Insights Behind the Deal

About Insights Behind the Deal

Insights Behind the Deal is your backstage pass to the world of private equity and alternative investing. Hosted by Trinity Investors, each episode unpacks the strategy, relationships, and real-world impact behind the deals that shape industries and communities. From real estate to operating companies, we go beyond the numbers to explore the people, principles, and perseverance that drive long-term prosperity. Whether you're an investor, entrepreneur, or curious listener, this is where access meets insight.

Publisher

Trinity Investors

Category

business

Language

en

Explicit

No

First episode

29 Sept 2025

Latest episode

7 Aug 2026

Latest episodes

10 episodes in the feed.

1. 

   7 Aug 2026

   Health as a Leadership Asset: A Conversation with Meridan Zerner

   In this episode, Paul Olschwanger talks to Meridan Zerner, a registered dietitian who spent 30 years at the Cooper Clinic helping executives, founders, and high‑performing professionals build healthier, more resilient lives. Meridan shares her personal journey, her “1‑Thing” habit strategy, and the science behind sleep, stress, movement, and nutrition. A practical, inspiring conversation about why health is a leadership asset — and how small changes create big outcomes.

2. 

   10 Jun 2026

   Featuring Lisa Armstrong — Business Growth Strategist & Former Banker

   In this episode, Paul Olschwanger chats with Lisa Armstrong, a former banker who spent years working with private equity firms and large companies before shifting her focus to advising small and middle‑market businesses. Lisa shares how bankers think, how private equity evaluates opportunities, and why founders often misunderstand what capital providers are actually looking for. She also breaks down her unique approach that blends psychology and data to help companies solve financial, operational, and leadership challenges. A clear, practical conversation for anyone navigating growth, capital, or the middle‑market landscape. About Lisa Armstrong Lisa Armstrong is a business growth strategist and contract CFO with a background in banking, where she worked closely with private equity firms and large corporate clients. Today, she helps small and middle‑market companies strengthen their financial systems, improve decision‑making, and build healthier organizations through a blend of analytical rigor and human insight.

3. 

   20 May 2026

   Fixer‑Uppers, Alignment & the Art of Long‑Term Investing Featuring Tom Burchill, Managing Partner at Seven Point Equity Partners

   In this episode, Paul Olschwanger chats with Tom Burchill, Managing Partner at Seven Point Equity Partners, for a candid conversation about buying “fixer‑uppers” in high‑growth industrial markets — and what it really takes to create long‑term value in private equity.Tom breaks down how Seven Point identifies companies that have been growing faster than the general economy, why operator quality is the real differentiator, and how alignment between sponsors, management teams, and investors shapes outcomes more than any model ever could.He also shares lessons from deals that didn’t go as planned, the importance of the first 100 days, and the patterns he’s watching across the industrial economy.A grounded, insightful look at discipline, leadership, and the art of building durable businesses.About Tom BurchillTom Burchill is the Managing Partner of Seven Point Equity Partners; a private equity firm focused on high‑growth industrial companies with long‑term expansion potential. Known for his disciplined approach, operator‑first mindset, and commitment to alignment, Tom brings a clear and grounded perspective to building durable value in the lower‑middle market.

4. 

   21 Apr 2026

   The Art of Presence, Reinvention & Changing Lives Featuring Bob Baumann, Founder of The House of Baumann

   In this episode, Paul Olschwanger talks with Bob Baumann, founder of The House of Baumann, about reinvention, presence, and the power of helping people step into their best selves. Bob’s story is remarkable: he began as a truck driver with no college education, unsure of what his future might hold. Along the way, he discovered a rare gift — the ability to tell a story that moves people. That talent was unleashed through his time with Zig Ziglar, a life‑changing public speaking course, and ultimately the National Speakers Bureau, where he mastered the art of connecting with audiences. But Bob’s true calling emerged later: realizing he could help people transform not just through words, but through how they show up. Today, he’s a visionary and meticulous artist in the clothing world, using craftsmanship and personal presentation to change lives. Bob shares the twists, the lessons, and the moments of courage that shaped his journey — and the vision behind The House of Baumann. A powerful conversation about identity, reinvention, and the art of helping people become who they were meant to be.

5. 

   6 Apr 2026

   Leading with Humility by Learning, Growing, and Being Better, Featuring Steve Cockrell, CEO of Integribuilt Roofing

   In this episode, Paul talks with Steve Cockrell, CEO of Integribuilt Roofing, for a grounded and refreshingly honest conversation about leadership, humility, and the realities of building a trusted brand in one of the most competitive roofing markets in the country. Three years ago, Steve made a pivotal decision: he bet on himself. He stepped into the CEO role at Integribuilt with a belief in his own potential — and that leap has shaped everything since. Today, he leads with clarity, conviction, and a set of four guiding pillars that anchor every decision he makes: •     Company First •     Customer Confidence •     Be Better •     No Ego Steve shares how these pillars guide his leadership, how he builds a culture where ego has no place, and why humility is one of the most powerful tools a leader can bring to a labor‑intensive, customer‑centric business. He also opens up about the partnership with Dan and the Trinity team, and what it means to work with investors who trust him and his team to run the business with autonomy and accountability.

6. 

