Markets & Sectors

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

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

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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

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.

December 2021 Hub International Limited GRP Financial California, LLC Acquisition Hub International Limited has acquired GRP Financial California, LLC

MarshBerry was the financial adviser to Hub International Limited

December 2021 BroadStreet Capital Partners, Inc. a privately-held insurance agency in Pennsylvania 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 Sunstar Insurance Group, LLC  a privately-held insurance agency in Missouri Acquisition Sunstar Insurance Group, LLC has acquired  a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

January 2021 AssuredPartners, Inc. Securus Financial Services, LLC  dba Murray Insurance Associates, Inc. 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 BRP Group, Inc. Burnham Gibson Wealth Advisors, Inc. Acquisition BRP Group, Inc. has acquired Burnham Gibson Wealth Advisors, Inc.

MarshBerry was financial adviser to Burnham Gibson Wealth Advisors, Inc.

December 2020 Oakbridge Insurance Agency, LLC Hutchinson-Traylor Insurance Agency Acquisition Oakbridge Insurance Agency, LLC has acquired Hutchinson-Traylor Insurance Agency

MarshBerry was financial adviser to Hutchinson-Traylor Insurance Agency

December 2020 Alera Group, Inc. Lighthouse Insurance Group, Inc. Acquisition Alera Group, Inc. has acquired Lighthouse Insurance Group, Inc.

MarshBerry was financial adviser to Lighthouse Insurance Group, Inc.

October 2020 Patriot Growth Insurance Services, LLC FBinsure, LLC Acquisition Patriot Growth Insurance Services, LLC has acquired FBinsure, LLC

MarshBerry was financial adviser to FBinsure, LLC

September 2020 Keystone Agency Investors, LLC Midwest Insurance Solutions Acquisition Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions

MarshBerry was financial adviser to Keystone Agency Investors, LLC

August 2020 Alera Group, Inc. Alper Services, LLC Acquisition Alera Group, Inc. has acquired Alper Services, LLC

MarshBerry was financial adviser to Alper Services, LLC

July 2020 Leavitt Group Enterprises, Inc. a privately-held insurance agency in Colorado Acquisition Leavitt Group Enterprises, Inc. has acquired a privately-held insurance agency in Colorado

MarshBerry was financial adviser to the Seller

July 2020 Hub International Limited Gus Bates Retirement Plan Services Acquisition Hub International Limited has acquired Gus Bates Retirement Plan Services

MarshBerry was financial adviser to Gus Bates Retirement Plan Services

July 2020 Keystone Agency Investors, LLC a privately-held insurance agency in Pennsylvania 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 Sunstar Insurance Group, LLC Farris Insurance Agency, Inc. Acquisition Sunstar Insurance Group, LLC has acquired Farris Insurance Agency, Inc.

MarshBerry was financial adviser to Sunstar Insurance Group, LLC

May 2020 High Street Partners, Inc. Ken Bleeker Insurance Acquisition High Street Partners, Inc. has acquired Ken Bleeker Insurance

MarshBerry was financial adviser to Ken Bleeker Insurance

May 2020 AssuredPartners, Inc. Cypress Insurance Group, Inc. Acquisition AssuredPartners, Inc. has acquired Cypress Insurance Group, Inc.

MarshBerry was financial adviser to Cypress Insurance Group, Inc.

March 2020 Alera Group, Inc. Georgetown Insurance Services, Inc. Acquisition Alera Group, Inc. has acquired Georgetown Insurance Services, Inc.

MarshBerry was financial adviser to Alera Group, Inc.

January 2020 Baldwin Krystyn Sherman Partners, LLC Lanier Upshaw, Inc. Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Lanier Upshaw, Inc.

MarshBerry was financial adviser to Lanier Upshaw, Inc.

December 2019 USI Insurance Services, LLC Marcotte Wealth Management, LLC Acquisition USI Insurance Services, LLC has acquired Marcotte Wealth Management, LLC

MarshBerry was financial adviser to Marcotte Wealth Management, LLC

November 2019 Patriot Growth Insurance Services, LLC Landmark Insurance Associates Acquisition Patriot Growth Insurance Services, LLC has acquired Landmark Insurance Associates

MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC