CHICAGO, November 03, 2025 –– Lincoln International, a leading global investment banking advisory firm specializing in private capital markets, is pleased to announce the closing of its acquisition of MarshBerry, a global leader in investment banking and consulting serving the insurance brokerage and wealth & retirement sectors.
The closing of this acquisition marks a significant enhancement of Lincoln’s capabilities within the Financial Services sector, reinforcing its position as the advisor of choice for private equity firms, strategic acquirers, and independent owners amidst the evolving landscape of insurance and wealth management.
The combined organizations are committed to thoughtful integration that fosters knowledge sharing, optimizes client outcomes and ultimately drives collective success. This acquisition positions Lincoln for accelerated growth, delivering increased value to clients, employees, and stakeholders.
“The closing of the MarshBerry acquisition marks a significant step forward in our growth strategy,” said Rob Brown, CEO of Lincoln International. “I am energized by what our combined teams will accomplish together and the value we will create for our clients and our people.”
“This is an important milestone for MarshBerry and our clients. Joining Lincoln’s platform creates significant opportunity for growth and impact, and we look forward to leveraging our combined strengths,” said MarshBerry CEO John Wepler.
The sellers, management and Atlas Merchant Capital, were advised by Keefe, Bruyette & Woods, A Stifel Company and Solomon Partners.