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Advisory Services

Acquiring an agency can be a strategic means to drive growth, create market opportunities and leverage economies of scale. However – acquisitions are not right for everyone. MarshBerry’s M&A Buy-Side Advisory services brings you intrinsic expertise and market reach you can’t get on your own.

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.

Creating Value

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?

01 05
Acquisition Planning

Understanding insurance agency issues driving convergence, industry consolidation by segment, relative attractiveness of various buying segments to agencies; valuation approaches, ratio comparison, average deal structures and ROI projections

02 05
Search Strategy

SWOT analysis, local marketplace of buyers and sellers, goals of acquisition strategy, positioning your agency as a buyer, search valuation and negotiation, due diligence, integrations strategy and action steps

03 05
Enter Market

Who you are, your culture, what do you offer the seller, valuation methodology, culture of target agency, current and long-term geography, timing

04 05
Seller Selection

Acquisition team, competitors in marketplace, integration

05 05
Transaction Negotiation

Sources of acquisition capital, deal structure – valuation, asset vs stock, guarantee vs earn-out, impact of retention

Private Client

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.

Private Client
Private Client

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.

Private Client

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.

Contact Us

Gerard Vecchio
Managing Director
George Bucur
Director
Eric Hallinan
Director
Brad Unger
Vice President
Gerard Vecchio
Managing Director

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.

George Bucur
Director

Focusing on specialty distribution and markets within MarshBerry’s Financial Advisory practice, George brings to MarshBerry extensive knowledge in merger & acquisition (M&A) transactions. In addition to being a trusted advisor to sellers and buyers within the specialty insurance arena, George provides valuation, succession planning, strategic planning, financial benchmarking and other financial consultative services.

Eric Hallinan
Director

Eric Hallinan joined MarshBerry in 2011, bringing with him significant experience in insurance firm operations, finance, and technology. He is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His involvement covers the full gamut of a merger & acquisition ("M&A") transaction, and he works hard to provide clients with a seamless, comprehensive experience.

Brad Unger
Vice President

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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