This is the first episode of a seven-part series on the M&A and capital raise process. These transactions are generally not straightforward and can be complex, which is why MarshBerry tailors the process to each client based on their situation, priorities (e.g. employees and other stakeholders) and objectives. If a transaction is being considered in six months or six years, it’s important to start thinking with the end in mind. This introductory episode dives into what you can expect over the course of the series.
To The Point: A MarshBerry Video Series
Valuation Maximization – MarshBerry’s Proprietary M&A and Capital Raise Process in Six Steps
June 12, 2025
MarshBerry is a global leader in investment banking and consulting services, specializing in the insurance brokerage and wealth management sectors. If your firm seeks expert advisory guidance to refine your business strategies, drive sustainable growth, or facilitate a sale, MarshBerry is the ideal partner to support you in making these critical business decisions. Collaborating with a trusted advisor who deeply understands your business and the industry can help you maximize value at every stage of ownership.
