The Deal Podcast

By Joshua Wilson

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Category: Management

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Episodes: 75

Description

Welcome to a podcast that goes beyond the headlines to reveal the human and financial side of building enterprise value. Hosted by M&A advisor and executive producer Joshua Wilson, this is The Deal Podcast, brought to you by FA Mergers. We're your front-row seat to the strategies shaping today's lower- and middle-market, from the family-run business to the multi-million-dollar portfolio.


Too often, the world of mergers and acquisitions is seen as a complex, numbers-driven game. We believe it's about the people behind the deals—the bold entrepreneurs, the savvy investors, and the dedicated teams who make it all possible. Each episode, we sit down with the real players in the M&A space: from private equity sponsors and family offices to strategic buyers, serial entrepreneurs, and commercial bankers. We’ll also hear from the crucial professional teams on the front lines, including CPAs, tax and corporate attorneys, and wealth advisors, to uncover the blueprints of success.


Our conversations will delve into every facet of the deal lifecycle. We'll explore the art of acquisitions, the science of scaling through bolt-ons, the complexities of divestitures, and the long-term thinking required for portfolio optimization.


This podcast is more than a stage for thought leaders; it's a collaborative hub for anyone looking to build, scale, or prepare for their next chapter. Whether you’re a business owner seeking a successful exit, an investor looking to grow your portfolio, or a professional advisor supporting clients on this journey, our content is designed to be both educational and actionable.


Join us as we decode the deal, one conversation at a time.


Disclaimer:

The views, opinions, and statements expressed by the guest are solely their own and do not necessarily reflect the views of The Deal Podcast, its hosts, or affiliated organizations. This content is for informational purposes only and should not be construed as investment, legal, tax, or accounting advice.


Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. As a trusted connector among founders, family offices, and investment platforms, Josh brings a relational, strategic lens to SPACs, IPOs, M&A, and private placements—blending insight, curiosity, and communication to spotlight the people and deals shaping the capital markets.


The content of this podcast is intended for informational and educational purposes only and should not be interpreted as legal, financial, or compliance advice. The views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the official policies or positions of any regulatory agency, law firm, employer, or organization.


Listeners are encouraged to consult their own legal counsel, compliance professionals, or financial advisors to ensure adherence to applicable laws and regulations, including those enforced by the SEC, FINRA, and other regulatory bodies. This podcast does not constitute a solicitation, offer, or recommendation of any financial products, securities transactions, or legal services.



