Jason Greco
Jason is actively engaged in Berkshire’s Wealth Management advisory practice and contributes to the firm’s private markets and investment management advisory practices.
Prior Experience:
Jason joined Berkshire in 2023 and has over 16 years of investment banking experience serving asset & wealth managers and related companies globally. He has extensive M&A, capital markets, strategic advisory and valuation experience across the wealth management, private markets and investment management sectors. Jason assists with transaction execution and serves as a trusted advisor to clients, helping them in developing and evaluating alternatives to meet their strategic objectives. Over the course of his career, Jason has been involved in over 45 completed M&A transactions with a cumulative deal value of over $15B and transacted AUM of over $1.5T.
Notable Transaction Experience*:
GTCR / R&T Deposit Solutions (2023)
First-Citizens Bank & Trust Company / Silicon Valley Bridge Bank including SVB Private and SVB Wealth (FDIC) (2023)
Virtus Investment Partners / AlphaSimplex Group (2022)
Kudu Investment Management / Gramercy Funds Management (2022)
Kudu Investment Management / Radcliffe Capital Management (2022)
Cartesian Growth Corp (AlTi Global) / Tiedemann Group and Alvarium Investments (2021)
ARK Invest / Resolute Investment Managers (repurchase of ARK Invest interest) (2021)
Touchstone Investments / AIG’s Retail Mutual Funds Business (2021)
Virtus Investment Partners / Westchester Capital Management (2021)
Brookfield Asset Management / Oaktree Capital Group (2019)
Hellman & Friedman / Financial Engines (2018)
BlackRock / Tennenbaum Capital Partners (2018)
HNA Capital Group / Old Mutual Asset Management (2017)
Amundi Group / Kleinwort Benson Investors (2016)
Lee Equity Partners / WealthTrust (2015)
*Transactions at prior firm
Prior Work Experience:
Piper Sandler & Co., Director
Jefferies & Co., Associate
Putnam Lovell NBF Securities, Analyst
Education & Affiliations:
The Wharton School at the University of Pennsylvania, BS in Economics