Transaction Advisory Intern - Summer 2027

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Transaction Advisory Intern to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Job Details

Position Summary:

MarshBerry is seeking a Transaction Advisory Intern for Summer 2027, based in either our Beachwood OH, Grand Rapids MI, or Plano TX offices.  The Transaction Advisory Intern will support buy-side transaction advisory, including pre-LOI vetting, quality of earnings analysis, working capital calculations, financial due diligence, and operational risk assessments. The Intern will also fulfill ad hoc data and research requests.

Responsibilities:

• Collaborates as a member of project teams in fulfillment of transaction advisory engagements, including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.


• Analyze data from client financial statements and enter it into MarshBerry models.


• Convert data from various formats into standardized format and chart of accounts.


• Complete projects in desired timeframe prioritizing work and following guidelines and metrics provided to complete multiple projects simultaneously.


• Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.


• Any other special projects, tasks or duties as assigned.

Selection Criteria

Education & Experience:

• Students pursuing a Bachelor’s Degree in Finance or Accounting at the Senior level.


• Highly proficient with technology; Microsoft Excel, Word, PowerPoint, and Outlook.


• Working knowledge of financial statements, and financial and accounting data.

Other:

• Strong analytical and problem-solving skills.


• Strong communication skills; both written and verbal with demonstrated creativity with regard to work.


• Exceptional organization skills and ability to multi-task; able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines.


• Must be legally authorized to work in the United States without requiring sponsorship now or in the future.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• Crain’s Best Employers in Ohio


• The Nation’s Best and Brightest in Wellness


• NorthCoast 99


• Top Workplaces – Cleveland.com


• Weatherhead 100


• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.MarshBerry.com.