Lincoln International completes MarshBerry acquisition to expand insurance and wealth management advisory services

Lincoln International, a global investment banking advisory firm specializing in private capital markets, has completed its acquisition of MarshBerry. MarshBerry provides investment banking and consulting services to the insurance brokerage and wealth and retirement sectors.

The transaction expands Lincoln's capabilities in the financial services space. The combined firm aims to serve as a comprehensive advisor to insurance intermediaries, asset managers, and wealth platforms.

The acquisition integrates MarshBerry's industry expertise and client relationships into Lincoln International's operations. Lincoln aims to strengthen its presence in the insurance sector, characterized by ongoing consolidation and growth activity.


Also read: AMTD Digital posts huge 2025 growth after new group merger boosts business

MarshBerry's established consulting, valuation, and performance benchmarking services now complement Lincoln's investment banking offerings. The combination broadens Lincoln's footprint in insurance and wealth management markets across the United States and Europe.

Combined firm targets synergies in middle-market transactions

The acquisition is expected to generate synergies in deal origination, client coverage, and market intelligence. Focus areas include middle-market transactions involving private equity investments, succession planning, and strategic mergers and acquisitions.

Lincoln International stated the integration will prioritize collaboration and knowledge sharing to maximize client outcomes. Both firms maintain commitments to personalized, sector-focused advisory services. The expanded platform targets increased market share in the insurance distribution M&A space, a sector that has remained active despite macroeconomic challenges.

Lincoln International CEO describes acquisition as strategic growth step

Lincoln International CEO Rob Brown described the closing as "a significant step forward" in the firm's growth strategy, adding that the combined platform enhances Lincoln's ability to serve clients through every stage of ownership and capital development.

MarshBerry CEO John Wepler said joining Lincoln's platform creates new opportunities for scale and impact, enabling the firm to expand its consulting reach and leverage Lincoln's global capital markets expertise.

Sellers advised by Keefe, Bruyette & Woods and Solomon Partners

The sellers, including management and Atlas Merchant Capital, were advised by Keefe, Bruyette & Woods, A Stifel Company, and Solomon Partners during the transaction.

The acquisition underscores increasing convergence of investment banking, insurance distribution, and wealth management consulting. Firms seek to offer vertically integrated advisory solutions amid heightened deal activity and evolving regulatory demands.

Also read: Crypto betting giant Polymarket set for explosive US comeback with major sports push in weeks

For Lincoln International, the addition of MarshBerry represents a strategic move toward becoming a leading global advisor in insurance and wealth-sector consolidation. The market is expected to continue expanding as firms pursue efficiency, capital optimization, and scale.