Houlihan Lokey Advises MarshBerry

Houlihan Lokey is pleased to announce that MarshBerry has received a significant growth capital investment from Atlas Merchant Capital (Atlas). The transaction closed on January 10, 2022.

Founded in 1981, MarshBerry serves the insurance distribution and wealth management industries, including insurance agents and brokers, specialty distributors, private equity firms, and wealth management firms. MarshBerry’s industry-specific services help clients build, enhance, and sustain value through M&A advisory, debt and equity capital raising, financial consulting, market intelligence and benchmarking, organic growth consulting, Connect executive peer exchange, and Connect Platform aggregation.

Atlas was founded to participate in compelling market opportunities in the financial services sector. Based in New York and London, Atlas was founded by Bob Diamond and David Schamis, who (together with their partners) form a complementary partnership with extensive operating and investing expertise across the financial services landscape.

The new partnership with Atlas will help MarshBerry accomplish its growth goals by improving and expanding services to create even better outcomes for clients. This partnership provides access to additional resources to help execute on strategic growth initiatives, including expanded client solutions and acquisitions domestically and in Europe.

Houlihan Lokey served as the exclusive financial advisor to MarshBerry and assisted in marketing, structuring, and negotiating the transaction. This deal showcases the breadth of Houlihan Lokey’s capabilities across the financial services and business services sectors and adds to its leading track record in representing other investment banking advisory firms.

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