The Deal Podcast

What if the smartest growth strategy in your community wasn't being run by a private equity firm — it was being run by a charity?

Kim Boudreaux and Sarah Clement of Catholic Charities of Acadiana have spent the last two decades quietly executing one of the most disciplined nonprofit roll-up strategies in Louisiana — growing from a $1.2M agency with 23 employees into a $15M, 90-person, 14-organization platform serving eight civil parishes.

In this episode, host Joshua Wilson and co-host Jude David, JD, DCL, MBA and Managing Partner at FA Mergers, sit down with Kim Boudreaux, Chief Executive Officer, and Sarah Clement, Chief Administrative Officer and 2023 recipient of the Catholic Charities USA National Management Excellence Award, for a candid look at how mission-driven organizations apply real M&A principles — economy of scale, sub-10% administrative rates, EOS implementation, and rigorous due diligence — to expand impact rather than profit. They open up about merging six nonprofits in a single day, navigating boards, integrating cultures, and the hard call to raise minimum wage to $15 an hour before it was cool.

🎯 What We Cover:

• The bishop's challenge that launched a 20-year roll-up strategy
• Why economy of scale matters more in nonprofits than most people think
• The day they closed six mergers — and what they would do differently now
• How to approach a nonprofit board about a merger without bruising egos
• Using EOS (Entrepreneurial Operating System) to scale a faith-based enterprise
• How they grew FoodNet 110% and Rebuilding Together Acadiana 290% post-acquisition
• The succession-planning angle that opens nonprofit M&A conversations
• Hiring people smarter than you — and the test Kim used to vet Sarah
• Building a culture of mutual accountability, honest feedback, and "start/stop" exercises
• Why the $15 minimum wage decision changed how the whole organization operates

🤝 Connect with Kim Boudreaux: 

🌐 https://catholiccharitiesacadiana.org/ 

💼 https://www.linkedin.com/in/kimberly-boudreaux-186094175/

🤝 Connect with Sarah Clement: 

🌐 https://catholiccharitiesacadiana.org/ 

💼 https://www.linkedin.com/in/sarah-clement-562b7913/

🤝 Connect with Co-Host Jude David, JD, DCL, MBA: 

💼 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

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 if the Lord interrupted your career at the peak of the American dream? Saul Keeton walked away from 25 years in commercial real estate. Kevin Granger left nursing and music behind. Both said yes to something bigger.

In this episode of The Deal Podcast, host Joshua Wilson sits down with Saul Keeton and Kevin Granger of Family Missions Company — the largest lay Catholic foreign missionary organization in the world — alongside co-host Jude David, JD, DCL, MBA and Managing Partner at FA Mergers. 

Saul and Kevin share how the Lord rerouted their lives, what it takes to run a mission organization sending 200+ missionaries into 11 countries, and how business owners and stewards of capital can become the shaft of the spear that pushes the gospel into the world's most underserved places. This is a conversation about legacy, kingdom ROI, and what happens when ambition meets surrender.

🎯 What We Cover:

• Why Saul left a 25-year commercial real estate career for the mission field
• Kevin's journey from music major to nursing to global missions
• How Family Missions Company became the largest lay Catholic foreign missionary organization in the world
• The "tip of the spear" model — and why business owners are the shaft
• Running a mission organization with 20–30 staff and 200+ missionaries in 11 countries
• Kingdom ROI: how to think about return when souls are the metric
• Why 3.6 billion people have never heard the name of Jesus
• Gospel poverty, transparency, and how missionary funds actually flow
• Working yourself out of a job — building self-sustaining missions
• Identity rooted in being a son of the Father, not a to-do list

🤝 Connect with Saul Keeton & Kevin Granger: 

On IG:

Saul + https://www.instagram.com/saulkeeton

Kevin + https://www.instagram.com/kevinjgranger

Family Missions: https://www.instagram.com/fmcmissions/

Web: 🌐 https://www.familymissionscompany.com/ 

👥 https://www.facebook.com/FamilyMissionsCompany/ 

🎙️ Go You Are Sent Podcast (Spotify): https://open.spotify.com/show/3as5fmjounyu6588WGO8Ek 

▶️ Go You Are Sent (YouTube): https://www.youtube.com/@GoYouAreSent

🤝 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

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 does it actually take to walk away from a thriving career at the top of your game — and how do you do it without leaving wreckage behind?

In this special episode of The Deal Podcast, host Joshua Wilson and co-host Jude David, JD, DCL, MBA — Managing Partner at FA Mergers — sit down with Father Jim Brady, JCL, Pastor of St. Pius X Catholic Church in Lafayette, Louisiana. Before entering the priesthood, Father Brady spent eleven years building a regional law practice as a litigation partner. He earned a BS in Accounting from Spring Hill College, a JD from the University of Mississippi, and later a Licentiate in Canon Law from The Catholic University of America. His story is a master class in discernment, responsible transition, and the kind of stewardship every founder, partner, and operator eventually faces. Whether you're contemplating a sale, a career change, or the next chapter, this conversation will reframe how you think about calling, exits, and what it means to run toward something rather than away.

