Pre-Acquisition Planning
Whether you're buying or selling, a successful merger or acquisition initiative has to be built
atop a rock-solid foundation. The two key components of that foundation are a thorough grasp of
external market factors, and the ability to create a comprehensive organizational strategy.
MarshBerry is uniquely qualified to help you manage – and integrate – both.
Our consulting professionals will help you sift through and analyze the all-important external
drivers of agency convergence and other market factors that can impact your deal, including:
- Historical consolidation trends and current forecasts by market segment
- Supply and demand dynamics
- Strategic, financial and cultural considerations of buyers and sellers
- Valuation approaches used within the industry
- Performance benchmarks
- Typical and alternative deal structures
MarshBerry is also the ideal partner to help craft your organizational strategy and bring focus
and clarity to important internal issues. We can help you to:
- Analyze the efficiency and cost-effectiveness of your internal operating systems
- Realize new perspectives on strengths, weaknesses, opportunities and vulnerabilities
- Assess the critical and relevant aspects of your operating environment
- Define and hone your institutional goals for a merger or acquisition
- Create and implement a strategy that’s efficient and organization-specific
- Strategically position your organization to maximize opportunities for success
The pre-acquisition planning process benefits enormously from our experience. Our knowledge,
proficiency, and expertise in the search and screen process, agency fair market valuations and deal
benchmarking is unchallenged. That capability is enhanced by our strong relationships with the
nation’s leading agents, banks, brokers and carriers. All this is brought to light in the form of
insightful perspectives within your custom plan.
For more information or assistance with this service, please Contact Us.