About MarshBerry
MarshBerry is a Financial Services company based in Cuyahoga Falls (United States) founded in 1981. Mergers and acquisitions advisory services are provided globally. MarshBerry has raised $37.08 million across 2 funding rounds. The company has 125 employees. MarshBerry has completed 2 acquisitions, including First Choice Agents Alliance and IMAS. Its chief executive, as recorded, is John Wepler. Its website marshberry.com draws about 23 thousand monthly visits. MarshBerry offers products and services including Investment Banking and Business Planning. Its focus areas include Investment Industry, Investment Banks, IBs and Asset Management. Its legal entity is Marsh, Berry & Company, LLC.
Company details
MarshBerry offers Investment Banking, Business Planning while focusing on investment industry, investment banks, and ibs. MA and corporate advisory firm. Delivering reliable solutions, it emphasizes quality, efficiency, and meeting diverse client needs. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Cuyahoga Falls, United States
- Employees 125
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Insurance
- Email••••••••
- Phone•••• ••••
- Website marshberry.com
- Social LinkedIn X Facebook Instagram
- Legal Name Marsh, Berry & Company, Llc
- Total Equity Funding$37.08M (USD)
in 2 rounds
- Latest Funding Round$37.08M (USD), Series C
Aug 2022
- Employee Count125
- Investments & AcquisitionsFirst Choice Agents Alliance
& 1 more
Products & Services of MarshBerry
MarshBerry offers a comprehensive portfolio of products and services, including Investment Banking and Business Planning.
Investment banking services are delivered through advisory for M&A and capital raising in the insurance sector
Business planning services are provided to assist with strategic and perpetuation planning for insurance and wealth management firms
Funding Insights of MarshBerry
MarshBerry has successfully raised a total of $37.08M across 2 strategic funding rounds. The most recent funding activity was a Series C round of $37.08 million completed in August 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $37.08M
- Total Rounds 2
- Last Round Series C — $37.08M
- First Round $1.19M
(Oct 2016)
All 2 funding rounds of MarshBerry with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2022 | $37.08M | Series C | – | – | – |
| Oct 2016 | $1.19M | Unspecified | – | – | – |
People of MarshBerry
45 people are tracked at MarshBerry (32 in leadership, 13 in team); the tracked headcount is 125.
| Name | Role | Group |
|---|---|---|
Phillip Trem | President | Leadership |
Gerard Vecchio | Managing Director | Leadership |
Michel Schaft | Managing Director | Leadership |
Dan Skowronski | Managing Director | Leadership |
Christopher Darst | Managing Director | Leadership |
George Bucur | Managing Director | Leadership |
Steven Bolland | Managing Director | Leadership |
John Wepler | CEO & Chairman | Leadership |
Kim Kovalski | Managing Director | Leadership |
Eric Hallinan | Managing Director | Leadership |
Melissa Stover | Director & CCO | Leadership |
Mike Metz | EVP & COO | Leadership |
James Graham | Director | Leadership |
Phil Trem | President, Financial Advisory | Leadership |
Kyle Hoeft | Vice President | Leadership |
Armand Hoftijzer | Managing Director | Leadership |
Keith Captain | President, Firstchoice, A Marshberry Company | Leadership |
Mike Haselden | Senior Vice President | Leadership |
Wayne Walkotten | Executive Vice President | Leadership |
Marianne Parkinson | Chief Marketing Officer | Leadership |
25 more people are available in the full profile.
Complete people profiles for MarshBerry
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by MarshBerry
MarshBerry has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include First Choice Agents Alliance and IMAS.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
IMAS Corporate Finance LLP provides financial advisory services with a focus on mergers and acquisitions. | imas.uk.com | London, United Kingdom | 1992 | Oct 2023 | •••• | |
Insurance brokerage services are provided to agents and clients. | joinfcaa.com | Mooresville, United States | 2015 | Aug 2022 | •••• |
Complete acquisition details for MarshBerry
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of MarshBerry
5 dated milestones of MarshBerry across 42 years, from founding to its latest funding, stage changes and deals.
- Founded MarshBerry is founded.
- Funding First funding round of $1.2M.
- Funding Latest funding round, Series C, of $37.1M.
- Acquisition Acquires First Choice Agents Alliance.
- Acquisition Acquires IMAS.
Web traffic of MarshBerry
The website of MarshBerry (marshberry.com) receives about 23.4K visits a month and ranks #1,230,274 among all websites worldwide, #4,831 in Insurance.
- Monthly visits23.4K
▲ 9.9% vs previous month
- Unique visitors10.3K
per month
- Global rank#1,230,274
among all websites
- Category rank#4,831
Finance · Insurance
- Bounce rate48%
- Pages per visit2.1
- Average visit42 sec
- DevicesDesktop 53% · Mobile 47%
Websites whose visitors overlap most with MarshBerry. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| agencyconsulting.com | 100% | 2.5K | #6,714,238 | View details | |
firstinsurancefunding.com | firstinsurancefunding.com | 100% | #852,525 | – | |
| insnerds.com | 96% | #2,457,225 | View details | ||
slacal.com | slacal.com | 93% | #296,220 | – | |
| programbusiness.com | 92% | #1,877,358 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for MarshBerry
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as MarshBerry (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about MarshBerry
MarshBerry was founded in 1981 and raised its 1st funding round 35 years after it was founded.
MarshBerry is headquartered in Cuyahoga Falls, United States. It is registered at Cuyahoga Falls, Ohio, United States.
John Wepler is the CEO of MarshBerry, as recorded in our data.
MarshBerry is a funded company, having raised a total of $37.08M across 2 funding rounds to date. The company's 1st funding round was a Unspecified of $1.19M, raised on Oct 2016.
MarshBerry has 125 employees.
MarshBerry offers Investment Banking, Business Planning while focusing on investment industry, investment banks, and ibs. MA and corporate advisory firm. Delivering reliable solutions, it emphasizes quality, efficiency, and meeting diverse client needs. It continues to evolve, meeting industry challenges with strategic approaches.
MarshBerry offers Investment Banking and Business Planning.
MarshBerry has made 2 acquisitions, including First Choice Agents Alliance, and IMAS.
MarshBerry operates through Marsh, Berry & Company, Llc.