Capital Markets

Think MarshBerry. Think Forward.

Raising Debt & Equity Capital

No two firms are the same.  That’s why partnering with an investment banker from MarshBerry gives you a truly customized solution.  Options are created from a variety of providers such as private equity investors, family offices, public and private pension funds, traditional bank and debt lenders, and non-bank financial institutions and tailored to your firm.  MarshBerry Capital Raising Solutions helps you execute the capital raising process with confidence.

Raising Equity Capital

  • Valuation of your enterprise, either on a majority or minority basis
  • Identification, ranking, and introductions to potential equity capital providers
  • Negotiation of competitive pricing and terms
  • Assistance with confirmatory financial due diligence and document review

Raising Debt Capital

  • Identification, ranking, and introductions to potential debt capital providers
  • Identification of optimal loan types
  • Market pricing considerations
  • Negotiation of debt terms
  • Assistance with confirmatory financial due diligence and document review

Proof is In The Numbers.

Market Leader

#1
M&A Sell Side Advisor (1999-2020) as tracked by S&P global market intelligence
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575+
M&A Transactions since 1995 with the 100 largest brokers of US business as identified by Business Insurance
900+
Total M&A transactions advised on since 1999
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215+
Bank-related insurance M&A transactions since 1997
205+
Benefit Agency transactions with more than $2.1B of transaction value advised since 2008
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Completed sell side transactions in the Merger & Acquisition Transactions in Insurance Brokerage 1999-2020 in which a financial adviser was used; Ranked by Total Number of Deals

These totals include certain transactions completed by MarshBerry professionals while employed at another firm, whereby substantially all of the assets were acquired by MarshBerry. Total completed buy side and sell side transactions in the United States as reported by S&P Global Market Intelligence. This data displays a snapshot at a particular point in time each year, of the total number of buy side and sell side deals as reported by S&P Global Market Intelligence. It has not been updated to reflect subsequent changes, if any.

Based upon realistic purchase price.

Hey guys, just wanted to give you kudos for a great program – very positive material. I had no idea what I was in for and I’m having fun and also learning a lot – that will help me become a better sales manager and also with future recruiting. I know our other agent participating is learning a lot and he is excited about his future increased production, so that’s encouraging – well worth the investment!

Private Client—AVP MO

The most valuable part of my MarshBerry training was my one on one calls. My consultant provided great insight and background that helped me prepare and properly evaluate my opportunities. As a seasoned sales professional, I truly appreciated their willingness to challenge my typical sales thought process which helped accelerate my learning curve. Selling insurance is like no other sale I’ve made and having a resource like MarshBerry was incredibly beneficial. I would recommend the MarshBerry program to any brokerages looking to properly onboard insurance professionals.

Private Client

Thank you so much for the superior training last week. I have to say, it was the best I have ever experienced. I’m sure it was mostly you, but I can’t help but think that my 20 years of right and wrong sales approaches and previous sales training, and other experiences prepared me to hear what you had to share last week. I think it all came together really well when I listened to your approach. I truly enjoyed it!

Private Client—Commercial Producer, Fresno, CA

Our partnership with MarshBerry and specifically the Organic Growth/Sales Management department has really transformed the way we help our producers succeed and in turn the agency has grown. It has been a joint effort by both teams working towards a very intense and specific goal. You all gave us the resources/scripts/planning tools/one on ones/manager feedback which helped us grow and also retain them. We were in a very unique situation competing with National Brokers and in my opinion, we are winning. I’m happy to be referral sources because I believe our partnership works.

Private Client—President, Miami, FL
Private Client

The advice we got through the transaction was invaluable. MarshBerry was by our side the entire time. They know our people, our culture, they’ve been to our office. MarshBerry also played a key role in our arriving to the decision to sell and who to sell to. When we first engaged with MarshBerry, we said, ‘We don’t want the whole world coming in here. You know us. Culture is very, very important. Bring us who you think would be a cultural fit.’ They boiled it down to seven firms.

