This is the fifth episode of a multi-part series on MarshBerry’s proprietary M&A and capital raise process. Continuing the theme of “fit driving value” this episode focuses on the importance of management meetings and enabling our clients to understand the attributes of the buyer and investor community when assessing operational and cultural fit. This phase often promotes refinement of what clients seek from potential partners and provides clarity on what “the right partner” means to them. MarshBerry supports this step with tools and guidance to ensure management meetings are impactful, insightful and productive.
To The Point: A MarshBerry Video Series
Management Meetings in MarshBerry’s M&A Process
October 8, 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.