Vice President, Investment Banking & Consulting

About the role

MarshBerry is seeking a Vice President for our Investment Banking & Consulting Team in either our Woodmere OH, Grand Rapids MI, Dana Point CA, or Plano TX office. The Vice President leads transaction teams, conducts hands-on analysis, drives growth, and ensures MarshBerry services are delivered effectively and efficiently. This role is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects, including negotiation, structure, terms and conditions, and oversight of day-to-day functions from introduction to closing. The Vice President aids in planning, formulating, and implementing team goals and objectives.

Responsibilities

• Serve as client-facing lead on merger and acquisition projects and financial consulting projects, developing strategy and implementation of client deliverables and maintaining client relationships to ensure successful project execution.
• Manage both sell-side and buy-side M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, and oversight of the day-to-day deal process to lead to a successful closing.
• Recognize opportunities for growth and implement strategies to enhance client satisfaction, company market share, revenue growth, and profitability.
• Fully develop and utilize the company’s capabilities and position the company as a strategic partner.
• Seek and coordinate new business development activities in current product lines and opportunities for new services through active relationship-building techniques.
• Coordinate approach with other business unit leaders, field and respond to new business inquiries, develop marketing strategies, and assist with external and internal branding execution.
• Manage existing relationships with clients, vendors, and other business unit leaders to ensure client retention and provide a high level of service.
• Proactively provide additional consulting solutions to clients.
• Research, write, and structure client-ready work.
• Conduct quality review of project components, develop timelines, and ensure they are met.
• Identify issues affecting clients/prospects and develop strategies to resolve them effectively.
• Lead teams to resolve problems and proactively find solutions for clients.
• Direct and coach team members; manage and establish priorities, direct workflow, provide consistent and constructive feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and complete performance management reviews.
• Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system.
• Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.
• Cultivate and maintain effective relationships with potential internal/external clients, partners, and stakeholders to directly or indirectly lead to revenue generation for all MarshBerry services.
• Handle other special projects, tasks, or duties as assigned.

Requirements

• Bachelor’s degree in Finance, Accounting, or Business Management. Master’s degree and/or Juris Doctor is a plus.
• Additional professional designations or certifications desired, such as CPA, CVA, CPCU, and/or AM&AA.
• 6-10+ years of related experience in investment banking, transaction advisory, corporate development, law, assurance services, financial consulting, or financial services.
• Proven experience in leading work teams to achieve and exceed division goals and objectives.
• Demonstrated industry business acumen; ability to grasp new business concepts and issues.
• Proficient with Microsoft Word, Excel, and PowerPoint.
• Must pass required licensing exams to become a registered representative of our affiliated broker-dealer within a short time period after hire.

Skills

• Analytical, proactive problem-solving skills: ability to identify and resolve issues in a timely manner, gather and analyze information skillfully.
• Strong communication skills, both written and verbal, with demonstrated creativity in work.
• Ability to travel up to 40% of the time; includes overnight and limited weekend travel.
• Ability to work flexible and/or extended hours as needed.

About MarshBerry

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning, and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network, and Market Intelligence & Performance Benchmarking.

MarshBerry provides consulting services primarily to independent insurance agents, brokers, carriers, and wealth and retirement plan advisors. Services include financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange, and information services. MarshBerry is recognized for providing innovative and customized solutions, building trusted advisor relationships with clients.

Our mission is to help clients learn, improve, and realize their value. MarshBerry has been awarded North Coast 99 Top Workplaces (The Plain Dealer), Inclusive Workplace by Best Companies Group, and Crain's Fast 50, among other recognitions.