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Josh Wilson

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Behind the Scenes of Middle Market Deals: A Roundtable with FA Mergers
Dec. 8, 2025

Behind the Scenes of Middle Market Deals: A Roundtable with FA Mergers

The FA Mergers team — Jude David, Scott Shea, and Chase Kenner — on common mistakes sellers make in M&A, why inflated valuations kill deals, and what to demand from your sell-side advisor.