Financial Advisory

Helping Clients

Learn, Improve, and Realize Their Value.

CUSTOMIZED FINANCIAL ADVISING SOLUTIONS FOR INSURANCE AGENCIES & Wealth Management FIRMS

Your agency is unique

Your agency 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.

By partnering with MarshBerry, an industry-leading insurance financial advisory and corporate finance consultant  firm, consumer-facing insurance brokerages and financial services firms have the advantage of tapping into the strategic insights of more than 40 expert insurance industry and corporate finance consultants that together hold over 160 licenses and professional designations. This combined expertise brings unparalleled value to firms looking to plan for their future, perpetuate internally, or those looking to buy or sell in the insurance distribution and financial services markets.

Insurance Financial Advising Solutions

INVESTMENT BANKING CONSULTING

Having an experienced financial advisor to strategize your investment banking firm’s needs can make all the difference in meeting and exceeding your short and long-term goals. With decades of experience tailoring solutions to fit the unique needs of investment banking firms across the world, MarshBerry is an internationally-recognized financial advisory firm that can help you elevate and optimize your financial targets.

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CAPITAL MARKETS CONSULTING

When it comes to capital market scenarios, no two solutions are the same. Partnering with an experienced MarshBerry capital markets consultant who can identify potential capital provider matches for your financial service firm will help you seamlessly execute this challenging process with confidence. Together, we can explore a variety of options for raising equity capital or raising debt capital.

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MERGERS & ACQUISITIONS CONSULTING

Whether you are looking to grow through acquisition or wondering if it is time to sell or perpetuate, an experienced MarshBerry M&A consultant is uniquely positioned in the marketplace to be an asset for your firm. With more than 900 total M&A transactions advised on and having the broadest buyer spread of any advisor, MarshBerry brings intrinsic expertise and vast market reach that is distinctive in the industry. 

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PERPETUATION PLANNING & CONSULTING SERVICES

What is the value that MarshBerry brings you? Wisdom, experiences, and tools designed to help you LEARN best practices to IMPROVE business performance so that you can REALIZE maximum value of your firm.

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PERPETUATION | STRATEGIC PLANNING | VALUATION | DUE DILIGENCE

PERPETUATION PLANNING & CONSULTING SERVICES

Running an insurance brokerage requires a financial advisory expert who can not only understand the data but who is capable of creating a winning strategy for future growth and succession planning. Looking to buy, sell, or perpetuate your insurance firm internally? Contact MarshBerry to consult your firm’s transition planning strategies and help you realize the full value of your firm.

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