Albert A. Lloyd
Al Lloyd is a former Executive Vice President and Partner of MarshBerry & Co., Inc. (“MarshBerry”), a leading investment banking and financial advisory firm serving the insurance industry. Al was instrumental in growing MarshBerry during his 25 years with the company, rising from an Analyst to Executive Vice President and Board of Directors member during his tenure. His experience covers mergers & acquisitions, valuations, business succession planning, cash flow modeling, expert witness testimony, and strategic planning. He has published many articles and served as a keynote speaker for many insurance industry organizations.
Additionally, Al is on the Institutional Review Board at Kent State University, the Board of Directors of Palmer & Cay, LLC, and holds various volunteer roles with non-profit organizations. He currently serves as an Executive Vice President, Partner at Palmer & Cay, LLC and is also an adjunct professor at Kent State University, teaching classes in the department of Finance.
Al graduated from Kent State University with a Master’s of Business Administration and The University of Akron with a Bachelor’s degree in Finance. He is a FINRA registered representative (Series 62, Series 63, and SIE Licenses) and holds his Property & Casualty Insurance licenses in the state of Ohio. Al and his wife Tracey live in Silver Lake, Ohio and have three children.
Our Team of Experienced Industry Professionals is Ready to Help
MelCap Partners, LLC is a highly experienced team of investment bankers who offer a more involved deal process you won’t be able to find at larger firms. With experience in a variety of industries, we’re able to offer expert financial advisory services to businesses within the middle market and partner with them to successfully close a deal.
If you’re looking for a financial partner who will guide you through the process, we’re here to help. Interested in learning more about what we can do for your business? Contact us today.