Session Description: In an environment where scale and quality matter, Greg Friedman, former CEO of Private Ocean, knows the importance of strategic growth. Yet, until 2021, he had always been on the purchaser’s side of dealmaking. That changed when Private Ocean was acquired by New York-based Wealthspire Advisors.
In this session, Greg will speak about the “other side” of succession planning and his experience during and after selling his firm. As a veteran dealmaker, Greg brings unique insights and lessons for advisors who are currently undergoing or considering entering the M&A space.
Learning Objectives:
Upon completion, participants will come away from the session with a deeper knowledge of what factors can contribute to a successful execution of a succession plan through M&A.
Upon completion, participants who are considering entering the deal-space and those who are going through the process currently will learn how technology, talent, and culture play a role in dealmaking.
Upon completion, participants will be able to conceptualize how dealmaking can ensure that your firm has the size and scale to succeed.
