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Going Beyond the Deal

Going Beyond the Deal

De : J. Michael Fischer Jr | DBD Investment Bank
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Welcome to Going Beyond The Deal. The show for founders, business owners, and professionals who want to grow smarter, achieve bigger exits, and build a legacy that lasts. Your host is no other than, J. Michael Fischer Jr – connector, life-long student of personal growth, and Managing Director at DBD – a bespoke investment bank that helps businesses handle big financial moves. Each week, we look beyond the numbers and the deals to talk about what really drives success. You'll hear from entrepreneurs, strategists, and top performers about the mindset, habits, and decisions that help businesses — and people — keep moving forward. If you're getting ready to sell, raise capital, or just level up — you're in the right place.Copyright © 2025 DBD Partners LLC Direction Economie Finances privées Management Management et direction
Épisodes
  • 65 | Gal Danay - How to Survive When Your Model Collapses Overnight

    65 | Gal Danay - How to Survive When Your Model Collapses Overnight
    Oct 20 2026
    If this was useful, the letter goes further: one short insider note each week on what I'm seeing in live deals right now. It's free, it's two minutes, and replies come straight to me. Join at thejmichael.com/letter.What if the business that changes your life is one you never set out to build?Gal Danay never planned to sell macaroons. A two-week holiday pop-up in Bryant Park turned into $250,000 in nine weeks, and he and his partners looked at each other and said, Woops, we have a business. In this episode, J. Michael Fischer Jr. talks with the co-founder of Woops! about turning an accident into a national franchise.They get into why a CPA background saved the company when COVID knocked revenue to zero overnight, why he built a franchise he wishes he'd had as a young franchisee, and how the model keeps changing as shoppers leave the mall for a trailer that comes to them.If you are building something that has to survive what you cannot predict, this is the operator's view most founders get too late. Listen now.Timestamped Highlights[00:00] – The simple idea that turned into something nobody saw coming[03:45] – The accounting instinct that carried the company through COVID[06:57] – The side hustle that pulled in a quarter million in nine weeks[09:17] – The moment mall leasing agents started calling them[09:44] – Where the name Woops actually came from[10:19] – Why he bet the whole company on franchising[11:34] – Inside the 10,000-square-foot bakery he ran before he was ready[12:35] – The sourcing move that quietly helped them survive[15:18] – The uncomfortable truth about the mall business today[15:33] – The new model that brings the shop to the customer[18:25] – The four months revenue sat at zero[19:21] – How a cold call turned into a seven-figure customer[21:12] – The one document every partnership needs from day one[24:03] – The small yes that changed the course of his lifeMentioned ResourcesAroma Espresso BarHoliday Shops at Bryant Park (Bank of America Winter Village at Bryant Park)Westfield Garden State PlazaThe Mall at Short HillsAbout the GuestGal Danay is a co-founder of Woops!, the macaroon and gifting brand that grew from a 2012 holiday pop-up at Bryant Park into a national franchise with roughly 50 locations. A certified public accountant and Pace University graduate, he started his career as a managing partner and franchisee of Aroma Espresso Bar in Manhattan, then helped build Woops! from its first mall kiosk onward. He has led the company's bakery and franchise operations and held senior financial and executive leadership roles, and is widely regarded as a franchising expert. Order Woops! macaroons and gifting at bywoops.com, through the Woops! app, or on Instagram at @bywoops.🔗 LinkedIn | Website | InstagramImportant LinksFeel Fully Alive: The 5 Dimensions of Vitality gives you the framework to thrive. Get your copy here.Stay Ahead in Business: Michael shares strategies to boost your financial decisions. Read his latest blog.Grow Your Wealth: Book a call with DBD Investment Bank.Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.
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    28 min
  • 64 | Carolyn Vallejo - How to Find the Real Story Behind Any Deal

