The Deal Podcast
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 portfolio. Too often, the world of mergers and acquisitions is seen as a complex, numbers-driven game. We believe it's about the people behind the deals—the bold entrepreneurs, the savvy investors, and the dedicated teams who make it all possible. Each episode, we sit down with the real players in the M&A space: from private equity sponsors and family offices to strategic buyers, serial entrepreneurs, and commercial bankers. We’ll also hear from the crucial professional teams on the front lines, including CPAs, tax and corporate attorneys, and wealth advisors, to uncover the blueprints of success. Our conversations will delve into every facet of the deal lifecycle. We'll explore the art of acquisitions, the science of scaling through bolt-ons, the complexities of divestitures, and the long-term thinking required for portfolio optimization. This podcast is more than a stage for thought leaders; it's a collaborative hub for anyone looking to build, scale, or prepare for their next chapter. Whether you’re a business owner seeking a successful exit, an investor looking to grow your portfolio, or a professional advisor supporting clients on this journey, our content is designed to be both educational and actionable. Join us as we decode the deal, one conversation at a time. Disclaimer: The views, opinions, and statements expressed by the guest are solely their own and do not necessarily reflect the views of The Deal Podcast, its hosts, or affiliated organizations. This content is for informational purposes only and should not be construed as investment, legal, tax, or accounting advice. Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. As a trusted connector among founders, family offices, and investment platforms, Josh brings a relational, strategic lens to SPACs, IPOs, M&A, and private placements—blending insight, curiosity, and communication to spotlight the people and deals shaping the capital markets. The content of this podcast is intended for informational and educational purposes only and should not be interpreted as legal, financial, or compliance advice. The views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the official policies or positions of any regulatory agency, law firm, employer, or organization. Listeners are encouraged to consult their own legal counsel, compliance professionals, or financial advisors to ensure adherence to applicable laws and regulations, including those enforced by the SEC, FINRA, and other regulatory bodies. This podcast does not constitute a solicitation, offer, or recommendation of any financial products, securities transactions, or legal services.
Episodes
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 infrastructure
- Why large institu...
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 industrial real estate, knocking doors, l...
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 moment when a career-ending injury for...
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 conversation dives into how culture, recur...
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 deal, team, and tension point. He’s...
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 business school ever could. He breaks...
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 divine timing, Ashley opens up about what ...
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 her next season of business, and ho...
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, he brings structure and analysis a...
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 sparked his own company.
...
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. He explains how one company valued a...
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 real mindset shift from billing hour...
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 portfolio.
Too often, the world of mergers...
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