Business Valuations
THINK MARSHBERRY. THINK FORWARD.
Business Valuations for Insurance Brokers, Wealth Management Firms and Investors
Independent Valuation Services for Strategic Growth and Exit Planning
Whether you’re looking to grow, sell or transfer your business, a detailed valuation will help you understand the value of your firm or the targeted business. The science of agency valuation is comprehensive, driven by a keen understanding of economic and profit indicators, along with sophisticated deal multiples. MarshBerry combines business valuation expertise and in-depth sector knowledge to value brokerage and wealth management firms and helps you achieve your strategic goals.
Valuations are part and parcel of our succession, business planning, and M&A advisory services. Because an unbiased valuation is the starting point for anything from financing investments or divesting ownership to estate tax determination and equity-related employee benefits. Our team of valuation analysts ensures you’re using the right elements to provide an accurate view of the value of your business.
The MarshBerry team helps you:
- As an owner, gain an understanding of the value of your business for financing, tax, insurance and succession purposes
- As a buyer, appraise the fair market value of your acquisition candidate for raising capital and negotiating deals
- Drive your business’ success beyond the valuation phase, coordinating the entire selling, buying or succession process
Contact The Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and wealth management industries. 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.
Michel Schaft joined MarshBerry in 2017 as an Independent Consultant and is currently Managing Director of MarshBerry.
As Managing Director of MarshBerry’s UK office, Olly spearheads efforts to help clients prepare, market and execute transactions by utilizing data rich insights and market perspectives to help them build, enhance and sustain value.
Olly founded IMAS Corporate Finance LLP in 1992 and was responsible for the development of IMAS-insight, IMAS’S central knowledge-based system. He was involved in the majority of IMAS’ transactions and is highly experienced in what makes for a successful transaction and making it happen.
Prior to his roles at MarshBerry and IMAS, he worked for Cazenove and Kleinwort Benson. He qualified as a Chartered Accountant with Arthur Anderson and has a degree in Economics from Exeter University.
Olly takes pride in building long-lasting relationships with decision-makers across the financial services sector based on his knowledge and insights.
Joost Mulder joined MarshBerry in 2019 and is an Associate Director for the international branch of MarshBerry in the Netherlands. His primary responsibilities include merger & acquisition (M&A) advisory, assisting both with buy side and sell side transactions, financial analysis and strategic consulting.
As an independent consultant, Jan represents MarshBerry’s full spectrum of insurance brokerage and corporate finance advisory solutions in Germany, Austria and Switzerland
Prior to joining MarshBerry in May of 2023, Jan was general representative of Lloyd’s Insurance Company S.A. and Country Manager Germany and Austria for 12 years. Before that he was Member of the Management Board of Willis in Germany responsible for international business and Client management. Until 2000, Jan was with Aon Germany as Head of Client Services in the Frankfurt region.
From 1987 until 1991, he was Vice President of Joost & Preuss, Inc. in Atlanta, Georgia USA.
He started his broking career in 1983 with the German Broker Joost & Preuss Group, which was later taken over by Jauch & Hübener.
Jans dominating skills are focusing on customer relations and international business development.
His role at MarshBerry is to develop the market and especially relations with the Broker community in the Dach Region.
Renaud joined MarshBerry in November 2022 and is primarily responsible for the servicing of French clients and operation of MarshBerry’s branch in France.
Acquisition Seven Investment Management has acquired Eastcote Wealth Management
MarshBerry International acted as the exclusive financial advisor to Eastcote Wealth Management
March 2024
Hg Capital has invested in induver and Clover MarshBerry International served as the financial advisor to induver
December 2023
Acquisition Howden has acquired VLC & Partners Holding
MarshBerry International served as the financial advisor to Howden
October 2023
Acquisition Brown & Brown has acquired Berkeley Insurance Group IMAS acted as the exclusive financial advisor to Maxted Capital Limited, the holding company of Berkley Insurance Group*
September 2023
Acquisition Clear Insurance Management has acquired Miles Archer Limited
IMAS acted as the exclusive financial advisor to Miles Archer Limited*
May 2023
Acquisition Specialist Risk Group has acquired The Medical Professional Liability Company Limited
IMAS acted as the exclusive financial advisor to The Medical Professional Liability Company Limited*
April 2023
Acquisition Momentum Global Investment Management has acquired Crown Agents Investment Management
IMAS acted as the exclusive financial advisor to Crown Agents Bank*
March 2023
Acquisition Arthur J. Gallagher & Co. has acquired FE Protect
IMAS acted as the exclusive financial advisor to AT Squared Holdings Limited (FE Protect)*
March 2023
Acquisition Gilde Equity Management has acquired De Croes Adviesgroep
MarshBerry International served as the financial advisor to De Croes Adviesgroep
March 2023 
Acquisition Gilde Equity Management has acquired Velthuis Assurantien
MarshBerry International served as the financial advisor to Velthuis Assurantien
March 2023 
Acquisition Gilde Equity Management has acquired Holtkamp Assurantien
MarshBerry International served as the financial advisor to Holtkamp Assurantien
March 2023 
Acquisition Gilde Equity Management has acquired Asbroek Adviesgroep
MarshBerry International served as the financial advisor to Asbroek Adviesgroep
March 2023 
Acquisition Gilde Equity Management has acquired De Bedrijfsverzekeraar
MarshBerry International served as the financial advisor to De Bedrijfsverzekeraar
March 2023 
Acquisition Gilde Equity Management has acquired Baartman Assurantien
MarshBerry International served as the financial advisor to Baartman Assurantien
March 2023 
Acquisition Gilde Equity Management has acquired Scharenborg Beltrum
MarshBerry International served as the financial advisor to Scharenborg Beltrum
March 2023 
Acquisition Gilde Equity Management has acquired Kok Advies
MarshBerry International served as the financial advisor to Kok Advies
March 2023 
Acquisition Gilde Equity Management has acquired Baksteen & Pul
MarshBerry International served as the financial advisor to Baksteen & Pul
March 2023 
Acquisition Gilde Equity Management has acquired Dommerholt & Ten Brinke
MarshBerry International served as the financial advisor to Dommerholt & Ten Brinke
March 2023 
Acquisition Gilde Equity Management has acquired Steentjes Makelaars
MarshBerry International served as the financial advisor to Steentjes Makelaars
March 2023 
Acquisition Gilde Equity Management has acquired Boks Beijer Wij Verzekeren
MarshBerry International served as the financial advisor to Boks Beijer Wij Verzekeren
