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FAVORABLE
Overview
Overall experience with Marshberry Capital Raising Services
OPERATIONS ASSOCIATE
50M - 250M USD, BankingCRITICAL
“Depth in Market Knowledge Noted Despite Cost Transparency and Communication Delays”
About Company
Company Description
MarshBerry focuses on providing investment banking and consulting services to insurance brokerages and firms in the wealth management industry. The company addresses business challenges related to growth, ownership transitions, capital needs, strategic planning, valuations, and performance benchmarking. MarshBerry supports organizations through merger and acquisition advisory, capital raising, financial consulting, leadership solutions, sales and talent strategies, executive exchanges, market intelligence, and agency network resources. The company’s work centers on enabling firms to address operational and ownership complexities and improve their financial and strategic outcomes.
Company Details
Company type
Private
Head office location
Woodmere, United States
Number of employees
51 - 200
Website
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- OPERATIONS ASSOCIATE50M-1B USDBankingReview Source
Depth in Market Knowledge Noted Despite Cost Transparency and Communication Delays
They have deep industry knowledge, a comprehensive understanding of market dynamics. They have a professional team who are generally responsive. They have a robust network too.
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