Learn how Coastal CEO Greg Meerbaum used a bold pandemic pivot to build a billion-dollar private equity firm. Discover his institutional wealth strategies.

Episode Resources:

• Official Website for Coastal
• Guide to Direct Mail Marketing for Car Washes
• Ultimate Guide to Opportunity Zone and 1031 Exchange Investing

Imagine growing up in a wealthy bubble, only to receive a cold email during college revealing your family is completely broke and you are entirely on your own. On this episode of Uncorked: Wine, Business, and Life, Bill Green sits down with Coastal CEO Greg Meerbaum to uncover how a sudden financial reality check forged an unstoppable, blue-collar work ethic. Listeners will discover how to cultivate the raw sales grit and high-stakes decision-making required to scale from a zero-dollar bank balance to managing billions in asset value.

Greg unpacks the behind-the-scenes chaos of his most daring entrepreneurial pivot, detailing the terrifying moment he chartered a $1.8 million cargo plane in flip-flops to deliver millions of face shields during the 2020 lockdowns. He explains how this massive windfall catalyzed his leap into the private equity and family office spaces, allowing him to democratize the complex tax mitigation strategies usually gatekept by the ultra-wealthy. Alongside a candid wine tasting, Greg shares a blunt critique of why traditional wealth management firms often operate like fast-food chains when it comes to alternative investments. To find out his proven framework for identifying massive market shares and the single non-negotiable skill every founder must master, you’ll have to tune in.

Pour yourself a glass and hit play to experience this unfiltered masterclass in institutional wealth and scrappy business building. Be sure to subscribe to the podcast, leave a review, and check out the show notes for more information on Coastal and all the resources mentioned in this episode!