What We Do
Founded in 1981, MarshBerry is the nation’s leading provider of consulting services
(financial, operational, sales management, and M&A advisory) in the financial
services industry and the preeminent provider of consulting services to agents and
brokers. The firm is the largest of all organizations in this particular area of
specialization and the oldest under continuous ownership. MarshBerry is a fast growing,
privately held company that rewards its key employees with ownership opportunities.
The firm has clients in all 50 states and is a leading advisor for insurance broker M
& A deals each year for the last five years. MarshBerry’s reputation for excellence,
integrity and innovation is well known to agents, brokers, insurers, banks, investment
brokers, and other financial services providers.
At our core, MarshBerry has one primary objective: Helping insurance distributors
maximize value.
MarshBerry provides services in these primary areas:
- Valuation
- Performance Enhancement
- Mergers and Acquisitions
- Sales Management
- Integration/Operation Services
- Market Research
- Ownership Continuity
For more information or assistance with this service, please Contact Us.