Financial Advisory

Mergers & Acquisition

Think MarshBerry. Think Forward.

Merger & Acquisition Expertise for Insurance Brokerage and Wealth Advisory Firms

THERE ARE CLEAR ADVANTAGES TO PARTNERING WITH THE TOP-RANKED M&A ADVISORY FIRM

From preparation to deal negotiation, MarshBerry’s team of advisors are mergers & acquisitions experts uniquely positioned to be an asset for an insurance brokerage or wealth and retirement plan advisory firm looking to buy or sell. Through a timely, controlled and well-designed strategy, our deep merger and acquisition experience and dedication to process ensure we align your strategic objectives and focus on maximizing value.

Whether it is the end of a very successful chapter or the start of a new journey, MarshBerry is the trusted M&A advisor you need to make sure you have the necessary tools to take the next step.

Related Articles

CONTACT THE M&A 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.

Talk to an M&A Advisor today

John Wepler
Chairman & Chief Executive Officer
Phil Trem
President, Financial Advisory
Christopher Darst
Managing Director
Eric Hallinan
Managing Director
Rob Hamilton
Director
John Wepler
Chairman & Chief Executive Officer

A vital resource in mergers and acquisitions (M&A), John Wepler has personally advised on more than 300 M&A and Capital Markets 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. As Chairman and Chief Executive Officer of MarshBerry—and CEO of the wholly-owned FINRA registered broker/dealer MarshBerry Capital, LLC—John’s leadership and industry experience has benefited many insurance industry professionals.

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.

Christopher Darst
Managing Director

Christopher Darst joined MarshBerry in 1998 as a Financial Analyst responsible for the preparation of business valuation reports, perpetuation plans, and general consulting projects. In 2001, he moved to California to help launch the Dana Point office. With increased experience and responsibility, Chris expanded his responsibilities to include merger and acquisition ("M&A") work for various MarshBerry clients.

Eric Hallinan
Managing Director

Eric Hallinan joined MarshBerry in 2011, bringing with him significant experience in insurance firm operations, finance, and technology. He is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His involvement covers the full gamut of a merger & acquisition (M&A) transaction, and he works hard to provide clients with a seamless, comprehensive experience.

Rob Hamilton
Director

Rob Hamilton joined MarshBerry in 2002 and currently serves as a Director within the Financial Advisory division of the firm. Rob is a key contributor to MarshBerry's merger and acquisition and consulting practices. He is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His primary responsibilities include merger and acquisition valuation and analysis, due diligence, deal negotiation and integration planning.