🎯 What We Cover:

• How a 29-year-old trial lawyer started hearing a different call
• The Holy Thursday moment that changed everything
• Why he gave his partners a full year to unwind the practice responsibly
• Building your own succession plan before you exit
• The "99% pay cut" — what's actually hard about a major career transition
• How to tell the difference between running toward something vs. running from it
• Discernment frameworks that apply to founders, sellers, and career changers
• Bringing trusted advisors into your decision instead of going it alone
• Running a large parish like a business — service, solutions, and the customer experience
• Why "small things with great love" outperform grand ambition over time

🤝 Connect with Father Jim Brady: 

🌐 https://stpiusxchurch.org/staff/fr-jim-brady/ 

📧 [email protected]

🤝 Connect with Co-Host Jude David, JD, DCL, MBA: 

💼 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

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 happens when a former musician with degrees in graphic design and public relations becomes the executive director of one of Louisiana's most important startup engines? You get Destin Ortego — and a playbook that's helped founders raise $116M in venture capital and drive over $2 billion in economic impact since 2018.

In this episode of The Deal Podcast, host Joshua Wilson and co-host Scott Shea sit down with Destin Ortego, Executive Director of Opportunity Machine, the Lafayette-based nonprofit turning aspiring entrepreneurs into fundable, scalable founders. Destin shares how Opportunity Machine evolved from an LITE-backed initiative in 2009 into a membership-based nonprofit supporting roughly 50 active startup teams across idea, early, and growth stages. The conversation digs into what makes a company actually fundable, why customer discovery kills more bad ideas than any pitch deck, and why curiosity and "humble swag" are the two traits that separate successful founders from everyone else. Destin also unpacks the AI moment, why SaaS-only startups are losing their moat, and why marketplaces and network-effect businesses are built to win the next cycle.

🎯 What We Cover:

• How Opportunity Machine supports founders from idea stage through growth stage
• The real definition of "fundable" — and why traction beats vision every time
• Why customer discovery is the single most important skill for early founders
• The difference between leading and lagging indicators (and why vanity metrics lie)
• Bootstrapping, equity, and non-dilutive funding pathways like SBIR and STTR
• Why the average successful founder takes 3.5 tries to get it right
• How AI is reshaping defensibility — and why SaaS alone is no longer a moat
• The marketplace comeback: why network effects are the new investor magnet
• The mindset shift founders must make to avoid the "permanent underclass"
• Why buying a business may be more viable than starting one from scratch

🤝 Connect with Destin Ortego: 

🌐 https://opportunitymachine.org/ 

💼 https://www.linkedin.com/in/destin-ortego/

🤝 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

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 does it actually take to land a $1.4 billion manufacturing deal in a parish of 70,000 people? Mike Tarantino has the playbook — and he's running it in real time.

In this episode, Joshua Wilson and co-host Scott Shea sit down with Mike Tarantino, President and CEO of the Iberia Industrial Development Foundation, to break down the mechanics of modern economic development dealmaking. Mike walks through how Iberia Parish, Louisiana beat out 15+ competing communities to land First Solar's 2.3 million square foot facility — now employing over 825 people and anchoring an entirely new advanced manufacturing ecosystem in Cajun country. From building the public-private partnerships that move at the speed of business, to courting site selectors, to retaining the legacy businesses that quietly built the local economy, Mike shares the relationship-driven, numbers-first approach that turns a community into a magnet for capital.

🎯 What We Cover:

• Why incentives sweeten deals but never make a bad deal good
• How Iberia Parish landed First Solar's $1.4B advanced manufacturing facility
• The site selector ecosystem and how to get on their radar
• Building public-private partnerships that move at the speed of business
• What drives location decisions in a remote-work, AI-enabled economy
• Why business retention is the unsung hero of economic development
• The role of generational and family businesses in regional growth
• Building supplier ecosystems around anchor tenants (tier 1, 2, and 3)
• How Marine Corps discipline translates into dealmaking focus
• Diversifying a legacy oil and gas economy without abandoning it

🤝 Connect with Mike Tarantino: 

🌐 https://www.iberiabiz.org 

💼 https://www.linkedin.com/in/mike-tarantino-cecd-21693017/ 

🎙️ The Mike Drop with Mike Tarantino: https://open.spotify.com/show/7KaiEyDlxpUmGyzzjSUynL

🤝 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

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 if the same company could give you four bites of the apple? Steven Pivnik did exactly that — and nearly lost it all in between.

