Behind the Deal With Mark Bruno
Behind the Deal is the only podcast that provides an inside look at merger and acquisition activity in the wealth management industry. Hosted by ECHELON Partners' Mark Bruno, Behind the Deal features the top deal-makers in the industry. They offer insights into their actual M&A experiences and provide advice, guidance and counsel for wealth managers looking to execute a successful acquisition, sale or merger.
Behind the Deal With Mark Bruno
Behind the Deal: Private Ocean’s Greg Friedman
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Mark Bruno
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Season 1
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Episode 2
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.