Lincoln International has completed its acquisition of MarshBerry, a global investment banking and consulting firm focused on the insurance brokerage and wealth and retirement sectors. The transaction strengthens Lincoln International’s Financial Services platform and broadens its expertise in two of the most rapidly evolving segments within the private capital markets.
The acquisition is set to enhance Lincoln’s advisory capabilities for private equity firms, strategic acquirers, and independent business owners navigating the complex insurance and wealth management industries. The firm said the combined organization will prioritize a measured integration process designed to promote knowledge sharing, optimize client outcomes, and drive growth for both employees and stakeholders.
Lincoln International’s acquisition of MarshBerry marks a significant step in its strategy to deepen specialization across financial services verticals. The firm, which operates from more than 25 offices worldwide, continues to expand its presence in advisory and capital markets services, offering clients a global perspective on private transactions and valuations.
The deal also reflects a strong alignment in culture and client focus between the two firms. MarshBerry, which has spent over four decades advising and consulting across the insurance distribution, wealth management, and accounting sectors, brings additional expertise in mergers and acquisitions, capital raising, strategic planning, and performance benchmarking.
The transaction’s sellers, including management and Atlas Merchant Capital, were advised by Keefe, Bruyette & Woods (a Stifel company) and Solomon Partners.
KEY QUOTES:
“The closing of the MarshBerry acquisition marks a significant step forward in our growth strategy. I am energized by what our combined teams will accomplish together and the value we will create for our clients and our people.”
Rob Brown, CEO, Lincoln International
“This is an important milestone for MarshBerry and our clients. Joining Lincoln’s platform creates significant opportunity for growth and impact, and we look forward to leveraging our combined strengths.”
John Wepler, CEO, MarshBerry
