March 8, 2023

Providing Insights, Tools, and Networking to Help Insurance Professionals Thrive

Woodmere, OH, March 8, 2023 – MarshBerry, a leading investment banking and consulting firm serving the Insurance Distribution and Wealth Management industries, opened registration today for the annual MarshBerry 360 Forums coming in May to New York City, Chicago, and Las Vegas.

The conferences provide executive decision-makers with vital insights and strategies to improve firm performance, resiliency, value, and unparalleled networking opportunities with financial experts and market leaders. 

MarshBerry 360 Forums: Dates & Locations

  • New York – May 9 | Quorum by Convene
  • Chicago – May 11 | Convene at Willis Tower
  • Las Vegas – May 18 | Encore at Wynn Las Vegas

MarshBerry’s 360 Forums, now entering their eighth year, feature interactive discussion panels and presentations covering topics relevant to insurance agencies and brokerages. Attendees gain access to the latest market insights, trend analysis, and expert guidance on profitable growth decisions.

Reserve a spot now and learn how to unlock your firm’s peak performance with sessions on how to confidently respond to market volatility, which resources to leverage in today’s merger & acquisition market, and what defense strategies to employ in the war for top talent.

Guests will receive guidance from leading analysts, advisors, and market leaders while networking with and learning from peers.

“My favorite part of The MarshBerry 360 Forums is the feedback we receive from participants,” said Phil Trem, MarshBerry President – Financial Advisory. “People walk away excited to implement new knowledge and tools and to foster relationships they’ve built with others in the industry. Insurance is about people, and whether we’re discussing deal negotiation, organic growth, attracting high performers, or even market data – it all boils down to relationships. That’s what these conferences are about.”

Register early to reserve your space at the MarshBerry 360 Forums. Visit

MarshBerry – Helping Clients Learn, Improve & Realize Value

Founded in 1981 and established a European footprint in 2019, MarshBerry serves the insurance distribution and wealth management industries including insurance agents & brokers, specialty distributors, private equity firms, and wealth management firms. MarshBerry’s industry-specific services help clients build, enhance and sustain value through: Merger & Acquisition Advisory, Debt & Equity Capital Raising, Financial Consulting, Market Intelligence & Benchmarking, Organic Growth Consulting, Connect – Executive Peer Exchange, and FirstChoice – Aggregation. Learn more at

Investment banking services offered through MarshBerry Capital, Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., Inc.