Strategic acquisition MarshBerry is a global M&A advisory with recent high-profile activity including Lincoln International acquiring MarshBerry, signaling a crowded market with consolidation opportunities and potential for cross-sell of capital raising and valuation services to acquirers and acquired firms.

Insurance and wealth focus Primary clients are insurance brokerages and wealth management firms, presenting opportunities to upsell comprehensive consulting, perpetuation planning, and market intelligence services to firms seeking growth, succession planning, and competitive benchmarking.

Growth and recognition Recent awards and executive peer exchanges (Connect Summit, MAX Performer awards) indicate active engagement with independent agencies’ leadership, suggesting an opening to offer performance benchmarking, talent solutions, and strategic growth programs.

European expansion Launch of European Insurance Distribution Market Report and international market insights point to opportunities for cross-border advisory work, European distribution planning, and international capital strategies for growth-minded firms.

Technology and analytics MarshBerry’s tech stack and performance benchmarking offerings imply potential to cross-sell analytics-driven services, valuation tools, and data-driven growth strategies to enhance client decision-making and operational efficiency.