The Deal Podcast

Joshua Wilson

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.

  1. 20h ago ·  Video

    When Your Employer's Values Aren't Yours: Starting Your Own Practice — Dr. Damon Cudihy

    What do you do when the organization you work for asks you to do something you won't do? For Dr. Damon Cudihy, the answer was to leave a hospital job and build his own practice. Host Joshua Wilson and co-host Jude David, JD, DCL, MBA, Managing Partner of FA Mergers, sit down with Dr. Damon Cudihy, an OB/GYN who has run a private practice in Lafayette, Louisiana for more than 13 years. After four years as an employed physician in Pennsylvania, Damon reached a point where staying meant compromising his Catholic convictions, so he moved his family south and started his own business. He explains how small compromises add up over a career, why being told "you can't" became the spark for his calling, and how faith shaped every business decision since. It's a candid conversation about conscience, risk, and building something on your own terms. 🎯 What We Cover: - Choosing medicine as a calling, not a paycheck - From FSU and UF to a first job in Pennsylvania - Incrementalism: how small compromises add up - The moment he knew it was time to leave - Going from employee to practice owner - The night a mentor told him "you can't" - Why "you can't" motivates entrepreneurs - Trusting God with the business and the finances - Community and accountability for leaders 🤝 Connect with Dr. Damon Cudihy: 🌐 https://www.acadianaobgyn.com/ 💼 https://www.linkedin.com/in/damon-cudihy-010a2326/ 🤝 Connect with Co-Host Jude David: 💼 https://www.linkedin.com/in/jude-david-jd-dcl-mba-172a6a76/ 🌐 https://famergers.com 💼 Thinking About a Transaction? FA Mergers advises lower-middle-market business owners on preparing for and navigating a sale. Start the conversation at https://famergers.com 🎙️ Follow The Deal Podcast: 🌐 https://www.thedealpodcast.com/ 💼 https://www.linkedin.com/in/joshuabrucewilson/ ▶️ https://www.youtube.com/@dealpodcast A One Iron Network production: Executive Producer Joshua Wilson Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.  Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services. Let's Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.thedealpodcast.com/contact/

    When Your Employer's Values Aren't Yours: Starting Your Own Practice — Dr. Damon Cudihy
  2. Oct 12 ·  Video

    Zero Investors, All Sisterhood: Bootstrapping a Licensed Brand — Elise Colomb

    Elise Colomb was a nurse, a pharma rep, and a stay-at-home mom who sold art for fun. Then a friend saw her paintings and said, "We need to put these on products." Host Joshua Wilson and co-host Jude David, JD, DCL, MBA, Managing Partner of FA Mergers, sit down with Elise Colomb, Co-Founder, Designer, and Creative Director of Sorority and Sisterhood, the hand-drawn luxury pajama brand she built with co-founders Virginia and Kait. With zero outside investors, the three funded the business from their own earnings and reinvested every dollar back in. Elise explains how university and sorority licensing works, how royalties shape pricing, why every new product must clear a margin bar before it launches, and how three founders run a nationwide wholesale brand with no staff. It's a candid look at bootstrapped growth, faith, and knowing when to take the leap. 🎯 What We Cover - From nursing and pharma sales to founder - Turning hand-drawn art into a product line - Self-funding a business with zero investors - How university and sorority licensing works - Pricing around royalties and rep commissions - Killing ideas that don't make the margin - Three co-founders, no staff, a national rep network - The Good Morning America moment - Faith, family, and the leap of faith 🤝 Connect with Elise Colomb 🌐 Website: https://sororityandsisterhood.com/ 📸 Instagram: https://www.instagram.com/ecolomb/ 👍 Facebook: https://www.facebook.com/people/Sorority-and-Sisterhood/100090936670055/ 🤝 Connect with Co-Host Jude David 💼 LinkedIn: https://www.linkedin.com/in/jude-david-jd-dcl-mba-172a6a76/ 🌐 FA Mergers: https://famergers.com 💼 Thinking About a Transaction? FA Mergers advises lower-middle-market business owners on preparing for and navigating a sale. Start the conversation at https://famergers.com 🎙️ Follow The Deal Podcast 🌐 Website: https://www.thedealpodcast.com/ 💼 Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ ▶️ YouTube: https://www.youtube.com/@dealpodcast A One Iron Network production: Executive Producer Joshua Wilson Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.  Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services. Let's Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.thedealpodcast.com/contact/

    Zero Investors, All Sisterhood: Bootstrapping a Licensed Brand — Elise Colomb
  3. Oct 5 ·  Video

    From Exit to Endowment: Building a Legacy That Outlives You — Monica Zuschlag & Margaret Trahan

