Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Deals & People September 10, 2025
Lincoln International Acquires MarshBerry
As part of the transaction, Atlas Merchant Capital agreed to sell its interests in MarshBerry to Lincoln International.
Reported by Edward Rueda
Lincoln International LLC announced Wednesday an agreement to acquire MarshBerry Capital LLC, an advisory firm headquartered in Woodmere, Ohio.
MarshBerry, which operates in six U.S. and three international cities, offers investment banking; consulting and growth advisory; market intelligence; agency network access; and executive peer-exchange to private, independent brokers and wealth management firms.
The firms will “focus on a seamless integration process that prioritizes client outcomes, knowledge sharing and collective success … while preserving [their] specialized expertise and personal relationships,” according to the announcement.
“We look forward to welcoming all of the MarshBerry people to the Lincoln family,” said Rob Brown, Lincoln International’s CEO, in a statement. “By combining our strengths, we will … enhance the ways we support our clients as we navigate the dynamic insurance and wealth management sectors.”
“We view this partnership as a pivotal step in advancing opportunities for our valued clients and team,” said John Wepler, MarshBerry’s CEO, in a statement. “Joining Lincoln will allow us to enhance our services and pursue new market opportunities with greater scale and resources.”
As part of the transaction, Atlas Merchant Capital agreed to sell its interests in MarshBerry to Lincoln International. The acquisition closing is subject to standard regulatory approvals.