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