Your firm deserves a customized approach to financial growth—a defined path designed specifically for your business. One that accounts for your people, your culture, your market, and your goals for the future. At MarshBerry, we understand the unique challenges and opportunities your firm faces. That’s why we offer a comprehensive suite of solutions tailored to the insurance brokerage and wealth management sectors.

Corporate Finance Advisory

Merger & acquisition activity in the European insurance brokerage and wealth management markets continue to gain traction with record transaction volumes. Whether you’re selling or buying, our team of local advisors across Europe provide the insights needed to devise and implement growth plans for your firm as well as exit strategies.

Business Planning

How do you navigate the dynamics of the European insurance brokerage and wealth management markets? What are the opportunities and challenges posed by market consolidation, digitisation and changing regulations? MarshBerry’s business planning solutions can help you increase organic growth, profit and value through all stages of ownership.


What makes your firm successful in the dynamic, yet fragmented environment that is the European financial services market? Whether you are looking to gain knowledge from peers or are looking to train and coach the next generation of leadership, MarshBerry offers leadership solutions to fit your needs. Ensuring your firm’s leadership is well-equipped to navigate the market’s complexities and drive success.

To further enhance your strategic position, consider exploring European Transactions and Executive Peer Membership for deeper insights and networking opportunities within the industry. Engaging in these programs can provide your firm with a competitive edge, leveraging collective wisdom and best practices from across the sector.