116 Building Equiturn Holdings: Investment Banking, Deal Flow, Hypergrowth & Mindset

Host Mark McNees welcomes JJosh Orlinsky of Equiturn Holdings, a Fort Lauderdale-based multifaceted global investment bank offering regulated and non-regulated financial services including securities trading, debt/equity, investment advisory, wealth and asset management, and three funds. Linsky shares his South Florida upbringing, finance education at FSU (2009–2013), internships and post-grad work in Washington, DC in distressed assets, and how discomfort with profiting from others’ hardship helped motivate his shift to building a firm focused on helping companies through capital and restructuring. He explains Equiturn's role bridging investors and deals, outlines deal flow stages (origination, structuring, diligence, legal, close), and discusses sales, numbers, business understanding, pain tolerance, and belief as key skills. Orlinsky covers hypergrowth challenges, mindset training, and discipline habits, and advises his younger self that “the sun will rise the next day.” 00:00 Welcome and Guest Intro 00:40 What Equiturn Does 01:16 South Florida Roots 01:45 Family Influences and Sales 03:44 FSU Finance Path 04:25 First Job in Distressed Assets 05:09 Why Start E Equate 07:01 Distressed Assets Explained 08:12 Purpose and Helping People 09:58 Business Model Overview 11:35 Buy Side vs Sell Side 12:56 Deal Flow Breakdown 14:44 AI to Speed Deals 15:23 Skills for Investment Banking 17:21 Boomer Exodus Buy vs Build 19:40 Acquisition Mistakes Lessons 24:47 Hypergrowth Leadership Challenges 27:54 Mindset Discipline Focus 31:24 Advice to Younger Self 33:08 Closing Thanks Subscribe