Proof Is In The Numbers
Wealth & Retirement Plan Advisory
Think MarshBerry. Think Solutions.
Market leader in Custom business solutions tailored FOR WEALTH MANAGEMENT AND RETIREMENT PLANNING FIRMS
Your Trusted Business Advisor in the Wealth Industry
The Wealth Advisory market is currently one of the fastest growing advisor channels. Insurance brokers are expanding into the RIA space as natural extensions of their business. MarshBerry advisors know and understand the distinctive complexities of both these markets, working with you to amplify your position. For immediate or long-term strategies in liquidity, organic and inorganic growth, and business continuity planning, firms choose MarshBerry
Financial Services Wealth Advisory Sectors Include:
- Registered Investment Advisory – RIA
- Retirement Planning
- Life Insurance
- Wealth Management (Brokerage)
Leveraging a focused and well–defined process, MarshBerry’s team of investment bankers understand the complexities of the wealth market and how to properly position your firm to realize value. With extensive experience in both organic and inorganic growth strategies, clients turn to MarshBerry for strategic advisory, growth acceleration consulting, M&A transactions including liquidity transactions, acquisition transaction, business continuity/perpetuation transactions, and more.
MARSHBERRY CAN HELP YOU:
- Partner, acquire, or build for business expansion
- Achieve greater success through strategic growth
- Develop strategies for new revenue channels
- Create or enhance business diversification
- Identify, evaluate, and establish capital partners
- Complete due diligence
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.
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.
Kim Kovalski
Managing Director
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.
John Orsini
Director
John Orsini joined MarshBerry as Director in 2021 for its Wealth Advisory division. In his role, he is responsible for being the client-facing lead on merger and acquisition projects, developing strategy and implementation of client deliverables and maintaining client relationships to ensure successful project execution.
Kelly Mills
Director
Kelly Mills brings strategic insights and knowledge from her almost 20 years of Merger & Acquisition and Financial Due Diligence experience with nearly a decade of focus on transactions in the Wealth Advisory and Registered Investment Advisors sectors in her role at MarshBerry.
Rob Madore
Vice President
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.
Recent Acquisition Transactions
January 2023
Acquisition
Acquisition
Acquisition
Hub International Limited has acquired GRP Financial California, LLC
Acquisition
BroadStreet Capital Partners, Inc. has invested in a privately-held insurance agency in Pennsylvania
Acquisition
Sunstar Insurance Group, LLC has acquired a privately-held insurance agency in Missouri
Acquisition
AssuredPartners, Inc. has acquired Securus Financial Services, LLC dba Murray Insurance Associates, Inc.
Acquisition
BRP Group, Inc. has acquired Burnham Gibson Wealth Advisors, Inc.
Acquisition
Oakbridge Insurance Agency, LLC has acquired Hutchinson-Traylor Insurance Agency
Acquisition
Alera Group, Inc. has acquired Lighthouse Insurance Group, Inc.
Acquisition
Patriot Growth Insurance Services, LLC has acquired FBinsure, LLC
Acquisition
Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions
Acquisition
Alera Group, Inc. has acquired Alper Services, LLC
Acquisition
Leavitt Group Enterprises, Inc. has acquired a privately-held insurance agency in Colorado
Acquisition
Hub International Limited has acquired Gus Bates Retirement Plan Services
Acquisition
Keystone Agency Investors, LLC has acquired a privately-held insurance agency in Pennsylvania
Acquisition
Sunstar Insurance Group, LLC has acquired Farris Insurance Agency, Inc.
Acquisition
High Street Partners, Inc. has acquired Ken Bleeker Insurance
Acquisition
AssuredPartners, Inc. has acquired Cypress Insurance Group, Inc.
Acquisition
Alera Group, Inc. has acquired Georgetown Insurance Services, Inc.
Acquisition
Baldwin Krystyn Sherman Partners, LLC has acquired Lanier Upshaw, Inc.
