Corporate Finance Advisory
Corporate Finance Advisory FOR INSURANCE & WEALTH MANAGEMENT FIRMs
No two firms are the same
MarshBerry’s corporate finance advisory services offer a customized solution created for a variety of providers, such as private equity investors, family offices, public and private pension funds, traditional bank and debt lenders, and non-bank financial institutions.
There are many strategic options available to insurance brokerage and wealth management firms when it comes to charting a path forward. MarshBerry works with you to manage and lead the exploration of all options to discover what’s right for your firm.
RAISING CAPITAL
MarshBerry insurance and wealth management corporate finance experts work on your behalf to determine and source the best set of debt and equity capital raising solutions tailored to fit your firms’ needs today as well as anticipate your firms’ future needs.
- Valuation of your enterprise, either on a majority or minority basis
- Identification, ranking, and introductions to potential equity capital providers
- Negotiation of competitive pricing and terms
- Assistance with confirmatory financial due diligence and document review
Mergers and Acquisitions
As firm owner or principal determining if you should implement organic growth strategies, grow through acquisition, perpetuation, or sell your business,
MarshBerry is the only M&A advisor you need.
- Identification, ranking, and introductions to potential debt capital providers
- Identification of optimal loan types
- Market pricing considerations
- Negotiation of debt terms
- Assistance with confirmatory financial due diligence and document review
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
