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.

Brooke Liu’s exceptional client service, leadership, and laser-like focus on results have contributed to her many successes since she joined MarshBerry in 2016. In her current role as Senior Vice President, Brooke’s collaborative guidance and industry expertise are essential for overseeing the company’s many growth assets including Connect – MarshBerry’s executive peer exchange.

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.

As a MarshBerry Vice President, Eric Kuhen’s primary responsibility is to help firms create executional strategic plans to increase firm value, energize their recruiting efforts and increase sales velocity. He is also tasked with generating and maintaining client relationships via business perpetuation planning and strategic business sessions.

In addition to his work with independently owned insurance agencies and brokerages, Eric does extensive consulting work with bank-owned agencies and specialized insurance distributors with MarshBerry’s Specialty Distribution sector.