Financial Advisory1

Helping Our Clients Learn, Improve, and Realize Their Value

By partnering with MarshBerry, we believe firms have the advantage of tapping into the experience of our seasoned professionals who can provide value to a firm looking to plan for their future, perpetuate internally, or those looking to buy or sell in the insurance distribution market. Our proficiency spans across the breadth of an organization - from the earliest planning and strategy work through the all-important post-closing management in a Merger & Acquisition (M&A) transaction*.

* Investment banking services offered through MarshBerry Capital, Inc., Member FINRA Member SIPC and an affiliate of Marsh, Berry & Company, Inc. 28601 Chagrin Boulevard, Suite 400, Woodmere, Ohio 44122 (440.354.3230). Contact Us

1Marsh, Berry & Company, Inc. Financial Advisory services include M&A Advisory*, Business Planning, Perpetuation Planning and Valuations. The Financial Advisory services provided by Marsh, Berry & Company, Inc. and its affiliates are not meant to be construed as services that constitute an offer to buy or sell, or a solicitation of an offer to buy or sell any securities, financial instruments or to participate in any particular trading strategy, or to provide investment recommendations on any company for personal investment purposes. Marsh, Berry & Company, Inc. and its affiliates are not rendering legal, accounting, financial or other advice.