Marsh, Berry & Co. Overview

  • Service
  • Investment Bank
  • Founded
  • 1981
Founded
  • Employees
  • 160
Employees
  • Serviced Companies
  • 420
  • Serviced Deals
  • 421
  • Serviced Investors
  • 114

Marsh, Berry & Co. General Information

Description

MarshBerry is a financing advisory firm, founded in 1981 and headquartered in Woodmere, Ohio. The firm provides intellectual capital, strategic consulting and merger, and acquisition advisory to clients within the insurance industry. In addition to this, the firm also offers due diligence, business planning, perpetual planning, and valuation. MarshBerry caters to fintech, insurance, insurance tech, and financial services.

Contact Information

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

Marsh, Berry & Co. Services to Companies

Service on a Deal (421)

Company Name Service Provided Deal Date Deal Type Deal Amount
Caitlin Morgan Insurance Services Advisor: General Sep 2021 00000 0000000
000 000000000 Advisor: General Sep 2021 00000 0000000
00000 0000 00000 Advisor: General Sep 2021 00000 0000000
0000 0000000000 00 Advisor: General Aug 2021 00000 0000000
000 0000000 00000 Advisor: General Jul 2021 00000 0000000
000000 000000000 Advisor: General Jul 2021 00000 0000000
000000 & 0000 Advisor: General Jul 2021 00000 0000000
000000 0000000 000 Advisor: General Jun 2021 00000 0000000
FastComp Advisor: General Jun 2021 00000 0000000
Socius Insurance Services Advisor: General Jun 2021 00000 0000000
You’re viewing 10 of 421 services to companies. Get the full list »
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Marsh, Berry & Co. Services to Investors

Service on a Deal — Buy Side (272)

Investor Name Service Provided Deal Date Deal Type Deal Amount
World Insurance Associates Advisor: General Aug 2021 00000 0000000
00000 00000 Advisor: General Jul 2021 00000 0000000
000 0000000000000 Advisor: General May 2021 00000 0000000
000 0000000000000 Advisor: General Apr 2021 00000 0000000
00000 00000 Advisor: General Apr 2021 00000 0000000
00000 00000 Advisor: General Apr 2021 00000 0000000
000 0000 00000 Advisor: General Mar 2021 00000 0000000
000000000000 00000 Advisor: General Jan 2021 00000 0000000
DOXA Insurance Holdings Advisor: General Oct 2020 00000 0000000
DOXA Insurance Holdings Advisor: General Oct 2020 00000 0000000
You’re viewing 10 of 272 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (18)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Jones Birdsong 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
0000000000 0000000 Advisor: General Oct 2018 00000 0000000
00&0 00000 Advisor: General Jun 2018 00000 0000000
CHS Advisor: General May 2018 00000 0000000
Stephens Advisor: General Jan 2018 00000 0000000
You’re viewing 10 of 18 services on a deal — sell side. Get the full list »

Marsh, Berry & Co. Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Marsh, Berry & Co. Team (54)

Name Title Deals Office Contact
Info
John Wepler Chairman and Chief Executive Officer 00 Woodmere, OH
Phillip Trem JD President 00 Woodmere, OH
William Goellner Chief Financial Officer and Chief Operating Officer Plano, TX
Michael Metz Chief Operating Officer Woodmere, OH
Dale Myer Managing Director and Unit Manager 0 Woodmere, OH
You’re viewing 5 of 54 team members. Get the full list »

Marsh, Berry & Co. Board Members (1)

Name Representing Role Since
John Wepler Marsh, Berry & Co. Chairman and Chief Executive Officer 000 0000
To view Marsh, Berry & Co.’s complete board members history, request access »