Marshberry Capital
Finance · Ohio, United States · 51-200 Employees
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Overview
Headquarters
28601 Chagrin Blvd Ste 400, Woodmere, Oh...Phone Number
(440) 354-3230Website
www.marshberry.comRevenue
$103.1 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
3
4
3
3
2
2
About Marshberry Capital
MarshBerry is a globally recognized investment banking and consulting firm focused on supporting insurance brokerages and wealth management firms in achieving long-term growth, operational excellence, and enhanced business value. The company provides a comprehensive range of advisory and consulting services designed to guide organizations through every stage of ownership and development. Its expertise includes merger and acquisition advisory, capital raising, strategic planning, valuation services, perpetuation planning, leadership development, sales effectiveness, and talent solutions. MarshBerry also offers industry-focused peer exchange programs, agency network resources, market intelligence, and performance benchmarking to help clients make informed business decisions and remain competitive in evolving markets. With a strong reputation for industry knowledge and client-focused strategies, the firm works closely with organizations to improve performance, strengthen leadership, and cRead more
Marshberry Capital Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Marshberry Capital
$103.1M
51-200
Private
<$5M
1981
Allison DassaniDirector, Chief Operating Officer of Financial Advisory
$9M
51-200
Private
-
2004
EZ
Elizabeth ZietlowDirector, Strategy & Vice President, Digital Experience Cx
Company Profile Activity
Activity Insights
Marshberry Capital is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Marshberry Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Marshberry Capital.
Marshberry Capital financials insights
Gather financial insights about Marshberry Capital, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2016
Unspecified
$1.2M
2020
Debt
$2M
Marshberry Capital Tech Stack
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Marshberry Capital News & Media
Lincoln International completes acquisition of MarshBerry | Insurance Business America
Deal expands Lincoln's capabilities in the financial services spaceLincoln International Acquires M&A Consultancy Marshberry
The Chicago-based investment bank Lincoln International will leverage Marshberry’s banking and consulting focus areas of insurance and wealth management.Linqura Announces Partnership with FirstChoice, a MarshBerry Company, to Bring Agencies AI-Powered Commercial Expertise
Agentic AI platform selected by leading insurance network to transform commercial lines production. HARTFORD, CT, UNITED STATES, May 7, 2025 /EINPresswire.com/ -- Linqura, the AI-powered growth engine designed to transform the business insurance …Canopy Connect and FirstChoice Announce Strategic Partnership
Partnership provides FirstChoice‘s network of insurance agencies with modern insurance data collection capabilities BEAVERTON, OR, UNITED STATES, October 10, 2024 /EINPresswire.com/ -- Canopy Connect, a leading insurance verification technology provider …
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MarshBerry is a globally recognized investment banking and consulting firm focused on supporting insurance brokerages and wealth management firms in achieving long-term growth, operational excellence, and enhanced business value. The company provides a comprehensive range of advisory and consulting services designed to guide organizations through e... Read More
