Transactions

Focused on the crossroads of insurance,
healthcare services, investment services,
and the technologies that serve those sectors.
MarshBerry
received an investment from
Atlas Merchant Capital
Financial advisor to Atlas Merchant Capital January 2022
MarshBerry Secures Growth Capital from Atlas Merchant Capital
Industry: Insurance, Investment Services
Type: Buy-Side M&A

MarshBerry, a leading investment banking and consulting firm serving the Insurance Distribution and Wealth Management industries, is pleased to announce its partnership with Atlas Merchant Capital (“Atlas”).  The new partnership will help MarshBerry accomplish its growth goals by improving and expanding services to create even better outcomes for clients. This partnership provides access to additional resources to help execute on strategic growth initiatives including expanded client solutions and acquisitions domestically and in Europe.

“This is a really important event for our company. Partnering with Atlas advances our ongoing efforts to aggressively and intentionally grow and improve in all facets of our business, which will translate directly into benefits for our growing client base,” says John Wepler, MarshBerry CEO and Chairman. “Our leadership team remains committed, invested and excited about how this will help us continue to grow by enhancing the solutions provided to our client base.”  “We have been impressed with the accomplishments, growth and vision of MarshBerry and believe our investment will serve as a springboard to achieve the near-term and long-term strategic goals,” says Colin Savage, Atlas Managing Director, Head of North America Investments.