Episodes
Courtroom or Boardroom? Why Transactional Lawyers Shape the Biggest Deals.
CJ Miller on the role of a transactional attorney in M&A — how the right legal counsel structures deals, manages risk, and prepares business owners for a successful sale.
Relationship Banking, Deal Discipline, and Knowing When to Say No
Edward Bienvenu on how commercial bankers evaluate a business — relationship banking, global cash flow analysis, and why the best deals are sometimes the ones you walk away from.
What Happens When the Deal Is Done and Purpose Is Still Missing?
Paul George on life after selling a business — the identity crisis founders face post-exit, why profit and purpose aren't opposites, and planning what comes next years in advance.
Love, Truth, and the Business of Building What Lasts
Lance Strother on faith-driven leadership in business — why love is a strategy with teeth, what inventing and partnerships teach you, and why integrity outlasts ROI.
What Makes a Great M&A Attorney?
Frank Slavich on how to choose an M&A attorney who protects clients without killing deals — plus the Texas Shootout clause, succession planning, and where AI fits in legal practice.
What Can Car Sales Teach You About Private Equity?
Dan Daly on going from car sales to a hospitality private equity fund — a $50M Golden Visa fund targeting boutique properties in Portugal, Costa Rica, and Japan.
Behind the Scenes of Middle Market Deals: A Roundtable with FA Mergers
The FA Mergers team — Jude David, Scott Shea, and Chase Kenner — on common mistakes sellers make in M&A, why inflated valuations kill deals, and what to demand from your sell-side advisor.
From U.S. Marshal to Full-Time LP Investor with Philip Boggia
Philip Boggia on how to become a full-time LP investor — a decade-long transition from U.S. Marshal to limited partner across real estate, private equity, and private credit.
What Does It Really Take to Lead a Publicly Traded Bank?
Joe Zanco, CEO of Catalyst Bank, on leading a NASDAQ-listed bank through mutual-to-stock conversion — employee ownership, why most private banks are acquired, and what successful deals require.
From Ambulances to Acquisitions: Blaise Zuschlag on Scaling Mission Driven Impact
Blaise Zuschlag of Acadian Companies on scaling a family business through acquisitions — from family-run ambulance service to 5,000+ employees, ESOP ownership, and preserving culture through M&A.
From the Court to the Courtroom: Deal Clarity from a Coach Turned Lawyer
William Kellner on protecting sellers from unserious buyers — the deal pitfalls litigators see that everyone else misses, red flags in contract language, and the value of early legal counsel.
Can Infrastructure Be a Profit Center? How Ken Bernhard Turned Central Plants into Cash Flow
Ken Bernhard on off balance sheet infrastructure financing — turning central utility plants into recurring revenue, the AT&T Stadium retrofit, and energy as a service for institutions.
From Cold Calls to Closed Deals: How Beau Bourque Built a Real Estate Pipeline That Wins
Beau Bourque of Beacon Realty on building a commercial real estate pipeline from scratch — mobile home parks, the 90-day prospecting plan, and why door knocking still wins.
From Courtside to C-Suite: Collis Temple III on Legacy, Leadership & Letting Go
Collis Temple III on the athlete to business owner transition — going from LSU basketball and a career-ending injury to running a utility company built on championship leadership.
Building & Buying: How S1 Technology Scaled Fast with Strategy, Culture, and Grit
Jeremy Roth and Hunter Harrison of S1 Technology on scaling an MSP through acquisitions — recurring revenue, EOS, and growing a 45+ employee Inc. 5000 platform across 30+ states.
The Lawyer Who Sees the Whole Deal
Thomas Hooks of Stately on what general counsel does in M&A — being the unpopular truth-teller, scale vs. capabilities acquisitions, and operator-minded legal strategy.
Poker, Psychology, and Preparing to Sell Your Business
Scott Shea on the psychology of selling your business — how poker shapes negotiation, why sellers sabotage their own exits, and how to create real buyer competition.
Faith, Family & the Hustle: Building a Business Together
Ashley and Jude David on faith family and entrepreneurship — acquiring Pink Salt Riot, raising six kids, and navigating life as married dealmakers building businesses together.
Ashley on Divine Guidance and Decision Making: Look for the Hell No
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.” W...
Jude David on The Secret to Great Teamwork: Compassion, Empathy, and Patience
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 entrepre...
Chasing Dreams: From Baseball to Business with Beau
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 d...
Betting on Yourself: Jude David on Knowing Your Value in M&A Deals
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 am...
Jude David on Mid-Market M&A, Arbitrage, and Building Value from the Buy Side
Jude David on mid-market M&A arbitrage explained — bolt-on growth, valuation multiples, and structuring competitive sale processes for founders and buyers alike.
The Deal Podcast Intro
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...