The Deal Podcast

Joshua Wilson, Jude David
josh@smoothstonecapital.com

Booking Overview

The Deal Podcast is an M&A- and enterprise-value focused interview show that connects deal strategy to the people who actually build and finance companies. It’s a fit for PR pros pitching founders, investors, and professional advisors who want to share practical deal lifecycle insights—from succession and buy-sell planning to acquisitions and portfolio growth.

Metrics

69 episodes, Irregular, 5.0 rating
<1k, Male, USA
YouTube: 1.6k subscribers

Contact Information

josh@smoothstonecapital.com

Description

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.

Production Team

Host

Joshua Wilson, Jude David

Categories

Management, Business, News, Business News

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Deal-adjacent decision makers and professional advisors: founders/entrepreneurs, investors (including private equity/investment platforms/family offices), strategic buyers, bankers, and professional services leaders (CPAs, tax/corporate attorneys, wealth/estate planning advisors). May also include public officials/operators when their work impacts investment climate and enterprise value (e.g., city leadership).
Required Achievements:  
Founded or co-founded and scaled a lower- or middle-market company, Direct experience with M&A, financing, or portfolio building (banking/PE/investment platform roles), Professional recognition in wealth planning/advisory communities (e.g., industry awards, MDRT/NAIFA recognition), Significant operational leadership outcomes (e.g., turnaround/restructuring or major public/private infrastructure program delivery)

Recent Guest Discussions

Stacy Maggard - Entrepreneurship Journey With Spouse; Mission-driven Healthcare Operations; Mindset Shifts On Money/purpose; Role Division And Navigating Disagreements, Kenny Maggard - Building A Business With A Spouse; Scaling A Healthcare/services Company; Management Service Agreement Model; Senior Mental Health Counseling In Long-term Care; Succession And Operational Decisions; Payer/coverage Considerations, Monique Boulet - Running A Major Government Operation Like An Operator; Restructuring Workforce; Removing Barriers To Investment; Revitalization And Infrastructure Programs; Policy Changes Affecting Development, Taylor Davis - Succession Planning; Buy-sell Agreements; Life Insurance And Underprotection; Long-term Care Planning; Business Relationship Continuity; Charitable Giving Strategies

Recent Topics

Mergers, Privateequity, Valuation, Succession, Familyoffice, Banking, Corporateattorney, Tax, Wealthplanning, Healthcare
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