# MarshBerry > MarshBerry is a global investment banking and consulting firm serving the insurance brokerage, wealth management, and accounting and tax industries, helping firm owners learn, improve, and realize value at every stage of ownership. MarshBerry has more than 40 years of sector-specific expertise and is headquartered in Cleveland, Ohio, with a European central office in Amsterdam. The firm combines M&A advisory, capital raising, financial consulting, organic growth consulting, and market intelligence in one platform, and is part of Lincoln International. This file covers two separate engagements that share one domain: MarshBerry US (marshberry.com) and MarshBerry Europe (marshberry.com/eu/, including Dutch and German language sections). US and Europe are managed as distinct businesses with separate service structures, so their sections are kept separate below. ## MarshBerry US: Solutions - [Investment Banking](https://www.marshberry.com/solutions/investment-banking/): M&A advisory and capital raising for insurance and wealth management firms. - [Capital Advisory](https://www.marshberry.com/solutions/investment-banking/capital-advisory/): Debt and equity capital raising, including private equity and family office capital. - [M&A Advisory Services](https://www.marshberry.com/solutions/investment-banking/mergers-acquisition/): Buy-side and sell-side merger and acquisition advisory. - [Sell-Side Advisory Services](https://www.marshberry.com/solutions/investment-banking/mergers-acquisition/sell-side-advisory-services/): Representing owners through the sale of their firm to maximize value. - [Buy-Side Advisory Services](https://www.marshberry.com/solutions/investment-banking/mergers-acquisition/buy-side-advisory-services/): Acquisition strategy, target identification, and deal execution for buyers. - [Due Diligence](https://www.marshberry.com/solutions/transaction-advisory/due-diligence/): Financial, operational, and strategic due diligence for acquirers and sellers. - [Quality of Earnings](https://www.marshberry.com/solutions/transaction-advisory/quality-of-earnings/): Quality of earnings analysis to validate financial performance in a deal. - [Consulting](https://www.marshberry.com/solutions/consulting/): Strategic planning, valuations, and perpetuation planning for firm owners. - [Valuations & Opinions](https://www.marshberry.com/solutions/consulting/valuations-opinions/): Firm valuations, fairness opinions, and goodwill impairment testing. - [Strategic Consulting](https://www.marshberry.com/solutions/consulting/strategic-consulting/): Strategic planning to grow revenue, profitability, and enterprise value. - [Sales & Talent](https://www.marshberry.com/solutions/consulting/sales-talent/): Sales performance and talent development for insurance and wealth firms. - [Perpetuation Planning](https://www.marshberry.com/solutions/consulting/perpetuation-planning/): Ownership transition and succession planning to keep firms independent. - [Connect](https://www.marshberry.com/solutions/networks/connect/): Executive peer exchange for insurance and wealth management leaders. - [FirstChoice](https://www.marshberry.com/solutions/networks/firstchoice/): Aggregation network providing market access, carrier relationships, and resources. - [Data & Analytics](https://www.marshberry.com/solutions/market-intelligence/data-analytics/): Industry data, custom research, and forecasting. - [Performance Benchmarking](https://www.marshberry.com/solutions/market-intelligence/data-analytics/performance-benchmarking/): Benchmarking a firm's financial and operational performance against peers. ## MarshBerry US: Industries - [Insurance Agencies & Brokers](https://www.marshberry.com/industries/insurance-agencies-brokers/): Advisory for retail and specialty insurance brokerages. - [Specialty Intermediaries](https://www.marshberry.com/industries/specialty-intermediary/): Advisory for MGAs, wholesalers, and other specialty insurance intermediary firms. - [Wealth Management](https://www.marshberry.com/industries/wealth-advisory/): Advisory for