Episodes
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...
From Ambulances to Acquisitions: Blaise Zuschlag on Scaling Mission Driven Impact
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: Hi...
From the Court to the Courtroom: Deal Clarity from a Coach Turned Lawyer
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-o...
Can Infrastructure Be a Profit Center? How Ken Bernhard Turned Central Plants into Cash Flow
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 operating infrastructureWhy large institutions like hospitals and universities should outsource energy …
From Cold Calls to Closed Deals: How Beau Bourque Built a Real Estate Pipeline That Wins
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 ...
From Courtside to C-Suite: Collis Temple III on Legacy, Leadership & Letting Go
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 lega...
Building & Buying: How S1 Technology Scaled Fast with Strategy, Culture, and Grit
In this episode of The Deal Podcast , we sit down with Jeremy Roth and Hunter Harrison, co-founders of S1 Technology, to explore their rapid journey from startup to a thriving MSP (Managed Service Provider) with 45+ employees...