Investment Banking Services for Insurance & Wealth Management Firms

No two firms are the same
MarshBerry’s investment banking services offer a customized solution created from a variety of providers and investment bankers, such as private equity investors, family offices, public and private pension funds, traditional bank and debt lenders, and non-bank financial institutions that are all a part of MarshBerry Capital Raising Solutions.

There are many strategic options available to insurance brokerage and wealth management firms when it comes to charting a path forward. MarshBerry works with you to manage and lead the exploration of all options to discover what’s right for your firm.

Expert Investment Banking for Insurance and Wealth Management Industries

Understanding the unique needs of insurance brokerages and wealth management firms, MarshBerry provides a comprehensive suite of investment banking services, designed to navigate the complex financial landscape and drive growth.

Our profound industry knowledge and innovative strategies have cemented us as a reliable partner for both insurance investment banking and investment banking for wealth management firms.

What Makes MarshBerry the right Investment Banking Advisors for you:

1. We are licensed. MarshBerry Capital, Inc., an affiliate of Marsh Berry & Company, Inc., is a Member of FINRA and SIPC. Clients can be confident knowing they are working with a firm that requires a high degree of integrity and accuracy in all M&A deals. MarshBerry demands nothing less and so does the SEC.
2. We do not have direct ownership in an insurance broker or wealth management firm at the company level or individual level. Finding solutions that best meet your objectives is what motivates MarshBerry.  Clients can trust there are no hidden agendas or conflicts of interest; only strategies and recommendations that serve their best interest.
3. We have a fiduciary and ethical responsibility to only one client per transaction. With a singular focus on representing you, MarshBerry does not get paid by both parties in a transaction. 
4. Consultation to sell side clients does not end at the signing of a letter of intent. Walking with clients throughout the process ensures not only a smooth transaction but also financial advice during the earn out period to help you maximize shareholder wealth.
5. The revenue size of our clients reflects that of the insurance broker population (a representative mix of small, medium, and large insurance agencies and brokers). We have advised on some of the largest transactions in the industry. No matter the revenue size, your transaction is managed with the same care and diligence necessary to optimize results. Clients benefit from the breadth and depth of MarshBerry’s expertise to fully realize their firms’ value.
6. We do not favor specific buyers; we have the broadest buyer spread of any advisor. In the last four years, we have transacted with over 50 different buyers, more than double our closest competitor. Finding the right match for your firm is critical. Maximizing shareholder value is one part of the equation but achieving the best cultural fit is also critical to long term success. Why limit the pool of potential partners? MarshBerry helps you find the right partner that not only maximizes shareholder value, but also is the best cultural fit. Finding the right match is critical.
7. Our buy side due diligence practice gives us an advantage on sell side representation. Clients gain unique behind the curtain visibility into the buyer culture, pricing, terms, and additional insight from past deals. This knowledge helps manage expectations while optimizing potential.