers look for and how to build a business that commands top dollar.
Joshua Wilson sits down with Mark Sims, a former Chief Information Officer and Head of Strategy & M&A at Scott's Miracle-Gro ($4B company), who now helps businesses transact, transition, and transform through his consulting firm Consult MSG. Mark brings a rare generalist perspective — spanning Fortune 1000 consulting, corporate M&A, and private equity due diligence — to help middle market business owners understand how buyers really evaluate their businesses.
Mark introduces his Five C's of Value Creation framework and breaks down the most common gaps he sees in businesses preparing for a sale. From clean financials to vendor contracts to AI implementation, this episode is a practical roadmap for founders who want to maximize exit value — whether they're 18 months out or just starting to think about it.
Topics covered:
🔗 Website: https://www.thedealpodcast.com/ Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ 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!
Curious what your business is worth? Request your free valuation at famergers.com
Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.
Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.
Let's Connect on LinkedIn:
https://www.linkedin.com/in/joshuabrucewilson/
To Contact Us, Please Visit:
https://www.thedealpodcast.com/contact/
What does it look like when faith and dealmaking become the same story? Brandon Robinson — a practicing CRNA turned multi-unit Planet Fitness franchisee — shares one of the most remarkable entrepreneurial journeys you'll hear on this show.
Brandon built a portfolio of Planet Fitness locations in Louisiana from a standing start, backed by nothing but a $777,000 landlord contribution, a business partner who said yes without hesitation, and an unwavering conviction that God was guiding every step. He navigated a high-stakes franchise acquisition, a failed $1.36M coffee shop, and a make-or-break dinner in Jackson Hole, Wyoming — where a conversation about funeral wishes moved a dealmaker to tears and unlocked a life-changing exit.
This episode is part spiritual testimony, part M&A case study, and part masterclass in entrepreneurial grit. Brandon shares why he left the security of a medical career, how he found the right attorney, the right business partner, and the right buyer — and why the journey, not the closing check, is what he remembers most.
Topics covered:
🔗 Website: https://www.thedealpodcast.com/ Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ YouTube: https://www.youtube.com/@dealpodcast Powered By: FA Mergers https://www.famergers.com/
Curious what your business is worth? Request your free valuation at famergers.com
Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.
Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.
Let's Connect on LinkedIn:
https://www.linkedin.com/in/joshuabrucewilson/
To Contact Us, Please Visit:
https://www.thedealpodcast.com/contact/
What if most private equity firms are using AI completely wrong — and leaving massive IRR on the table because of it? Mohamad Chahine has sat in nearly every seat in the deal ecosystem: corporate engineer at Schlumberger, MBA consultant, PE deal team member, operating partner, and now PE tech founder. In this episode, he shares a rare practitioner's perspective on value creation, the trust curve, and why the PE library desperately needs more voices from people who've actually done the deals.
Mohamad is the author of Private Equity Next and is currently building Meit Trium, a platform developing what he calls "AI Value Readiness Operating Systems" — tools designed not to save analyst hours, but to maximize IRR in ways human effort alone cannot.
Topics covered in this episode:
🔗 Website: https://www.thedealpodcast.com/
Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/
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!
Curious what your business is worth? Request your free valuation at famergers.com
Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.
Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.
Let's Connect on LinkedIn:
https://www.linkedin.com/in/joshuabrucewilson/
To Contact Us, Please Visit:
https://www.thedealpodcast.com/contact/
From sugar cane fields in New Iberia, Louisiana to investing in the next frontier of space technology — Theo Williams' path to venture capital is unlike anything you've heard. If you want to understand how early-stage VC actually works, this episode is required listening.
