Atlas
Back to Insurance Brokerage
Advisor·Insurance Brokerage

MarshBerry

Woodmere, Ohiowww.marshberry.com/1expert edge

Global M&A advisory and investment banking firm specializing in insurance brokerage and wealth management sectors. Founded 1981; acquired 2023 by Lincoln International; advises on mid-market transactions ($10M-$100M+).

Why interesting to a deal team

Wepler's CEO role demonstrates deep insurance M&A execution. MarshBerry's advisory platform represents critical deal infrastructure for insurance sector consolidators and investors.

Experts connected to this company

JW

John Wepler

Chairman and Chief Executive Officer

MarshBerry

FounderWoodmere

As MarshBerry's Chairman/CEO with 300+ closed M&A deals in insurance distribution, he sees nearly every notable brokerage transaction before the market does.

Sources

Strongest evidenceStructured data3 public sourcesHow the grades work