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Going Beyond the Deal

Going Beyond the Deal

Von: 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 Management & Leadership Persönliche Finanzen Ökonomie
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  • 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.
  • 62 | Tom Selementi - How to Scale a Beloved Brand Without Losing Its Soul

    62 | Tom Selementi - How to Scale a Beloved Brand Without Losing Its Soul
    Sep 29 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 thing people fall in love with is the first thing to disappear when a business grows?Tom Selementi went from washing dishes at a bagel shop at 16 to scaling brands like Le Pain Quotidien, The Little Beet, and Bluestone Lane. In 2025, he became CEO of Spread Bagelry, the Philadelphia brand built on Montreal-style, wood-fired bagels boiled in honey water, and his job is to grow it without losing what people love.Tom calls himself a culinary romantic and an operational realist. With J. Michael Fischer Jr., he unpacks what breaks first when a craft business scales, why “our problem is people” is the excuse he bans, how to hold one standard across every shop, and why same-store sales growth beats growth at all costs.If you run or advise a business people love, this is the operator’s view most owners get too late. The craft is the brand. Listen now.Timestamped Highlights[01:13] – The hardest problem in business nobody talks about: growth that quietly erases what people loved [06:35] – The 35 cents a burnt bagel cost him, and the lesson that stuck for life [07:50] – Culinary romantic, operational realist: the tension inside every great food brand [09:22] – Why a single bagel convinced him to bet his career on Spread [09:54] – The corners every chain cuts to hit scale, and the three Spread refuses to [11:28] – The Jersey Mike’s blueprint: a $7 billion sandwich and the corner they never cut [14:01] – What actually breaks first when a craft business starts to scale [14:35] – The one excuse he bans the day he walks in the door [16:32] – Baseline expectation vs a great experience, and why owners confuse the two [19:54] – Welfare, food stamps, and the story he tells every hourly employee [22:22] – Stewardship and legacy: how he earned the right to carry a brand forward [25:48] – Growth at all costs vs great shops in great neighborhoods [28:30] – Ranked 690 out of 690, and the mentor who bet on him anywayMentioned ResourcesSpread BagelryLe Pain Quotidien (LPQ)The Little BeetBluestone LaneCarmine’s and Alicart Restaurant GroupJersey Mike’sCavaPopUp BagelsToastRutgers UniversityRed LobsterHavana CentralEss-a-BagelAbout the GuestTom Selementi is the CEO of Spread Bagelry, the Philadelphia-based brand known for Montreal-style, hand-rolled, wood-fired bagels boiled in honey water. A New Jersey native and Rutgers University graduate, he started in the business washing dishes at a bagel bakery at 16 and went on to help lead and scale premium food brands, including Carmine’s and Alicart Restaurant Group, Le Pain Quotidien, The Little Beet, and Bluestone Lane, where he helped open 22 locations. He describes himself as a culinary romantic and an operational realist, and since becoming CEO in 2025, he has led a turnaround built on hospitality, operational discipline, and an uncompromising commitment to craft.🔗 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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    35 Min.
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