Theo Williams is a Partner at Creations VC, a venture capital firm focused on dual-use space technology across data infrastructure, advanced energy, metals and manufacturing, and defense. Before Creations, Theo led portfolio development at Salesforce Ventures — one of the world's most prolific B2B SaaS investors with a $6B portfolio and 500+ companies including Wiz and Anthropic. He also spent time at TIAA/Nuveen managing farmland, timber, and agribusiness investments across a trillion-dollar platform. In this conversation, Theo breaks down the full arc of venture capital — from fundraising and valuation to due diligence and exit — with rare candor and hard-won perspective.
Topics covered:
🔗 Website: https://www.thedealpodcast.com/
Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/
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!
Curious what your business is worth? Request your free valuation at famergers.com
Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.
Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.
Let's Connect on LinkedIn:
https://www.linkedin.com/in/joshuabrucewilson/
To Contact Us, Please Visit:
https://www.thedealpodcast.com/contact/
Most business owners spend years building something great — and almost no time thinking about what comes next. The buyers on the other side? They think about this stuff every single day.
In this episode, Joshua Wilson sits down with co-host and Kin Capital Partners co-founder Jude David — an M&A attorney turned acquisition entrepreneur who has closed hundreds of transactions and built a portfolio of a dozen companies from the ground up with his own capital.
Jude pulls back the curtain on how Kin Capital evaluates deals, builds platform companies, structures acquisitions for both sides, and navigates the increasingly crowded and complicated world of independent sponsors. Whether you're a business owner thinking about an exit, a buyer evaluating your first acquisition, or an operator managing a growing portfolio, this episode is packed with hard-won insight from someone who has lived every side of the deal table.
Topics Covered:
🔗 Website: https://www.thedealpodcast.com/
Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/
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!
Curious what your business is worth? Request your free valuation at famergers.com
Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.
Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.
Let's Connect on LinkedIn:
https://www.linkedin.com/in/joshuabrucewilson/
To Contact Us, Please Visit:
https://www.thedealpodcast.com/contact/
He sold his company for $230 million right before oil prices collapsed. It wasn't luck — it was a board meeting. Thomas Chance joins The Deal Podcast to share what 30+ years of building, selling, and starting over actually looks like from the inside.
Thomas Chance is a serial entrepreneur, engineer, and Louisiana native who built CNC Technologies into the world's largest privately held offshore survey company — 600 employees, 10 offices worldwide, $25M EBITDA — then sold to Oceaneering in 2015 for $230 million. He then spun off and built ASV (Autonomous Surface Vehicles), a pioneering unmanned marine technology company, and sold that to L3 Technologies (now L3Harris) in 2018. His father before him built and sold a landmark survey company in 1991. Now his sons are doing the same.
Topics covered:
🔗 Website: https://www.thedealpodcast.com/
Jude David on LinkedIn: https://www.linkedin.com/in/jude-david-jd-dcl-mba-172a6a76/
Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/
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!
Curious what your business is worth? Request your free valuation at famergers.com
Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.
Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.
Let's Connect on LinkedIn:
https://www.linkedin.com/in/joshuabrucewilson/
To Contact Us, Please Visit:
https://www.thedealpodcast.com/contact/
What do Grammy-winning songwriting credits, merchant cash advances for the Latino community, and a reverse merger into the OTC markets have in common? They're all part of Yoel Damas' story — and it's one you won't forget.
In this episode of The Deal Podcast, Joshua Wilson sits down with Yoel Damas — entertainment attorney, Grammy-credited songwriter, and now CEO of a publicly traded revenue-based finance company targeting underserved communities. Yoel breaks down how a chance conversation led him from the music business into the world of merchant cash advances, how he spotted a massive gap in capital access for Latino and minority-owned businesses, and how a random meeting about a vodka brand became the catalyst for a reverse merger into the OTC markets. He's now pursuing a NASDAQ uplisting, and he holds nothing back about what he'd do differently.
Topics Covered:
*2006 (corrected post-recording).
*Update since recording: Audits for the 2023 and 2024 periods have been completed and publicly announced, and a confidential DRS S-1 has been filed.
