To The Point: A MarshBerry Video Series

Value Maximization: Laying the Foundation: Pre-Diligence in MarshBerry’s M&A Process

This is the second episode of a seven-part series on MarshBerry’s proprietary M&A and capital raise process. This episode focuses on pre-diligence or “laying the foundation” for a successful process by performing an up-front preparatory review for items that otherwise may cause issues for a seller in a transaction process, if not identified, quantified and appropriately communicated to the buyer and investor community. MarshBerry’s pre-diligence process ensures that by the time buyers arrive at the table, much of the hard work is already done. This can enable high valuations, but just as importantly, it arms and defends the non-binding offers through what is sure to be a rigorous diligence process by the investor. This significantly increases the likelihood of a successful closing at the agreed upon deal terms.

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.