Investment Banking Intern - Summer 2027

Investment Banking Intern - Summer 2027

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking an Investment Banking 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 of 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.

Position Summary: MarshBerry is currently seeking an Investment Banking Intern for Summer 2027, based in either our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA offices. The Investment Banking Intern is responsible for analyzing client business data and financial documents and entering data into financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry's Investment Banking and Consulting Team. The Intern will also fulfill ad hoc data and research requests.

Responsibilities:

• Collaborates as a member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.
• Analyzes data from client financial statements and enter it into MarshBerry models.
• Converts data from various formats into standardized format and chart of accounts.
• Completes 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.

Who We Are: 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.

What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. 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.