🔗 Website: https://www.thedealpodcast.com/
Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/
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!
Curious what your business is worth? Request your free valuation at famergers.com
Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.
Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.
Let's Connect on LinkedIn:
https://www.linkedin.com/in/joshuabrucewilson/
To Contact Us, Please Visit:
https://www.thedealpodcast.com/contact/
What happens when a six-time X Games competitor realizes the athletes he idolizes are losing their homes, battling addiction, and going broke? Dan Brisse made a decision that changed his life — and now he's helping 750+ investors do the same through multifamily real estate.
Dan Brisse is the co-founder of Granite Towers Equity Group, a private equity firm specializing in multifamily value-add apartments. Before building a real estate portfolio, Dan spent 15 years as a professional snowboarder — competing in six X Games, winning multiple gold and silver medals, and gracing the covers of major action sports magazines. After watching his peers flame out financially, Dan taught himself to invest, built passive income streams, and transitioned into full-time real estate. In this episode, Dan shares the raw story of his journey from living on peanut butter sandwiches in Salt Lake City to running a PE firm with hundreds of investors.
Topics discussed:
🔗 Website: https://www.thedealpodcast.com/
Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/
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!
Curious what your business is worth? Request your free valuation at famergers.com
Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.
Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.
Let's Connect on LinkedIn:
https://www.linkedin.com/in/joshuabrucewilson/
To Contact Us, Please Visit:
https://www.thedealpodcast.com/contact/
What does nearly five decades of business law teach you about deals, people, and life? Veteran attorney Joe Giglio has spent 49 years in the trenches of business litigation, shareholder disputes, and M&A transactions — and the lessons he's learned go far beyond the courtroom.
In this episode, Joe sits down with Joshua Wilson and co-host Jude David to share the wisdom that comes from a lifetime of navigating high-stakes business conflicts, mediating shareholder disputes, and advising deal makers through some of the toughest decisions of their careers. From surviving Louisiana's oil and gas depression of the 1980s to building a thriving practice at Lisko and Lewis, Joe reveals how saying "yes" to unexpected opportunities — and knowing when to say "no" — shaped his entire career.
Topics discussed in this episode:
Whether you're a business owner navigating a partnership dispute, an attorney looking to sharpen your deal-making instincts, or a future deal maker seeking wisdom from someone who's seen it all — this episode delivers.
🔗 Website: https://www.thedealpodcast.com/
Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/
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!
Curious what your business is worth? Request your free valuation at famergers.com
Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.
Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.
Let's Connect on LinkedIn:
https://www.linkedin.com/in/joshuabrucewilson/
To Contact Us, Please Visit:
https://www.thedealpodcast.com/contact/
Walter Hidalgo Jr. built a chemical company from scratch in 2001, sold it at the perfect time in 2014 (right before oil crashed from $120 to under $20/barrel), and felt completely lost after the exit. After a detour into the restaurant business, he reunited with his 25-year-old son to relaunch the original brand and this time, they're doing it together.
In this episode, Walter opens up about the emotional reality of selling a business you built with your own hands, why cold calling strangers has always worked better for him than calling people he knows, and how his son keeps him from chasing every shiny opportunity that crosses his path.
Whether you're building your first company or thinking about your exit, this conversation is packed with hard-earned wisdom from a serial entrepreneur who's been through the full cycle build, sell, lose yourself, and start again.
Topics covered:
Guest: Walter Hidalgo Jr.: Founder, Enviro Chem
Host: Joshua Wilson
Co-host: Jude David, FA Mergers
📩 Got a question for a future guest or want to be on the show?
Visit TheDealPodcast.com
Curious what your business is worth? Request your free valuation at famergers.com
Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.
Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.
Let's Connect on LinkedIn:
https://www.linkedin.com/in/joshuabrucewilson/
To Contact Us, Please Visit:
https://www.thedealpodcast.com/contact/
From the publisher's feed
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…
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.