Lincoln International to acquire MarshBerry
Lincoln International, an investment banking advisory firm specializing in private capital markets, announced its entry into a definitive agreement to acquire MarshBerry, an advisory firm that has been serving the insurance brokerage, insurance distribution, and wealth management sectors for over 40 years.
This acquisition will 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 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, 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.
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.
“We look forward to welcoming all of the MarshBerry people to the Lincoln family. 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.” – Rob Brown, CEO of Lincoln International.
“We view this partnership as a pivotal step in advancing opportunities for our valued clients and team. 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.” – John Wepler, CEO of MarshBerry.