registered investment advisers and wealth management firms. - [Accounting & Tax](https://www.marshberry.com/industries/accounting-tax/): Advisory for accounting and tax firms. ## MarshBerry US: Firm & Transactions - [MarshBerry Home](https://www.marshberry.com/): Global leader in investment banking and consulting for insurance and wealth management. - [Insurance Industry M&A Transactions](https://www.marshberry.com/industry-transactions/): Database and view of insurance brokerage merger and acquisition activity. - [Recent Transactions](https://www.marshberry.com/financial-advisory/transactions/recent-transactions/): Recent deals MarshBerry has advised on. - [Transactions](https://www.marshberry.com/financial-advisory/transactions/): Overview of MarshBerry's transaction track record. - [About MarshBerry](https://www.marshberry.com/about/): Company overview, mission, and approach to building value. - [Our Team](https://www.marshberry.com/about/our-team/): MarshBerry advisors and consultants across the US. - [Careers](https://www.marshberry.com/about/careers/): Careers and open roles at MarshBerry. - [Locations](https://www.marshberry.com/about/locations/): MarshBerry global office locations and contact information. - [Contact](https://www.marshberry.com/contact/): Contact MarshBerry. ## MarshBerry US: Insights & Events - [Today's ViewPoint Blog](https://www.marshberry.com/perspectives/todays-viewpoint-view-all/): Ongoing commentary on insurance brokerage and wealth management trends. - [MarshBerry Perspectives](https://www.marshberry.com/perspectives/marshberry-perspectives/): Thought leadership, research, and expert perspectives. - [Industry Insights](https://www.marshberry.com/perspectives/marshberry-perspectives/industry-insights/): Data-driven insights on insurance and wealth management markets. - [Thought Leadership Events](https://www.marshberry.com/perspectives/events/): MarshBerry conferences, summits, and webinars. - [Ascend Summit](https://www.marshberry.com/events/ascend-summit/): MarshBerry's flagship leadership and growth summit. - [Connect Summit](https://www.marshberry.com/events/connect-summit/): Peer exchange summit for MarshBerry Connect members. - [Impact Summit](https://www.marshberry.com/events/impact-summit/): Event focused on organic growth and firm performance. - [360 Forum](https://www.marshberry.com/events/marshberry-360-forum/): Forum on industry trends and firm strategy. - [Peak Performance Summit](https://www.marshberry.com/events/marshberry-peak-performance-summit/): Summit focused on high-performance firm management. - [FirstChoice In Motion](https://www.marshberry.com/events/firstchoice-in-motion/): Event for FirstChoice network members. ## MarshBerry Europe: Solutions - [Solutions Overview (Europe)](https://www.marshberry.com/eu/solutions/): Corporate finance advisory, business planning, leadership, and benchmarking for European firms. - [Corporate Finance Advisory](https://www.marshberry.com/eu/solutions/corporate-finance-advisory/): M&A advisory and capital raising for European insurance distribution and investment firms. - [Mergers & Acquisitions (Europe)](https://www.marshberry.com/eu/solutions/corporate-finance-advisory/mergers-acquisitions/): Buy-side and sell-side M&A advisory across European markets. - [Buy-Side M&A (Europe)](https://www.marshberry.com/eu/solutions/corporate-finance-advisory/mergers-acquisitions/buy/): Acquisition strategy and execution for European buyers. - [Sell-Side M&A (Europe)](https://www.marshberry.com/eu/solutions/corporate-finance-advisory/mergers-acquisitions/sell/): Representing European owners through a sale. - [Capital Raise (Europe)](https://www.marshberry.com/eu/solutions/corporate-finance-advisory/capital-raise/): Debt and equity capital raising for European firms. - [Business Planning (Europe)](https://www.marshberry.com/eu/solutions/business-planning/): Valuations, perpetuation, and strategic planning for European firms. - [Business Valuations (Europe)](https://www.marshberry.com/eu/solutions/business-planning/business-valuations/): Firm