MarshBerry, acquired in September 2025, is a global leader in investment banking and strategic consulting for the Financial Services industry, driving new growth in insurance and wealth management markets. 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, wealth management, accounting and tax landscape. MarshBerry has been recognized as the #1 M&A sell-side advisor in insurance brokerage for over 25 years.
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.
Deep Sub-Sector Experience
Retail & Specialty Insurance Brokers
Distribution & Underwriting
Wealth Advisory & Retirement Planning
Accounting & Tax
The closing of the MarshBerry acquisition marks a significant step forward in our growth strategy. I am energized by what our combined teams will accomplish together and the value we will create for our clients and our people.