In this episode of The Deal Podcast, host Joshua Wilson sits down with Steven Pivnik, serial founder, endurance athlete, and exit advisor who built and monetized the same software company four separate times before finally selling to a $4 billion competitor. Steven shares the real story behind the wins — and the gut-punch in the middle when he came back from a two-year contract to find fraud, falsified financials, and a company one month from bankruptcy. From immigrating from the former Soviet Union as a toddler to coding Pac-Man on a Commodore 64 to climbing Mount Everest at 55, Steven's story is a masterclass in pattern recognition, founder resilience, and the discipline it takes to actually build something worth selling. Now an executive coach with The CEO Project and exit advisor with Acresis, he helps founders avoid the mistakes that nearly cost him everything.

🎯 What We Cover:

• How Steven licensed the same software to IBM and Microsoft in back-to-back deals
• The "MBA in a box" he got working under a seasoned management team post-acquisition
• Why pattern recognition is the most underrated founder skill
• The fraud and betrayal that nearly killed his company while he was away
• Why he interviewed every employee on day one of his return — and cut from 30 to 8
• How he made good on two missed payrolls over 12 months after coming back
• The KPI discipline that separated his second act from his first
• Bringing in a CEO for the final exit — and how to "love like you've never lost"
• His ideal client profile: 10+ years in business, $10M+ revenue, 90% of net worth tied up
• The transformation founders experience when accountability replaces "we've always done it this way"

🤝 Connect with Steven Pivnik: 🌐 https://www.stevenpivnik.com/ 💼 https://www.linkedin.com/in/stevenpivnik/ 

🎙️ Built to Finish Podcast: https://stevenpivnik.com/podcast/

📘 Built to Finish (Book): Available on Amazon:https://a.co/d/0g77FiBE

💼 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 does it take to turn a text message into a viral brand? Bryan McGehee, founder of Gatr Coolers, did exactly that — starting from a camper with his wife and kids, betting his house on a cooler company, and going full-time the same month COVID shut the world down.

Bryan McGehee is the founder of Gatr Coolers, a premium customizable cooler and drinkware brand built out of Thibodaux, Louisiana. Bryan spent years working pipeline jobs, living in hotels and campers, before a text from his brother Mitch sparked an idea that became a decade-long entrepreneurial ride. Joining host Joshua Wilson is co-host Scott Shea, who first connected with Bryan through shared business experiences and knew his story needed to be told.

In this episode, Bryan gets raw about the real cost of building a manufacturing company in South Louisiana — hurricanes, inventory tax, staffing wars with oilfield wages, and supply chain chaos that left him waiting on last year's inventory well into this year. He also breaks down the marketing playbook that helped Gatr grow to 50,000 Instagram followers, 50,000 on Facebook, and hundreds of thousands on an email list — almost entirely without paid ads.

🎯 What We Cover:

• How a Thanksgiving text from his brother Mitch became Gatr Coolers
• Why Bryan went full-time in March 2020 — and signed a building lease two weeks before COVID
• The "wife test" that shaped every marketing decision Gatr ever made
• Why he ditched influencer culture in favor of real users and user-generated content
• How strategic product partnerships with brands like Realtree and Benelli generated 60–80K emails at a time
• The hidden costs that blindside Louisiana manufacturers: inventory tax, hurricane shutdowns, insurance
• Why he tells college students most of them probably shouldn't start a business
• What it felt like when a customer cried opening a custom cup engraved with her late sister's photo
• His five-year vision: US manufacturing, new product lines, and changing Thibodaux's economy
• The brand-naming logic behind dropping the "o" 

🤝 Connect with Bryan McGehee: 🌐 https://gatrcoolers.com/ 💼 https://www.linkedin.com/in/bryan-mcgehee-38b75268/ 📘 https://www.facebook.com/gatrcoolers 📸 https://www.instagram.com/gatrcoolers/

🤝 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

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 if the biggest mistake you're making isn't a bad deal or a wrong hire — but spending your life doing things you're capable of instead of things you were made for?

Dominic Dupré grew up watching four cousins build successful companies in Louisiana's energy corridor. He graduated into the shale boom, swung sledgehammers on a workover rig, and had his entrepreneurial dreams derailed by the 2014 oil bust — only to be called back into the family business to turn around a failing crude hauling division. What followed was one of the most clarifying journeys we've heard on this show: from survival mode to self-discovery, from operator to investor.

Today Dominic is the founding member of Tule Creek Capital, a Gulf Coast investment firm focused on heavy industrial and environmental businesses. Joining host Joshua Wilson is co-host Scott Shea, who first crossed paths with Dominic when FA Mergers was working a logistics deal — and the connection stuck.

