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MarshBerry
MarshBerry is a leading global investment banking and consulting firm serving the financial services industry. For more than 40 years, it has helped insurance, wealth advisory, retirement planning, accounting, and tax firms drive growth, maximize value, and navigate ownership transitions. Its services include M&A advisory, capital raising, strategic planning, valuations, perpetuation planning, organic growth consulting, executive peer exchange, and market intelligence and benchmarking. Learn more at www.MarshBerry.com.