『The Deal Podcast』のカバーアート

The Deal Podcast

The Deal Podcast

著者: 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.


© 2026 The Deal Podcast
マネジメント マネジメント・リーダーシップ 個人ファイナンス 政治・政府 経済学
エピソード
  • From Ministry to Real Estate: Lessons From a Career Pivot with John Ray Perkins
    2026/07/13

    He spent over two decades as a full-time Catholic minister. Then four kids, a tight bank account, and a global pandemic forced a pivot that would reshape everything.

    In this episode of The Deal Podcast, host Joshua Wilson and co-host Jude David, JD, DCL, MBA and Managing Partner at FA Mergers, sit down with John Ray Perkins, a top-producing Realtor with Keller Williams Realty of Acadiana in Lafayette, Louisiana. After 20+ years in youth and parish ministry at St. Peter's in Carencro and St. Pius X, John Ray launched a real estate side hustle in late 2019 — just months before COVID redrew the map. Six years in, he's running a growing team and rebuilding his business as a system, not a job.

    This is a story about identity, calling, provision, and the shift from operator to owner — told through the lens of a guy who walked it.

    🎯 What We Cover:

    • Why he left full-time ministry after 20+ years — and the surrender moment that opened the door
    • Hustling through financial pressure with four kids and "more month than money"
    • How COVID reshuffled both careers in the same six months
    • The Costco conversation that became a six-year client relationship
    • Selling a service in a relationship-driven market without leading with religion
    • The mindset class that rewired how he thinks, talks, and parents
    • "You have a high-paying job — not a business" — the wake-up call from his coach
    • Building systems, processes, and models so the business runs without the operator
    • How he vets seller motivation before taking a listing
    • Why he changes coaches when he hits a plateau — and how to find the right one
    • Quality Time Remaining: the framework Jude uses with founders weighing an exit
    • Why the best businesses to sell are the ones that don't need to sell

    🤝 Connect with John Ray Perkins:

    🌐 https://johnrayperkins.kw.com/

    💼 https://www.linkedin.com/in/heyheyitsjohnray/

    ▶️ https://www.youtube.com/user/johnrayperkins

    🤝 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/in/joshuabrucewilson/

    ▶️ https://www.youtube.com/@dealpodcast

    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/

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    1 時間
  • Scaling a Law Firm Without Losing the Mission with Blake David
    2026/07/06

    What does it take to scale a plaintiff's law firm to 17 attorneys across three offices — without losing the mission, the culture, or your sanity? Blake David has done it, and he's still trying cases.

    In this episode of The Deal Podcast, host Joshua Wilson sits down with Blake R. David, founding partner of Broussard, David & Moroux in Lafayette, Louisiana, alongside co-host Jude David, JD, DCL, MBA, Managing Partner at FA Mergers — and Blake's younger brother. Blake is one of the most decorated trial lawyers in the country: ranked #3 on the 2026 Top 10 Louisiana Super Lawyers list out of more than 22,000 attorneys, four-time recognized lead counsel on Top 100 jury verdicts, board-certified in Civil Trial Advocacy, and a Trial Advocacy professor at the LSU Law Center. He's also an active operator — co-owner of Titus Crane Services and Stately Doors & Windows — and a force in Louisiana economic development as past Chair of the Louisiana Board of Regents.

    This conversation pulls back the curtain on the business behind the practice: how Blake grew from two lawyers and a stack of files to a 17-attorney firm, why he implemented EOS, how he selects cases (and why he turns down 19 out of 20), and what it really takes to be a credible operator inside a courtroom and a boardroom.

    🎯 What We Cover:

    • Why "excellence is a habit" became the firm's operating principle
    • How EOS transformed a high-performing firm into a scalable one
    • The mentorship model that built every senior partner at the firm
    • How Blake evaluates a case the way an investor evaluates a deal
    • Building a referral-driven business without billboards or mass advertising
    • Lessons from his biggest verdict — and the loss that humbled him right after
    • Investing alongside his brother Jude across crane, door, and millwork businesses
    • Why the Louisiana Board of Regents matters to anyone investing in the state
    • The Litany of Humility and what it teaches founders and dealmakers
    • Why honesty wins the long game in trials, deals, and partnerships

    🤝 Connect with Blake David:

    🌐 https://bdm.law/

    ⚖️ https://justiceobtained.com/

    🤝 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/in/joshuabrucewilson/

    ▶️ https://www.youtube.com/@dealpodcast

    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/

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    46 分
  • How Founders Use Community Foundations to Protect Their Legacy with Missy Andrade
    2026/06/29

    What if the smartest move before your liquidity event isn't talking to your banker — it's talking to a community foundation?

    In this episode of The Deal Podcast, host Joshua Wilson and co-host Scott Shea sit down with Missy Andrade, President & CEO of the Community Foundation of Acadiana (CFA), to unpack one of the most overlooked tools in middle market dealmaking: the community foundation. Missy leads a 26-year-old organization stewarding more than $253 million in assets across roughly 1,000 component funds, working alongside CPAs, attorneys, and wealth advisors to turn liquidity events into multi-generational legacies. From donor-advised funds and complex asset gifts — appreciated stock, real estate, mineral rights, art collections, even ownership of operating companies — to the conversation founders should be having before they sign an LOI, Missy walks through how community foundations function as a strategic partner for entrepreneurs, families, and the advisors who serve them.

    🎯 What We Cover:

    • How community foundations actually work (and why they're like "a bank for donors")
    • Why CPAs send clients to community foundations before a sale closes
    • The case for charitable planning before liquidity — not after
    • Donor-advised funds vs. private foundations: when each makes sense
    • How a billion-dollar Baton Rouge company was transferred to a community foundation
    • Complex asset gifts: stock, real estate, mineral rights, IP, art, and more
    • Donor intent and how to protect a founder's legacy across generations
    • The G2 and G3 succession question every fund holder should ask
    • Why the most successful philanthropists are obsessive — and team-builders
    • Trust-based philanthropy and why neutrality is a community foundation's superpower

    🤝 Connect with Missy Andrade:

    🌐 https://www.cfacadiana.org/

    💼 https://www.linkedin.com/in/missy-bienvenu-andrade-81363b65/

    🤝 Connect with Co-Host Scott Shea: 💼 https://www.linkedin.com/in/escottshea/

    💼 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

    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/

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    42 分
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