Recent Acquisition Expansion With Lincoln International’s recent acquisition of MarshBerry, there is an opportunity to explore integrated service offerings and align with clients seeking enhanced advisory and strategic growth solutions across insurance and wealth management sectors.

Industry Recognition MarshBerry’s prestigious MAX Performer awards and participation at national summits highlight its strong reputation for operational excellence and client success, making it an attractive partner or service provider for firms aiming to enhance market credibility and operational efficiency.

Market Leadership As a global M&A advisory firm with a diverse service portfolio, MarshBerry serves a wide range of insurance brokerages and wealth firms, presenting opportunities to cross-sell strategic consulting, valuation, and succession planning services to similar client segments.

Tech Stack and Innovation Utilizing a modern tech infrastructure including Microsoft Azure and web development frameworks, MarshBerry demonstrates an openness to innovative technology solutions, paving the way for offering tailored digital transformation and automation services to its clients.

Growth via Acquisition MarshBerry’s history of strategic acquisitions, such as FirstChoice and IMAS Corporate Finance, indicates potential for further expansion through targeted service integrations, creating opportunities to provide advanced financial advisory and market intelligence solutions to a broader client base.