Marshberry

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MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in financial services and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking. For more information, visit www.MarshBerry.com.   *Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.
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Lincoln International agrees to acquire MarshBerry - Insurance Business America

Lincoln International agrees to acquire MarshBerry Insurance Business America

Lincoln International to Acquire MarshBerry, Driving New Growth in Insurance and Wealth Management Markets - Business Wire

Lincoln International to Acquire MarshBerry, Driving New Growth in Insurance and Wealth Management Markets Business Wire

Lincoln International to buy MarshBerry - Business Insurance

Lincoln International to buy MarshBerry Business Insurance

Lincoln International to acquire MarshBerry - Coverager

Lincoln International to acquire MarshBerry Coverager

Investment bank MarshBerry is being acquired by Chicago firm - Crain's Cleveland Business

Investment bank MarshBerry is being acquired by Chicago firm Crain's Cleveland Business

Wealth Advisory M&A Accelerates Further Into Record Territory - worth.com

Wealth Advisory M&A Accelerates Further Into Record Territory worth.com

MarshBerry Acquires IMAS Corporate Finance - PR Newswire

MarshBerry Acquires IMAS Corporate Finance PR Newswire

Latham & Watkins Advises Lincoln International on Acquisition of MarshBerry - Latham & Watkins LLP

Latham & Watkins Advises Lincoln International on Acquisition of MarshBerry Latham & Watkins LLP

Investment Bank Lincoln Acquires Marshberry - wealthmanagement.com

Investment Bank Lincoln Acquires Marshberry wealthmanagement.com

Lincoln International Acquires MarshBerry - planadviser

Lincoln International Acquires MarshBerry planadviser

MarshBerry establishes founding team for DACH region launch - Consultancy.eu

MarshBerry establishes founding team for DACH region launch Consultancy.eu

Lincoln International snaps up advisory firm MarshBerry - Insurance Insider US

Lincoln International snaps up advisory firm MarshBerry Insurance Insider US

MARSHBERRY RELEASES ANNUAL M&A YEAR IN REVIEW - PR Newswire

MARSHBERRY RELEASES ANNUAL M&A YEAR IN REVIEW PR Newswire

MarshBerry | 2023 Best Employers in Ohio - Crain's Cleveland Business

MarshBerry | 2023 Best Employers in Ohio Crain's Cleveland Business

Canopy Connect and FirstChoice Announce Strategic Partnership - Coverager

Canopy Connect and FirstChoice Announce Strategic Partnership Coverager

MarshBerry Secures Growth Capital from Atlas Merchant Capital - PR Newswire

MarshBerry Secures Growth Capital from Atlas Merchant Capital PR Newswire

MarshBerry: Best Employers 2022 - Crain's Cleveland Business

MarshBerry: Best Employers 2022 Crain's Cleveland Business

MarshBerry's Connect Platform Named Top 3 Agency Partnership In U.S. - PR Newswire

MarshBerry's Connect Platform Named Top 3 Agency Partnership In U.S. PR Newswire

Cinch® Home Services Announces Latest Partnership with FirstChoice, a MarshBerry Company - PR Newswire

Cinch® Home Services Announces Latest Partnership with FirstChoice, a MarshBerry Company PR Newswire

Marshberry Announces Phil Trem As President - Financial Advisory - PR Newswire

Marshberry Announces Phil Trem As President - Financial Advisory PR Newswire

M&A volume up 4.7% through September, with valuations at 11.45x: MarshBerry - Insurance Insider US

M&A volume up 4.7% through September, with valuations at 11.45x: MarshBerry Insurance Insider US

Lincoln International acquires insurance M&A advisory firm MarshBerry - The Insurer

Lincoln International acquires insurance M&A advisory firm MarshBerry The Insurer

Deals Of The Day: The Latest In Wealth Management M&A – Lincoln International, MarshBerry - WealthBriefing

Deals Of The Day: The Latest In Wealth Management M&A – Lincoln International, MarshBerry WealthBriefing

