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Philip Bernadotte - Associate

Philip Bernadotte


Philip joined MarshBerry in January 2020 as an Associate in the team’s Ohio office. Philip focuses on buy and sell side merger and acquisition (M&A) advisory, capital raise transactions, and financial consulting engagements including due diligence and valuation services.

Prior to joining MarshBerry, Philip served in both corporate finance and client advisory roles at KeyBank and U.S. Bank, respectively. He also previously worked at a boutique investment banking and private investment firm. In these roles, Philip provided analysis and guidance to corporate executive teams and middle market business owners on financial planning, strategic initiatives, mergers and acquisitions, capital raising and succession planning. Prior to his time in financial services Philip served as an assistant production accountant, performing finance and accounting duties on both large-scale studio productions and independent feature films.

Philip earned a Bachelor of Science in Communication from Ohio University and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University, where he graduated with honors.

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U.S. E&S insurance sector continues its healthy pace of growth with the top 3 stamping offices reporting strong premium increases in 1Q21.