valuations for European insurance and wealth businesses. - [Perpetuation Planning (Europe)](https://www.marshberry.com/eu/solutions/business-planning/perpetuation-planning/): Ownership transition and succession planning for European firms. - [Strategic Planning (Europe)](https://www.marshberry.com/eu/solutions/business-planning/strategic-planning/): Strategic planning to build value in European firms. - [Leadership (Europe)](https://www.marshberry.com/eu/solutions/leadership/): Leadership development and peer membership for European firm leaders. - [Executive Peer Membership (Europe)](https://www.marshberry.com/eu/solutions/leadership/executive-peer-membership/): Peer exchange for European executives. - [Performance Benchmarking (Europe)](https://www.marshberry.com/eu/solutions/performance-benchmarking/): Benchmarking European firm performance against market peers. ## MarshBerry Europe: Markets - [Insurance Brokerage (Europe)](https://www.marshberry.com/eu/markets/insurance-brokerage/): Advisory for European insurance distribution and brokerage businesses. - [Wealth Management (Europe)](https://www.marshberry.com/eu/markets/wealth-management/): Advisory for European wealth management firms. ## MarshBerry Europe: Firm & Transactions - [MarshBerry Europe Home](https://www.marshberry.com/eu/): MarshBerry's European investment banking and consulting practice. - [About (Europe)](https://www.marshberry.com/eu/about/): Overview of MarshBerry's European operations. - [Europe Team](https://www.marshberry.com/eu/about/europe-team/): MarshBerry's advisors across Europe. - [Locations (Europe)](https://www.marshberry.com/eu/about/locations/): European office locations and contact details. - [Careers (Europe)](https://www.marshberry.com/eu/about/careers-marshberry/): Careers with MarshBerry in Europe. - [Contact (Europe)](https://www.marshberry.com/eu/about/contact/): Contact MarshBerry's European team. - [Transactions (Europe)](https://www.marshberry.com/eu/transactions/): European deals MarshBerry has advised on. ## MarshBerry Europe: Insights - [Industry Insights (Europe)](https://www.marshberry.com/eu/insights/industry-insights/): European insurance distribution and investment sector M&A analysis. - [Market Updates (Europe)](https://www.marshberry.com/eu/insights/market-updates/): Regular updates on European M&A market activity. - [MarshBerry Perspectives (Europe)](https://www.marshberry.com/eu/insights/marshberry-perspectives/): European thought leadership and expert commentary. - [Is AI Rewriting the Rules of Insurance Distribution and Valuation?](https://www.marshberry.com/eu/blog/is-ai-rewriting-the-rules-of-insurance-distribution-and-valuation/): How AI is reshaping insurance distribution economics and firm valuations. - [Europe's MGA Market: From Delegated Underwriting to Strategic Platforms](https://www.marshberry.com/eu/blog/europes-mga-market-from-delegated-underwriting-to-strategic-platforms/): The evolution of European MGAs into scaled strategic platforms. - [The Evolution of the Managing General Agent (MGA) in Europe](https://www.marshberry.com/eu/blog/the-evolution-of-the-managing-general-agent-mga-in-europe-2/): How the MGA model is developing across European markets. - [Taking Advantage of the Valuation Gap in M&A](https://www.marshberry.com/eu/blog/dont-sweat-the-small-stuff-taking-advantage-of-the-valuation-gap-in-ma/): Understanding and capturing value in M&A negotiations. - [Scale Is the New Currency in Wealth Management M&A](https://www.marshberry.com/eu/blog/scale-is-the-new-currency-in-wealth-management-ma/): Why scale increasingly drives value in European wealth management M&A. ## MarshBerry Europe (Nederlands / Dutch): Solutions - [Diensten (Solutions Overview)](https://www.marshberry.com/eu/nl/diensten/): Dutch-language overview of MarshBerry's services. - [Corporate Finance](https://www.marshberry.com/eu/nl/diensten/corporate-finance/): M&A advisory and capital raising for Dutch and Benelux firms. - [Bedrijfsfinanciering (Capital Raise)](https://www.marshberry.com/eu/nl/diensten/corporate-finance/bedrijfsfinanciering/): Debt