Think MarshBerry

The only business advisor you need.

Helping Clients Learn, Improve, and Realize Value

Founded in 1981, MarshBerry serves the insurance distribution and wealth management industries including insurance agents & brokers, specialty distributors, private equity firms, and wealth management firms. MarshBerry’s industry-specific services help clients build, enhance and sustain value through: Merger & Acquisition Advisory, Debt & Equity Capital Raising, Financial Consulting, Market Intelligence & Benchmarking, Organic Growth Consulting, Connect – Executive Peer Exchange, and Platform Aggregation.

Headquartered in Cleveland Ohio | 5 USA Regional Offices | 1 International office in Amsterdam | 180 + Licenses and professional designations held by MarshBerry staff

Our team members are active, engaged and highly sought-after industry thought leaders providing innovative and customized solutions to help you Learn, Improve, and Realize your firm’s value.

What we do: Value Creation

Market Intelligence

  • Data, Analytics, and Perspectives
  • Performance Benchmarking
  • Published Thought Leadership
  • MarshBerry Conference Series
  • Specialty Market Symposium
  • Debt & Equity Symposium
  • Value Intelligence Portal
  • MAX Performance Designation
  • Sector Market Analysis & Feasibility
  • M&A Market Comparables

Organic Growth

  • MarshBerry Connect Peer Exchange
  • MarshBerry Aggregator, FirstChoice
  • Sales Performance
  • Talent Acquisition
  • Strategic Business Planning
  • Fair Market Valuation
  • Value Enhancement Planning
  • Financial Consulting
  • Compensation Plan Design
  • Errors & Omissions Market Access

Investment Banking

  • Sell Side M&A Advisory
  • Buy Side M&A Advisory
  • Institutional Debt Capital Raising
  • Equity Capital Raising (PE/Family Office)
  • Strategic Options Consulting
  • Internal Ownership Perpetuation
  • Diagnostic & Confirmatory Due Diligence
  • Intangible Asset GAAP Valuation
  • Fairness Opinion
  • Goodwill Impairment Testing

MarshBerry’s team is uniquely positioned to be an asset and true partner who will walk alongside you through all stages of ownership. By listening generously with genuine care about your people and vision, we know how to help you amplify value creation and to make your years of hard work, commitment, and success all worth it.