Lincoln International Completes Acquisition of MarshBerry, Driving New Growth in Insurance and Wealth Management Markets

CHICAGO--(BUSINESS WIRE)--Lincoln International, a leading global investment banking advisory firm specializing in private capital markets, is pleased to announce the closing of its acquisition of MarshBerry, a global leader in investment banking and consulting serving the insurance brokerage and wealth & retirement sectors.

The closing of this acquisition marks a significant enhancement of Lincoln's capabilities within the Financial Services sector, reinforcing its position as the advisor of choice for private equity firms, strategic acquirers, and independent owners amidst the evolving landscape of insurance and wealth management.

The combined organizations are committed to thoughtful integration that fosters knowledge sharing, optimizes client outcomes and ultimately drives collective success. This acquisition positions Lincoln for accelerated growth, delivering increased value to clients, employees, and stakeholders.

"The closing of the MarshBerry acquisition marks a significant step forward in our growth strategy,” said Rob Brown, CEO of Lincoln International. “I am energized by what our combined teams will accomplish together and the value we will create for our clients and our people.”

"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,” said MarshBerry CEO John Wepler.

The sellers, management and Atlas Merchant Capital, were 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. To find out more visit www.lincolinternational.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.