This strategic acquisition aligns with MarshBerry’s growth strategy to enhance its portfolio of solutions for global clients. By joining forces with IMAS, MarshBerry aims to combine their strengths and expertise to create a powerful M&A advisory services provider.
This acquisition builds MarshBerry’s presence in the UK and Europe while empowering insurance distribution and wealth management brokers in Western Europe to access a broader range of resources and talent.
MarshBerry is a global leader in financial advisory and consulting services, catering to the insurance brokerage and wealth management industries. With a presence across North America and Europe, the firm specialises in various market sectors, including property and casualty agents & brokers, employee benefit firms, specialty distributors, and insurance carriers.
The Ohio-based organisation offers a wide range of solutions, including investment banking, merger & acquisition advisory, and debt & capital raising to its clients.
IMAS Corporate Finance LLP is a leading independent corporate finance advisory firm based in London, UK. Specialising in financial advisory services for companies in the financial services sector, IMAS focuses on areas such as insurance distribution, wealth and asset management. The firm offers services such as mergers and acquisitions (M&A) advisory, capital raising, and due diligence, supported by in-depth research and a proprietary database covering the financial services sector in the UK.
John Wepler, MarshBerry Chairman & CEO, said, “This strategic move aligns seamlessly with our growth strategy of enhancing our portfolio of solutions to serve clients across the globe. By joining forces with IMAS, we are combining our strengths and expertise in data rich insights and market perspectives to create a powerhouse of M&A advisory services in the industry.
“Together, we will forge new paths, drive unparalleled value for our clients, and cement our position as a market leader in the UK and across Europe. This acquisition underscores our commitment to driving sustainable growth and delivering exceptional outcomes for our clients and stakeholders.”
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