Industries

Retail & Specialty Insurance Brokerage

Think MarshBerry. Think Value Creation.

Retail & Specialty Insurance Brokerage Advisory

Helping your firm build, enhance, and sustain value through all stages of ownership.

The Retail & Insurance Insurance Brokerage landscape is constantly changing. P&C clients have confidence and trust in the experience, extensive knowledge and expertise of MarshBerry advisors. Services include M&A advisory, debt and equity capital raising, management consulting, organic growth consulting, market intelligence and peer-to-peer exchange.

The Insurer named MarshBerry the 2023 M&A Advisor of the Year.

Gerard Vecchio, John Wepler and George Bucur at the Program Manager Awards 2023.

MarshBerry has Retail & Specialty expertise in the following markets and sectors:

Solutions are designed specifically for your business with considerations for your people, your culture your market and your immediate and long-term needs.   

SECTORS INCLUDE:

Multi-line
Commercial Lines
High Net Worth
Personal Lines
Surety

Connecting brokers in European countries with specialty financial advisory and perpetuation services to guide successful M&A transactions and investigate strategic opportunities, along with strategy consultancy.

SECTORS INCLUDE:

Multi-line
Commercial Lines
High Net Worth
Personal Lines
Wholesale Brokerage
InsurTech
Managing General Agents (MGAs)
Managing General Underwriters (MGUs)
Insurance Carriers
Reinsurance Brokers
Private Equity
Family Offices
Specialty Insurance

The Employee Benefits marketplace continues to rapidly evolve, and the acquisition market is re-shaping the way the industry looks at independent firms. MarshBerry’s team of consultants can help your organization navigate this ever-changing field by creating a platform focused on providing value to your employees and clients through consulting, execution and communication.

SECTORS INCLUDE:

Group Medical
Ancillary and Voluntary
PEOs and ASOs
Human Resource Cons
Financial Services

MarshBerry’s Specialty Markets & Distribution Marketplace team provides merger & acquisition (M&A) advisory, valuations, perpetuation planning, program business consulting, capital raising, as well as other analytical and consulting services.

SECTORS INCLUDE:

Program Managers
Wholesale Brokerage
InsurTech
Managing General Agents (MGAs)
Managing General Underwriters (MGUs)
Risk Retention Groups

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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, Specialty Practice Co-Head
George Bucur
Managing Director & Specialty Practice, Co-Head
Tommy McDonald
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.

Gerard Vecchio
Managing Director, Specialty Practice Co-Head

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.

George Bucur
Managing Director & Specialty Practice, Co-Head

Focusing on specialty distribution and markets within MarshBerry’s Financial Advisory practice, George brings to MarshBerry extensive knowledge in merger & acquisition (M&A) transactions. In addition to being a trusted advisor to sellers and buyers within the specialty insurance arena, George provides valuation, succession planning, strategic planning, financial benchmarking and other financial consultative services.

Tommy McDonald
Director

As a shareholder of the firm, and a Director in MarshBerry’s Financial Advisory Division, Tommy focuses his time on delivering valuable advice and counsel to his clients. In his 14+ 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.

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