Driving growth through acquisition. If you are looking to acquire a business in the insurance distribution market, MarshBerry is the trusted advisory you need to make sure you have the necessary analysis, tools and insight to achieve your strategic objective.
BUY SIDE ADVISORY: ACHIEVING GROWTH IS A FUNDAMENTAL CORNERSTONE OF CREATING VALUE.
Strategically growing your firm through acquisition requires a keen eye, intrinsic expertise and market reach. MarshBerry is the trusted advisor you need to navigate the very dynamic Mergers & Acquisition (M&A) insurance distribution market.
From preparation to deal negotiation, MarshBerry solutions can be a tremendous asset to help you acquire the right firm.
- How do I structure a deal?
- How do I find the right agency fit?
- How do I position my firm as a buyer?
- How can I leverage debt to acquire a firm and grow my business?
- What should I Know about Continuity Planning and Business Integration?
Acquiring an agency can be a valuable tool to drive growth, create market opportunities and leverage economies of scale. Learn more about growing your firm through acquisition.
From preparation to deal negotiation, MarshBerry’s Merger & Acquisition seasoned professionals and industry experience can be a tremendous asset to you. Proficiency spans all stages of an acquisition – from the earliest planning and strategy work through the all-important post-closing management. Learn more about services and industries.
The advice we got through the transaction was invaluable. MarshBerry was by our side the entire time. They know our people, our culture, they’ve been to our office. MarshBerry also played a key role in our arriving to the decision to sell and who to sell to. When we first engaged with MarshBerry, we said, ‘We don’t want the whole world coming in here. You know us. Culture is very, very important. Bring us who you think would be a cultural fit.’ They boiled it down to seven firms.
They are honest as the day is long, they give complete information and make it easy to analyze. The team is great. I trust them.
MarshBerry had deeper insight into the market than we did. They had expertise at negotiating value and they sourced qualified buyers. The timeline on the process was right and they prepped us well for conversations.
The benefit of working with MarshBerry is absolutely, the consultative style. It shows up because most investment bankers don’t have due diligence teams. MarshBerry does and it deepens their understanding of the value.
They have deep technical expertise that enables them to make observations about what operations are really driving the numbers, they are really good at that.
MarshBerry is very substantial, they have a very consultative style, and they are knowledgeable. There is sizzle and substance to them. Not many of their competitors understand the business as well as MarshBerry does.
Contact the Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage industry. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.
Gerard Vecchio joined MarshBerry in 2017 and works specifically with the Insurance Services Division of MarshBerry. Gerard’s responsibilities include providing strategic and operational consulting services to specialty insurance distributors, insurance carriers and outsourced service providers within the insurance industry.
Sarah Lucas joined Marsh, Berry & Co., Inc. (“MarshBerry”) in 2006 as a Financial Analyst. She was promoted to Consultant in 2009, Senior Consultant in 2011, Vice President in 2013, and Senior Vice President in 2018. Sarah is a key contributor to the merger & acquisition and consulting practices of MarshBerry. Her primary responsibilities include merger and acquisition valuation and analysis, due diligence, document review, deal negotiation, integration planning and intangible asset valuation. Sarah is also the Due Diligence Practice Leader for MarshBerry.
Tobias Milchereit joined MarshBerry in 2019 and currently serves as a Vice President. As part of MarshBerry’s Financial Advisory division, Tobias’ primary responsibilities include assisting with sell side transactions, due diligence, acquisition analysis and integration planning.
Brad joined MarshBerry in 2015 as a Vice President on the Merger & Acquisition (M&A) team, bringing with him a significant amount of experience in the insurance industry, including M&A, capital management, and general financial management. In addition to his M&A advisory responsibilities, Brad is also involved with the firm’s financial consulting business.
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MarshBerry was financial adviser to Alera Group, Inc.April 2021 Acquisition The Liberty Company Insurance Brokers has acquired a privately-held insurance agency in Florida
MarshBerry was financial adviser to The Liberty Company Insurance BrokersApril 2021 Acquisition Hub International Limited has acquired Wyoming Financial Insurance
MarshBerry was financial adviser to Hub International LimitedApril 2021 Acquisition INSURICA has acquired Oklahoma Business Insurors Agency, LLC
MarshBerry was financial adviser to Oklahoma Business Insurors Agency, LLCMarch 2021 Acquisition The Hilb Group, LLC has acquired Star Insurance Agency
MarshBerry was financial adviser to The Hilb Group, LLCFebruary 2021 Acquisition Financial Institutions, Inc. has acquired Landmark Group of Brighton, Inc.
MarshBerry was financial adviser to Financial Institutions, Inc.January 2021 Acquisition Sunstar Insurance Group, LLC has acquired a privately-held insurance agency in Missouri
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GCP Capital Partners, LLC has invested in ALKEME Holdings, LLC
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MarshBerry was financial adviser to Two Rivers Insurance Company, Inc.December 2020 Acquisition BRP Group, Inc. has acquired Burnham Benefits Insurance Services, Inc.
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MarshBerry was financial adviser to the SellerDecember 2020 Acquisition Heffernan Insurance Brokers has acquired Porter & Curtis, LLC
MarshBerry was financial adviser to Porter & Curtis, LLC