John Wiler is the Vice President and M&A Integration Lead, responsible for overseeing the integration of firms joining Sequoia. His role spans from due diligence through closing and beyond, ensuring a smooth transition for incoming team members and their clients. He works across Sequoia to align resources, facilitate communication, and keep the integration process on track.

John’s favorite part of M&A is meeting new team members, helping them onboard seamlessly, and guiding them toward new opportunities within the combined firm. He understands that integration is not just about processes—it’s about people. One of the biggest challenges he helps overcome is the fear of the unknown. He is mindful of the emotional experience that comes with change and strives to balance operational efficiency with the human side of integration, ensuring deep advisor-client relationships remain strong.

John brings strong organizational skills and a relationship-driven approach to the integration process. His ability to develop trust with incoming teams and communicate effectively makes him a key leader in driving smooth transitions. He collaborates closely with leadership from incoming firms and subject matter experts across Sequoia, ensuring transparency and alignment at every stage.

His approach to successful integration is rooted in communication, building rapport early, and maintaining open lines of dialogue. By leading the due diligence process, John ensures that Sequoia understands the incoming firm’s unique needs and can plan accordingly. His motivation comes from seeing how two firms, each with its own strengths, come together to create an even better experience for team members and clients alike.