What should I prepare before engaging in the M&A process?

Before engaging in the M&A process, businesses should gather and organize essential documents such as financial statements, business plans, and relevant documentation to support valuation and due diligence efforts.

What are the key factors to consider when evaluating potential buyers or sellers?

When evaluating potential buyers or sellers, several key factors should be considered. These include financial health, cultural fit, strategic alignment, and past performance, all of which can significantly impact the success of a transaction.

How can MarshBerry help as my mergers and acquisitions advisor?

As your mergers and acquisitions advisor, we provide the insights and strategies necessary to achieve your business goals. We will guide you through every stage of the M&A process, ensuring you navigate complex transactions smoothly and successfully, ultimately maximising the value for your business.

What role does due diligence play in M&A transactions?

Due diligence is a critical process where both parties analyze each other's financial, operational, and legal aspects to ensure a comprehensive understanding of the business being acquired. This process helps identify risks and supports informed decision-making.

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Mergers & Acquisitions Advisory Services

Creating Value for BUYERS AND SELLERS

Whether buying or selling, identifying the right strategic fit is critical to long-term value creation. Success requires a deep understanding of market dynamics, capital availability, and transaction execution. As a trusted mergers and acquisitions advisor, MarshBerry combines extensive buy-side and sell-side experience, access to capital providers, and data-driven insights to help clients achieve their strategic objectives and maximize value.

Why Choose MarshBerry’s Mergers and Acquisitions Advisory Services

MarshBerry’s M&A advisors guide business owners, strategic buyers, and investors through successful transactions across Europe and beyond. With international reach and local market expertise, clients benefit from proprietary market intelligence and strategic insight to support growth initiatives, ownership transitions, and long-term value creation.

The MarshBerry team helps you:

Evaluate strategic options and define long-term objectives
Identify the right cultural, operational, and financial fit
Manage the full transaction process, including valuation, due diligence, negotiation, and capital coordination

Buy Side Advisory

View More Buy Side Advisory Buy Side Advisory Acquiring insurance brokers and wealth management firms can drive growth, expand market access, and leverage economies of scale—particularly in Europe. Still, buyers face challenges, from regulatory compliance to varying market dynamics. View More

Sell Side Advisory

View More Sell Side Advisory Sell Side Advisory Selling your business is a huge decision and often the culmination of years of entrepreneurship. It’s also a challenging task with many implications and knowing your buyers is key. View More

M&A UK Insurance Distribution M&A: A Strategic Reset, Not A Retreat by John Nisbet

M&A UK INVESTMENT SECTOR M&A RECORDS HIGH ACTIVITY LEVELS IN Q1 2026 by Fred Hansson

M&A Another Quiet Quarter For UK Insurance Distribution M&A by John Nisbet

M&A Multiple high-value investment sector deals sustain UK M&A momentum through February by Fred Hansson

M&A A long winter for UK Insurance Distribution M&A by John Nisbet

AI/Technology Who will own the customer? by Olly Laughton-Scott

AI/Technology Is AI rewriting the rules of insurance distribution and valuation? by Armand Hoftijzer

M&A UK investment sector M&A has a strong start to 2026 with a flurry of dealmaking by Fred Hansson

M&A UK insurance distribution M&A sees a lively start to the new year by John Nisbet

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

Explore MarshBerry 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

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

August 2024

Acquisition IceLake Capital has invested in Certe Groep The Netherlands

MarshBerry served as the financial advisor to Certe Groep

March 2024

Acquisition

Seven Investment Management has acquired Eastcote Wealth Management

United Kingdom

MarshBerry acted as the exclusive financial advisor to Eastcote Wealth Management

March 2024

Hg Capital has invested in induver and Clover Belgium

MarshBerry served as the financial advisor to induver

Mergers & Acquisitions Advisory Services

Why Choose MarshBerry’s Mergers and Acquisitions Advisory Services

Buy Side Advisory

Sell Side Advisory

Related Articles

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Recent Transactions