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Press Releases
MarshBerry Advises Long Run Wealth Advisors on Sale to Mercer Global Advisors
January 7, 2026
MarshBerry Advises The Richards Group on Strategic Partnership With IMA Financial Group
January 5, 2026
MarshBerry Advises Tradewind Group on Its Sale of Its Insurance Brokerages to Marsh McLennan Agency
December 8, 2025
MarshBerry Advises Glass Jacobson Wealth Advisors on Sale to Mercer Advisors
December 3, 2025
Lincoln International Completes Acquisition of MarshBerry, Driving New Growth in Insurance and Wealth Management Markets
October 31, 2025
MarshBerry Advises Stewart Specialty Risk Underwriting in Strategic Sale to Ryan Specialty
October 28, 2025
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MarshBerry
In The News
Wealth Management.com
M&A Trends in Wealth Management: Growth, Valuations and Succession Planning
June 11, 2026
Reuters
Investment bank Lincoln International raises $421 million in US IPO
May 21, 2026
Finimize
Lincoln International Takes A Rare Step Into The IPO Market
April 27, 2026
TradingView
Lincoln International, Global Independent Investment Bank, Files for NYSE IPO
April 27, 2026
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