Episodes
Why the Smartest Lawyers Kill the Fewest Deals
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 th...
He Sold His Family Business for Millions, Then Bought It Back 10 Years Later With His Son
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 ...
Why Bankers Are The Least Greedy Partner In A Deal
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 servi...
From the Teller Line to the CFO Seat: How Trust Drives Better Deals
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 eva...
Putting Private Equity On Chain: The Future of Capital, Liquidity, and Ownership
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 transfo...
Building a Business on Faith, People, and Patience
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 thinki...
Building a Family Business That Lasts: Marriage, Risk, and Nine Locations Strong
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 abo...
Why Culture, Not Strategy, Determines Whether Deals Actually Work
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,...
Selling the Family Business Without Selling Your Soul
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 ...
Patents Don’t Create Value. Businesses Do.
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 tra...
How Smart Dealmakers Turn Taxes Into a Strategic Advantage
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 ...
How Smart Exits Eliminate Capital Gains and Preserve Momentum
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 d...
From Louisiana to Leading Global Capital Markets
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...
How Banks Really Evaluate Middle Market Deals
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 und...
Why Deals Fail After the Numbers Look Perfect
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 fo...
Courtroom or Boardroom? Why Transactional Lawyers Shape the Biggest Deals.
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 Sou...
Relationship Banking, Deal Discipline, and Knowing When to Say No
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 b...
What Happens When the Deal Is Done and Purpose Is Still Missing?
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 li...
Love, Truth, and the Business of Building What Lasts
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 culture...
What Makes a Great M&A Attorney?
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 ...
What Can Car Sales Teach You About Private Equity?
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 equi...
Behind the Scenes of Middle Market Deals: A Roundtable with FA Mergers
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 exitWhy waiting until you’re “ready to retire” can cost you millionsWhat buyers are really l…
From U.S. Marshal to Full-Time LP Investor with Philip Boggia
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 ...
What Does It Really Take to Lead a Publicly Traded Bank?
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 thro...