The firms will collaborate on offering a range of financing options for insurance brokerage companies

July 5, 2022

MarshBerry, a leading investment banking and consulting firm serving the Insurance Distribution and Wealth Management industries, is pleased to announce that it has selected Imperial PFS (IPFS) as their strategic provider of choice for insurance premium financing to MarshBerry Connect members and MarshBerry Platform subscribers.

“MarshBerry prides itself on our commitment to providing significant added value by helping members and subscribers drive differentiation, leverage scope and scale and access resources and capabilities to accelerate their growth,” said David Soforenko, MarshBerry Executive Vice President. “IPFS is a multi-faceted provider, focusing on developing innovative technology rooted in their dedication to providing an elevated customer experience. We look forward to collaborating with IPFS and their best-in-class products and services that will not only meet the growing demands of our members and subscribers but will also help differentiate themselves in their marketplace.”

MarshBerry is the third largest aggregator in the U.S. as cited by Insurance Journal. MarshBerry Platform helps insurance firms maximize growth through business intelligence, resource optimization and premier partner alignment.

IPFS is the largest independent premium finance company in North America. The IPFS One Platform approach offers the best technology solutions in the market, combining premium financing, payments and eSignature capabilities into a suite of services that streamlines operations, shortens the sales cycle, improves customer experience and fosters business growth.

“We are excited to add MarshBerry to our list of significant partnerships. We look forward to equipping Connect Members with powerful technology designed to seamlessly integrate and strengthen the insurance buying experience,” says Brian Fugere, Chief Growth Officer. “The ability to provide additional value to the MarshBerry’s already robust products and services will make this a strong alliance.”

For more information regarding the MarshBerry Platform, please email Mike Haselden, SVP MarshBerry Platform at or call 214.919.9635.

For more information regarding IPFS, please contact Michelle Young, VP of Marketing at or call 816.518.4374.

MarshBerry – Helping Clients Learn, Improve & Realize Value

Founded in 1981, 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 Platform Aggregation. Learn more at

About IPFS

IPFS is a privately owned premium finance company, providing “One Platform” of convenient, customer-focused solutions that bring together premium financing and products and services for payment collection and facilitation. Founded in Kansas City, Missouri in 1977, IPFS has grown from one branch into the largest premium finance company in North America with over 30 locations. Learn more at

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