Private Client
Private Client

They are honest as the day is long, they give complete information and make it easy to analyze. The team is great. I trust them.

Private Client
Private Client

MarshBerry had deeper insight into the market than we did. They had expertise at negotiating value and they sourced qualified buyers. The timeline on the process was right and they prepped us well for conversations.

Private Client
Private Client

They have a keen knowledge and deep insight into the insurance market space. They understand core value drivers and translate that well to future buyers.

Private Client
Private Client

The benefit of working with MarshBerry is absolutely, the consultative style. It shows up because most investment bankers don’t have due diligence teams. MarshBerry does and it deepens their understanding of the value.

Private Client
Private Client

They have deep technical expertise that enables them to make observations about what operations are really driving the numbers, they are really good at that.

Private Client
Private Client

MarshBerry is very substantial, they have a very consultative style, and they are knowledgeable. There is sizzle and substance to them. Not many of their competitors understand the business as well as MarshBerry does.

Private Client

Contact the Advisory Team

MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.

Contact Us

John Wepler
Chairman & Chief Executive Officer
Phil Trem
President, Financial Advisory
Gerard Vecchio
Managing Director
Casey Pont
Vice President
Courtney Ferrara
Vice President, Financial Advisory Operations
John Wepler
Chairman & Chief Executive Officer

A vital resource in mergers and acquisitions (M&A), as of December 31, 2017, John Wepler has personally advised on 207 M&A transactions since joining MarshBerry in 1991. He is an in-demand industry speaker because of his extensive knowledge in organic growth management, valuation enhancement strategies, business planning, perpetuation, financial management and M&A.

Phil Trem
President, Financial Advisory

As President of MarshBerry's Financial Advisory Division, Phil brings extensive knowledge in merger & acquisition (M&A) advisory and operations, specifically in the business and technology arenas and is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His experience encompasses the full life cycle of an M&A transaction for independently-owned insurance agents & brokers, specialty distributors, wealth management advisors, retirement planning specialists, private equity firms, banks & credit unions and insurance carriers.

Gerard Vecchio
Managing Director

Gerard Vecchio joined MarshBerry in 2017 and works specifically with the Insurance Services Division of MarshBerry. Gerard’s responsibilities include providing strategic and operational consulting services to specialty insurance distributors, insurance carriers and outsourced service providers within the insurance industry.

Casey Pont
Vice President

Casey Pont joined MarshBerry in 2016 and was promoted to Vice President in 2020. As part of MarshBerry’s Financial Advisory team, Casey focuses on merger and acquisition ("M&A") advisory for both buy side and sell side clients. Her current responsibilities include M&A valuation and analysis, insurance agency and brokerage valuation services, compensation consulting, perpetuation planning, and other general consulting projects. Casey is also a facilitator for a Strategic Issues Group within MarshBerry’s executive peer exchange network, Connect.

Courtney Ferrara
Vice President, Financial Advisory Operations

Courtney Ferrara joined MarshBerry in 2014 as a Consultant, and was promoted to Senior Consultant in January of 2016. She is responsible for financial analysis, mergers and acquisitions, agency valuations, buy side due diligence, compensation consulting, and ownership perpetuation plans, including MarshBerry's proprietary iCAP (Integrated Continuity Alignment Plan) solution. Courtney is also a facilitator for MarshBerry’s APPEX Connect Network.

November 2021 Alera Group, Inc. McSherry & Hudson, LLC Acquisition Alera Group, Inc. has acquired McSherry & Hudson, LLC

MarshBerry was the financial adviser to McSherry & Hudson, LLC

October 2021

GI Partners L.P has invested in Patriot Growth Insurance Services, LLC

MarshBerry was a financial adviser to Patriot Growth Insurance Services, LLC

October 2021 Acrisure, LLC Lezam & Associates, LLC Acquisition Acrisure, LLC has acquired Lezam & Associates, LLC

MarshBerry was the financial adviser to Lezam & Associates, LLC

October 2021 The Hilb Group, LLC Gerardi Insurance Services, Inc. Acquisition The Hilb Group, LLC has acquired Gerardi Insurance Services, Inc.

