Joshua Wilson
The Deal Podcast
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 te...
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Szerző
Joshua Wilson
Kategória
A podcast weboldala
Legutóbbi epizód
2026. szept. 28.
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Epizódok
How He Timed His $230M Exit — Then Did It Again 23.02.2026 1:03:30
He sold his company for $230 million right before oil prices collapsed. It wasn't luck — it was a board meeting. Thomas Chance joins The Deal Podcast to share what 30+ years of building, selling, and starting over actually looks like from the inside. Thomas Chance is a serial entrepreneur, engineer, and Louisiana native who built CNC Technologies into the world's largest privately held o...
He Represented Grammy Artists. Now Doing Reverse Mergers On Wall Street 20.02.2026 26:07
What do Grammy-winning songwriting credits, merchant cash advances for the Latino community, and a reverse merger into the OTC markets have in common? They're all part of Yoel Damas' story — and it's one you won't forget. In this episode of The Deal Podcast, Joshua Wilson sits down with Yoel Damas — entertainment attorney, Grammy-credited songwriter, and now CEO of a publicly t...
Why Athletes Go Broke (And How This Pro Snowboarder Avoided It) 18.02.2026 38:21
What happens when a six-time X Games competitor realizes the athletes he idolizes are losing their homes, battling addiction, and going broke? Dan Brisse made a decision that changed his life — and now he's helping 750+ investors do the same through multifamily real estate. Dan Brisse is the co-founder of Granite Towers Equity Group, a private equity firm specializing in multifamily value-add...
Why the Smartest Lawyers Kill the Fewest Deals 16.02.2026 1:02:05
What does nearly five decades of business law teach you about deals, people, and life? Veteran attorney Joe Giglio has spent 49 years in the trenches of business litigation, shareholder disputes, and M&A transactions — and the lessons he's learned go far beyond the courtroom. In this episode, Joe sits down with Joshua Wilson and co-host Jude David to share the wisdom that comes from a lif...
He Sold His Family Business for Millions, Then Bought It Back 10 Years Later With His Son 12.02.2026 55:48
Walter Hidalgo Jr. built a chemical company from scratch in 2001, sold it at the perfect time in 2014 (right before oil crashed from $120 to under $20/barrel), and felt completely lost after the exit. After a detour into the restaurant business, he reunited with his 25-year-old son to relaunch the original brand and this time, they're doing it together. In this episode, Walter opens up about...
Why Bankers Are The Least Greedy Partner In A Deal 09.02.2026 45:43
In this episode, we sit down with veteran banker and operator Brady Como for a masterclass on debt, risk, and long-term dealmaking. With decades of experience spanning commercial banking, business liquidations, oilfield services, and real estate investing, Brady shares lessons most dealmakers only learn the hard way. This conversation explores: Why banks are often the least greedy partner in a tra...
From the Teller Line to the CFO Seat: How Trust Drives Better Deals 07.02.2026 29:14
In this episode, we sit down with Tim Prevost , a third generation banker who worked his way from shredding paper and serving as a teller to becoming CFO of a community bank. Tim shares a rare inside look at how deals are evaluated from the banking side, why relationships still matter more than spreadsheets, and how judgment, timing, and trust influence lending, acquisitions, and long-term outcome...
Putting Private Equity On Chain: The Future of Capital, Liquidity, and Ownership 06.02.2026 53:02
In this episode, we sit down with Joris Delanoue , founder of Fairmint, to unpack how tokenization and blockchain are reshaping private markets. Joris explains how Fairmint helps companies put their equity on chain by transforming cap tables into smart contracts, removing unnecessary intermediaries, and unlocking new paths to liquidity while preserving compliance and investor protections. This con...
Building a Business on Faith, People, and Patience 04.02.2026 57:06
In this episode, we sit down with Marvin Travasos , founder of Coastal Pumping Equipment, to unpack what it really takes to build a durable, multi-location industrial business rooted in faith, leadership, and long-term thinking. Marvin shares his journey from welder to owner, growing Coastal from a single operation into a four-location company serving oilfield, municipal, and disaster-response mar...
Building a Family Business That Lasts: Marriage, Risk, and Nine Locations Strong 02.02.2026 59:05
In this episode, we sit down with Jared and Rachel Doise , husband-and-wife founders of Legends Born Grill, a nine location restaurant and bar concept built over more than 20 years in Acadiana. This is a real conversation about building a business together, navigating risk, staying grounded in values, and choosing sustainability over ego-driven growth. Jared and Rachel share how they balance visio...
Why Culture, Not Strategy, Determines Whether Deals Actually Work 30.01.2026 52:23
In this episode, we sit down with Kristine Goebel , founder of Accompany Suite, to unpack the real reasons companies struggle during growth, acquisitions, and exits. Kristine shares how emotional intelligence, communication, and leadership behavior directly impact profitability, retention, and deal outcomes. Drawing from her experience with Toyota, wealth advisory firms, and middle-market companie...
Selling the Family Business Without Selling Your Soul 28.01.2026 47:07
In this episode, we sit down with Mike Flash, former co-owner of Dixie Electric, a second-generation family business founded in 1979 and successfully exited after more than four decades. Mike shares the deeply personal story behind selling a family business that carried his parents’ names, supported generations of employees, and became part of the fabric of the local community. This is a rare, hon...
