2026 Outlook: Strategic Insights & Planning

As President of MarshBerry, Phil brings extensive knowledge in M&A advisory and operations. He is a trusted partner for buyers and sellers who depend on proficiency at deal negotiation, due diligence, deal execution and integration planning. With a bachelor’s degree in finance and management information systems from Ohio University, and a law degree from the Cleveland-Marshall College of Law, Phil’s experience encompasses the full life cycle of an M&A transaction. In this webinar, Phil joins Rick Dennen to dive into the factors reshaping RIAs.

Rick Dennen is the founder and CEO of Oak Street Funding, a First Financial Bank company. A CPA and former Senior Manager at Deloitte, Rick holds a BS in Accounting and an MBA from the Indiana University Kelley School of Business. He has served as an adjunct professor at Kelley, teaching venture capital and entrepreneurial finance, and is a sought-after speaker on startups, capital options, and succession planning.