MarshBerry is excited to welcome Fortune's Senior Editor-At-Large, Geoff Colvin, as the keynote speaker at the 2024 Impact Summit! With the results of the 2024 presidential election fresh, Geoff will share his unique insights on the potential shifts in tax policy and broader impacts of the administration. While congressional outcomes may be clear, the presidential race could still be uncertain—making this ‘what if’ analysis even more relevant. Register today for the MarshBerry Impact Summit at the Park Hyatt, New York, on Thursday, November 7! #MarshBerry #MarshBerryImpactSummit #Insurance #CapitalPartners #Debt #Equity #Growth #Innovation
About us
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.
- Website
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http://www.MarshBerry.com
External link for MarshBerry
- Industry
- Investment Banking
- Company size
- 51-200 employees
- Headquarters
- Woodmere, Ohio
- Type
- Privately Held
- Specialties
- Management Consulting, Organic Growth, M&A Deal Advisory, Valuations, Best Practices, Benchmarking, Sales Management Technology, Financial Consulting, Talent Acquisition, Executive Peer Exchange, Debt & Equity Capital Raising, Enterprise Value Accelerator, and Wealth Management
Locations
Employees at MarshBerry
Updates
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Two big players and potential buyers on the M&A stage recently announced selling to even bigger players. What might the trend of “big getting bigger” in the brokerage industry mean for those thinking about selling? Read more from Phillip Trem, MarshBerry President - Financial Advisory in the latest edition of Leader's Edge Magazine. #MarshBerry #MergersAndAcquisitions #InsuranceBrokerage https://lnkd.in/gG5pFvUm
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Catch up on an engaging discussion with Chetan Kandhari, Senior Vice President and Chief Innovation & Digital Officer at Nationwide, and Keith Captain, FirstChoice President, about how insurance agents are leveraging generative AI to handle responsiveness, hyper-personalization, and a more appealing customer experience. https://hubs.ly/Q02WrrxS0 #MarshBerry #insurtech #FirstChoice #AI
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MarshBerry would like to congratulate AVONDALE INSURANCE ASSOCIATES, INC. on their recent sale to Unison Risk Advisors. https://lnkd.in/ervzY389 #MarshBerry #MergersandAcquisitions
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In this dynamic insurance brokerage market, getting the fundamentals right is essential for maximizing opportunities and outperforming competitors. Investing in the right technology is more critical than ever to drive organic growth and differentiate your business. Read Today’s ViewPoint from Jeff Pireu, CIC, CRM, CLCS, PLCS, RCC to learn more about how to invest in the right tools for your practice to enhance all aspects of your business. https://hubs.ly/Q02W7Byy0 #MarshBerry #insurtech #automation #FirstChoice
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Join Shelley Turk MarshBerry Vice President, and Brooke Liu MarshBerry Senior Vice President of Growth Advisory, this Thursday as they provide insights on how leveraging the power of peer exchange can help you make better strategic decisions, solve challenges, and drive revenue. Reserve your seat today! https://hubs.ly/Q02W1PzY0 #PeerExchange #Insurance #Accountability
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MarshBerry's Q3 M&A trends report for the wealth advisory market shows slowing, yet still robust, dealmaking for retirement plan advisories, as scaled and multi-service providers dominate the market. Read additional insights from John Orsini, MarshBerry Director, in the latest from PLANADVISER. #MarshBerry #MergersAndAcquisitions #WealthAdvisory #Retirement https://hubs.ly/Q02VTpqM0
Interest Still Strong in Retirement Plan Adviser Acquisitions | PLANADVISER
planadviser.com
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Strong demand for specialty MGA assets among strategic buyers is driving M&A activity in the space and sustaining high valuation multiples, in contrast with a fronting carrier sector that has not seen a predicted consolidation wave. Read the latest from The Insurer where George Bucur, MarshBerry Managing Director, provides additional insight into market activity. #MarshBerry #SpecialtyDistribution #MGAs #Insurance https://hubs.ly/Q02VTh940
Arms race among strategic buyers driving heightened MGA M&A activity | Program Manager
https://www.program-manager.com
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In the U.S., the world’s largest insurance market, all eyes are on the presidential election in November. Phillip Trem, MarshBerry President – Financial Advisory, joins Insurance Insider in partnership with S&P Global, for a free webinar on Tuesday, October 29 at 10:30 am ET to explores how the upcoming elections may impact the insurance industry. Don’t miss out! Register today for this free webinar: https://hubs.ly/Q02VKJ-50 #MarshBerry #Insurance #S&PGlobalMarketIntelligence #InsuranceInsider #MergersAndAcquisitions
Should We Brace for Impact? How Elections Could Affect the Insurance Industry
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The upcoming presidential election and speculation on taxes continues to help fuel activity in the wealth advisory M&A market, creating the potential for a record-breaking year. Read Today’s ViewPoint from John Orsini and learn more about the deal drivers and trends in Q3 and get an outlook on the remainder of 2024. https://hubs.ly/Q02VyMXc0 #MarshBerry #WealthAdvisor #WealthManagement #MergersandAcquisitions
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