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.
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.
Blake Smith
Vice President, Client Development
Blake Smith joined MarshBerry in February 2018 and is currently a Vice President of Client Development. He is responsible for uncovering new business potential, developing relationships with shareholders, and evaluating business fit opportunities within prospective MarshBerry clients.
Recent Acquisition Transactions
March 2024 
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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 
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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 Seven Investment Management has acquired Eastcote Wealth Management
MarshBerry International acted as the exclusive financial advisor to Eastcote Wealth Management
March 2024 Acquisition Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details March 2024 Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc. Buyer: Hub International Limited Seller: Zavitz Insurance and Wealth, Inc. Closed Date: 3/1/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2023 Acquisition Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details November 2023 Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Longbow Financial Services Buyer: Hub International Limited Seller: Longbow Financial Services Firm Type: Financial Services Closed Date: 11/13/2023 Location: Washington Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2023 Acquisition HUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC
Toggle Transaction Details November 2023 HUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC
HUB International Limited has acquired Franklin Financial Group, LLC Buyer: HUB International Limited Seller: Franklin Financial Group, LLC Closed Date: 11/01/2023 Location: Maryland Focus: Wealth, Retirement Consulting and Employee Benefits Consulting Media: Learn More MarshBerry Advisory Role: MarshBerry served as the advisor to Franklin Financial Group, LLC November 2023 Acquisition Sterling & Sterling, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller
October 2023 Acquisition Brown & Brown has acquired Berkley Insurance Group
IMAS acted as the exclusive financial advisor to Maxted Capital Limited, the holding company of Berkley Insurance Group*
October 2023 Acquisition Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC
Toggle Transaction Details October 2023 Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC
Alera Group, Inc. has acquired Brio Financial Services, LLC Buyer: Alera Group, Inc. Seller: Brio Financial Services, LLC Closed Date: 10/02/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Financial Services, LLC April 2023 Acquisition Momentum Global Investment Management has acquired Crown Agents Investment Management
IMAS acted as the exclusive financial advisor to Crown Agents Bank*
January 2023 Acquisition Quintes has acquired Weitenberg
MarshBerry International served as the financial advisor to Weitenberg
Toggle Transaction Details January 2023 Quintes has acquired Weitenberg
MarshBerry International served as the financial advisor to Weitenberg
Quintes has acquired Weitenberg Buyer: Quintes Seller: Weitenberg Closed Date: 1/26/2023 Location: Netherlands 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 November 2022 Hub International Limited has acquired Bridgecreek Investment Management, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Bridgecreek Investment Management, LLC 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 July 2022 Acquisition Hurst Point Group has acquired Metis Wealth Limited and Metis Asset Management Limited
IMAS acted as the exclusive financial advisor to Metis Wealth Limited and Metis Wealth Management Limited*
July 2022 Acquisition Investec Wealth & Investment has acquired Murray Asset Management
IMAS acted as the exclusive financial advisor to Murray Asset Management*
June 2022 Acquisition Hawksmoore Group Limited has acquired Gore Browne Investment Management
IMAS acted as the exclusive financial advisor to Gore Browne Investment Management 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
December 2021 Acquisition AssuredPartners Holdings Limited has acquired PSP Insurance and Financial Solutions
IMAS acted as the exclusive financial advisor to PSP Insurance and Financial Solutions*
May 2021 Acquisition Ludlow Wealth Management Group Limited has acquired Mattioli Woods plc
IMAS acted as the exclusive financial advisor to Mattioli Woods plc*
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.
