Industry Expert Focused on Strategic Leadership and Outstanding Client Service Joins Financial Advisory Team

September 20, 2022

MarshBerry, a leading investment banking and consulting firm serving the Insurance Distribution and Wealth Management industries, proudly welcomes Pat Malone in his new position as Director – Financial Advisory. Pat’s years of insurance industry experience translate into expert guidance for firms looking to acquire, divest, or plan for perpetuation. 

MarshBerry’s Financial Advisory clients gain access to proprietary data, analytical insights from industry thought-leaders like Pat, and team support throughout the transaction lifecycle. From vetting potential buyers to comprehensive due diligence, Pat oversees every element necessary for deal success.

“Everyone benefits when we bring on an experienced leader with such a successful acquisition history,” said Phil Trem, President – Financial Advisory. “Pat’s keen negotiation skills and impressive handling of complex situations are an asset to our clients and the Financial Advisory team as a whole.”

Before MarshBerry, Pat held COO and CFO positions at Norman-Spencer, a program administrator and wholesale brokerage servicing more than 3,000 independent agents. Pat holds an MBA from the University of Cincinnati and is both a Certified Public Accountant and a Chartered Property Casualty Underwriter.