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NACUSO Marketplace Provider

Organization Name: MarshBerry
NACUSO Membership: Standard
Year Formed: 1981
Description of Your Services: MarshBerry – Helping Clients Learn, Improve & Realize Value Founded in 1981, MarshBerry serves the insurance distribution and wealth management industry including insurance agents & brokers, specialty distributors, private equity firms, banks, credit unions and wealth management firms. MarshBerry’s industry-specific services help clients build, enhance and sustain value through: Merger & Acquisition Advisory*, Debt & Equity Capital Raising, Financial Consulting, Market Intelligence & Benchmarking, Organic Growth Consulting, Connect – Executive Peer Exchange, and Platform Aggregation. Learn more at
Services You Provide:
Consulting Services:Business ValuationMergers and AcquisitionsOperational Services (Consulting)Financial ServicesStrategic Planning
Insurance Services:Property and Casualty (Retail)Property and Casualty (Business)Health InsuranceConsulting Re: Insurance Services
Investment Services:Securities Sales to MembersAdvisory Services for MembersConsulting Re: Member Investment ServicesSecurity Sales/Advisory Services for Credit Union Portfolios
Are You a CUSO?: Yes
Are there investment opportunities for credit unions?: No
Describe Your Business Model:Fee for services.
Are you currently seeking additional users/customers?: Yes
Do you offer discounts or other benefits for NACUSO Members?: No
Contact Information:Eric HallinanDirector33971 Selva Road, Suite 220, Dana Point, CA
Tobias MilchereitVice President570 Lexington Ave. Suite 4500
New York, NY 10022
Lauren ByersVP - Marketing28601 Chagrin Blvd., Suite 400, Woodmere OH
Additional Information:

Your firm is unique. Don’t settle for off-the-shelf advice. You deserve expert advice tailored to your firm and customized business consulting to help you navigate through all stages of ownership.



MarshBerry 360 Forum helps decision-makers increase growth and profit with strategies designed to meet today’s and tomorrow’s challenges.

MarshBerry 360 Forums: When & Where

  • New York, NY: Tuesday, May 10
  • Chicago, IL: Thursday, May 12
  • Las Vegas, NV: Thursday, May 19

Attendees will:

  • Gain a competitive edge with guidance, advice, and research from leading analysts and experts.
  • Make valuable connections with industry influencers, leaders, and peers.
  • Learn which trends may impact your business most and how to prepare for them.
  • Discover organic growth strategies for consistently driving profits and revenue.
  • Find out how to attract and retain top-performing talent.

This one-day event is designed to give you access to the knowledge, research, resources, and connections you need to make the best decisions for your business in the coming year.

Don’t miss the chance to get your questions answered and interact with our experts during lively panel discussions and presentations.

Seats are limited. Reserve your space today at Use discount code NACUSO22-50 to receive 50% off your registration!


The insurance brokerage business is a great and dynamic business sector. You need relevant and timely insights to today’s marketplace from experienced thought leaders who really know and understand your business. MarshBerry is dedicated to helping firms Learn, Improve and Realize their fullest potential. Today’s ViewPoint is offered to help you navigate the complexities of advancing your firm at every stage of ownership. Read our latest blog content here.


MarshBerry webinars are unique virtual sessions created to deep dive into specific areas of interest within the insurance brokerage industry.  Choose from a range of topics on things you need to know such as perspectives on the state of the industry, trends in M&A, proprietary research briefings full of comparable data, business strategy and planning guidance, and even tools and techniques to advance unvalidated producers faster and more efficiently.

Something for everyone.  As the leader in insurance brokerage advisory, MarshBerry is your single source for all your business consulting needs. See the upcoming schedule here.

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