Phil Trem Named to Insurance Business America Hot 100

01.03.17

Marsh, Berry & Co., Inc. (“MarshBerry”) is proud to announce that Phil Trem, Senior Vice President, was named one of Insurance Business America’s Hot 100.

Phil joined MarshBerry in 2010 as a Vice President on the Merger & Acquisition (M&A) team and was named Senior Vice President in 2015.  He is a key contributor to MarshBerry’s M&A services division* and has extensive knowledge in the areas of acquisition analysis, due diligence, deal negotiation and integration planning. He’s personally been involved in 25+ transactions since his arrival at MarshBerry.

 “I am thrilled to see Insurance Business America recognize Phil for the tremendous impact he has had not only for our company, but within the insurance industry.  He has been an ambassador of the MarshBerry brand throughout his six years with the company,” said John Wepler, Chairman and CEO of MarshBerry.  “He launched our Individual Branding Team to support the brands of our consultants in the marketplace, strengthened relationships with buyers in the industry, contributes to our Strategic Planning Team and now leads our Private Equity practice.  He’s also been integral to the success of our MarshBerry 360 seminar series which has become the event for insurance executives and professionals,” said Wepler.

 Aside from his responsibilities within the firm’s M&A division, Phil is a regular contributor to MarshBerry’s consulting practice.  His consulting activities involve internal perpetuation planning, agency valuations, business planning, financial and organizational development, compensation strategies and as a facilitator within MarshBerry’s Peer Exchange Networks. Along with his consulting activities, Trem is also an active thought leader in the industry.  Since 2013, Trem has been published more than sixty times in industry-leading publications, including MarshBerry’s own proprietary publication – CounterPoint. He is a keynote speaker at agent association meetings, insurance carrier elite meetings and executive leadership forums, including Selective Executive Symposiums, the Annual Insurance Brokerage Summit (formerly the SNL Financial Insurance Brokerage Summit) and training workshops.

 Phil currently maintains the Series 62, 79 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., Inc.

 This annual listing by Insurance Business America recognizes 100 individuals within the insurance industry that have been influential for the year.  The distinction is based on nominations from the insurance community.  Honorees range from CEO and presidents of major insurers to local heroes.

 About MarshBerry

Founded in 1981, MarshBerry’s primary objective is to help insurance agents, brokers and carriers as they work to maximize their value through our industry-specific services that include:  Merger & Acquisition Advisory*, Management Consulting, Organic Growth Consulting, Intellectual Capital and Peer Exchange Networks.  Ranked #1 M&A Advisor by SNL Financial for each of the past 17 years1, MarshBerry has advised on 5312 transactions since 1999 and completed more than 250 diagnostic and confirmatory due diligence projects over the last twelve years.  Visit www.MarshBerry.com to learn more.

About Insurance Business America

Insurance Business provides a unique offering in the insurance space as an aspirational business magazine featuring a series of industry reports that recognize the achievements of key individuals and businesses as well as providing the latest in business best practice in a continually evolving industry.  The bi-monthly magazine is supported by an online industry hub offering daily news and business intelligence via a website and daily e-newsletter. Committed to delivering the latest industry news, opinion and analysis, Insurance Business Online takes a fresh approach to covering the need-to-know developments of the day from government and regulatory bodies, platforms, underwriters and insurance firms, as well as industry service providers.  Visit www.ibamag.com to learn more.

1Mergers & Acquisition (M&A) Announced Transactions in Insurance Brokerage (1999-2015). Ranked by total number of deals.

²These totals include certain transactions completed by Marsh, Berry & Company, Inc. professionals while employed at another firm, whereby substantially all of the assets were acquired by Marsh, Berry & Company, Inc.


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