MarshBerry looks to maintain stellar 15% growth rate in new partnership - Crain's Cleveland Business

MarshBerry looks to maintain stellar 15% growth rate in new partnership Crain's Cleveland Business

Broker M&A up 11.4% in Q1: MarshBerry - Business Insurance

Broker M&A up 11.4% in Q1: MarshBerry Business Insurance

MarshBerry expands European footprint with expansion in DACH region - Reinsurance News

MarshBerry expands European footprint with expansion in DACH region Reinsurance News

MarshBerry names new VP of financial advisory - Insurance Business America

MarshBerry names new VP of financial advisory Insurance Business America

Broker valuations remained flat in Q3 as market hit 454 deals: MarshBerry - Insurance Insider US

Broker valuations remained flat in Q3 as market hit 454 deals: MarshBerry Insurance Insider US

M&A Activity Continues at Industrious Pace: MarshBerry - Insurance Journal

M&A Activity Continues at Industrious Pace: MarshBerry Insurance Journal

MarshBerry acquires IMAS Corporate Finance - FinTech Global

MarshBerry acquires IMAS Corporate Finance FinTech Global

Agency valuations ticked up to 11.22x Ebitda in 2024: MarshBerry - Insurance Insider US

Agency valuations ticked up to 11.22x Ebitda in 2024: MarshBerry Insurance Insider US

Megan Bosma, Senior vice president, MarshBerry - Insurance Business America

Megan Bosma, Senior vice president, MarshBerry Insurance Business America

MarshBerry snags digital marketing veteran - Insurance Business America

MarshBerry snags digital marketing veteran Insurance Business America

MarshBerry draws private equity investment from Atlas Merchant Capital - Crain's Cleveland Business

MarshBerry draws private equity investment from Atlas Merchant Capital Crain's Cleveland Business

MarshBerry Survey Reveals an Optimistic Marketplace: Part 1 - Insurance Journal

MarshBerry Survey Reveals an Optimistic Marketplace: Part 1 Insurance Journal

MarshBerry acquires North Carolina insurance agency First Choice Agents Alliance - Crain's Cleveland Business

MarshBerry acquires North Carolina insurance agency First Choice Agents Alliance Crain's Cleveland Business

Missteps in Employee Hiring Costly for Agencies: MarshBerry - Insurance Journal

Missteps in Employee Hiring Costly for Agencies: MarshBerry Insurance Journal

Busiest UK insurance M&A month so far in 2025 – Marshberry - Insurance Business America

Busiest UK insurance M&A month so far in 2025 – Marshberry Insurance Business America

UK insurance distribution M&A has ‘slowest half year’ since H1 2019 – MarshBerry - Insurance Times

UK insurance distribution M&A has ‘slowest half year’ since H1 2019 – MarshBerry Insurance Times

Blockbuster deals help drive UK M&A forward in July 2024 – MarshBerry - Insurance Business America

Blockbuster deals help drive UK M&A forward in July 2024 – MarshBerry Insurance Business America

MarshBerry snaps up leading UK M&A advisory firm - Insurance Business America

MarshBerry snaps up leading UK M&A advisory firm Insurance Business America

UK insurance deals set record number - Marshberry - Insurance Business America

UK insurance deals set record number - Marshberry Insurance Business America

MarshBerry says UK insurance distribution M&A market has seen valuation reset - Insurance Business America

MarshBerry says UK insurance distribution M&A market has seen valuation reset Insurance Business America

Insurance Intermediary Deal Momentum Gathers Speed - Insurance Journal

Insurance Intermediary Deal Momentum Gathers Speed Insurance Journal

Newly Formed Alera Group Brings Together 24 Employee Benefits, P/C, Risk Management and Wealth Management Firms - Program Business

Newly Formed Alera Group Brings Together 24 Employee Benefits, P/C, Risk Management and Wealth Management Firms Program Business

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