MarshBerry was the financial adviser to Gerardi Insurance Services, Inc.

October 2021 BRP Group, Inc. Whitehill Plaza, Inc. dba K&S Insurance Agency Acquisition BRP Group, Inc. has acquired Whitehill Plaza, Inc. dba K&S Insurance Agency

MarshBerry was the financial adviser to Whitehill Plaza, Inc. dba K&S Insurance Agency

October 2021 Specialty Program Group, LLC CM&F Group, Inc. Acquisition Specialty Program Group, LLC has acquired CM&F Group, Inc.

MarshBerry was the financial adviser to CM&F Group, Inc.

October 2021 Alera Group, Inc. Blue Communications Agency, Inc. Acquisition Alera Group, Inc. has acquired Blue Communications Agency, Inc.

MarshBerry was the financial adviser to Blue Communications Agency, Inc.

October 2021 Hub International Limited Jerry Baird Insurance Agency & Baird Crop Insurance Agency Acquisition Hub International Limited has acquired Jerry Baird Insurance Agency & Baird Crop Insurance Agency

MarshBerry was financial adviser to Jerry Baird Insurance Agency & Baird Crop Insurance Agency

October 2021 BRP Group, Inc. Jacobson, Goldfarb & Scott, Inc. Acquisition BRP Group, Inc. has acquired Jacobson, Goldfarb & Scott, Inc.

MarshBerry was the financial adviser to Jacobson, Goldfarb & Scott, Inc.

September 2021 DOXA Insurance Holdings, LLC all assets of  Caitlin Morgan Insurance Services and related captive management operations Acquisition DOXA Insurance Holdings, LLC has acquired all assets of Caitlin Morgan Insurance Services and related captive management operations

MarshBerry was the financial adviser to Caitlin Morgan Insurance Services

September 2021 Oakbridge Insurance Agency, LLC Snider Killingworth Insurance & Risk Management Acquisition Oakbridge Insurance Agency, LLC has acquired Snider Killingworth Insurance & Risk Management

MarshBerry was financial adviser to Oakbridge Insurance Agency, LLC

September 2021 PCF Insurance Services a privately-held insurance agency in Utah Acquisition PCF Insurance Services has acquired a privately-held insurance agency in Utah

MarshBerry was financial adviser to the Seller

September 2021 PCF Insurance Services Good's Insurance Agency, Inc. Acquisition PCF Insurance Services has acquired Good's Insurance Agency, Inc.

MarshBerry was financial adviser to Good’s Insurance Agency, Inc.

September 2021 Acrisure, LLC a privately-held insurance agency in Missouri Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

September 2021 Marsh McLennan Agency Vaaler Insurance, Inc Acquisition Marsh McLennan Agency has acquired Vaaler Insurance, Inc

MarshBerry was the financial adviser to Vaaler Insurance, Inc.

August 2021 Alera Group, Inc. Risk Consulting Partners Acquisition Alera Group, Inc. has acquired Risk Consulting Partners

MarshBerry was the financial adviser to Risk Consulting Partners

August 2021 Risk Strategies Danna-Gracey Acquisition Risk Strategies has acquired Danna-Gracey

MarshBerry was the financial adviser to Risk Strategies

August 2021 PCF Insurance Services Levi & Associates Insurance Acquisition PCF Insurance Services has acquired Levi & Associates Insurance

MarshBerry was financial adviser to PCF Insurance Services

August 2021 World Insurance Associates, LLC Governor Insurance Agency, Inc. Acquisition World Insurance Associates, LLC has acquired Governor Insurance Agency, Inc.

MarshBerry was the financial adviser to World Insurance Associates, LLC

August 2021 BRP Group, Inc. TCG Financial Holding Company, LLC dba The Capital Group Acquisition BRP Group, Inc. has acquired TCG Financial Holding Company, LLC dba The Capital Group

MarshBerry was the financial adviser to TCG Financial Holding Company, LLC dba The Capital Group