Eric Hallinan joined Marsh, Berry & Co., Inc. (MarshBerry) in 2011, bringing with him significant experience in insurance agency operations, finance, and technology. He is a key contributor to MarshBerry’s Merger & Acquisition (M&A) practice and is responsible for deal execution on both buy side and sell side transactions. Eric has extensive knowledge in the areas of acquisition analysis, due diligence, deal negotiation, and integration planning. In 2015, Eric was promoted to Vice President.
In addition to M&A advisory services, Eric’s consulting activities also include business planning, financial management consulting, due diligence, valuation services, compensation consulting, ownership perpetuation, and working as a facilitator within MarshBerry’s Connect Networks.
Eric is a notable authority for other third-party publications such as S&P Global Market Intelligence, and has been a contributing author to MarshBerry-proprietary publications (including MarshBerry’s CounterPoint magazine) on topics related to internal and external perpetuation and agency operations. He is also a keynote speaker at agent association meetings, insurance carrier meetings, executive leadership forums, and other similar events.
Eric currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., Inc.
Prior to joining MarshBerry, Eric worked for an internet start-up and was Director of Finance and Technology for Benefit Partners, an independent insurance agency. While at Benefit Partners, Eric was an investment advisor representative with Cambridge Investment Research and contributed a monthly column to the Reeves Journal, writing on a finance and risk management topics.
Eric earned a master’s degree in business administration from the Drucker School at Claremont Graduate University and a Bachelor of Science in cognitive science from UCLA. He is also a Certified Valuation Analyst (CVA).
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