As President of MarshBerry, Phil Trem 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.

Eric Hallinan joined MarshBerry in 2011, bringing significant experience in insurance firm operations, finance, and technology. He is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His involvement covers the full gamut of a merger & acquisition (M&A) transaction, and he works hard to provide clients with a seamless, comprehensive experience.

As a Managing Director at MarshBerry, Tommy McDonald focuses his time on delivering valuable advice and counsel to his clients. In his career, Tommy has built extensive knowledge in the insurance distribution space in areas involving merger and acquisition advisory, organic growth best practices, financial management, valuation, perpetuation, and strategic planning. Tommy’s analytical talents and passion for the industry produce exceptional results, whether he’s developing new client relationships or providing advice and counsel to existing clients to help them accomplish their goals.