FREQUENTLY ASKED QUESTIONS

WHO IS MARSHBERRY?

Founded in 1981, MarshBerry's primary objective is to help insurance agents, brokers, specialty distributors and carriers as they work to maximize their value through our industry-specific services that include:  Merger & Acquisition Advisory*, Financial Consulting, Sales Performance Consulting, Talent Acquisition, Executive Peer Exchange Networks, and proprietary industry benchmarking.  Ranked #1 M&A Adviser by S&P Global Market Intelligence  for each of the past 18 years1, MarshBerry has advised on more than 6002 transactions since 1999 and completed over 275 diagnostic and confirmatory due diligence projects over the last thirteen years.
 
*Securities offered through MarshBerry Capital, Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., Inc. 28601 Chagrin Blvd., Suite 400, Woodmere, Ohio 44122, 440-354-3230
1 Mergers & Acquisitions (M&A) Transactions in Insurance Brokerage, in which advisory credit was received (1999-2016). Ranked by total number of deals.
2 These totals include certain transactions completed by Marsh, Berry & Company, Inc. professionals while employed at another firm, whereby substantially all of the assets were acquired by Marsh, Berry & Company, Inc.

WHAT IS THE COST TO ATTEND THE SEMINAR?

$850 is the full cost of registration. Early bird discounts are available to those who register before February 28, 2018.

ARE DISCOUNTS AVAILABLE FOR THIS SEMINAR SERIES?

Yes, multiple discounts are available through seminar sponsors, strategic partners and media partners. Please refer to the discount codes provided on marketing pieces. For more questions about discount codes, please contact Jessica.Nugent@MarshBerry.com or (440) 392-6558.

WHAT IS THE DRESS CODE?

Business casual attire is requested.

ARE REGISTRATIONS TRANSFERABLE?

Yes, registrations are transferable to another member of your organization. If you would like to transfer a registration, please contact Jessica.Nugent@MarshBerry.com or (440) 392-6558.

ARE DISCOUNTED HOTEL ROOMS AVAILABLE?

Yes, we have partnered with hotels in each city to provide negotiated hotel rates. For more information on how to book these discounted rooms please refer to the information available on the dates/location page. Discounted rates are based on hotel availability and reservations must be made by the deadline listed.

WHAT IS THE CANCELLATION POLICY?

  • Cancellations for this program are eligible for a full refund, if received at least 10 business days prior to the start of the program.
  • All registration cancellations must be submitted in writing to Jessica.Nugent@MarshBerry.com before the designated deadline. 
  • Cancellations received fewer than 10 business days prior to the start of the program are not eligible for a refund or credit. 
  • MarshBerry reserves the right to cancel/change programs, content, speakers or venue at any time. MarshBerry will not be held liable for any costs incurred by registrant due to individual registration cancellation. In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, MarshBerry will refund the registrant's tuition in full, however MarshBerry will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding MarshBerry's 360 Seminar Series refunds, complaint or program cancellation policy, please call us at (440) 392-6558.