To The Point: A MarshBerry Video Series

Value Maximization: Marketing in MarshBerry’s M&A Process

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.  

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.