Markets & Sectors

Wealth 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

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.

View our recent Wealth Management transactions.

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

Proof Is In The Numbers

#1 sell side advisor since 2008

MarshBerry has extensive experience advising firms in the financial services, including wealth management sectors.

51
Wealth Management Focused Transactions 2016-2021
30
Wealth Management Sell-Side Transactions 2016-2021
21
Wealth Management Buy-Side Transactions 2016-2021
1,000+
Total MarshBerry M&A Transactions Advised On Since 1999
475+
Diagnostic & Confirmatory Due Diligence Projects Since 2004
$19B
Total MarshBerry in Advised Transaction value 2012-2021

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

Phil Trem
President, Financial Advisory
John Orsini
Director, Financial Advisory
Kim Kovalski
Managing Director
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.

John Orsini
Director, Financial Advisory

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.

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.