    What happens to everything you've built after you sell — and after you're gone? Two Catholic foundation leaders share how owners turn a lifetime of work into a legacy that lasts. In this episode of The Deal Podcast, host Joshua Wilson and co-host Jude David, JD, DCL, MBA, Managing Partner at FA Mergers, sit down with Monica Zuschlag, Board Chairman, and Margaret Trahan, Executive Director, of the Catholic Legacy Foundation of Acadiana. Monica shares the calling that led her to help launch the foundation, and Margaret draws on two decades leading United Way of Acadiana. Together they explain how donor-advised funds, endowments, and family legacy plans work, why stewardship starts long before an exit, and how faith-aligned investing keeps a family's values intact for generations. A practical conversation for owners and the advisors who guide them. 🎯 What We Cover: - Stewardship vs. ownership: rethinking what you've built - How legacy giving connects to selling a business - Donor-advised funds, endowments, and foundations explained - Two widows, one endowment, and the widow's mite - Why generosity is a lifestyle, not an event - Family legacy plans and naming the next generation - Values-aligned investing under USCCB guidelines - Building guardrails that outlast you - Why saying yes to your life's mission matters 🤝 Connect with Monica Zuschlag & Margaret Trahan: 🌐 https://www.catholiclegacyfoundation.org/ 💼 https://www.linkedin.com/in/monicazuschlag/ 💼 https://www.linkedin.com/in/margaret-trahan-7426a49/ 🤝 Connect with Co-Host Jude David: 💼 https://www.linkedin.com/in/jude-david-jd-dcl-mba-172a6a76/ 💼 Thinking About a Transaction? FA Mergers helps founders, investors, and business owners navigate the full M&A process — from valuation to close. If you're exploring a sale, acquisition, or capital raise, let's talk. 🔗 https://www.famergers.com/ 🎙️ Follow The Deal Podcast: 🌐 https://www.thedealpodcast.com/ 💼 https://www.linkedin.com/company/the-deal-podcast/ ▶️ https://www.youtube.com/@dealpodcast A One Iron Network production: Executive Producer Joshua Wilson Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.  Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services. Let's Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.thedealpodcast.com/contact/

    From Exit to Endowment: Building a Legacy That Outlives You — Monica Zuschlag & Margaret Trahan
  4. Sep 28 ·  Video

    Relationships Are the Product: How an Engineering Firm Wins Work — Aaron Travasos

    Landing a two-year contract felt like a win. Aaron Travasos saw a deadline: "We have one to two years to replace this customer." In this episode of The Deal Podcast, host Joshua Wilson and co-host Jude David, JD, DCL, MBA, Managing Partner of FA Mergers, sit down with Aaron Travasos, P.E., Principal at Gregory Consulting and Controls in Lafayette, Louisiana. Aaron left a steady engineering career during the COVID slowdown to join a partner's firm, and together they grew it into a team with its own managers and business development. He shares why relationships are the real product in a project-based business, how partners divide roles, why an anchor client is a countdown clock, and what leading a team demands. It's a candid look at the employee-to-owner leap, grounded in faith, family, and keeping good jobs at home. 🎯 What We Cover: - Leaving employment to become an owner during COVID - Why joining a partner beat going solo - Managing the feast-or-famine cycle of project work - Why a big client starts a replacement clock - Operating agreements and dividing partner roles - Leadership: take the bullets, give the credit - Faith, prayer, and handling anxiety as an owner - A question left behind by his father, Marvin Travasos 🤝 Connect with Aaron Travasos: 🌐 https://www.gregorycc.com/ 💼 https://www.linkedin.com/in/aaron-travasos-p-e-098863118/ 🤝 Connect with Host Joshua Wilson: 💼 https://www.linkedin.com/in/joshuabrucewilson/ 🤝 Connect with Co-Host Jude David: 💼 https://www.linkedin.com/in/jude-david-jd-dcl-mba-172a6a76/ 🌐 https://famergers.com 💼 Thinking About a Transaction? FA Mergers helps founders, investors, and business owners navigate the full M&A process — from valuation to close. If you're exploring a sale, acquisition, or capital raise, let's talk. 🔗 https://famergers.com 🎙️ Follow The Deal Podcast: 🌐 https://www.thedealpodcast.com/ 💼 https://www.linkedin.com/company/the-deal-podcast/ ▶️ https://www.youtube.com/@dealpodcast A One Iron Network production: Executive Producer Joshua Wilson | Network Director Trisha Goddard Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.  Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services. Let's Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.thedealpodcast.com/contact/

    Relationships Are the Product: How an Engineering Firm Wins Work — Aaron Travasos
  5. Sep 21