🎯 What We Cover:

• Growing up in a Cajun entrepreneurial family and why business was Sunday dinner conversation
• Why Dominic never wanted to work in the family business — and what changed
• The 2014 oil bust: what happened, who got hurt, and what it taught a young entrepreneur
• Turning around a failing crude hauling division inside Dupré Logistics
• How the family business exit was structured and what made the transition work
• Moving from operator mindset to investor mindset — and the gaps in between
• Why Tule Creek Capital over-indexes on culture and gut instinct in deal evaluation
• The key man risk problem that disqualifies most SMB sellers before diligence even starts
• How to know when you've found your highest and best use as a founder
• Rich Dad Poor Dad, Traction, and the books that shaped how Dominic thinks about wealth and growth

🤝 Connect with Dominic Dupré: 🌐 https://www.thedealpodcast.com/guests/dominic-dupre/ 💼 https://www.linkedin.com/in/dominic-dupre/

🤝 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

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 if the thing slowing your growth isn't what's missing — it's what you refuse to cut?

Yarin Gaon sold his fourth company at 28, ran turnarounds as an Entrepreneur in Residence at a venture capital firm, mentored 400+ founders through the University of Chicago and SCORE, and has earned an MBA along the way. Today he runs Fractional Partners, where he applies a private equity-style operating playbook to lower middle market businesses stuck in what he calls the "messy middle" — the $2M to $20M range where founders have product-market fit but haven't decided what's actually worth scaling.

In this episode, Yarin breaks down why most founders default to growth by addition (more channels, more customers, more SKUs) when what their business really needs is growth by subtraction. He walks host Joshua Wilson through the exact framework he uses to identify which 20% of a business is generating most of the profit — and why scaling everything else is the silent killer of EBITDA, exit multiples, and founder sanity.

🎯 What We Cover:

• The two mistakes Yarin made before exiting his Israeli e-commerce company at 28
• Why over-built proprietary systems become a liability — not an asset — at exit
• The gap between MBA frameworks and how owner-operators actually run businesses
• Growth by addition vs. growth by subtraction — and when each one applies
• Why EOS solves execution problems but can't solve strategic ones
• How to attribute true overhead by revenue stream to expose your real profit center
• The mindset shift from operator to owner: resource allocation as the real job
• Why pausing is the hardest — and most profitable — thing a founder can do
• What private equity does post-close that founders should do pre-sale
• The Fractional Partner model: more than an advisor, less than a co-founder

🤝 Connect with Yarin Gaon: 

🌐 https://www.fractional.partners/ 

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

📸 https://www.instagram.com/fractional.partners/

📘 Free Resource: The Clarity Playbook — playbook.fractional.partners

💼 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/

He was drowning in investor debt, swinging a hammer in Houston just to make payroll — and still found a way to build something worth fighting for. This is a story about grit, partnership, and what it really takes to grow a trade business from the inside out.

George Boudreaux founded Pelican Roofing Company in Lafayette, Louisiana on July 4th, 2014 — not from a place of momentum, but from a burning need to survive. After a real estate venture in Houston went sideways and left him half a million dollars in the hole, he bootstrapped a roofing company and grew it into a regional force. But after years of hurricanes, burnout, and carrying too many people for too long, he knew he needed a partner — not a buyer. Nathan Rath, a 12-year Halliburton veteran who traded oil rigs for rooftops, answered that call. Joining host Joshua Wilson and co-host Scott Shea, George and Nathan unpack the real mechanics of finding the right partner, making hard decisions, and building a business with staying power. Pelican Roofing has grown from roughly $9M to $19M in revenue — with no storm tailwind.

🎯 What We Cover:

• How George lost $500K in Houston and rebuilt from scratch with a roofing company
• Why he started Pelican Roofing on July 4th, 2014 — and what that date meant
• What Nathan gave up at Halliburton and why family drove him toward ownership
• The list George wrote in December 2022: "Find a partner by July 4th, 2023"
• How they structured and inked their partnership deal on August 8th, 2023
• Growing from $9M to $19M with no hurricane boost — and the hard lessons in between
• The first principles exercise that led to layoffs right before Christmas
• What makes a great door-to-door roofing salesperson — and why motivation beats resume
• How Nathan's community roots (and a pelican suit) built Pelican's brand in Acadiana
• What George and Nathan are really looking for before they'd ever do a PE deal

🤝 Connect with George Boudreaux: 🌐 https://pelicanroof.com/ 💼 https://www.linkedin.com/in/george-boudreaux-64031120/ 📘 https://www.facebook.com/BoudreauxGeorge/

🤝 Connect with Nathan Rath: 🌐 https://pelicanroof.com/ 💼 https://www.linkedin.com/in/nathan-rath-2aa371120/

🤝 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

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/