Josh Wilson
Dec. 8, 2025
Behind the Scenes of Middle Market Deals: A Roundtable with FA Mergers
Inside a Real Deal Roundtable: Lessons from Thousands of M&A Transactions In this exclusive episode of The Deal Podcast, the FA Mergers team, Jude David, Scott Shea, Chase Kenner, and host Joshua Wilson, sit down for a raw, behind the scenes conversation about what really happens when a mid market business goes to market. Topics discussed: The biggest mistakes sellers make when approaching an exitWhy waiting until you’re “ready to retire” can cost you millionsWhat buyers are really l…