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Helping Clients Learn, Improve, and Realize Value

MarshBerry is a global leader in financial services and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking.

More than 40 Years of Experience

No matter where you are located, you have a MarshBerry trusted advisor within reach who knows and understands your unique market. Serving firms worldwide, clients have turned to MarshBerry for expert knowledge and advisory services to help them grow and advance their business strategies.

Headquartered in Cleveland, OH U.S. with European central office in Amsterdam, NL

6 U.S Office Locations

4 International Offices

200+ Colleagues

350+ Licenses and Professional Designations Held by Staff

Our team members are active, engaged and highly sought-after industry thought leaders providing innovative and customized solutions to help you Learn, Improve, and Realize your firm’s value.

What we do: Value Creation

Market Intelligence

  • Data, Analytics, and Perspectives
  • Performance Benchmarking
  • Published Thought Leadership
  • MarshBerry Conference Series
  • Specialty Market Symposium
  • Debt and Equity Symposium
  • Value Intelligence Portal
  • MAX Performer Performance Designation
  • Sector Market Analysis and Feasibility
  • M&A Market Comparables

Organic Growth

  • Connect – Executive Peer Exchange
  • FirstChoice – Aggregation/Network
  • Sales Performance
  • Talent Acquisition
  • Strategic Business Planning
  • Fair Market Valuation
  • Value Enhancement Planning
  • Financial Consulting
  • Compensation Plan Design
  • Errors & Omissions Market Access

Investment Banking

  • Sell Side M&A Advisory
  • Buy Side M&A Advisory
  • Debt Capital Raising
  • Equity Capital Raising (PE/Family Office)
  • Strategic Options Consulting
  • Internal Ownership Perpetuation
  • Diagnostic and Confirmatory Due Diligence
  • Intangible Asset GAAP Valuation
  • Fairness Opinion
  • Goodwill Impairment Testing

MarshBerry’s team is uniquely positioned to be an asset and true partner who will walk alongside you through all stages of ownership. By listening generously with genuine care about your people and vision, we know how to help you amplify value creation and to make your years of hard work, commitment, and success all worth it.