Lincoln International to Acquire MarshBerry, Driving New Growth in Insurance and Wealth Management Markets

Business Wire

Strategic Acquisition will Position Lincoln as a Leader in High Growth Financial Services Sectors and Expand Global Platform

CHICAGO--(BUSINESS WIRE)--
Lincoln International, a leading global investment banking advisory firm specializing in private capital markets, is pleased to announce its entry into a definitive agreement to acquire MarshBerry, a premier advisory firm that has been serving the insurance brokerage, insurance distribution, and wealth management sectors for over 40 years.

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This strategic acquisition will significantly strengthen Lincoln’s capabilities within the Financial Services sector and solidify its position as the premier advisor for private equity firms, strategic acquirers, and independent owners navigating the rapidly consolidating insurance and wealth management landscape.

MarshBerry, the leader in their market, will bring a robust suite of specialized services, including investment banking, consulting and growth advisory, market intelligence, agency network access, and executive peer-exchange. Headquartered in Woodmere, Ohio (near Cleveland), the firm operates across six U.S. cities and three international locations in Europe, serving a dedicated client base of private, independent brokers and wealth management firms.

Underpinned by a shared commitment to collaboration, after closing the acquisition both firms will focus on a seamless integration process that prioritizes client outcomes, knowledge sharing and collective success. Lincoln and MarshBerry will work closely to combine their complementary strengths while preserving the specialized expertise and personal relationships that define their market leadership positions.

"We look forward to welcoming all of the MarshBerry people to the Lincoln family," said Rob Brown, CEO of Lincoln International. "This acquisition aligns seamlessly with our vision of becoming the leading advisor in the private capital markets. By combining our strengths, we will not only expand our service offerings but will enhance the ways we support our clients as we navigate the dynamic insurance and wealth management sectors."

“We view this partnership as a pivotal step in advancing opportunities for our valued clients and team,” said John Wepler, CEO of MarshBerry. “Joining Lincoln will allow us to enhance our services and pursue new market opportunities with greater scale and resources. This acquisition represents a step that bolsters our presence in the insurance and wealth management markets while setting the stage for continued growth.”

The combination will establish a solid foundation for growth across the financial services landscape, delivering greater value to clients, employees, and stakeholders.

As part of the transaction, Atlas Merchant Capital has agreed to sell its interests to Lincoln. The acquisition closing is subject to standard regulatory approvals.

Seller was advised by Keefe, Bruyette & Woods, A Stifel Company and Solomon Partners.

About Lincoln International:

Lincoln International is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. As one tightly integrated team of more than 1,000 professionals in more than 25 offices in 16 countries, we offer an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. Connect with us to learn more at www.lincolninternational.com.

About MarshBerry:

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting and tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.

About Atlas Merchant Capital LLC:

Atlas Merchant Capital LLC was founded to participate in compelling market opportunities in the financial services sector. Based in New York and London, Atlas Merchant Capital was founded by Bob Diamond and David Schamis, who, together with their partners, form a complementary partnership with extensive operating and investing expertise across the financial services landscape. For more information visit www.atlasmerchantcapital.com.