MarshBerry Tech Stack

Investment banking and consulting for insurance brokerages and wealth management firms

Investment Banking Woodmere, Ohio 51–200 employees Privately Held

MarshBerry advises insurance brokerages and wealth management firms on M&A, capital raises, and organic growth—a 40+ year practice structured around deal advisory, valuations, and strategic planning. The hiring profile is heavily finance-skewed (41 of 57 roles), with VP-level positions dominating, suggesting a deal-execution model reliant on senior bankers. Active pain points around new business origination and transaction timeline delays point to a firm still optimizing sales efficiency and deal velocity.

Tech Stack 11 technologies

Core StackSalesforce Canva Monday.com HubSpot Word Excel PowerPoint Microsoft Access Microsoft Office SharePoint LinkedIn

What MarshBerry Is Building

◆Challenges

New business origination
Improving client business performance
Issue resolution
Reducing project timeline delays
Expanding buy-side advisory practice
Improving transaction advisory processes
Expanding into accounting and tax m&a market
Generating new business
Ensuring consistent delivery
Improving valuation process efficiency

▲Active Projects

Due diligence
Business valuation
Expansion into accounting and tax m&a market
Strategic planning
Sell-side and buy-side accounting and tax m&a advisory engagements
Quality of earnings analysis
Merger and acquisition transactions
Merger and acquisition advisory
Valuations
Internal marketing campaigns

Hiring Activity

Accelerating55 roles · 30 in 30d

Department

Finance

Sales

Engineering

Advisory

Marketing

Ops

Seniority

Mid

Director

Junior

Intern

Manager

Senior

Notable leadership hires: Managing Director, Sales Director

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About MarshBerry

MarshBerry is a privately held investment banking and consulting firm based in Woodmere, Ohio. The firm serves insurance brokerages and wealth management companies across the full ownership lifecycle—from M&A advisory and capital raising to strategic planning, valuations, and perpetuation planning. Beyond deal work, MarshBerry runs organic growth consulting (leadership and talent solutions), an executive peer exchange network, and market intelligence benchmarking. The core tech stack is standard enterprise (Salesforce, HubSpot, Monday.com, Office suite), reflecting a service-driven business model rather than technology product focus.

HeadquartersWoodmere, Ohio

Company Size51–200 employees

Hiring MarketsUnited States

Frequently Asked Questions

What is MarshBerry's main service offering?

Investment banking advisory (M&A, capital raises) and financial consulting (valuations, strategic planning, perpetuation planning) for insurance brokerages and wealth management firms.

What CRM does MarshBerry use?

Salesforce and HubSpot, along with Monday.com for project management and standard Microsoft Office tools.