5.7.26 “Maverick in Motion: Real Deals. Real Impact.” The Deal That Almost Didn’t Happen
05.07.2026
The Deal That Almost Didn’t Happen
By Alan Gaul, VP Marketing & Brand, TASI Bank
Some of the best deals don’t start as “yes.”
They start as:
“Not sure”
“This is complicated”
Or, more often than not…
“This won’t work”
This was one of those deals.
The Situation
A well-positioned business with strong fundamentals found itself in a challenging position:
Timing was tight
Structure wasn’t aligning
Previous conversations hadn’t led anywhere
On paper, it wasn’t an easy approval.
And that’s exactly why it required a different approach.
What Changed
Instead of asking, “Does this fit?”
The question became: “How should this be structured so it works?”
That shift led to:
A deeper understanding of the business model
Reframing the risk
Adjusting the structure to reflect reality—not assumptions
Viral Shah, RVP & Chief Credit Officer, notes:
“Deals don’t fail because they’re complex. They fail when they’re misunderstood. Once you get clarity, the path forward becomes much more defined.”
The Outcome
The deal moved forward—not because it was forced, but because it was aligned.
Structure matched the business.
Risk was understood.
Expectations were clear.
Dave Joves, President, TASI Bank, adds:
“Some of the best opportunities are the ones that require a second look. If you’re willing to do the work upfront, you can unlock outcomes others miss.”
Takeaways
Complexity isn’t a deal breaker—misalignment is
The right structure can change the outcome
A second look often reveals a better path forward
TASI Takeaway
Not every deal starts as a “yes.”
But the right approach can get it there.
