Chart Your Path to Insurance Industry Success at the 2025 MarshBerry 360 Forum
Woodmere, OH, January 14, 2025 – MarshBerry, a leading investment banking and consulting firm serving the insurance distribution and wealth management industries, is excited to announce its 10th annual MarshBerry 360 Forum events coming in May to New York City, Chicago, and Las Vegas.
MarshBerry 360 Forum events offer a full view of merger & acquisition (M&A) and organic growth best practices. This year’s agenda includes a series of interactive presentations and panels focused on how insurance agencies and brokers can elevate their value proposition in a changing market. Topics include key trends in the insurance M&A market, how carriers are adapting to a dynamic environment, data-driven strategies for organic growth, producer success strategies and embedding strategic planning at the core of a business.
Guests can interact with MarshBerry advisors and industry experts during in-depth discussions while exploring networking and collaboration opportunities with peers.
MarshBerry 360 Forums Dates & Locations:
- New York, NY – May 6 | Quorum by Convene
- Chicago, IL – May 8 | Recess
- Las Vegas, NV – May 15 | Wynn Las Vegas
“Our mission for the 2025 MarshBerry 360 Forum is to give agency and brokerage leaders a strategic roadmap that aligns with their firm’s specific goals,” said Phil Trem, MarshBerry President – Financial Advisory. “We help them design personalized strategies for growth and profitability with data-packed market insights on where to invest their efforts and how to create a clear path forward for sustained success. The excitement around this event is tremendous. Attendees leave energized and ready to tackle the year’s challenges.”
Who should attend:
- C-Suite insurance professionals
- Agency owners
- Industry professionals
- Bank-owned insurance agency executives
- Employee benefits professionals
Early bird pricing ends March 31, 2025. Register for the MarshBerry 360 Forum events and view the full agenda at www.MarshBerry.com/360.
MarshBerry – Helping Clients Learn, Improve & 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. For more information, visit www.MarshBerry.com.
Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.
