Kristen San Marco - Vice President

Kristen San Marco

Vice President
440.932.6707
Kristen.SanMarco@MarshBerry.com
Finra Broker Check LinkedIn Profile

Kristen San Marco joined MarshBerry in 2020 as a Vice President. As part of MarshBerry’s Financial Advisory team, Kristen focuses on buy and sell side merger and acquisition (M&A) advisory, due diligence, financial management consulting and valuation services.

Prior to joining MarshBerry, Kristen was a Senior Manager in the Corporate Development and Planning Group of Eaton Corporation, a $20B+ global manufacturer. There, she executed acquisitions, divestitures, and joint ventures on behalf of the company and advanced corporate strategy projects. Kristen also served as a Vice President at Carleton McKenna & Company, a Cleveland-based boutique investment banking firm. Kristen began her career in the Debt Capital Markets Group of what is now PNC Bank.

She currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 7, 79, and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., LLC.

Kristen graduated summa cum laude from Baldwin-Wallace University with a BA in Business Administration, majoring in Finance and Accounting. She earned her MBA from Harvard Business School.

Divisions

Related Articles

February 8, 2024

PRIVATE EQUITY’S RECORD DRY POWDER COULD POINT TO INCREASED M&A IN 2024

by Kristen San Marco
Despite the high interest rate environment, private equity remains interested in the insurance brokerage space and has significant capital to deploy.
Read More
September 12, 2023

Six Keys to Building a Valuable Finance & Insurance Firm

by Kristen San Marco
Understanding the fundamentals of what makes an F&I firm attractive and taking the right steps to enhance business performance – are essential to maximizing long-term value.
Read More
August 30, 2022

What to Consider Before Selling Your Brokerage

by Kristen San Marco
If you’re considering a sale of your insurance agency or brokerage, do you have a process that allows you to meet the right prospective buyers who are a fit for your goals and priorities?
Read More
June 10, 2022

How Proactive Business Succession Planning Can Optimize Your Business Owner Exit Strategy

by Kristen San Marco
When is the right time to begin thinking about your business exit strategy?  The answer is now.  You have worked hard over the course of your career to build your business, and you deserve to enjoy the fruits of your labor. The time is now to start with your business succession planning.
Read More
April 6, 2022

How to Think About & Calculate Your Insurance Firm’s Value

by Kristen San Marco
If you’re like most business owners, the majority of your wealth is tied up in your business. So, for that reason alone, it is important to understand the value of your largest asset and the levers that you can pull to protect and increase its worth.
Read More