MarshBerry
HQ Address
28601 Chagrin Blvd., Suite 400, Woodmere, OH 44122, United States
Website Address
Business introduction
For all stages of ownership – think MarshBerry
Build value. Enhance value. Sustain value
Helping clients learn, improve, and 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 and acquisition advisory; capital raising), financial consulting (strategic planning; valuations; perpetuation planning), organic growth consulting (leadership, sales and talent solutions), executive peer exchange, agency network and market intelligence and performance benchmarking.
More than 40 years of experience
No matter where you are located, you have a MarshBerry trusted advisor within reach who knows and understands your unique market. Serving firms worldwide, clients have turned to MarshBerry for expert knowledge and advisory services to help them grow and advance their business strategies.
MarshBerry Solutions
Mergers & Acquisitions Advisory Services
From preparation to deal negotiation, MarshBerry’s team of expert M&A advisors work with insurance brokerages and wealth advisory firms looking to buy or sell. Through a timely, controlled and well-designed M&A strategy, our experience and dedication to process aligns your strategic objectives with a focus on maximizing value. Choose a......
business needs
view solutionRetail & Specialty Insurance Brokerage Advisory
Helping your firm build, enhance, and sustain value through all stages of ownership The Retail and Insurance Brokerage industry landscape is constantly changing. P&C clients have confidence and trust in the experience, extensive knowledge and expertise of MarshBerry advisors. Services include M&A advisory, debt and equity capital raising, business planning, market......
business needs
view solutionRetirement Planning Firm & Wealth Management Advisory Services
Your trusted business advisor in the wealth industry The wealth advisory market is currently one of the fastest growing advisor channels. Insurance brokerages are expanding into the RIA space as natural extensions of their business. MarshBerry advisors know and understand the distinctive complexities of both these markets, working with you to......
