Joseph Greco

Joseph Greco, Managing Director at Elite Advisor Successions, shares insights into the intricate world of buy-side strategies in the wealth management M&A landscape. He discusses the importance of experienced buyers for successful acquisitions and the critical traits that define them. Greco emphasizes strategic buyer representation, the value of coachability, and the need for a solid succession planning approach. With anecdotes and real-world scenarios, he illustrates how personalized strategies and gradual transitions can enhance relationships during ownership changes.