As President, Phil Trem brings deep expertise in merger & acquisition (M&A) advisory, strategic consulting, and operational leadership. He is a trusted partner to buyers and sellers who rely on his proficiency in deal negotiation, due diligence, execution, and integration. Phil has led engagements across the full life cycle of M&A for independently owned insurance agents and brokers, specialty distributors, wealth and retirement advisors, private equity firms, banks and credit unions, and insurance carriers. His focus is simple: deliver a seamless, comprehensive experience that drives long-term value for clients.
Focusing on Strategy
Beyond his M&A leadership, Phil contributes to MarshBerry’s consulting practice by guiding clients in strategic planning, internal succession and perpetuation, valuation, organizational development, and compensation & equity incentive plan design. He brings practical, actionable tools that help firms accelerate growth and improve profitability. As a facilitator for MarshBerry’s peer exchange network, Connect, Phil champions the belief that sharing best practices strengthens the entire industry.
Raising the Bar
Phil previously served as Executive Vice President within the M&A team and President of the Investment Banking & Consulting division before assuming the role of President of MarshBerry in 2025. He was recognized on Insurance Business America’s Hot 100 list in 2017, and he is a sought-after keynote speaker at agent associations, carrier executive meetings, and leadership forums across the country.
Developing Strong Businesses
A dedicated educator and industry voice, Phil contributes to Leader’s Edge magazine and is frequently quoted in publications including Business Insurance, Insurance Business America, The Insurer, Insurance Journal, and S&P Global Market Intelligence.
He maintains the FINRA Securities Industry Essentials (SIE®) Exam, as well as Series 62, 79, and 63 FINRA registrations through MarshBerry Capital, LLC. Phil holds a bachelor’s degree in finance and management information systems from Ohio University and a JD from Cleveland Marshall College of Law, and is licensed to practice law in Ohio.