Acquisition
Quintes has acquired Weitenberg
MarshBerry International served as the financial advisor to Weitenberg
Toggle Transaction Details 1/26/2023
Quintes has acquired Weitenberg
MarshBerry International served as the financial advisor to Weitenberg
Quintes-Weitenberg-01/2023 Buyer: Quintes Seller: Weitenberg Closed Date: 1/26/2023 Location: Netherlands Media: Learn More MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Weitenberg November 2022
Acquisition
Hub International Limited has acquired Bridgecreek Investment Management, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details 11/1/2022
Hub International Limited has acquired Bridgecreek Investment Management, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International - Bridgecreek Investment Management - 11/2022 Buyer: Hub International Limited Seller: Bridgecreek Investment Management, LLC Closed Date: 11/1/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited December 2021
Acquisition
Hub International Limited has acquired GRP Financial California, LLC
MarshBerry was the financial advisor to Hub International Limited
December 2021
Acquisition
BroadStreet Capital Partners, Inc. has invested in a privately-held insurance agency in Pennsylvania
MarshBerry was the financial advisor to the Seller
January 2021
Acquisition
Sunstar Insurance Group, LLC has acquired a privately-held insurance agency in Missouri
MarshBerry was financial adviser to the Seller
January 2021
Acquisition
AssuredPartners, Inc. has acquired Securus Financial Services, LLC dba Murray Insurance Associates, Inc.
MarshBerry was financial adviser to Securus Financial Services, LLC dba Murray Insurance Associates, Inc.
December 2020
Acquisition
BRP Group, Inc. has acquired Burnham Gibson Wealth Advisors, Inc.
MarshBerry was financial adviser to Burnham Gibson Wealth Advisors, Inc.
December 2020
Acquisition
Oakbridge Insurance Agency, LLC has acquired Hutchinson-Traylor Insurance Agency
MarshBerry was financial adviser to Hutchinson-Traylor Insurance Agency
December 2020
Acquisition
Alera Group, Inc. has acquired Lighthouse Insurance Group, Inc.
MarshBerry was financial adviser to Lighthouse Insurance Group, Inc.
October 2020
Acquisition
Patriot Growth Insurance Services, LLC has acquired FBinsure, LLC
MarshBerry was financial adviser to FBinsure, LLC
September 2020
Acquisition
Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions
MarshBerry was financial adviser to Keystone Agency Investors, LLC
August 2020
Acquisition
Alera Group, Inc. has acquired Alper Services, LLC
MarshBerry was financial adviser to Alper Services, LLC
July 2020
Acquisition
Leavitt Group Enterprises, Inc. has acquired a privately-held insurance agency in Colorado
MarshBerry was financial adviser to the Seller
July 2020
Acquisition
Hub International Limited has acquired Gus Bates Retirement Plan Services
MarshBerry was financial adviser to Gus Bates Retirement Plan Services
July 2020
Acquisition
Keystone Agency Investors, LLC has acquired a privately-held insurance agency in Pennsylvania
MarshBerry was financial adviser to Keystone Agency Investors, LLC
June 2020
Acquisition
Sunstar Insurance Group, LLC has acquired Farris Insurance Agency, Inc.
MarshBerry was financial adviser to Sunstar Insurance Group, LLC
May 2020
Acquisition
High Street Partners, Inc. has acquired Ken Bleeker Insurance
MarshBerry was financial adviser to Ken Bleeker Insurance
May 2020
Acquisition
AssuredPartners, Inc. has acquired Cypress Insurance Group, Inc.
MarshBerry was financial adviser to Cypress Insurance Group, Inc.
March 2020
Acquisition
Alera Group, Inc. has acquired Georgetown Insurance Services, Inc.
MarshBerry was financial adviser to Alera Group, Inc.
January 2020
Acquisition
Baldwin Krystyn Sherman Partners, LLC has acquired Lanier Upshaw, Inc.
MarshBerry was financial adviser to Lanier Upshaw, Inc.
