Experience When It Matters.

Character When It Counts.

Meet The People Behind Sequel.

Behind every Sequel transaction is a team prepared to tell the truth, navigate complexity, and stand beside founders from the first conversation through closing.
About Sequel
Patrick Morin Headshot
Will probably tell you something you don’t want to hear. That’s usually a good sign.

Patrick Morin

Managing Partner
John Caplice Headshot
Known for bringing calm and clarity when complexity starts to build.

John Caplice

Chief Operating Officer
Susan Clark Headshot
The reason the trains run on time.

Susan Clark

Director of Operations
Pat Branch Headshot
Has sat in the owner’s chair, not just across the table from it.

Pat Branch

Managing Director
Martin Johnson Headshot
Believes every founder deserves straight answers and steady guidance.

Martin Johnson

Managing Director
Justin Karr Headshot
Never loses sight of the person behind the business.

Justin Karr

Managing Director
Rusty Kruciak Headshot
Believes trust is earned one conversation at a time.

Rusty Kruciak

Managing Director
Mark Leone Headshot
Asks the question everyone else forgot to ask.

Mark Leone

Managing Director
Dan Neuwirth Headshot
Believes preparation is the best negotiation strategy.

Dan Neuwirth

Managing Director
Luc Maestrello Headshot
Keeps deals moving and the back office running.

Luc Maestrello

Vice President
Alex Kehoe Headshot
Makes sure nothing falls through the cracks.

Alex Kehoe

Associate
Austin McClellan Headshot
Does the work that makes the story credible.

Austin McClellan

Associate
Will Moore Headshot
Focused on outcomes a founder still feels good about years later.

Will Moore

Associate
Austin Weary Headshot
Believes the model is only as good as the diligence behind it.

Austin Weary

Analyst

Senior Advisors

Experienced M&A advisors who still lend their expertise to founders.

Fred Doster

Matt McGee

Tony Vincent

25
+
Years advising founder-led businesses
250
+
Transactions successfully completed
FINRA
Registered Broker-Dealer
International
Serving founders across the globe

ABOUT SEQUEL

An investment banker working late at his desk

What Defines Us.

Across our team you’ll find founders, owners, operators, investors, and experienced M&A professionals who understand what’s at stake because they’ve carried many of the same responsibilities themselves.

That perspective shapes every conversation, every recommendation, and every decision we make alongside our clients.

OUR VALUES

We Tell the Truth

Especially when it’s difficult.

We Prepare Relentlessly

Because confidence comes
from preparation.

We Stay Calm Under Pressure

The toughest moments define
the entire experience.

We Lead from Abundance

The best outcomes come from collaboration,
not competition.

We Win Together

Success is measured by what our clients achieve,
not what we accomplish alone.
WHY SEQUEL

Before Sequel, There Was Another Chapter.

For more than 25 years, our team has advised founder-led businesses through mergers, acquisitions, capital raises, and strategic decisions.

As the firm evolved, so did our conviction that founders deserve more than technical execution. They deserve advisors who understand what they’re carrying, tell them the truth, and stay engaged when the stakes become personal.

Today, that philosophy lives on as Sequel.

THE SEQUEL STORY