Bio

As a vital resource in mergers & acquisitions (M&A), John has personally advised on over 300 M&A and capital markets transactions since joining MarshBerry in 1991. He is an in-demand industry speaker because of his extensive knowledge in organic growth management, valuation enhancement strategies, business planning, perpetuation, financial management and M&A. John has been a featured speaker in 21 countries, sharing his extensive knowledge on global M&A activity and capital markets within the insurance distribution space. John’s stewardship in the insurance industry has positioned him over the years as a sought-after adviser and chairperson for a range of organizations. He currently serves as an adviser to the board for the Worldwide Broker Network. Previous board positions include the Chairman of the Board of the Midwest Division of the Insurance Industry Charitable Foundation (IICF), the IICF’s national Board of Governors, Independent Insurance Agents & Brokers of New York, the American Bankers Insurance Association and adviser to the Disabled Veterans Insurance Careers (DVIC) Board. John brings his deep advising experience to the ground level at industry seminars and events, as a keynote speaker and leader of executive forums. He strongly believes in advancing the industry and growing businesses through peer engagement and benchmarking. He is often a keynote speaker at insurance carrier elite meetings, national conferences and leadership forums, including Council of Insurance Agents & Brokers conferences, Chubb Wharton Executive Leadership Training, Selective Executive Symposiums and S&P Global Market Intelligence investment workshops. With extensive experience in all facets of insurance business planning—from organic growth to perpetuation—John’s skill set allows for designing innovative, progressive strategies that help owners as they work to realize their business goals and life’s dreams. Professionally, he currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79, 99, 24 and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., LLC. John earned his bachelor’s degree in finance from Ohio University, and has a master’s degree in business administration from Kent State University.