Kyle joined MarshBerry full time in 2011 after being an intern at MarshBerry in 2010, he currently serves as a Director on the Financial Advisory team. Kyle focuses on merger and acquisition (M&A) advisory, financial management consulting and valuation services.
Within MarshBerry’s Financial Advisory division, Kyle’s primary responsibilities include deal execution on both buy side and sell side transactions, due diligence, deal negotiation, acquisition analysis, and integration planning. He also contributes to MarshBerry’s financial management consulting division and his responsibilities include internal perpetuation planning, insurance firm valuations, business planning, compensation structuring, and organizational development.
In 2013, Kyle helped spearhead the creation and inaugural publication of MarshBerry’s Broker Tear Sheet. This quarterly publication, now part of WayPoint, highlights performance indicators and ratios outlining the performance and market value of five publicly-traded insurance brokers. He also is a contributing author to MarshBerry’s proprietary publication, Today’s ViewPoint, on topics related to valuation, operational efficiencies, and M&A trends.
Kyle is also a facilitator for a Strategic Issues Group within MarshBerry’s executive peer exchange network, Connect. Here he frequently assists members as they work to implement best practices learned from top performing firms across the country.
Kyle currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79 and 63 FINRA Registrations through MarshBerry Capital, LLC., the affiliated FINRA-registered broker-dealer of Marsh, Berry & Co., LLC.
Kyle received his Bachelor of Business Administration degree in accounting and finance from Grand Valley State University. He also holds the Certified Valuation Analyst (CVA) accreditation and is a member of the National Association of Certified Valuators and Analysts (NACVA).
