Calfee Congratulates Client MarshBerry on Announcement of Strategic Sale to Lincoln International

Calfee, Halter & Griswold LLP congratulates its client, MarshBerry, a premier advisory firm serving the insurance brokerage, insurance distribution, and wealth management sectors, on its entry into a definitive agreement to be acquired by Lincoln International, a leading global investment banking advisory firm specializing in private capital markets.

Market leader MarshBerry will bring a robust suite of specialized services, including investment banking, consulting and growth advisory, market intelligence, agency network access, and executive peer-exchange to Lincoln International. Headquartered near Cleveland, Ohio, MarshBerry operates across six U.S. cities and three European locations. The strategic acquisition will significantly strengthen Lincoln International's capabilities within the Financial Services sector and solidify its position as the premier advisor for private equity firms, strategic acquirers, and independent owners navigating the rapidly consolidating insurance and wealth management landscape.

Calfee's Mergers and Acquisitions, Divestitures and Sales team was led by Corporate and Finance Partner Michael B. Hurley and included Partner Daniella C. Vespoli and Associate Attorneys Stephen Carpinello, Alexandria Beto and Jacob J. Bourquin.

Additional members of the multi-disciplinary legal include:

• Antitrust: Partner Maura L. Hughes and Associate Attorney Nicholas A. Bonaminio
• Commercial Lending: Partners Ann Z. Seger and Ellen G. Dorsten
• Employee Benefits and Executive Compensation: Partners Robert A. Miller and Erin E. Shick
• Environmental Law: Senior Attorney Christopher M. Ward and Associate Attorney Taylor M. Carpenter
• Insurance Coverage: Partner K. James Sullivan
• Intellectual Property: Partner Ryan W. Falk and Associate Attorney Dustin D. Likens
• Investment Management: Partner Patrick D. Hayes
• Labor and Employment: Senior Counsel Jennifer Walwyn Colvin
• Real Estate Law: Partner Joshua G. Berggrun and Associate Attorney Conner H. Judson
• Tax Law: Partner Michael K. Gall and Associate Attorney Piljung (Kevin) Kang.

Read the full release here.

With 45+ dedicated attorneys, the Corporate and Finance practice group at Calfee, Halter & Griswold LLP is one of the largest and most prolific in Ohio, handling a significant number of complex and sophisticated business and financial transactions for clients across the country and globally.

Calfee has a sophisticated and robust Mergers and Acquisitions, Divestitures, and Sales practice, annually consummating 60-75 M&A transactions, led by an active private equity client base and a large roster of public and significant privately held corporate clients. These financial and strategic buyers, coupled with our deep investment banking representations and relationships, drive a thriving and diverse M&A practice at Calfee.

Calfee, Halter & Griswold LLP is a full-service corporate law firm with 160 attorneys and professionals in five offices in Cleveland, Columbus, Cincinnati, Indianapolis, and Washington, D.C. Calfee serves clients in the Midwest USA, nationally and globally in the areas of Corporate and Finance, Employee Benefits and Executive Compensation, Energy and Utilities, Estate and Succession Planning and Administration, Government Relations and Legislation, Intellectual Property, Investment Management Law, Labor and Employment, Litigation, and Real Estate Law. Calfee has been recognized as a leading law firm by Chambers USA 2025 in Antitrust, Banking & Finance, Construction, Corporate/M&A, Employee Benefits & Executive Compensation, Energy & Natural Resources, Environment, Government Relations, Insurance, Intellectual Property, Investment Funds: Regulatory & Compliance, Labor & Employment, Litigation: General Commercial, Litigation: White-Collar Crime & Government Investigations, and Real Estate, and by Chambers HNW 2024 in Private Wealth Law. A founding member of Lex Mundi, Calfee offers international representation through a network of independent law firms with access to 22,000 attorneys located in more than 125 countries. Additional information is available at Calfee.com.

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