Patents Don’t Create Value. Businesses Do. 26.01.2026 45:29
In this episode, we sit down with Ted Anthony, a veteran patent attorney with decades of experience advising founders, operators, and acquirers on intellectual property in M&A transactions. Ted breaks down how patents and trademarks actually function inside real deals and why IP should protect economic value, not be confused with creating it. This conversation covers: How patents show up in mi...
How Smart Dealmakers Turn Taxes Into a Strategic Advantage 23.01.2026 36:11
In this episode we sit down with David Podell , a specialist in advanced tax mitigation strategies for founders, partners, and closely held businesses. David breaks down how defined benefit and cash balance plans can be used as powerful tools for owners who are paying too much in taxes and want to build personal net worth outside of their business. This conversation covers: How high-performing com...
How Smart Exits Eliminate Capital Gains and Preserve Momentum 21.01.2026 15:20
In this episode, we sit down with Brett Swarts , founder of Capital Gains Tax Solutions, to unpack how founders, investors, and advisors can exit assets without watching 20–50% disappear to capital gains taxes. Brett breaks down the Deferred Sales Trust and explains how it differs from traditional strategies like 1031 exchanges, why timing and flexibility matter more than ever, and how smart exits...
From Louisiana to Leading Global Capital Markets 19.01.2026 33:51
In this episode, we sit down with Rip Reeves , CEO of Institutional Investor , to unpack the evolution of global investing, asset allocation, and the allocator–manager ecosystem. Rip shares his journey from a first-generation college student in South Louisiana to Wall Street, portfolio management, and ultimately leading one of the most influential platforms serving CIOs, asset managers, and alloca...
How Banks Really Evaluate Middle Market Deals 16.01.2026 39:11
In this episode, we sit down with Larry Attenhofer , a senior commercial banking leader at Hancock Whitney with nearly three decades of experience financing middle-market businesses. Larry walks through how banks actually underwrite deals, what separates strong borrowers from risky ones, and why relationships and communication matter just as much as financials. This conversation covers: How banks...
Why Deals Fail After the Numbers Look Perfect 14.01.2026 50:27
In this episode, we sit down with Andre Broussard, a seasoned CPA operating at the intersection of private equity, venture capital, and middle-market deal execution. Andre shares how he functions as a “CFO by the hour” for founders, operators, and investment groups and why accounting today is far more about psychology, judgment, and trust than debits and credits. This conversation covers: How CPAs...
Courtroom or Boardroom? Why Transactional Lawyers Shape the Biggest Deals. 12.01.2026 1:06:42
In this episode host Josh Wilson sits down with CJ Miller , a transactional attorney who has built his career in the boardroom rather than the courtroom. CJ shares his journey from growing up in a small family business in South Louisiana to becoming a trusted advisor for banks, entrepreneurs, and middle-market companies. He explains what transactional law really looks like day to day and why helpi...
Relationship Banking, Deal Discipline, and Knowing When to Say No 05.01.2026 37:19
In this episode of The Deal Podcast , we sit down with Edward Bienvenu , a commercial banker based in Lafayette, Louisiana, to unpack how relationship-driven banking actually works at the community level and why some of the best deals are the ones you never do. Edward shares his unconventional path into commercial banking, starting in biology before realizing finance offered the right balance of s...
What Happens When the Deal Is Done and Purpose Is Still Missing? 29.12.2025 1:04:22
In this episode of The Deal Podcast , hosts Josh Wilson and Jude David sit down with Paul George , consultant, speaker, and host of The Paul George Show , for a wide-ranging conversation on leadership, faith, business, and life after the exit. Paul shares his personal mission framework, “Love God, serve others, and die with no regrets,” and explains how a lack of personal clarity often leads to br...
Love, Truth, and the Business of Building What Lasts 22.12.2025 1:05:04
On the show, we sit down with Lance Strother a coach, entrepreneur, inventor, man of faith, and lifelong developer of people. Lance is the kind of dealmaker who doesn’t just chase outcomes. He builds lives, teams, and cultures that last. Born and raised in Lafayette, Louisiana, Lance shares how his journey through coaching, ministry, invention, and business shaped a philosophy that challenges how...
What Makes a Great M&A Attorney? 15.12.2025 36:34
What separates a good deal attorney from a great one? In this episode of The Deal Podcast , hosts Joshua Wilson and Scott discuss the legal side of mergers and acquisitions with veteran corporate attorney Frank Slavich , who brings over 25 years of experience in corporate law, M&A, lending, and commercial real estate. Frank unpacks the real role of an M&A attorney: not to kill deals, but t...
What Can Car Sales Teach You About Private Equity? 13.12.2025 32:43
In this episode of The Deal Podcast , Dan Daly shares his remarkable journey from selling cars on the wholesale lot to overseeing ultra-luxury brands like Bugatti and Bentley, and now leading a $50M international private equity fund focused on boutique hospitality properties. Dan dives into: How competitive discipline (like training for an Ironman) shapes success in business Lessons from the car s...
Behind the Scenes of Middle Market Deals: A Roundtable with FA Mergers 08.12.2025 39:31
Inside a Real Deal Roundtable: Lessons from Thousands of M&A Transactions In this exclusive episode of The Deal Podcast , the FA Mergers team, Jude David, Scott Shea, Chase Kenner, and host Joshua Wilson, sit down for a raw, behind the scenes conversation about what really happens when a mid market business goes to market. Topics discussed: The biggest mistakes sellers make when approaching an...
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