Marshberry

marshberry.com

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.