MarshBerry Represents Franklin Financial Group on Their Sale to Hub International

November 9, 2023

Woodmere, OH, November 9, 2023 – MarshBerry, a leading investment banking and consulting firm serving the insurance distribution and wealth management industries, congratulates Hub International Limited (Hub) on their partnership with Franklin Financial Group, LLC (FFG). MarshBerry served as the exclusive financial advisor to FFG on the transaction which closed on November 1, 2023.

Based in Hunt Valley, MD, FFG is a wealth, retirement consulting and employee benefits consulting firm. FFG’s experienced professionals advise and guide clients toward their financial goals while navigating today’s global business environment to ensure the protection and growth of their wealth.

“FFG sought a strategic partnership to accelerate their growth across multiple markets. By partnering with Hub, they now have the resources to serve their diversified, multi-generational client-base,” said Phil Trem, MarshBerry, President Financial Advisory. “We were proud to be selected to represent FFG based on our unique understanding of the broader wealth, retirement and employee benefits universe. We wish both FFG and Hub success in all their future endeavors.”

MarshBerry’s transaction team included Kim Kovalski, Managing Director, John Orsini, Director, and Charlie McErlean, Associate. Terms of the transaction were not disclosed.

Since 1999, MarshBerry has advised on more than 1,100 merger & acquisition transactions which is approximately 25% of the total tracked deal flow in the insurance distribution industry during this period as reported by S&P Global Market Intelligence.

MarshBerry – Helping Clients Learn, Improve & Realize Value

Founded in 1981, MarshBerry is a global leader in financial advisory and consulting services serving the insurance brokerage and wealth management industries to help clients grow and advance their business strategies. With locations across North America and Europe, MarshBerry market sector expertise includes property and casualty agents & brokers, employee benefit firms and specialty distributors, partners in insurtech, capital markets, and insurance carriers, as well as registered investment advisors, retirement planning and life insurance firms. Clients choose MarshBerry as their trusted advisor for every stage of ownership to help them build, enhance and sustain value through Financial Advisory solutions (Investment Banking; Merger & Acquisition Advisory, Debt & Capital Raising, Business Consulting), Growth Advisory solutions (Organic Growth, Aggregation, Leadership, Sales & Talent Solutions) and Market Intelligence and Performance Benchmarking. Learn more at 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.