Episode Date
From Law to the Priesthood: Discerning the Call with Father Jim Brady
Jun 01, 2026
The Opportunity Machine: Powering Louisiana's Startup Boom — Destin Ortego
May 25, 2026
The Public-Private Partnership Playbook with Mike Tarantino
May 18, 2026
The Pattern Recognition Skill That Built Four Exits with Steven Pivnik
May 13, 2026
Gatr Coolers: The Story Behind the Brand with Bryan McGehee
May 11, 2026
Finding Your Highest and Best Use as an Entrepreneur — Dominic Dupré
May 04, 2026
The Growth by Subtraction Playbook for Middle Market Founders with Yarin Gaon
May 01, 2026
The Partner You Need When You've Run Out of Gas — George Boudreaux & Nathan Rath
Apr 29, 2026
Building a Business With Your Spouse Without Losing Your Mind — Kenny & Stacy Maggard
Apr 27, 2026
Running City Hall Like a Business with Mayor-President Monique Boulet
Apr 24, 2026
What Happens to Your Business If You Don't Make It Home Today with Taylor Davis
Apr 22, 2026
The Success Story Behind The Gingerbread Twins with Billy & Denny
Apr 20, 2026
Why Your Book of Business May Be Worth More Than You Think — Dr. Jon Randall
Apr 17, 2026
The Lone Survivor of a Plane Crash — and the Lessons That Followed with Wade Berzas
Apr 15, 2026
Why Creativity Without Data Is Just a Pretty Waste of Money with Jeremy Beyt
Apr 13, 2026
From Oil Field Landman to Business Owner with Scott Rainey
Apr 08, 2026
Bootstrapped to VC-Backed: Scaling a Female-Founded Brand — Lauren Bercier
Apr 06, 2026
Access Granted: Inside the Hilton Family Office — Mark Miller
Apr 03, 2026
No Operator, No Deal — How PE Firms Find the Right CEO with Travis Hann
Apr 01, 2026
He Buys Companies Everyone Else Is Running From — Nate Moore
Mar 30, 2026
Value Creation vs. Wealth Acceleration: The Family Office Framework
Mar 23, 2026
Why Culture Kills More Acquisitions Than Bad Pricing — Scott Harkey
Mar 20, 2026
How a Banker Evaluates Business Acquisitions (The 5 Cs Explained)
Mar 16, 2026
When to Sell: The $50K Angel Investing Lesson — Bubba Page
Mar 13, 2026
When to Order a Quality of Earnings — Elliott Holland
Mar 11, 2026
What an Investigative Journalist Notices That Most Deal Makers Miss
Mar 09, 2026
From Brazil to Rebuilding Downtown Lafayette
Mar 07, 2026
90% of Family Wealth Is Gone by the Third Generation — Here's Why
Mar 06, 2026
What 18 Months Before Your Exit Should Actually Look Like
Mar 04, 2026
"God Whispers" — How Faith Led to a Life-Changing Exit
Mar 02, 2026
The 5 Dimensions of Private Equity Most GPs Ignore
Feb 27, 2026
The Art of Venture Capital: How VCs Value an Idea
Feb 25, 2026
Platform vs. Tuck-In: The Private Equity Playbook Explained
Feb 24, 2026
How He Timed His $230M Exit — Then Did It Again
Feb 23, 2026
He Represented Grammy Artists. Now Doing Reverse Mergers On Wall Street
Feb 20, 2026
Why Athletes Go Broke (And How This Pro Snowboarder Avoided It)
Feb 18, 2026
Why the Smartest Lawyers Kill the Fewest Deals
Feb 16, 2026
He Sold His Family Business for Millions, Then Bought It Back 10 Years Later With His Son
Feb 12, 2026
Why Bankers Are The Least Greedy Partner In A Deal
Feb 09, 2026
From the Teller Line to the CFO Seat: How Trust Drives Better Deals
Feb 07, 2026
Putting Private Equity On Chain: The Future of Capital, Liquidity, and Ownership
Feb 06, 2026
Building a Business on Faith, People, and Patience
Feb 04, 2026
Building a Family Business That Lasts: Marriage, Risk, and Nine Locations Strong
Feb 02, 2026
Why Culture, Not Strategy, Determines Whether Deals Actually Work
Jan 30, 2026
Selling the Family Business Without Selling Your Soul
Jan 28, 2026
Patents Don’t Create Value. Businesses Do.
Jan 26, 2026
How Smart Dealmakers Turn Taxes Into a Strategic Advantage
Jan 23, 2026
How Smart Exits Eliminate Capital Gains and Preserve Momentum
Jan 21, 2026
From Louisiana to Leading Global Capital Markets
Jan 19, 2026
How Banks Really Evaluate Middle Market Deals
Jan 16, 2026
Why Deals Fail After the Numbers Look Perfect
Jan 14, 2026
Courtroom or Boardroom? Why Transactional Lawyers Shape the Biggest Deals.
Jan 12, 2026
Relationship Banking, Deal Discipline, and Knowing When to Say No
Jan 05, 2026
What Happens When the Deal Is Done and Purpose Is Still Missing?
Dec 29, 2025
Love, Truth, and the Business of Building What Lasts
Dec 22, 2025
What Makes a Great M&A Attorney?
Dec 15, 2025
What Can Car Sales Teach You About Private Equity?
Dec 13, 2025
Behind the Scenes of Middle Market Deals: A Roundtable with FA Mergers
Dec 08, 2025
From U.S. Marshal to Full-Time LP Investor with Philip Boggia
Dec 06, 2025
What Does It Really Take to Lead a Publicly Traded Bank?
Dec 01, 2025
From Ambulances to Acquisitions: Blaise Zuschlag on Scaling Mission Driven Impact
Nov 24, 2025
From the Court to the Courtroom: Deal Clarity from a Coach Turned Lawyer
Nov 20, 2025
Can Infrastructure Be a Profit Center? How Ken Bernhard Turned Central Plants into Cash Flow
Nov 17, 2025
From Cold Calls to Closed Deals: How Beau Bourque Built a Real Estate Pipeline That Wins
Nov 13, 2025
From Courtside to C-Suite: Collis Temple III on Legacy, Leadership & Letting Go
Nov 10, 2025
Building & Buying: How S1 Technology Scaled Fast with Strategy, Culture, and Grit
Nov 06, 2025
The Lawyer Who Sees the Whole Deal
Nov 03, 2025
Poker, Psychology, and Preparing to Sell Your Business
Oct 27, 2025
Faith, Family & the Hustle: Building a Business Together
Oct 20, 2025
Ashley on Divine Guidance and Decision Making: Look for the Hell No
Oct 16, 2025
Jude David on The Secret to Great Teamwork: Compassion, Empathy, and Patience
Oct 15, 2025
Chasing Dreams: From Baseball to Business with Beau
Oct 14, 2025
Betting on Yourself: Jude David on Knowing Your Value in M&A Deals
Oct 13, 2025
Jude David on Mid-Market M&A, Arbitrage, and Building Value from the Buy Side
Oct 13, 2025
The Deal Podcast Intro
Sep 13, 2025