    64 | Carolyn Vallejo - How to Find the Real Story Behind Any Deal
    Oct 13 2026
    If this was useful, the letter goes further: one short insider note each week on what I'm seeing in live deals right now. It's free, it's two minutes, and replies come straight to me. Join at thejmichael.com/letter.What if the most important part of any deal is the one that never makes the headline?Carolyn Vallejo is senior editor at the Association for Corporate Growth and host of its Middle Market Growth podcast. She reached M&A the long way, through music journalism, the arts, and fintech, and she brings a reporter's instinct to an industry obsessed with numbers.With J. Michael Fischer Jr., she makes the case that dealmaking is about people, not transactions, and that the real story usually lives behind the headline. They get into the human side of private equity, employee ownership that quietly changes lives, the cautiously optimistic mood of the middle market, and why better questions and closer listening win.If you only read the number, you miss the deal. This is the reporter's view most dealmakers never get. Listen now.Timestamped Highlights[00:02:51] – Fake newspapers before she could even spell, and a lifelong pull toward the story[00:05:17] – Day two on the job in London, interviewing a famous pop punk band and shaking the whole time[00:07:23] – From interviewing rock stars to covering the middle market, and how that leap happened[00:08:21] – The journalism training that lets you become an expert in almost anything[00:10:06] – The surprising thing she found inside finance that kept her hooked[00:10:45] – The one question a professor taught her that changed how she reads every story[00:13:14] – How she turns a trillion-dollar defense budget into a conversation anyone can follow[00:15:03] – The ownership program that quietly changes employees’ lives after a sale[00:17:06] – The quiet rise of family offices, and why sellers should care[00:19:03] – The two words for the middle market mood, and the data behind them[00:23:39] – The simple question that gets a nervous guest to finally open up[00:30:03] – The small moment in school she only later understood changed everythingMentioned ResourcesACG InsightsMiddle Market GrowthGF DataACG New JerseyOwnership WorksBoston University (BU), College of CommunicationSum 41, bandWarner Bros., London studios where she interviewed Sum 41Big Cheese Magazine, London music magazineThe DigBoston publication, now defunctThe Modern Day Rainmaker, by J. Michael Fischer Jr.Mountain by The Movement, reggae rock bandEmail ACG: tips@acg.orgAbout the GuestCarolyn Vallejo is the senior editor at the Association for Corporate Growth (ACG) and the host of its Middle Market Growth podcast. A journalist and editor with more than 15 years of experience, she specializes in long-form feature and profile writing across business, finance, music, arts, and culture. A graduate of Boston University's College of Communication, she started in music journalism, including a London internship with Big Cheese Magazine, before moving into fintech and then the world of mergers and acquisitions. At ACG, she manages the organization's thought leadership platform, acginsights.org, and leads its M&A coverage and interviews.🔗 LinkedIn | WebsiteImportant LinksFeel Fully Alive: The 5 Dimensions of Vitality gives you the framework to thrive. Get your copy here.Stay Ahead in Business: Michael shares strategies to boost your financial decisions. Read his latest blog.Grow Your Wealth: Book a call with DBD Investment Bank.Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.
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    34 min
  • 63 | Josh Sanders - How to Pass Down a Business Without Forcing Your Kids

    63 | Josh Sanders - How to Pass Down a Business Without Forcing Your Kids
    Oct 6 2026
    If this was useful, the letter goes further: one short insider note each week on what I'm seeing in live deals right now. It's free, it's two minutes, and replies come straight to me. Join at thejmichael.com/letter.How do you keep a business alive for 100 years without losing what made it great?Josh Sanders is the fourth generation to lead Sea Breeze, the beverage company his great-grandfather started in 1925, delivering seltzer door to door in New Jersey. Today it makes syrups and runs beverage programs for restaurants and bars across New York and New Jersey. The products changed completely. The values never did.Josh and Michael get into why so many family businesses fall apart by the third generation, how Sea Breeze keeps reinventing itself without losing its identity, and the three-word creed behind every decision: be consistent, be ethical, be nice. Josh also opens up on succession with his own teenagers and why independence beats any short-term win.If you are building something you hope outlives you, this one is a blueprint for protecting what matters while changing everything else. Listen now.Timestamped Highlights02:13 The one thing that never changed in 100 years, even as everything else did03:45 From backbreaking seltzer deliveries to a full manufacturing floor08:41 Where the three-word family creed came from, and why it still runs the company09:03 Why the third generation usually breaks the family business, from a banker who sees it firsthand12:39 How to grow a company without the scope creep that sinks it14:12 The service habit Josh and Michael both say wins customers for life15:25 The expensive promise Sea Breeze keeps 365 days a year, even on Christmas17:17 How a 100-year-old company survived 2020 when its main customers shut down19:14 Why staying independent beats chasing the next quarterly number21:09 How to prepare your kids to take over without forcing it on them24:47 The million-dollar question: the small decision that changed Josh’s whole lifeMentioned ResourcesSea BreezeBoscoTJX stores (TJ Maxx, Marshalls, HomeGoods)Six Sigma Green BeltAbout the GuestJosh Sanders is the president of Sea Breeze and the fourth generation of his family to lead the company. Founded in 1925 by his great-grandfather Barnett Sanders, Sea Breeze began as a door-to-door seltzer delivery business in New Jersey and grew into a full beverage program partner, manufacturing syrups and servicing dispensing equipment for restaurants, bars, clubs, and healthcare facilities across New York and New Jersey. Josh joined the business at 26 and has led alongside his father, the company’s chairman, for more than 20 years.🔗 LinkedIn | WebsiteContact Seabreeze: 1-800-SEABREEZE (800-732-2733), or syrups.com.Important LinksFeel Fully Alive: The 5 Dimensions of Vitality gives you the framework to thrive. Get your copy here.Stay Ahead in Business: Michael shares strategies to boost your financial decisions. Read his latest blog.Grow Your Wealth: Book a call with DBD Investment Bank.Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.
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    31 min
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