Debt & Equity Capital Advisory Services

Capital Raising Services to Help You Drive Growth

Strategic acquisition, plans to enter new markets and financing investments are some of the reasons why you may be seeking to raise capital. But raising capital is not your core business. As your trusted advisor, MarshBerry’s capital raising consultants can help you navigate the debt and equity capital markets at home and abroad and provide you with relevant insights and guidance to help you maximise capital market opportunities.

Why Choose MarshBerry for Capital Raising Advisory?

MarshBerry corporate finance advisors understand what you need by leveraging in-depth knowledge of financing options, insurance and wealth management market trends, and access to capital providers such as banks, angel investors and venture capitalists. Throughout the strategic consulting process you have an ally with you every step of the way to manage the risks and secure the funds you need.

The MarshBerry team helps you:

  • Conduct a valuation of your business, define goals and chart the course
  • Identify, rank and connect with potential capital providers, negotiating pricing and terms
  • Conduct a confirmatory financial due diligence and review documents

Common Challenges in Capital Raising

Raising capital can be daunting for companies due to several key challenges. Understanding these obstacles and working with an experienced capital advisory firm like MarshBerry can help you overcome them. Here are some common challenges:

  • Regulatory Hurdles: Navigating complex compliance requirements can lead to potential penalties if not handled correctly.
  • Market Volatility: Economic fluctuations can impact investor sentiment and capital availability.
  • Identifying the Right Investors: It can be challenging to find investors that align with business goals.
  • High Competition: Many companies compete for the same funding, making it essential to stand out.
  • Lack of Financial Preparedness: Inadequate financial documentation can hinder the due diligence process.
  • Unclear Vision and Strategy: Investors seek businesses with well-defined goals and growth plans.
  • Cultural Misalignment: A misfit between business and investor values can lead to future conflicts.

Frequently Asked Questions About Capital Raising Services

What is the difference between debt and equity financing?

Debt financing involves borrowing funds that must be repaid over time, while equity financing involves selling a portion of ownership in your business in exchange for capital. Each option has unique benefits and risks.

What kind of financial documentation do I need to prepare for capital raising?

Essential documents include financial statements, business plans, revenue projections, and due diligence materials. MarshBerry can assist in preparing and organising these documents to streamline the process.

How can I determine the right amount of capital to raise?

Determining the appropriate amount of capital involves careful consideration of your business goals, financial needs, and growth strategies. Our capital raising consultants will work with you to assess your capital requirements accurately.

What should I expect during the due diligence process?

During due diligence, potential investors will review your financial statements, business operations, and market position to assess the viability of their investment. Preparation is key, and we can help you be ready for this phase.

Contact The Advisory Team

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Olly Laughton-Scott
Managing Director
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Fred Hansson
Managing Director
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John Nisbet
Managing Director
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Michel Schaft
Managing Director
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Armand Hoftijzer
Managing Director
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Marcel van Dijk
Director
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Marcin Patkowski
Director
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Joost Mulder
Director
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Recent Transactions

February 2026 Acquisition Optio Group has acquired AGS Forsikring AS Norway

MarshBerry served as the M&A adviser to AGS Forsikring AS

February 2026 Acquisition Avon Investment Strategies has acquired Throgmorton Private Capital United Kingdom

MarshBerry served as the M&A adviser to Throgmorton Private Capital

December 2025 Acquisition Arthur J. Gallagher & Co. has acquired First Actuarial United Kingdom

MarshBerry served as the M&A adviser to First Actuarial

November 2025 Acquisition HBC Group has acquired DUPI Underwriting Agencies Nordics Denmark

MarshBerry served as the M&A adviser to DUPI Underwriting Agencies Nordics

October 2025 Acquisition Yellow Hive has acquired Assurantiekantoor Vermeij The Netherlands

MarshBerry served as the M&A adviser to Assurantiekantoor Vermeij

October 2025 Acquisition MRH Trowe has invested in Pantheon Underwriters GmbH Germany

MarshBerry served as the M&A adviser to Pantheon Underwriters GmbH

August 2025 Acquisition Specialist Risk Group Limited has acquired City Quarter Brokers Limited United Kingdom

MarshBerry served as the financial advisor to City Quarter Brokers Limited

April 2025 Arthur J. Gallagher & Co. has acquired Bircroft Insurance Services, Ltd United Kingdom

MarshBerry served as the M&A adviser to Bircroft Insurance Services, Ltd

February 2025 PIB Group Limited has acquired Residentsline Limited United Kingdom

MarshBerry served as the M&A adviser to Residentsline Limited

January 2025 Ardonagh Advisory Broking Holdings Limited has acquired Anderson & Co Insurance Brokers United Kingdom

MarshBerry served as the financial advisor to Anderson & Co Insurance Brokers

January 2025

HARPER has acquired the minority stake securing full independency

The Netherlands

MarshBerry served as the financial advisor to Harper Insurance

December 2024 The GrECo Group has invested in Comergon Greece

MarshBerry served as the financial advisor to Comergon

December 2024 Acquisition MFM Holding LTD has acquired Willis Owen Limited United Kingdom

MarshBerry served as the financial advisor to Willis Owen Limited

November 2024 Specialist Risk Group Limited has acquired One Claim Limited United Kingdom

MarshBerry served as the financial advisor to One Claim Limited

October 2024 Acquisition Specialist Risk Group Limited has acquired Stonehatch Risk Solutions Limited United Kingdom

MarshBerry served as the financial advisor to Stonehatch Risk Solutions Limited

October 2024 Connection Capital & Management (MBO) has acquired Hood Group Limited United Kingdom

MarshBerry served as the financial advisor to Hood Group Limited

October 2024 Beyond Doubt Holdings Limited has acquired Airsports Insurance Bureau United Kingdom

MarshBerry served as the financial advisor to Beyond Doubt Holdings Limited

September 2024 PIB Group Limited has acquired RS Insurance Brokers Limited United Kingdom

MarshBerry served as the financial advisor to RS Insurance Brokers Limited

September 2024 Acquisition

Specialist Risk Group has acquired Capulus

United Kingdom

MarshBerry served as the financial advisor to Capulus

August 2024 Acquisition

Brown & Brown Retail Holdco (Europe) Limited has acquired The CI Group Holdings Limited

United Kingdom

MarshBerry served as the financial advisor to The CI Group Holdings Limited