Today’s leading firms are embracing a culture of continuous learning—where onboarding isn’t just a phase, but a strategic, ongoing focus on professional growth. Read Today’s ViewPoint from Eric Kuhen and find out why a robust learning and development strategy is crucial to employee retention, client satisfaction, and long-term growth. https://hubs.ly/Q03VY88K0
About us
MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking 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.
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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, Wealth Management, Investment Banking, and Insurance Aggregator
Locations
Employees at MarshBerry
Updates
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Check out this Worth Media Group article by Tina Hohman, MarshBerry Director, on why RIA succession planning fails, what a successful plan requires, the hidden benefit of succession planning, and succession as a strategy: https://lnkd.in/gz7Vnm4E
For many RIA owners, succession planning is a conversation they know they’re going to have “someday.” But by the time many Registered Investment Advisor (RIA) firms get serious about succession, they find themselves facing a number of common challenges, which in many cases can prove to be insurmountable. Even firms that succeed at succession often experience challenges that can lead to eventual failure. In this article by MarshBerry, Tina Hohman outlines: • Why Succession Planning Fails • What a Successful Plan Requires • The Hidden Benefit of Succession Planning • Succession as a Strategy Take a look at the full list of common mistakes firms make, and strategies that can lead to greater success: https://hubs.la/Q03VGCVT0 #PartnerContent #RIA #Business
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After a prolonged hard market run – P&C rate growth is softening. And the public brokers, who are on the front lines, appear to be taking the first hits. Is this the “canary in the coal mine” moment for valuations and dealmaking? Read Today’s ViewPoint from John Wepler to learn more about the possible impact on broker valuations and M&A. https://hubs.ly/Q03VQg9g0
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Register now for the “2026 Outlook” webinar where Phillip Trem, MarshBerry President, and Rick Dennen, Founder and CEO of Oak Street Funding, discuss the factors reshaping RIAs – including changing lending conditions, evolving valuations, the Great Wealth Transfer, and the impact of AI: https://lnkd.in/gcUEPkuu
Is your firm ready for the challenges and opportunities of 2026? Join Phillip Trem, President of MarshBerry, and Rick Dennen, Founder and CEO of Oak Street Funding, as they dive into the factors reshaping RIAs: ⏩ Changing lending conditions ⏩ Evolving valuations ⏩ The Great Wealth Transfer ⏩ Talent pressures ⏩ The impact of AI #OakStreetFunding #RIAs #FinancialAdvisor #WealthManagement
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MarshBerry’s 2025 Technology & Governance Study is closing soon! Share your insights on tech modernization, growth strategy, and governance — and receive a complimentary copy of the results. By participating, you can: 📊 Help benchmark industry trends 📘 Get actionable insights. 👉 Click here for the Study: https://hubs.ly/Q03TS2ry0
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MarshBerry’s 2025 Technology & Governance Study is here — and we want your perspective. Share your insights on tech modernization, growth strategy, and governance and receive a complimentary copy of the results! By participating, you can: 🚀 Help benchmark industry trends 💡 Get actionable insights. 👉 Take advantage of this opportunity before November 26! https://hubs.ly/Q03TS5Ls0
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Debt or equity? Our webinar reveals how successful insurance brokerages make this critical decision without sacrificing control. Complete your understanding of all three pathways to increasing equity value by watching our new FocalPoint, “Pathways to Increasing Equity Value, Part III: Optimizing Capital Structure,” presented by MarshBerry Director James Graham and MarshBerry Managing Director Eric Hallinan. Watch now: https://hubs.ly/Q03RFkGY0
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The wealth advisory industry is experiencing consistent activity and renewed capital efficiency — signaling a healthy outlook for year-end and into 2026. Read Today’s ViewPoint from John Orsini and discover how strong buyer demand and a more diverse buyer universe are offering sellers both greater choice and greater complexity. https://hubs.ly/Q03TCKDp0
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When you lift the hood on firm performance, do you find your profit-engine firing on all cylinders? Read Today’s ViewPoint from Brooke Liu to discover three Critical Performance Indicators (CPIs) that are often overlooked (and sometimes unknown) – each of which can be tracked, benchmarked and improved. https://hubs.ly/Q03TlH020
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There continues to be buyer competition in the specialty intermediary M&A market, driven by an imbalance between buyer demand and supply of high-quality sellers. The sector is also seeing significant transactions indicating that MGAs remain one of the most sought-after assets in the insurance distribution market, attracting premium valuations. Download the Q3 2025 M&A Trends: Specialty Insurance Brokerage Market Update from Peter Kampf, CPA to get all of the Q3 2025 M&A deal data and what to expect for the rest of the year. https://hubs.ly/Q03R58720
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