OUR STRENGTH IS IN OUR PEOPLE.
HIGHLY ENGAGED TEAM THAT IS BOTH CUSTOMER CENTRIC AND FOR EACH OTHER
Whether you’re a student, recent grad, or experienced professional, every person at MarshBerry plays an important role in helping our clients Learn, Improve, and Realize their value.
100% Employee Owned
Driven. Strategic. Innovative. Optimistic. Collaborative. Growth-minded. Service-Oriented.
In 2016 MarshBerry implemented an Employee Stock Ownership Plan (ESOP). Since our founding more than 40 years ago, MarshBerry always had an ownership culture. Now more than ever our employee owners have a vested interest in both MarshBerry’s success and our clients’ success.
We are passionate about reinvesting in our next generation, ensuring their success and providing an entrepreneurial wealth creation opportunity for all.
Who We AreView More Founded in 1981, MarshBerry has grown to become the nations #1 M&A Advisory Firm* and top growth consultant to insurance agents, brokerage firms, carriers, and banks across the globe. Our employee-owners are active, engaged and highly sought after industry thought leaders providing innovative and customized solutions to meet client needs.
What We DoView More MarshBerry provides financial advisory, management consulting and intellectual capital services to independent insurance agents, brokers, and carriers. Services include management consulting, M&A advisory, peer-to-peer exchange and industry, proprietary and custom research and benchmarking
We have FUN! Yes, there’s a lot of work required to drive the value our clients expect and yes, there can often be a good amount of travel involved in doing so, but we’ve been able to create a culture where accomplishing tasks and truly bringing value to our clients gives us energy. We have a true passion for our industry and for our clients, which honestly makes it easier to grind the way we do.
What keeps me at MarshBerry is feeling like we have important work to do and haven’t come close to maximizing our potential as an organization yet. We have more to offer the insurance industry than we’re currently providing. We have more to offer our colleagues than we’re currently providing. We’re continually striving for excellence and raising the bar, even on our own expectations and what we think is possible.
I have worked in several organizations over my career, both as an employee and as an owner. These firms where I have had the longest tenure have been where I have been an owner, both with meaningful economics and meaningful input on strategic operating direction. MarshBerry fits that mold very well.
I have the ability to do what I love with a great group of dedicated people. We all bring our different backgrounds and together we accomplish much more than we could individually.
We’ve attracted and retained a high quality group of people, High level of intelligence and “self-starter” attitude (no one needs babysitting), Collaborative Way (being for each other, in particular), it’s OK to make mistakes, the way we push each other to our individual and collective benefit, openness to new ideas.
No two days are the same. I am constantly challenged to think differently. To apply knowledge to a unique circumstance. To help solve a problem. Our team has a true “team” mentality. We win and lose as a team and our success is defined by our collective achievements. We have individual projects and responsibilities, but no one is going to let someone else fail. There is always an open door or a phone call that will be answered to help if you are willing to reach out.
I love that my role directly and indirectly contributes to MarshBerry growing as an ESOP company and achieving its overall goals. When I speak with someone within, or even outside, the insurance industry, I have 110% confidence that we can deliver best-in-class services and that I’m representing some of the best, brightest, and high-character people in the industry.