Greg Friedman: CEO of Private Ocean & Shaun Kapusinski: Directorof Operations of Sequoia Financi al

Shaun Kapusinski
Greg Friedman

In this episode, Nathan, Greg Friedman, and Shaun Kapusinski discuss:

  • How Greg and Shaun came together to write The Financial Advisor M & A Guidebook.
  • What drives a firm to consider M & A.
  • How M & A can fuel growth plus and facilitate succession planning.
  • How people and culture define success.

Key Takeaways:

  • Technology integration is critical in any M&A transaction.
  • Don’t underestimate the need for frequent communication and ongoing recognition during and after a M & A transaction.
  • Invest the time up front to clarify roles, define transition steps and set expectations.
  • Be prepared for the unexpected.

“M&A (mergers and acquisitions) is a pathway and opportunity for growth and succession planning.” — Greg Friedman


Connect with Greg Friedman:
Greg Friedman, Founder, CEO and President
Private Ocean
100 Smith Ranch Road, Suite 300, San Rafael, CA 94903
Company Website –
Company Facebook –
Company Twitter – @_privateocean
Company LinkedIn –
Email –
Twitter – @GregFriedmanCEO
LinkedIn –

Connect with Shaun Kapusinski:
Shaun Kapusinski, MBA, HCS – Director of Operations
Sequoia Financial Group
Main Office: 3500 Embassy Pkwy, Suite 100, Akron, OH 44333
Main Office Phone Number:  888 225-3777
Company Website –
Company LinkedIn –
Email –
Company Phone – 330 255-4349
Twitter – @shaunkap
LinkedIn –

Connect with Nathan Mersereau:
Phone: 248-645-1520
Twitter: @NathanMersereau
LinkedIn: Nathan Mersereau
Address: 36800 Woodward Avenue, Suite 200
Bloomfield Hills, MI 48304