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Industry insights and expert perspectives designed to help you navigate the complexities of advancing your firm at every stage of ownership.
M&A
Is vertical integration the right strategy for wealth managers?
For firms to successfully implement a vertical integration strategy, it is crucial to have a game plan and understand the…
MarshBerry Joins Forces with Lincoln International
Driving New Growth in Insurance and Wealth Management Markets

Proof Is In The Numbers
#1 M&A Sell Side Advisor For Over 25 Years as Tracked by S&P Global Market Intelligence
Completed sell side transactions in Merger & Acquisition Transactions in Insurance Brokerage 1999–2023 in which a financial advisor was used; Ranked by Total Number of Deals as of 1/14/25.
135+ Total M&A Transaction Advised in 2023
565+ Diagnostic and Confirmatory Due Diligence Projects Completed since 2004
3,850+ Valuations Completed Since Inception




































