MarshBerry is excited to share a significant development in its journey. We’ve entered into a definitive agreement to join Lincoln International, a global investment banking advisory firm. The deal is signed and expected to close in Q4 2025 pending regulatory approvals. You can read the full press release here.
This partnership marks a significant milestone for MarshBerry and the insurance brokerage community. MarshBerry becomes a key part of Lincoln’s Investment Banking Advisory business enhancing their Financial Services sector and reinforcing our collective position as the advisor of choice for insurance brokerages, wealth & retirement firms and accounting & tax firms navigating the increasingly complex and evolving insurance landscape.
What This Means for You:
- Broader Capabilities to Support Your Growth. This partnership gives MarshBerry—and by extension, your firm—access to expanded resources, deeper capital markets expertise, and broader advisory capabilities through Lincoln’s global platform. This includes access to Lincoln’s extensive private equity relationships, proven track record, and global reach across 25+ offices in 16 countries.
- Combined Platform. Same Commitment. We’re excited about the enhanced resources and expanded network this combination brings, while our core mission remains unchanged: supporting founder-based businesses through every stage of their lifecycle.
- Enhanced Market Intelligence. MarshBerry’s 40+ years of financial and operational data—combined with our extensive proprietary analytics, research, and industry thought leadership—will integrate with Lincoln International’s robust data indices. This powerful combination enhances our ability to deliver deeper insights and more sophisticated reporting, helping you formulate strategic business decisions that drive profitability and increase the long-term value of your firm.
- MarshBerry’s Brand Will Be Preserved. You will continue to see the MarshBerry name and brand reflected in all of our communications and throughout the industry after the close of the transaction.
Whether your firm is looking for investment banking services, strategic guidance, succession planning, or focused on scaling your business, our expanded platform positions us to deliver even greater value while maintaining the personalized attention and industry expertise you expect from MarshBerry.
