Vice President, Investment Banking and Consulting

MarshBerry•Beachwood, OH

6d•$135,000 - $175,000•Hybrid

About The Position

MarshBerry, a subsidiary of Lincoln International, is seeking a Vice President to join its investment banking and consulting team. The position may be based in the Beachwood, Ohio; Grandville, Michigan; Plano, Texas; or Dana Point, California office. It leads transaction teams, conducts hands-on financial analysis, supports growth, and ensures services are delivered effectively and efficiently. The role oversees the fulfillment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects, including negotiations, deal structures and terms, project completion, and day-to-day oversight from introduction through closing. The Vice President also helps plan, formulate, and implement team goals and objectives. This is a hybrid position, with onsite work Monday through Thursday and the option to work remotely on Fridays. Travel of up to 40% is required, including overnight and limited weekend travel; flexible and/or extended hours may be needed. MarshBerry provides investment banking and strategic consulting services to the financial services industry, including insurance brokerage and distribution, wealth advisory and retirement planning, and accounting and tax practices. Its services include M&A advisory, capital raising, strategic planning, valuations, perpetuation planning, organic growth consulting, executive peer exchange, agency network services, and market intelligence and performance benchmarking. MarshBerry describes its culture as people-first, fast-paced, and collaborative, and offers competitive benefits, hybrid work schedules, and opportunities to learn and grow.

Requirements

Bachelor’s degree in Finance, Accounting, or Business Management.
6–10+ years of related experience in investment banking, transaction advisory, corporate development, law, assurance services, financial consulting, or financial services.
Proven experience leading work teams to achieve and exceed division goals and objectives.
Demonstrated industry business acumen and ability to grasp new business concepts and issues.
Proficiency with Microsoft Word, Excel, and PowerPoint.
Must pass required licensing exams to become a registered representative of the affiliated broker-dealer within a short time after hire.
Strong analytical and proactive problem-solving skills, including the ability to identify and resolve issues promptly and gather and analyze information skillfully.
Strong written and verbal communication skills, with demonstrated creativity in work.
Ability to travel up to 40% of the time, including overnight and limited weekend travel.
Ability to work flexible and/or extended hours as needed.

Nice To Haves

A Master’s degree and/or Juris Doctor.
FINRA SIE, Series 79, Series 63, and Series 7 licenses or exams.
Additional professional designations or certifications, such as CPA, CVA, CPCU, and/or AM&AA.

Responsibilities

Serve as the client-facing lead on M&A and financial consulting projects, developing strategies and deliverables and maintaining client relationships.
Manage 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, day-to-day process oversight, and transaction closing.
Identify growth opportunities and implement strategies to improve client satisfaction, market share, revenue growth, and profitability; develop and use company capabilities to position MarshBerry as a strategic partner.
Coordinate new business development in current product lines and opportunities for new services through relationship building, coordination with business unit leaders, responding to inquiries, marketing strategies, and branding execution.
Manage relationships with clients, vendors, and other business unit leaders to support client retention; provide high-level service and additional consulting solutions.
Research, write, and structure client-ready work.
Review project components for quality, develop timelines, and ensure deadlines are met.
Identify client and prospect issues, develop resolution strategies, lead teams in resolving problems, and proactively find solutions.
Direct and coach team members; establish priorities and workflow, provide feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and conduct performance reviews for direct reports.
Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system.
Monitor industry trends and changes and incorporate best practices into services, deliverables, quality standards, policies, and programs.
Build and maintain relationships with potential internal and external clients, partners, and stakeholders that may generate revenue for MarshBerry services.
Complete other special projects, tasks, or duties as assigned.