This is the third episode of a seven-part series on MarshBerry’s proprietary M&A and capital raise process. This episode focuses on marketing and telling the story around a firm’s culture, strategy and growth prospects. All being completed in preparation of a client’s liquidity journey. As part of MarshBerry’s white glove service, we take the time to learn the characteristics making a client unique and resources they seek from a partner. Ultimately, these inputs (plus others) will allow for the appropriate messaging to the buyer/investor marketplace.
During the marketing step, MarshBerry works closely with sellers to accurately depict their organization in their pursuit of finding the right partner while maximizing value.