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

Related Articles

has acquired
has invested in
has merged with
Recent Acquisition Transactions
March 2024 Seven Investment Management Eastcote Wealth Management Acquisition

Seven Investment Management has acquired Eastcote Wealth Management

IMAS acted as the exclusive financial advisor to Eastcote Wealth Management*

March 2024 Hg Capital induver and Clover Hg Capital has invested in induver and Clover

MarshBerry International served as the financial advisor to induver

December 2023 Howden  VLC & Partners Holding Acquisition

Howden has acquired VLC & Partners Holding

MarshBerry International served as the financial advisor to Howden

October 2023 Brown & Brown Berkeley Insurance Group 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 Clear Insurance Management Miles Archer Limited Acquisition

Clear Insurance Management has acquired Miles Archer Limited

IMAS acted as the exclusive financial advisor to Miles Archer Limited*

May 2023 Specialist Risk Group The Medical Professional Liability Company Limited 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 Momentum Global Investment Management Crown Investments Management Acquisition

Momentum Global Investment Management has acquired Crown Agents Investment Management

IMAS acted as the exclusive financial advisor to Crown Agents Bank*

March 2023 Arthur J. Gallagher & Co FE Protect 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 Gilde Equity Management De Croes Adviesgroep Acquisition

Gilde Equity Management has acquired De Croes Adviesgroep

MarshBerry International served as the financial advisor to De Croes Adviesgroep

March 2023 Gilde Equity Management Velthuis Assurantien Acquisition

Gilde Equity Management has acquired Velthuis Assurantien 

MarshBerry International served as the financial advisor to Velthuis Assurantien

March 2023 Gilde Equity Management Holtkamp Assurantien Acquisition

Gilde Equity Management has acquired Holtkamp Assurantien

MarshBerry International served as the financial advisor to Holtkamp Assurantien

March 2023 Gilde Equity Management Asbroek Adviesgroep Acquisition

Gilde Equity Management has acquired Asbroek Adviesgroep

MarshBerry International served as the financial advisor to Asbroek Adviesgroep

March 2023 Gilde Equity Management De Bedrijfsverzekeraar Acquisition

Gilde Equity Management has acquired De Bedrijfsverzekeraar

MarshBerry International served as the financial advisor to De Bedrijfsverzekeraar

March 2023 Gilde Equity Management Baartman Assurantien Acquisition

Gilde Equity Management has acquired Baartman Assurantien 

MarshBerry International served as the financial advisor to Baartman Assurantien

March 2023 Gilde Equity Management Scharenborg Beltrum Acquisition

Gilde Equity Management has acquired Scharenborg Beltrum

MarshBerry International served as the financial advisor to Scharenborg Beltrum

March 2023 Gilde Equity Management Kok Advies Acquisition

Gilde Equity Management has acquired Kok Advies

MarshBerry International served as the financial advisor to Kok Advies

March 2023 Gilde Equity Management Baksteen & Pul Acquisition

Gilde Equity Management has acquired Baksteen & Pul

MarshBerry International served as the financial advisor to Baksteen & Pul

March 2023 Gilde Equity Management Dommerholt & Ten Brinke Acquisition

Gilde Equity Management has acquired Dommerholt & Ten Brinke

MarshBerry International served as the financial advisor to Dommerholt & Ten Brinke

March 2023 Gilde Equity Management Steentjes Makelaars Acquisition

Gilde Equity Management has acquired Steentjes Makelaars

MarshBerry International served as the financial advisor to Steentjes Makelaars

March 2023 Gilde Equity Management Boks Beijer Wij Verzekeren Acquisition

Gilde Equity Management has acquired Boks Beijer Wij Verzekeren

MarshBerry International served as the financial advisor to Boks Beijer Wij Verzekeren