MarshBerry Capital Overview

  • Service
  • Investment Bank

  • Founded
  • 1981

Founded

  • Employees
  • 170

Employees

  • Serviced Companies
  • 534

  • Serviced Deals
  • 537

  • Serviced Investors
  • 128

MarshBerry Capital General Information

Description

Founded in 1981, MarshBerry is a financial advisory firm headquartered in Woodmere, Ohio. MarshBerry serves the insurance distribution and wealth management industries including insurance agents and brokers, specialty distributors, private equity firms, and wealth management firms. The firm provides merger, acquisition advisory, debt, equity capital raising, financial consulting, market intelligence and benchmarking, organic growth consulting, executive peer exchange, and platform aggregation services.

Contact Information

Website
www.marshberry.com
Year Founded
1981
Service Provider Type
Investment Bank
Primary Office
  • 28601 Chagrin Boulevard
  • Suite 400
  • Woodmere, OH 44122
  • United States
+1 (440) 000-0000

MarshBerry Capital Services to Companies

Service on a Deal (537)

Company Name Service Provided Deal Date Deal Type Deal Amount
Hub International Advisor: General Sep 2023 00000 0000000
0000000 000000000 Advisor: General Sep 2023 00000 0000000
0000000 Advisor: General Sep 2023 00000 0000000
000 000000 0000000 Advisor: General Jul 2023 00000 0000000
00000 000000 Advisor: General Jun 2023 00000 0000000
000 0000000 000000 Advisor: General May 2023 00000 0000000
0000000 & 00000000 Advisor: General Apr 2023 00000 0000000
000000000 00000000 Advisor: General Apr 2023 00000 0000000
Wilson, Washburn & Forster Insurance Advisor: General Apr 2023 00000 0000000
Hobson Insurance Advisor: General Apr 2023 00000 0000000
You’re viewing 10 of 537 services to companies. Get the full list »

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

MarshBerry Capital Services to Investors

Service on a Deal — Buy Side (343)

Investor Name Service Provided Deal Date Deal Type Deal Amount
C3 Risk & Insurance Services Advisor: General Jul 2023 00000 0000000
000000 000000000 Advisor: General Jul 2023 00000 0000000
00000000 000000000 Advisor: General Jul 2023 00000 0000000
00000000 000000000 Advisor: General Jul 2023 00000 0000000
00000000 000000000 Advisor: General Jul 2023 00000 0000000
000000000 00000000 Advisor: General Jul 2023 00000 0000000
00000000 000000000 Advisor: General Jul 2023 00000 0000000
00000000 000000000 Advisor: General Jul 2023 00000 0000000
Novatae Risk Group Advisor: General Jul 2023 00000 0000000
King Insurance Partners (Florida) Advisor: General Jun 2023 00000 0000000
You’re viewing 10 of 343 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (20)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Bernard Health Advisor: General May 2023 00000 0000000
0000000 000000 Advisor: General Aug 2022 00000 0000000
00000 00000000 Advisor: General Oct 2020 00000 0000000
0000000 000000000 Advisor: General Jul 2020 00000 0000000
0000000 000000000 Advisor: General Nov 2019 00000 0000000
000000 000000 0000 Advisor: General Aug 2019 00000 0000000
00000000 0000000 0 Advisor: General Jun 2019 00000 0000000
00000 0000000000 Advisor: General Dec 2018 00000 0000000
Glatfelter Insurance Group Advisor: General Sep 2018 00000 0000000
CM&F Group Advisor: General Jun 2018 00000 0000000
You’re viewing 10 of 20 services on a deal — sell side. Get the full list »

MarshBerry Capital Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore MarshBerry Capital‘s full profile, request access.

Request a free trial

MarshBerry Capital Team (62)

Name Title Deals Office Contact
Info
John Wepler Chairman and Chief Executive Officer 00 Woodmere, OH
Phillip Trem JD President, Financial Advisory and Board Member 000 Woodmere, OH
Kris Figueroa Chief Financial Officer Woodmere, OH
Allison Dassani Director, Chief Operating Officer - Financial Advisory Woodmere, OH
Michael Metz Executive Vice President & Chief Operating Officer Woodmere, OH
You’re viewing 5 of 62 team members. Get the full list »

MarshBerry Capital Board Members (5)

Name Representing Role Since
John Wepler MarshBerry Capital Chairman and Chief Executive Officer 000 0000
Phillip Trem JD MarshBerry Capital President, Financial Advisory and Board Member 000 0000
Thomas Linn MarshBerry Capital Executive Vice President, Business Development & Board Member 000 0000
Wayne Walkotten MarshBerry Capital Executive Vice President and Board Member 000 0000
You’re viewing 4 of 5 board members. Get the full list »