    Building Toward an Acquisition From Day One with Kelly Hebert

    She built her app with one end in mind from day one: get acquired. And she did it while owning 100% of the company and raising two kids under two. In this episode of The Deal Podcast, host Joshua Wilson and co-hosts Scott Shea and Jeremy Beyt sit down with Kelly Hebert, VP of Design & Media at Robert Hebert Media and co-founder of Project Dryve, a navigation app built to solve the messy, real-world problem of finding food and stops along a route. Recorded at ThreeSixtyEight in Baton Rouge, Kelly walks through the five-year journey of bootstrapping a tech startup: validating the idea through customer discovery, resisting feature creep, surviving three full rebuilds, and keeping a clear exit goal in view the entire time. It's a candid look at founder resilience, staying true to a core value proposition, and building a company designed to be acquired. 🎯 What We Cover: - Why an acquisition was the goal from the very first build - How customer discovery validated the idea before a line of code - Resisting feature creep to protect the core value proposition - Bootstrapping while keeping 100% ownership - Surviving three rebuilds and a $4,000 forced restart - Balancing motherhood and the founder grind - The TestFlight-to-App-Store approval gauntlet 🤝 Connect with Kelly Hebert: 🌐 https://www.roberthebertmedia.com/about-us 💼 https://www.linkedin.com/in/kellyehebert/ 🤝 Connect with Co-Host Scott Shea: 💼 https://www.linkedin.com/in/escottshea/ 🙏 Special thanks to our Co-Host Jeremy Beyt, CEO of ThreeSixtyEight, for hosting The Deal Podcast's Baton Rouge Podcast Tour. 🌐 https://www.threesixtyeight.com/ 💼 https://www.linkedin.com/in/jeremy-beyt/ 💼 Thinking About a Transaction? FA Mergers helps founders, investors, and business owners navigate the full M&A process — from valuation to close. If you're exploring a sale, acquisition, or capital raise, let's talk. 🔗 https://www.famergers.com/ 🎙️ Follow The Deal Podcast: 🌐 https://www.thedealpodcast.com/ 💼 https://www.linkedin.com/in/joshuabrucewilson/ ▶️ https://www.youtube.com/@dealpodcast Curious what your business is worth? Request your free valuation at famergers.com Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.  Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services. Let's Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.thedealpodcast.com/contact/

    Building Toward an Acquisition From Day One with Kelly Hebert
  6. Sep 14

    What Every Founder Gets Wrong About Building With AI with Justin Obney

    He built Lego-verifying software with his daughter and an AI chief of staff named Carl who texts his wife. Justin Obney has strong opinions about what founders keep getting wrong. In this episode of The Deal Podcast, host Joshua Wilson and co-host Scott Shea sit down with Justin Obney, CEO of Obney AI, for a candid conversation on how business owners should actually think about artificial intelligence. Recorded in Baton Rouge at ThreeSixtyEight, the discussion cuts past the hype to a simpler frame: AI is just systems that execute your intent. Justin unpacks what AI transformation really means for organizations, why the fear of job loss reflects a "finite mindset," and how founders can use these tools without drowning in endless tinkering. 🎯 What We Cover: - What AI actually is — and how to explain it to anyone - Why "AI makes people more capable, not less necessary" - The finite-mindset trap behind AI job fear - How organizations become AI-enabled and AI-native - Why founders should "pick one tool and go" - Operationalizing intent — the real point of AI systems - What an "agent" is, in plain English - Building personalized software vs. enterprise systems - Raising kids in an AI world without losing the human touch - The skills that matter most: systems thinking and communication 🤝 Connect with Justin Obney: 🌐 https://www.obney.ai/ 💼 https://www.linkedin.com/in/justinobney/ 🤝 Connect with Co-Host Scott Shea: 💼 https://www.linkedin.com/in/escottshea/ 🙏 Special thanks to Jeremy Beyt, CEO of ThreeSixtyEight, for hosting The Deal Podcast's Baton Rouge Podcast Tour. 🌐 https://www.threesixtyeight.com/ 💼 https://www.linkedin.com/in/jeremy-beyt/ 💼 Thinking About a Transaction? FA Mergers helps founders, investors, and business owners navigate the full M&A process — from valuation to close. If you're exploring a sale, acquisition, or capital raise, let's talk. 🔗 https://www.famergers.com/ 🎙️ Follow The Deal Podcast: 🌐 https://www.thedealpodcast.com/ 💼 https://www.linkedin.com/in/joshuabrucewilson/ ▶️ https://www.youtube.com/@dealpodcast Curious what your business is worth? Request your free valuation at famergers.com Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.  Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services. Let's Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.thedealpodcast.com/contact/

    What Every Founder Gets Wrong About Building With AI with Justin Obney
  7. Sep 7

    The Deal Behind Sports Betting, NIL, Revenue Sharing, and the Portal with Charles Hanagriff