and equity financing for firms. - [Fusies en Overnames (M&A)](https://www.marshberry.com/eu/nl/diensten/corporate-finance/fusies-en-overnames/): Buy-side and sell-side merger and acquisition advisory. - [Bedrijf Kopen (Buy-Side M&A)](https://www.marshberry.com/eu/nl/diensten/corporate-finance/fusies-en-overnames/bedrijf-kopen/): Acquisition advisory for buyers. - [Bedrijf Verkopen (Sell-Side M&A)](https://www.marshberry.com/eu/nl/diensten/corporate-finance/fusies-en-overnames/bedrijf-verkopen/): Advisory for owners selling their firm. - [Bedrijfsplanning (Business Planning)](https://www.marshberry.com/eu/nl/diensten/bedrijfsplanning/): Valuations, succession, and strategic planning. - [Bedrijfswaarderingen (Business Valuations)](https://www.marshberry.com/eu/nl/diensten/bedrijfsplanning/bedrijfswaarderingen/): Firm valuations for Dutch insurance and wealth businesses. - [Bedrijfsopvolging (Perpetuation Planning)](https://www.marshberry.com/eu/nl/diensten/bedrijfsplanning/bedrijfsopvolging/): Ownership transition and succession planning. - [Strategische Planning (Strategic Planning)](https://www.marshberry.com/eu/nl/diensten/bedrijfsplanning/strategische-planning/): Strategic planning to build firm value. - [Leiderschap (Leadership)](https://www.marshberry.com/eu/nl/diensten/leiderschap/): Leadership development and peer membership. - [Lidmaatschap Executive Peer (Executive Peer Membership)](https://www.marshberry.com/eu/nl/diensten/leiderschap/lidmaatschap-executive-peer/): Peer exchange for executives. - [Prestatiebenchmarking (Performance Benchmarking)](https://www.marshberry.com/eu/nl/diensten/prestatiebenchmarking/): Benchmarking firm performance against peers. ## MarshBerry Europe (Nederlands / Dutch): Firm, Markets & Insights - [MarshBerry Nederland](https://www.marshberry.com/eu/nl/): Dutch-language home for MarshBerry's European practice. - [Over MarshBerry (About)](https://www.marshberry.com/eu/nl/over/): About MarshBerry in Dutch. - [Team](https://www.marshberry.com/eu/nl/over/team/): MarshBerry's Benelux and European team. - [Locaties (Locations)](https://www.marshberry.com/eu/nl/over/locaties/): MarshBerry's European office locations. - [Europees Centraal Kantoor (Benelux)](https://www.marshberry.com/eu/nl/over/locaties/europees-centraal-kantoor-benelux/): MarshBerry's European central office in the Benelux. - [Transacties (Transactions)](https://www.marshberry.com/eu/nl/transacties/): European deals MarshBerry has advised on. - [Verzekeringsdistributie (Insurance Distribution)](https://www.marshberry.com/eu/nl/sectoren/verzekeringsdistributie/): Advisory for insurance distribution firms. - [Vermogensbeheer (Wealth Management)](https://www.marshberry.com/eu/nl/sectoren/vermogensbeheer/): Advisory for wealth management firms. - [Marktperspectieven (Market Perspectives)](https://www.marshberry.com/eu/nl/inzichten/marktperspectieven/): Dutch-language market perspectives and thought leadership. - [Marktrapporten (Market Reports)](https://www.marshberry.com/eu/nl/inzichten/marktrapporten/): Dutch-language M&A market reports. - [Europa's MGA-markt](https://www.marshberry.com/eu/nl/blog/europas-mga-markt-van-gedelegeerde-underwriting-naar-strategische-platforms/): Dutch-language analysis of Europe's evolving MGA market. ## MarshBerry Europe (Deutsch / German): Solutions - [Corporate Finance](https://www.marshberry.com/eu/de/expertise/corporate-finance-beratung/): M&A advisory and capital raising for German and DACH firms. - [M&A-Beratung (M&A Advisory)](https://www.marshberry.com/eu/de/expertise/corporate-finance-beratung/fusionen-und-akquisitionen/): Buy-side and sell-side merger and acquisition advisory. - [Buy-Side Beratung (Buy-Side M&A)](https://www.marshberry.com/eu/de/expertise/corporate-finance-beratung/fusionen-und-akquisitionen/buy-side-beratung/): Acquisition advisory for buyers. - [Sell-Side Beratung (Sell-Side M&A)](https://www.marshberry.com/eu/de/expertise/corporate-finance-beratung/fusionen-und-akquisitionen/sell-side-beratung/): Advisory for owners selling their