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 from 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 that are all a part of MarshBerry.
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
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
March 2023
Acquisition
Gild Equity Management has acquired Deterink Financiele Diensten
MarshBerry International served as the financial advisor to Deterink Financiele Diensten
March 2023
Acquisition
Gilde Equity Management has acquired Koopman Assurantien
MarshBerry International served as the financial advisor to Koopman Assurantien
March 2023
Acquisition
Gilde Equity Management has acquired Berends & Slump
MarshBerry International served as the financial advisor to Berends & Slump
March 2023
Acquisition
Gilde Equity Management has acquired Licent Assuradeuren
MarshBerry International served as the financial advisor to Licent Assuradeuren
March 2023
Acquisition
Gilde Equity Management has acquired Krabbe Assurantien
MarshBerry International served as the financial advisor to Krabbe Assurantien
March 2023
Acquisition
SMA BTP has acquired DUPI Group Netherlands
MarshBerry International served as the financial advisor to DUPI Group Netherlands
January 2023
Acquisition
Quintes has acquired Weitenberg
MarshBerry International served as the financial advisor to Weitenberg
March 2022
Acquisition
Acrisure, LLC has acquired a private insurance agency in the Netherlands
MarshBerry International served as the financial advisor to the buyer
