Harper Belmont Media | Optima Mergers and Acquisitions

The Deal Table

Business EN ↓ 57 episodes

The Deal Table is a long-form podcast featuring the founders, operators, investors, and advisors who navigate consequential decisions around capital, control, leadership, and legacy. Hosted by Lane Carrick and Ryan Harper, and filmed at Old Parkland in Dallas, the show brings together leaders who have built, financed, governed, acquired, and exited real businesses to speak candidly about private equity, mergers and acquisitions, and what actually happens before, during, and after the deal. For founders, executives, investors, and advisors making decisions

Be sure to visit the podcast's website and support the creator: thedealtablepodcast.com

Author

Harper Belmont Media | Optima Mergers and Acquisitions

Episodes

#7 | Leadership, Risk, and Financial Discipline | General Jim Williams 26.02.2025 1:16:03

In this episode of The Deal Table, we sit down with General Jim Williams, a two-star Marine Corps General with 38 years of service. From surviving helicopter crashes to negotiating with warlords, General Williams shares incredible stories of leadership, discipline, and risk-taking. We explore the parallels between battlefield strategy and business success, diving into financial literacy, wealth-bu...

#6 | Building a Brand That Lasts: Expert Marketing Strategies | Charlie Calise 19.02.2025 1:28:13

Charlie Calise, a veteran marketing strategist and the Chairman Of Imaginuity, shares his insights into brand growth, competitive positioning, and the evolution of advertising in the digital age. With decades of experience working with major brands, he discusses what separates businesses that thrive from those that struggle, how to craft a compelling brand story, and the biggest mistakes companies...

#5 | Mastering Business Growth, M&A, and Financial Strategy with John Terry 12.02.2025 57:45

John Terry, co-founder of Churchill Terry and professor at SMU, shares deep insights into business growth, mergers and acquisitions, and financial strategy. With experience across entrepreneurship, corporate finance, and investment advisory, he discusses what separates entrepreneurs from business owners, the challenges of scaling a company, and how to maximize valuation before selling. Key topics...

#4 | Leadership Lessons from 7-Eleven and Blockbuster | Jim Keyes 05.02.2025 1:32:11

Jim Keyes: Author, Chairman, Philanthropist, Former CEO of 7-Eleven & Blockbuster Jim shares invaluable leadership lessons learned from running two Fortune 500 companies, diving into topics like navigating corporate change, overcoming adversity, and the power of education. Discover the real story behind Blockbuster’s battle with Netflix, the strategies that fueled 7-Eleven’s growth, and how em...

#3 | The Entrepreneur’s Journey | Kevin Lavelle 29.01.2025 1:16:57

Building a business isn’t just about having a great idea—it’s about execution, funding, and resilience. In this episode, Kevin Lavelle, founder of Mizzen+Main and Harbor, shares his raw, unfiltered journey of scaling a brand from the ground up, securing funding, and navigating the ever-changing venture capital landscape. Follow Kevin:https://www.instagram.com/kevinslavellehttps://www.linkedin.com/...

#2 | Shark Tank, Private Equity, & Wealth Management | Abe Minkara, Legacy Knight 22.01.2025 1:15:11

Abe Minkara, a founding partner at Legacy Knight and former Managing Director at Mark Cuban Companies, dives deep into the world of venture capital, private equity, and high-net-worth investing. Abe shares his insights from evaluating Shark Tank deals, working with entrepreneurs, and navigating the complex landscape of wealth management for ultra-high-net-worth families. Key Highlights:-The truth...

#1 | Wall Street to Dallas: Leadership and Legacy | Michael Levy, Crow Holdings 14.01.2025 1:17:28

Michael Levy, CEO of Crow Holdings, discusses his transition from a career in New York City with Morgan Stanley to leading the iconic Crow Holdings in Dallas, Texas. Michael shares invaluable lessons from navigating the 2008 financial crisis, his insights on leadership and culture, and how Old Parkland has become a hub for innovation, relationships, and intellectual growth. Key Highlights: - Lesso...