Think MarshBerry

The only trusted advisor you need.

Helping Clients Learn, Improve, and Realize Value

Founded in 1981 and established a European footprint in 2019, 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 Financial Advisory solutions (Investment Banking; Merger & Acquisition Advisory; Business Planning), Growth Advisory solutions (Organic Growth, Aggregation, Leadership, Sales & Talent Solutions), and Market Intelligence & Benchmarking.

More than 40 Years of Experience

No matter where you are located, you have a MarshBerry trusted advisor within reach who knows and understands your unique market. Serving firms worldwide, clients have turned to MarshBerry for expert knowledge and advisory services to help them grow and advance their business strategies.

Headquartered in Cleveland, OH U.S. with European central office in Amsterdam, NL

6 U.S Regional Offices

5 European Regional Offices and Growing

>190 Colleagues

200+ Licenses and Professional Designations

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
  • FirstChoice – Agency Network
  • 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.