Episode Synopsis "Behind the Deal: Private Ocean’s Greg Friedman"

Mark goes behind the four major deals that Greg has been involved in since 2009 – including his experiences in both wealth management and WealthTech deals. Specifically, Greg provides a candid perspective on each of these deals and outlines how he has evaluated potential partners, acquirers and acquisition targets over the last decade. He also offers advice on the “interior work” or introspective questions leaders of wealth management firms should consider before approaching a deal. 

Listen "Behind the Deal: Private Ocean’s Greg Friedman"

More episodes of the podcast Behind the Deal With Mark Bruno

• Behind the Deal: Larry Roth
• Behind the Deal: Cambridge's Amy Webber
• Behind the Deal: Hightower's Bob Oros
• Behind the Deal: Resources Investment Advisor's Vince Morris
• Behind the Deal: Q2 2020 Deal Report Findings
• Behind the Deal: Ron Carson
• Behind the Deal: WealthTech Mergers and Acquisitions
• Behind the Deal: Private Ocean’s Greg Friedman
• Behind the Deal: Merit Financial's Kay Lynn Mayhue