FirstChoice Eclipses 500th Member

Woodmere, OH, September 11, 2023 – MarshBerry, a leading investment banking and consulting firm serving the insurance distribution and wealth management industries, is thrilled to announce that FirstChoice, a MarshBerry Company, has welcomed its 500^th member to the network.

“We are so pleased to achieve this milestone of helping over 500 members,” stated Keith Captain, President – FirstChoice. “As we also just celebrated our one-year anniversary of MarshBerry merging with First Choice Agents Alliance to create FirstChoice, a MarshBerry Company, we have seen our organization grow by over 100 members. FirstChoice is so much more than a network and is growing with quality, growth-minded agencies of all sizes creating realized value through education, technology consultation, strategic planning, and market access.”

FirstChoice offers a complete suite of aggregation solutions with customized offerings for independent insurance agencies and brokers of all sizes. Services are geared toward owners of insurance agencies that are growth-minded, invested in their talent, are comfortable making challenging decisions, and want to develop and work towards a strategic plan that achieves growth.

“FirstChoice continually strives to diversify and deepen offerings and solutions to meet the business lifecycle needs of our members,” stated Captain. “The collective resources and synergies are so compelling; we look forward to FirstChoice not only dominating the agency partnership and aggregation space but continuing to redefine it.”

For agencies looking for a strategic ally to help build an effective plan for growth, visit www.MarshBerry.com/FirstChoice and join now.

MarshBerry – Helping Clients Learn, Improve & Realize Value

Founded in 1981 and established a European footprint in 2019, MarshBerry serves the insurance distribution and wealth management industries including insurance agents & brokers, specialty distributors, private equity firms, and wealth management firms. MarshBerry’s industry-specific services help clients build, enhance and sustain value through Financial Advisory solutions (Investment Banking; Merger & Acquisition Advisory; Business Planning), Growth Advisory solutions (Organic Growth, Aggregation, Leadership, Sales & Talent Solutions), and Market Intelligence & Benchmarking.

Investment banking services offered through MarshBerry Capital, LLC., Member FINRA Member SIPC and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd., Suite 400, Woodmere, OH 44122 440.354.3230.

MarshBerry – Helping Clients Learn, Improve & Realize Value

Founded in 1981 and established a European footprint in 2019, MarshBerry serves the insurance distribution and wealth management industries including insurance agents & brokers, specialty distributors, private equity firms, and wealth management firms. MarshBerry’s industry-specific services help clients build, enhance and sustain value through Financial Advisory solutions (Investment Banking; Merger & Acquisition Advisory; Business Planning), Growth Advisory solutions (Organic Growth, Aggregation, Leadership, Sales & Talent Solutions), and Market Intelligence & Benchmarking. Learn more at www.MarshBerry.com.

Investment banking services offered through MarshBerry Capital, LLC., Member FINRA Member SIPC and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd., Suite 400, Woodmere, OH 44122 440.354.3230.