MarshBerry Solutions

Learn, Improve, and Realize Value.

MarshBerry Solutions for Every Stage of Ownership

Your firm deserves a customized approach to financial growth—a defined path designed specifically for your business. One that accounts for your people, your culture, your market, and your goals for the future.

Business Planning

MarshBerry’s business planning solutions for insurance companies and wealth management firms can help you increase organic growth, profit and value through all stages of ownership. As a leading provider of advisory and consulting for insurance companies and brokerage firms, our expertise spans markets including Retail & Specialty Brokerage, Wealth Advisory and Distribution & Underwriting Services.

Investment Banking

By partnering with MarshBerry, an industry-leading financial advisory and corporate finance consulting firm, consumer-facing insurance brokerages and wealth & retirement plan advisory firms have the advantage of tapping into the strategic insights of more than 45 expert insurance industry and corporate finance consultants that together hold over 180 licenses and professional designations. This combined expertise brings unparalleled value to firms looking to plan for their future, perpetuate internally, or those looking to buy or sell in the insurance distribution and wealth & retirement plan advisory markets.


Leadership development is critical at any stage on your business. Whether you are looking to gain knowledge from peers or are looking to train and coach the next generation of leadership, MarshBerry offers leadership solutions to fit your needs.


Sales leaders often state foundational selling skills as the most important focus area to grow their business. In order for producers to gain confidence and have a differentiation of skills, investing in producer training can help them achieve their goals.


Finding good talent is tough. MarshBerry offers a full suite of recruiting, training and development solutions for insurance agencies and brokerage firms. Get introduced to new talent that is a good cultural fit and results driven.


FirstChoice, a MarshBerry Company, is geared toward owners of insurance agencies that are invested in their talent, comfortable making challenging decisions, want to develop and work toward a strategic plan and applies agility and empowerment.