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Think MarshBerry

The only business advisor you need.

Helping you Learn, Improve, and Realize your firm’s fullest potential

Founded in 1981, MarshBerry has grown to become the nation’s #1 M&A Advisory Firm and top growth consultant to insurance agents & brokers, specialty distributors, private equity firms, banks & credit unions and insurance carriers, through industry-specific services that include: Merger & Acquisition Advisory, Debt & Equity Capital Raising, Organic Growth Consulting, Market Intelligence and Connect–Peer Exchange Network.

Headquartered in Cleveland Ohio | 4 USA Regional Offices | 1 International office in Amsterdam | Privately held | 160 + Licenses and professional designations held by MarshBerry staff

What We Do

Our employee-owners 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.

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.

MarshBerry Latest

Do You Have a Lazy Balance Sheet?

For the fourth year in a row, private equity (PE) outperformed other private market asset classes, based on global funds raised in 2000-2017. Some executives may see higher levels of debt on the balance sheet as risky or a potential negative. However, a firm could benefit from more leverage, as debt can multiply returns on investment and offer tax advantages.