Markets

Guiding Firms to Excellence in Insurance, Wealth, and Fintech Industries

EXPERT ADVICE TAILORED TO YOUR FIRM AND INDUSTRY

As our client, you can trust our extensive expertise within your market as well as our genuine ambition to lead you toward success. MarshBerry provides corporate finance advisory, business planning and market insights for the insurance brokerage industry, wealth industry and fintech markets in multiple locations around the globe.

With decades of proven experience as a top advisor, we will help you amplify value creation. If you are looking to grow, stay relevant and remain viable now and for the future, contact us today.

The MarshBerry team helps you:

  • Benefit from collective wisdom and keep you informed of industry trends
  • Explore strategic options and define your long-term goals
  • Navigate M&A processes, managing transaction through to successful completion

MARSHBERRY’S EXPERTISE SPANS MULTIPLE Markets

Insurance Brokers

  • Property & casualty
  • Specialty brokers
  • Managing general agents (MGAs)
  • Wholesale brokers
  • Insurtech
  • Capacity providers
  • Service providers
  • Employee benefits advisory firms
  • Broker consortia
  • Online aggregators

Wealth Management

  • Wealth management
  • Asset management
  • Life insurance brokerage
  • Mortgage brokerage
  • Financial planning
  • Retirement planning
  • Tax planning
  • Service providers

Fintech

  • Insurtech
  • Payment processing
  • Investment platforms
  • Robo advisory