   27 Jan 2026

   Leading With Purpose in Home Health Care Featuring Matt Murphy, CEO of CareGivers of America

   In this episode, Paul sits down with Matt Murphy, CEO of CareGivers of America and a four‑time private‑equity–backed CEO, for a powerful conversation about leadership, purpose, and the human side of scaling a mission‑driven organization. Home health care isn’t a typical private equity play. It’s not tied to interest‑rate cycles or market swings. It’s a heart business — one built on dignity, trust, and human connection. Matt brings a rare blend of operational discipline and mission‑centered leadership to a sector where the stakes are deeply personal. Together, Paul and Matt explore what it means to lead in a purpose‑driven industry, how to navigate the natural tension between quality of care and operational performance, and what it takes to integrate 10 companies into one unified mission. Matt also shares a formative leadership lesson from his time as a Naval Officer — a story about mistakes, accountability, and communication that continues to shape how he works with boards today.

7. 

   2 Dec 2025

   Vision, Velocity and Values with Todd Platt

   In this episode, Todd Platt, CEO of Hillwood Investment Properties, shares more about Hillwood's vision and strategy, his leadership style, lessons learned, commitment to service, and excitement for the future. Todd leads the firm’s investment strategy, capital procurement, and overall operations. Hillwood’s success is rooted in its long-term ownership mindset, deep capital resources, vertical integration, and relentless focus on customer service. That’s why they’ve become the go-to development partner for global leaders like Amazon, Walmart, Target, FedEx, UPS, and Home Depot. Todd’s impact goes far beyond real estate. He’s a passionate advocate for brain health, a longtime supporter of the Center for BrainHealth in Dallas, and a recipient of their Legacy Award. He and his wife Laurie are known for their generosity and belief in lifting others, whether through mentorship, philanthropy, or quiet leadership.

8. 

   16 Oct 2025

   The Anatomy of a Trinity Deal

   In this episode, Paul Olschwanger and Dan Meader unpack the core elements of Trinity Investors’ dealmaking philosophy—from sourcing and structuring to post-close support. They explore how relationships, transparency, and strategic alignment shape every investment, whether in private equity or private real estate. Along the way, they define key terms like IRR, preferred return, capital stack, and major decision rights—giving listeners a shared language for future episodes. [00:00:00] Introduction and Reminder of Why behind the podcast [00:01:15] Glossary Segment featuring EBTDA, Preferred Return, Waterfall Structure, and Capital Stack (i.e. Pancakes) [00:7:00] Transition to main conversation [00:8:55] Deal Sourcing, Due Diligence, Management team, Profit margins, Size, Partners, and Price [00:12:50] Assessing Affiliated Partners [00:14:25] Performance and how to measure starting with IRR [00:15:55] Cash-on-cash (dollar-based return) [00:17:12] Cap Rates defined [00:19:30] Fee structures - know the differences and at what level (deal vs investor) [00:22:22] Governance at board, management, and employee level [00:24:16] Carried Interest - percentage of profits upon disposition of business, performance-driven [00:26:07] Final thoughts on why understanding terms makes a difference with sourcing, underwriting, structuring, and communication with investors [00:28:12] Wrap-up and thinking about future episodes

9. 

   16 Oct 2025

   Investing Beyond the Numbers: Dan Meader on Building Value at Trinity

   In this inaugural episode of Insights Behind the Deal, host Paul Olschwanger sits down with Dan Meader, founder and Managing Partner of Trinity Investors. Together, they lay the foundation for the podcast and explore why now is the time to pull back the curtain on private equity and real estate investing. Dan reflects on Trinity’s growth from a kitchen table operation to a $7B firm, the human side of deal-making, and the essential balance of hard and soft skills in the investment process. He also shares memorable stories that highlight the importance of trust, transparency, and risk-adjusted returns in long-term value creation. _________________________________________________________________________________________________________ [00:00:00] Introduction to the podcast’s mission and guest Dan Meader. [00:01:07] Dan on starting Trinity Investors and why this podcast matters now. [00:02:32] The importance of team-based investing and Trinity’s value creation approach. [00:04:00] Why podcasting is a vital medium for explaining complex investment topics. [00:05:58] Overview of Trinity’s investment focus: real estate and operating companies. [00:08:06] Beyond the model—why soft skills matter as much as hard analysis. [00:10:09] Relationship dynamics and people as the core of any successful deal. [00:12:54] Trust, transparency, and red flags when buying businesses. [00:15:46] The Trinity ecosystem and the variety of stakeholders involved. [00:17:11] What listeners should take away from each episode: learning and confidence. [00:18:58] The pediatrician analogy—knowing the right questions to ask. [00:19:29] Storytelling as a tool for understanding complex financial concepts. [00:21:11] Long-term investing lessons: diversification and liquidity. [00:22:42] Dan’s nod to Dolores and closing thoughts on future episodes. Links: www.wendellrhoads.com (http://www.wendellrhoads.com/) www.trinityinvestors.com (www.trinityinvestors.com)

10. 

    29 Sept 2025

    Insights Behind the Deal by Trinity Investors (TRAILER)

    Insights Behind the Deal is your backstage pass to the world of private equity and alternative investing. Hosted by Trinity Investors, each episode unpacks the strategy, relationships, and real-world impact behind the deals that shape industries and communities. From real estate to operating companies, we go beyond the numbers to explore the people, principles, and perseverance that drive long-term prosperity. Whether you're an investor, entrepreneur, or curious listener, this is where access meets insight. https://www.trinityinvestors.com/ (https://www.trinityinvestors.com/)

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

1 ratings

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.