Founded in 1981, MarshBerry serves the wealth management and insurance distribution industries including wealth management firms, registered investment advisors, insurance agents & brokers, specialty distributors, and private equity firms. MarshBerry’s industry-specific services help clients build, enhance and sustain value through: Merger & Acquisition Advisory, Debt & Equity Capital Raising, Financial Consulting, Market Intelligence & Benchmarking, Organic Growth Consulting, Connect – Executive Peer Exchange, and Platform Aggregation. Our team members are active, engaged and highly sought-after industry thought leaders providing innovative and customized solutions to help you learn, improve, and realize your firm’s value.