The Deal Podcast

In this episode of The Deal Podcast , host Joshua Wilson sits down with Philip Boggia to unpack an unconventional investing journey that began in federal law enforcement and evolved into a full-time life as a limited partner investor. Philip shares how a single conversation with a supervisor during a government shutdown led him to read Rich Dad Poor Dad , rethink assets and liabilities, and begin...

What happens when a CPA discovers his greatest strength isn’t crunching numbers? In this powerful interview, Catalyst Bank CEO Joe Zanco reveals how a mop, a moment of humility, and a mindset of ownership shaped his rise through the banking world to leading a NASDAQ-listed bank. Joe shares hard-earned lessons from 10+ M&A deals, the real reason banks sell, how employee ownership changes cultur...

In this episode, Blaise Zuschlag, EVP & Chief Administrative Officer of Acadian Companies, shares how a family-run ambulance service grew into a 5,000+ employee enterprise without losing its heart. Blaise walks us through: His pivot from JPMorgan to joining the family business The early days of Acadian Ambulance and a pivotal buyout decision How they use M&A to grow into new regions while...

In this episode, we sit down with William Kellner, a former college basketball coach turned commercial litigator and M&A deal attorney. Will brings a rare blend of courtroom experience, in-house legal strategy, and business-owner empathy. He shares the most overlooked threats in deal execution, what litigators know about deal structures gone wrong, and how his background in coaching shaped his...

What if your infrastructure wasn’t just a cost center but a source of recurring revenue? In this episode of The Deal Podcast , energy developer and fourth-generation entrepreneur Ken Bernhard breaks down how his firm is flipping the script on mechanical systems, turning legacy utility plants into modern revenue engines. Ken shares: How his family legacy sparked a new model for financing and operat...

In this episode of The Deal Podcast , Beau Bourque, President of Beacon Realty, breaks down exactly how he built a real estate deal pipeline from scratch using a laptop, an Excel sheet, and relentless drive. Beau started his business by targeting mobile home parks, an overlooked, fragmented niche and used consistent outreach to create opportunity where others saw none. Now, he’s expanded into indu...

In this powerful episode of The Deal Podcast, host Joshua Wilson sits down with former LSU basketball star turned business leader Collis Temple III for a raw and inspiring conversation on navigating transitions, building legacy, and the mindset of championship leadership. Collis opens up about his family’s legacy at LSU, how his father shaped his discipline from childhood, and the heartbreaking mo...

In this episode of The Deal Podcast , we sit down with Jeremy Roth and Hunter Thevis, co-founders of S1 Technology, to explore their rapid journey from startup to a thriving MSP (Managed Service Provider) with 45+ employees, operations in 30+ states, and a spot on the Inc. 5000 list. From a lunch meeting that sparked their partnership to multiple acquisitions and a nationwide footprint, this conve...

In this episode, we sit down with Thomas Hooks, General Counsel, Chief of Staff at Stately, and City Councilman in Lafayette, Louisiana to explore how legal, strategy, and leadership intersect in M&A and beyond. Thomas isn’t your average in-house attorney. With a background that spans industrial services, local politics, and private equity dealmaking, he brings a systems-thinking lens to every...

In this episode, we sit down with Scott Shea, a sell-side advisor, former family business operator, and recovering professional poker player who brings a uniquely grounded perspective to helping owners navigate the sale of their company. From growing up in an oilfield services family business to sitting across from buyers in private equity, Scott shares how poker taught him more about deals than b...

In this special episode of The Deal Podcast , hosts Joshua Wilson sits down with power couple Ashley David and Jude David, who are redefining what it means to chase dreams while keeping faith and family first. In Part 1, Ashley shares her deeply personal journey from stay-at-home mom of six to unexpected CEO of a faith-based jewelry company. From infertility and loneliness to discernment and divin...

In this episode, Ashley shares a powerful framework for discerning decisions in life and business one rooted in her faith. Instead of always searching for the perfect “yes,” she learned to pay close attention to God’s “no.” When things feel blocked, off, or unsettled, it’s often divine redirection not failure. Ashley recalls a moment of praying through every possible objection before stepping into...

In this heartfelt clip, Jude David shares how the keys to great teamwork, at home and in business, aren’t tactics or tools. They’re character traits. Jude reflects on the dynamic between him and his wife Ashley, both entrepreneurs, and how understanding each other’s strengths, weaknesses, and motivations has helped them thrive in work and in marriage. While she leads with enthusiasm and creativity...

In this episode of The Deal Podcast, Beau, founder of Beacon Realty, shares his journey from chasing dreams of Major League Baseball to building a business rooted in legacy and purpose. Beau opens up about how the drive and discipline from athletics translated into entrepreneurship and how a small gesture from a family member (his grandfather’s old business card) became the daily reminder that spa...

In this clip from The Deal Podcast , Jude David explains why stepping away from the billable hour model into deal-based entrepreneurship changed everything and how understanding value from both sides of the table separates amateurs from serious operators. Jude breaks down how valuation multiples work across the M&A landscape and how buying low and integrating wisely can lead to instant upside....

In this episode of The Deal Podcast , Joshua Wilson sits down with seasoned M&A operator, investment banker, and family office founder Jude David. Jude shares his full-circle journey, from corporate attorney to sell-side advisor to full-time buyer, offering unique insight into what it’s like sitting on every side of the deal table. Jude breaks down the evolution of mid-market transactions, the...

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 port...