This is the sixth episode of a multi-part series on MarshBerry’s proprietary M&A and capital raise process. In this phase, buyers begin their deep dive into due diligence, and this is often one of the most demanding and critical phases of the process. By proactively identifying and communicating key facts, sellers can minimize surprises that might jeopardize terms agreed upon in an LOI or the deal itself. With MarshBerry as your partner, the complexity is managed, risks are mitigated, and communications are appropriately messaged. This is where the preparatory efforts and time spent understanding your operations pays dividends.
To The Point: A MarshBerry Video Series
Value Maximization: Buyers Due Diligence in MarshBerry’s M&A Process
November 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.

