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 2027based 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 Bachelors 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 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 includeInvestment Bankingservices such asMerger & Acquisition AdvisoryandCapital Raising as well asFinancial ConsultinginStrategic PlanningValuations andPerpetuation Planning. MarshBerry also provides specialized support inOrganic Growth ConsultingExecutive Peer Exchange Agency Network andMarket Intelligence & Performance Benchmarking. For more information visit.

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.

Its 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:

• North Coast 99
• Top Work Places The Plain Dealer
• Best Companies Group - Inclusive Workplace
• Crains Fast 50
• Healthy Business Council of Ohio Healthy Worksite

To learn more about MarshBerry visit .

We appreciate your interest in MarshBerry. As an equal opportunity employer your application will be considered with regard to all laws which prohibit discrimination because of race color sex religion national origin age disability military status and genetic information and requirements to take affirmative action in the hiring of minorities including women veterans and those individuals with disabilities.

Required Experience:

Intern