Investment Banking & Strategic Growth for Accounting & Tax Firms
Your Trusted Business Advisor in the Tax & Accounting Industry
MarshBerry specializes in helping accounting and tax firms grow, transition, and succeed in a competitive market. With decades of experience as a leading investment bank and consultant advising professional services firms, MarshBerry offers tailored strategies that drive performance and long-term value.
Advisors work with firms of all sizes to support your key initiatives—whether it’s accelerating organic growth, navigating mergers and acquisitions (M&A), or planning for succession. MarshBerry’s professional services industry insight, and proprietary benchmarking data, can deliver actionable guidance that align with your firm’s goals.
As a trusted investment bank, MarshBerry also helps accounting and tax firms structure and execute M&A transactions that ensure cultural fit, financial alignment, and strategic success. Our experience in deal-making and integration gives clients a clear edge in today’s dynamic landscape.
From strategy to execution, MarshBerry is with you every step of the way, helping you build a resilient, future-ready firm.
Retail & Specialty Insurance Brokerage
closeup of water drop on petal View More Retail & Specialty Insurance Brokerage The Insurance Brokerage landscape is constantly changing. P&C clients have confidence and trust in the experience, extensive knowledge, and expertise of MarshBerry Advisors. View MoreContact 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.
Kim Kovalski joined MarshBerry in 2021 and is charged with providing strategic and operational consulting services to MarshBerry’s client base of independently-owned insurance agents & brokers, specialty distributors, wealth advisory industry, private equity firms, banks & credit unions and insurance carriers.
As a shareholder of the firm, and a Managing Director at MarshBerry, Tommy focuses his time on delivering valuable advice and counsel to his clients. In his 16+ year career, Tommy has built extensive knowledge in the insurance distribution space in areas involving merger and acquisition advisory, organic growth best practices, financial management, valuation, perpetuation and strategic planning.
As a Vice President on MarshBerry’s Financial Advisory team, Rob’s development and implementation of sustainable growth strategies enables his team to deliver outstanding client service and highly competitive solutions to the wealth management and insurance distribution industries.
