Nick Carlone joins MarshBerry as Strategy Consultant

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Apr 06, 2016, 11:30 ET

WOODMERE, Ohio, April 6, 2016 /PRNewswire/ -- MarshBerry is pleased to announce the hiring of Nick Carlone who joins the company in the position of Strategy Consultant. Nick's core focus is the delivery of MarshBerry's Peer Exchange Networks' value proposition, specifically the leadership of Strategic Issues Groups at the Network Summits and enhancing relationships with Network clients year-round.

In this role, Nick is primarily supporting MarshBerry's executive Peer Exchange Networks, which boast more than 130 partner agencies representing more than $1.9 billion in aggregate revenue. He will drive consistent and intentional organic growth by developing and managing strategic relationships through regular client contact, identifying issues and developing strategies to effectively resolve them, and performing valuations and strategic planning engagements.

"We are excited to have Nick join MarshBerry as Strategy Consultant for our executive Peer Exchange Networks team. Our Networks are critical components of our company's past, present, and future success as well as the success of our clients. Nick will be an integral part of our company and the clients we serve," said John Wepler, Chief Executive Officer– MarshBerry.

MarshBerry's Peer Exchange Networks are exclusive forums for communication among executives from qualified agencies selected for partnership. Partnership provides a unique opportunity to confidentially discuss common issues, exchange successful operating strategies, uncover solutions and develop action plans in an effort to help each other improve performance and grow. Partner benefits also include access to a wealth of MarshBerry intellectual capital, systems and perspectives.

Prior to joining MarshBerry, Nick served as President of Sleep Optima, LLC. As President, Nick was responsible for overseeing development of all aspects of a Private Equity portfolio company with an emphasis on strategic direction and implementation. Nick's team grew its client base from 50 in seven states to over 1,000 clients in four years, expanding into 41 states. While working closely with a board of directors, Nick created five-year financial operating plans and was responsible for all personnel decisions. In 2015, Nick facilitated the sale of Sleep Optima, LLC to an outside entity.

About MarshBerry:
Founded in 1981, MarshBerry's primary objective is to help insurance agents, brokers and carriers as they work to maximize their value through our industry-specific services that include: Merger & Acquisition Advisory*, Financial Consulting, Organic Growth Consulting, Information Services and Peer Exchange Networks. Ranked #1 M&A Advisor by SNL Financial for each of the past 17 years, MarshBerry has advised on 531 transactions and completed more than 250 diagnostic and confirmatory due diligence projects over the last twelve years. Visit www.marshberry.com to learn more.

*Securities offered though MarshBerry Capital, Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., Inc. 28601 Chagrin Blvd., Suite 400, Woodmere OH 44122, 440-354-3230

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Contact:
Lauren Byers, Director – Marketing
Phone: 440.392.6546
Email: [email protected]

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SOURCE MarshBerry