Core Viewpoint - Lincoln International is set to acquire Marshberry to strengthen its position in the financial services sector, particularly in insurance brokerage and wealth management, pending regulatory approval [2][6]. Company Overview - Marshberry, founded in 1981, specializes in capital raising, investment banking, consulting, and market intelligence [2]. - Lincoln International, based in Chicago, has approximately 1,000 employees globally and provides M&A consulting, private funds, capital markets advice, and valuations [5]. Leadership and Integration - John Wepler, Chairman and CEO of Marshberry, has been with the firm since 1991 and oversees operations in six U.S. cities and three European locations with around 78 employees [3]. - Lincoln's CEO Rob Brown stated that the Marshberry brand will remain post-acquisition, with plans for a new brand strategy after integration [3]. Strategic Benefits - The acquisition is expected to enhance service offerings and create new market opportunities for both firms, allowing for greater scale and resources [4][6]. - The deal aligns with Lincoln's vision of becoming a leading advisor in private capital markets, enhancing client support in the dynamic insurance and wealth management sectors [6]. Advisory and Financial Terms - Keefe, Bruyette & Woods and Solomon Partners advised Marshberry on the acquisition deal [7]. - Financial terms of the acquisition have not been disclosed [2].