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The Deal Podcast

Author: Joshua Wilson

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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.


93 Episodes
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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...
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 th...
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 i...
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 Roug...
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...
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