MarshBerry

About

MarshBerry was established in 1981 by Larry Marsh and Bob Berry with a vision to serve the unique needs of insurance brokerages and wealth management firms with customized, results-oriented valuation and M&A solutions. The founders believed that unmatched capabilities in intellectual capital and data analytics would help clients amplify their value creation. Over the past four decades, MarshBerry has grown from a specialized consulting firm into a global leader in investment banking and consulting services. The company launched its proprietary benchmarking platform in 1984 and established its Perspectives for High Performance (PHP) report in 1985, which became a cornerstone of analytics-backed strategic consulting for the insurance industry. In 1997, MarshBerry established its peer exchange networks, helping companies grow through invaluable industry learnings and shared accountability. The company expanded its physical presence across North America and Europe, with offices in California, Michigan, Dallas, and Amsterdam. Today, MarshBerry is a leader in investment banking, corporate finance, and wealth management markets, ranking number one in total clients advised in S&P Global's 2022 league tables. The company offers an extensive suite of services including M&A advisory, capital raising, strategic planning, valuations, perpetuation planning, executive peer exchange programs, agency networks, and market intelligence. MarshBerry employs over 200 colleagues across six North American offices and four European offices. In 2025, MarshBerry was acquired by Lincoln International, a global investment banking firm, marking a new chapter while preserving the values and independence that have defined the company for over 40 years.