Phil Trem

President, Financial Advisory: MarshBerry

As President of MarshBerry's Financial Advisory Division, Phil brings extensive knowledge in merger & acquisition (M&A) advisory and operations, specifically in the business and technology arenas and is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His experience encompasses the full life cycle of an M&A transaction for independently-owned insurance agents & brokers, specialty distributors, wealth management advisors, retirement planning specialists, private equity firms, banks & credit unions and insurance carriers. Phil's objective is to provide clients with a seamless, comprehensive experience. In addition to Phil’s M&A responsibilities, he also contributes to MarshBerry’s consulting practice by helping guide clients in the areas of strategic planning, internal perpetuation planning, agency valuation, financial and organizational development and compensation strategies. Phil is a member of MarshBerry’s Board of Directors, having previously served as an Executive Vice President within the M&A team before becoming President of the Financial Advisory division. Education and development are important values to Phil, and he shares his knowledge of industry trends and strategies as a contributing writer to Leader’s Edge , a magazine for commercial property-casualty brokers and group benefits consultants.