Overview
News
Technologies
Salaries
Products
People
Growth
Offices
Jobs
Financials

Overview

Realize your firm’s value with investment banking and consulting from MarshBerry. We are experts that can help you with M&A, debt & equity capital raising, sales training & much more. Our consultants will create a customized approach to help you obtain your business goals.

News

Blog 4 days ago
Share the Wealth: Equity Programs that Attract and Retain Top Talent
Firms invest significant time developing producers, leaders and other high-performing employees who help drive enterprise value. These highly competitive, entrepreneurial individuals tend to seek ownership opportunities. The question is whether those crea
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Blog 5 days ago
Women in Insurance: Building a Stronger Leadership Pipeline
In this challenging recruiting environment, insurance agencies across the country are searching for their next generation of producers, owners, and executives. Yet many continue drawing future leaders from only a portion of their workforce. As succession
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News Insurance Business 12 days ago
Independent brokers say the deal machine has stalled and they don't miss it
UK broker M&A is heading for another slow year, but, for some independents, staying outside the deal cycle is the point
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Press release 16 days ago
Wealth Management M&A Continues to Outpace 2025
Wealth management merger and acquisition (M&A) activity continued to build through August, bringing the year-to-date total to 259 announced transactions. This represents a 7.5% increase over the 241 transactions announced through August 2025, further exte
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Blog 21 days ago
A Landmark Deal in August Signals a Further Divide in Insurance Brokerage M&A
On the last day of August, Aon - the third largest insurance broker of U.S. business - announced its agreement to acquire USI Insurance Services from KKR for approximately $17 billion. The transaction combines one of the world's largest brokerage and cons
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Blog 22 days ago
The Economics of Talent in a Soft Market
The biggest challenge for insurance brokerages in a soft market isn't declining revenue, it's shrinking margins. Because even as premium growth slows, company expenses and client service demands continue to rise. The result is margin compression, fueled b
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Blog 2 months ago
The Life of Personal Lines: How Agents Can Thrive in the AI Era
In our previous article, The Death of Personal Lines (Or Is It?), we explored whether AI would accelerate the demise of personal lines insurance. The conclusion was clear: personal lines is far from dead. In fact, insurance decisions are becoming more com
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Tech stack

Technologies named in job postings at MarshBerry over the last 12 months, by layer, with the share of postings for each.
Technologies in use
3
Postings analysed
2
Stack modernity
71/100
Cloud & platforms
Power BI
Azure DevOps
Azure
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Salary insights

Compensation ranges based on this company's open jobs
Median
$175k
Typical range
$175k
Open positions
1
1 Jobs
Architect 100%
Level Jobs Median Typical range
Architect 1 $175k $175k
Highest paying role Vice President, Business Development (M&A) $175k
Normalized to USD per year

People

Michael Metz
Executive Officer, Director
John Wepler
Executive Officer, Director
Valerie DeMell
Director
Phil Trem
Executive Officer
Daniel Skowronski
Director
Wayne Walkotten
Director
Megan Bosma
Director
Thomas Linn
Director
Rebecca White
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data

Growth

Hiring Momentum
28/100
Slowing
Open positions
5
0 opened / 0 closed in 30 days
ATS activity
Every ~1 days
10/02/2026
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Analytics
60% ▲
Sales
40% ▲
Actively hiring for Analytics (+3 in 30 days)

Offices

Where the company hires and what each office is for
Cities
9
Hiring now
2
Countries
2
Busiest office
Richmond
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Headquarters Builds here Office with open vacancies No open vacancies right now Tap a pin for the office
Woodmere United States
HQ
Goodwill Impairment Testing
28601 Chagrin Blvd. Suite 400, Woodmere, 44122
company site
Richmond United States
Regional office
Richmond Office
1 open roles 1 posted in 90 days 1-10 est. staff
hires for Sales
10800 Midlothian Turnpike, Suite 210, Richmond, 23235
seen since Aug 2026 company site, job postings
Dana Point United States
Regional office
Dana Point Office
1 open roles 1 posted in 90 days 1-10 est. staff $175k Avg Salary
hires for Sales
33971 Selva Road, Suite 220, Dana Point, 92629
seen since Aug 2026 company site, job postings
New York United States
Regional office
New York Office
570 Lexington Ave. Suite 4500, New York, 10022
company site
Amsterdam Netherlands
Regional office
Amsterdam Office
De Lairessestraat 137-143, Amsterdam, 1075 HJ
company site
Grand Rapids United States
Regional office
Grand Rapids Office
5300 Patterson Ave SE, Suite 220, Grand Rapids, 49512
company site
Plano United States
Regional office
Plano Office
7160 N Dallas Parkway, Suite 530, Plano, 75024
company site
Texas United States
Regional office
Texas
7160 N Dallas Parkway, Suite 530, Plano, TX 75024
company site
London United States
Regional office
United Kingdom & Ireland
10 Philpot Lane, London, EC3M 8AA
company site

Jobs

≈ $75k – $173k per year (Estimated) • Hybrid • Full-Time • Bachelor's Degree • United States
Microsoft Office
Apply
≈ $86k – $170k per year (Estimated) • Hybrid • Full-Time • 2+ years exp • Bachelor's Degree • United States
Power BI
Management
Microsoft Office
Apply
≈ $72k – $142k per year (Estimated) • Hybrid • Full-Time • 4+ years exp • Bachelor's Degree • United States
Azure DevOps
Azure
Analytics
Power BI
Management
Confluence
Smartsheet
Jira
Agile
Apply

Financials

Total raised
$1.2M
Latest round
Convertible Note
Funding rounds
1
Funding rounds
Round Announced Amount
Convertible Note 2016 $1.2M Details