Sara-Katherine Johnson plays a vital role in guiding the marketing transition process during mergers and acquisitions. With firsthand experience joining Sequoia through an acquisition, she brings a unique perspective from both sides of the transition—understanding not only the operational complexities but also the emotions and questions clients and new team members experience.

Her primary focus is ensuring a seamless, high-quality client experience by managing the brand transition and orchestrating the Welcome Celebration event. From website updates and office signage to marketing collateral and client communications, she carefully oversees every touchpoint to maintain consistency and build trust. By bridging marketing strategy with practical execution, she helps new colleagues confidently represent Sequoia from day one.

Collaboration is key to her success. Working closely with internal stakeholders across advisor and client transition teams, Sara-Katherine ensures a unified approach that enhances both the employee and client journey. She finds motivation in witnessing organizations come together, blending strengths into something greater. For her, the most rewarding moment is when clients experience the benefits of a smooth transition while preserving the relationships they value most.

Her advice to those new to M&A integration? Ask questions, seek clarity, and embrace the opportunity to evolve together.