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

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

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About this listen

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 exit
Why waiting until you’re “ready to retire” can cost you millions
What buyers are really looking for and why momentum matters
The myth of inflated valuations and the danger of unrealistic expectations
How independent sponsors often retrade deals and why it happens
When FA Mergers turns down a sell-side engagement
The truth about upfront fees and what to demand from your advisor

Whether you’re an owner, operator, or investor, this episode is packed with tactical wisdom from people who live in the trenches of dealmaking every day.

Connect with the team

Jude David: https://www.linkedin.com/in/jude-david-jd-dcl-mba-172a6a76/
Scott Shea: https://www.linkedin.com/in/scott-shea-0514b2a4/
Chase Kenner: https://www.linkedin.com/in/chasekenner/
Joshua Wilson: https://www.linkedin.com/in/joshuabrucewilson/

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