firm. - [Kapitalbeschaffung (Capital Raise)](https://www.marshberry.com/eu/de/expertise/corporate-finance-beratung/kapitalbeschaffung/): Debt and equity capital raising. - [Unternehmensplanung (Business Planning)](https://www.marshberry.com/eu/de/expertise/unternehmensplanung/): Valuations, succession, and strategic planning. - [Strategische Planung (Strategic Planning)](https://www.marshberry.com/eu/de/expertise/unternehmensplanung/strategische-planung/): Strategic planning to build firm value. - [Nachfolgeplanung (Perpetuation Planning)](https://www.marshberry.com/eu/de/expertise/unternehmensplanung/nachfolgeplanung/): Ownership transition and succession planning. - [Unternehmensbewertungen (Business Valuations)](https://www.marshberry.com/eu/de/expertise/unternehmensplanung/unternehmensbewertungen/): Firm valuations for insurance and wealth businesses. - [Performance-Benchmarking (Performance Benchmarking)](https://www.marshberry.com/eu/de/expertise/performance-benchmarking/): Benchmarking firm performance against peers. - [Führungskräfte (Leadership)](https://www.marshberry.com/eu/de/expertise/fuehrungskraefte/): Leadership development and peer membership. - [Executive Peer Mitgliedschaft (Executive Peer Membership)](https://www.marshberry.com/eu/de/expertise/fuehrungskraefte/executive-peer-mitgliedschaft/): Peer exchange for executives. ## MarshBerry Europe (Deutsch / German): Firm, Markets & Insights - [MarshBerry Deutschland](https://www.marshberry.com/eu/de/): German-language home for MarshBerry's European practice. - [Über MarshBerry (About)](https://www.marshberry.com/eu/de/ueber-marshberry/): About MarshBerry's European operations in German. - [Team Europa (Europe Team)](https://www.marshberry.com/eu/de/ueber-marshberry/team-europa/): MarshBerry's DACH and European advisors. - [Neuigkeiten (Newsroom)](https://www.marshberry.com/eu/de/ueber-marshberry/neuigkeiten/): German-language news and announcements. - [Standorte (Locations)](https://www.marshberry.com/eu/de/ueber-marshberry/standorte/): MarshBerry's European office locations. - [Transaktionen (Transactions)](https://www.marshberry.com/eu/de/transaktionen/): European deals MarshBerry has advised on. - [Versicherungsvermittlung (Insurance Distribution)](https://www.marshberry.com/eu/de/maerkte/versicherungsmaklerbuero/): Advisory for insurance distribution firms. - [Vermögensverwaltung (Wealth Management)](https://www.marshberry.com/eu/de/maerkte/vermoegensverwaltung/): Advisory for wealth management firms. - [MarshBerry Perspektiven (Perspectives)](https://www.marshberry.com/eu/de/einblicke/marshberry-perspektiven/): German-language thought leadership and commentary. - [Eine neue Phase für Versicherungsmakler](https://www.marshberry.com/eu/de/blog/nach-jahren-des-rueckenwinds-eine-neue-phase-fuer-versicherungsmakler/): German-language perspective on the shifting market for insurance brokers. ## Optional - [John Wepler](https://www.marshberry.com/about/our-team/john-wepler/): Chairman and CEO of MarshBerry. - [Our Story](https://www.marshberry.com/about/our-story/): MarshBerry company history. - [Lincoln International](https://www.marshberry.com/about/lincoln-international/): About MarshBerry joining Lincoln International. - [Newsroom](https://www.marshberry.com/about/newsroom/): MarshBerry press releases and news. - [FocalPoint Webinars](https://www.marshberry.com/perspectives/webinars/): MarshBerry webinar library. - [To The Point Video Blog](https://www.marshberry.com/perspectives/to-the-point/): Short-form video insights on industry trends. - [Speakers Bureau](https://www.marshberry.com/perspectives/speakers-bureau/): MarshBerry speakers available for events. - [Privacy Policy](https://www.marshberry.com/privacy-policy/): MarshBerry privacy policy. - [Disclaimers & Terms of Use](https://www.marshberry.com/disclaimers/): Legal disclaimers and terms of use. Note: Individual advisor biographies (under /about/our-team/ and /eu/about/our-team/) and dated monthly M&A market update posts are published regularly but are omitted here in favor of the hub pages above.