Strategic Acquisition Will Position Lincoln as a Leader in High Growth Financial Services Sectors and Expand Global Platform
Chicago, Illinois – 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.
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.
Source: MarshBerry
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