MarshBerry Announces Regional Winners of 7th Annual MAX Performer Awards

July 10, 2023

Woodmere, OH, July 10, 2023 – MarshBerry, a leading investment banking and consulting firm serving the Insurance Distribution and Wealth Management industries, proudly announced the regional winners of its prestigious MAX Performer Awards, a mark of distinction given to independent agencies with solid financials, operational excellence, and that provide world-class client service.

MarshBerry heartily congratulates the following regional winners:

“The MarshBerry MAX Performer program was created to recognize independent agencies and brokers excelling in their marketplace,” said John Wepler, MarshBerry Chairman & CEO. “These five firms are the epitome of what top performers look like in the insurance industry. We’re proud that they’re not only excelling in their region – but partners in growth with our firm.”

The national MAX Performer Award will be announced at the upcoming Fall Connect Summit in Scottsdale, AZ on Wednesday, September 20.

MarshBerry created the MAX Performer program to recognize exceptional performance and help firms prosper through peer networking. MarshBerry selects winners by evaluating firm performance in areas such as organic growth, new business acquisition, profit margins, commission and fee structures, and employee engagement and culture.

For more information regarding the MarshBerry MAX Performer Awards, or to find out how your firm can become a MAX Performer, please contact Brooke Lugonjic, MarshBerry Senior Vice President – Growth Advisory, at

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 Financial Advisory solutions (Investment Banking; Merger & Acquisition Advisory; Business Planning), Growth Advisory solutions (Organic Growth, Aggregation, Leadership, Sales & Talent Solutions), and Market Intelligence & Benchmarking. Learn more at