    33 years behind the microphone in Baton Rouge — and a master class on how college sports quietly became one of the biggest deal-making machines in America. In this episode of The Deal Podcast, hosts Joshua Wilson and Scott Shea sit down with Charles Hanagriff — veteran sports broadcaster, co-host of "Live at Lunch" on 104.5 ESPN, and the voice of Eagle 98.1 Gameday for over two decades — recorded on the Baton Rouge Podcast Tour. Charles unpacks how sports betting, NIL, revenue sharing, and the transfer portal reshaped college athletics, and why private equity is now circling conferences and programs. From a $125,000 wager that cost a coach his job to the $50M football roster, he ties the business of sports to the deal-making world business owners know. 🎯 What We Cover: - How sports betting changed what fans watch — and how leagues track every wager - The transfer portal as a free-agency bidding war for 18-year-olds - NIL, revenue sharing, and the $20.5M cap schools already blow past - Why staying in college now pays more than going pro for most players - Private equity's move into conferences — and the control that follows - Building audience trust over 33 years — and why honesty wins - Storytelling lessons from Omaha, Katrina, and Hurricane Andrew 🤝 Connect with Charles Hanagriff: 🌐 https://www.louisianasports.net/personnel/charles-hanagriff/ 🏢 https://www.guarantymedia.com/ 🤝 Connect with Co-Host Scott Shea: 💼 https://www.thedealpodcast.com/guests/scott-shea/ 🙏 Special thanks to Co-Host Jeremy Beyt, CEO of ThreeSixtyEight, for hosting The Deal Podcast's Baton Rouge Podcast Tour. 🌐 https://www.threesixtyeight.com/ 💼 https://www.linkedin.com/in/jeremy-beyt/ 💼 Thinking About a Transaction? FA Mergers helps founders, investors, and business owners navigate the full M&A process — from valuation to close. If you're exploring a sale, acquisition, or capital raise, let's talk. 🔗 https://www.famergers.com/ 🎙️ Follow The Deal Podcast: 🌐 https://www.thedealpodcast.com/ 💼 https://www.linkedin.com/in/joshuabrucewilson/ ▶️ https://www.youtube.com/@dealpodcast Curious what your business is worth? Request your free valuation at famergers.com Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.  Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services. Let's Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.thedealpodcast.com/contact/

    The Deal Behind Sports Betting, NIL, Revenue Sharing, and the Portal with Charles Hanagriff
  8. Aug 31

    Where Allocators and Dealmakers Actually Meet with Rip Reeves

    He got told no 2,000 times before Wall Street said yes. Rip Reeves cold-called his way off a borrowed New York City phone book — and four decades later runs the company whose magazine first taught him the business. In this episode of The Deal Podcast, recorded on the Baton Rouge Podcast Tour, host Joshua Wilson and co-host Scott Shea sit down with Rip Reeves, CEO of Institutional Investor and former CIO of AEGIS Insurance Services. Rip walks through how global capital actually moves — the allocator-manager ecosystem, why insurance companies, endowments, and family offices invest so differently, and the convergence of public, private, and wealth markets. A candid masterclass for anyone on the GP side of private equity asking whose door to knock on for capital — plus the grit and mentorship behind a 40-year career. 🎯 What We Cover: The borrowed phone book and 2,000 cold-call origin storyHow allocators decide where capital flowsWhy insurance, endowments, and family offices invest differentlyThe Yale endowment model: equities, fixed income, alternativesFee compression and the shift toward private marketsWhy single family offices now move like institutionsThe convergence of public, private, and wealth marketsKnowing what you are — and what you're not🤝 Connect with Rip Reeves: 🌐 https://www.institutionalinvestor.com/ 💼 https://www.linkedin.com/in/rip-reeves-1b725717/ 🤝 Connect with Co-Host Scott Shea: 💼 https://www.linkedin.com/in/escottshea/ 🙏 Special thanks to our Co-Host Jeremy Beyt, CEO of ThreeSixtyEight, for hosting The Deal Podcast's Baton Rouge Podcast Tour. 🌐 https://www.threesixtyeight.com/ 💼 https://www.linkedin.com/in/jeremy-beyt/ 💼 Thinking About a Transaction? FA Mergers helps founders, investors, and business owners navigate the full M&A process — from valuation to close. If you're exploring a sale, acquisition, or capital raise, let's talk. 🔗 https://www.famergers.com/ 🎙️ Follow The Deal Podcast: 🌐 https://www.thedealpodcast.com/ 💼 https://www.linkedin.com/in/joshuabrucewilson/ ▶️ https://www.youtube.com/@dealpodcast Curious what your business is worth? Request your free valuation at famergers.com Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only.  Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services. Let's Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.thedealpodcast.com/contact/

    Where Allocators and Dealmakers Actually Meet with Rip Reeves
5
out of 5
9 Ratings

About

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.

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