Buy Side Advisory

Buy Side Advisory for Insurance Brokers and Wealth Management Firms

Driving Growth to Create Value

Acquiring insurance brokers and wealth management firms through buy side advisory can be a means to drive growth, gain access to new markets and leverage economies of scale. And the European market in particular offers exciting opportunities. Still, buyers face a plethora of challenges, ranging from regulatory compliance to widely differing market dynamics. MarshBerry buy side advisors guide clients through successful transactions in domestic and international markets.

MarshBerry’s experienced M&A buy-side advisors understand what you need and find the right fit. Clients benefit from MarshBerry’s ability to harness data-driven insights, unmatched granular knowledge of the insurance industry and local market access and expertise across the globe to optimize value.

The MarshBerry team helps you:

  • Develop the strategic rationale for acquisition based on insightful advice
  • Manage the end-to-end deal process
  • Avoid pitfalls and secure the deal that delivers your objectives

Managing through to completion and post-acquisition integration support

Strategic Consultancy

  • Strategic planning to drive goal-oriented decision making
  • Analyzing market trends to select successful markets
  • Identifying businesses that fit your criteria, based on in-depth market intelligence

Representation

  • Approaching candidates, finding the right strategic and cultural fit, and negotiating the deal
  • Conducting a comprehensive due diligence, including regulatory assessment, a quality of earnings review, and accurate agency valuation
  • Leveraging debt to acquire a firm

Closing and Post-Closing

  • Meeting regulatory requirements
  • Structuring and closing the deal
  • Post-acquisition integration support

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Contact The Advisory Team

MarshBerry’s team of advisors are thought leaders and experts in the insurance brokers and wealth management industries. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.

Contact Us

Michel Schaft
Managing Director
Olly Laughton-Scott
Managing Director
Armand Hoftijzer
Managing Director
Jan Blumenthal
Independent Advisor
Michel Schaft
Managing Director

Michel Schaft joined MarshBerry in 2017 as an Independent Consultant and is currently Managing Director of MarshBerry.

Olly Laughton-Scott
Managing Director

As Managing Director of MarshBerry’s UK office, Olly spearheads efforts to help clients prepare, market and execute transactions by utilizing data rich insights and market perspectives to help them build, enhance and sustain value.

Olly founded IMAS Corporate Finance LLP in 1992 and was responsible for the development of IMAS-insight, IMAS’S central knowledge-based system. He was involved in the majority of IMAS’ transactions and is highly experienced in what makes for a successful transaction and making it happen.

Prior to his roles at MarshBerry and IMAS, he worked for Cazenove and Kleinwort Benson. He qualified as a Chartered Accountant with Arthur Anderson and has a degree in Economics from Exeter University.

Olly takes pride in building long-lasting relationships with decision-makers across the financial services sector based on his knowledge and insights.

Armand Hoftijzer
Managing Director

Armand Hoftijzer helps real estate agents in the Netherlands and Europe further with their growth strategy. Since February 2021, he has been linking his expertise and experience to MarshBerry's methodologies and data.

Jan Blumenthal
Independent Advisor

As an independent consultant, Jan represents MarshBerry’s full spectrum of insurance brokerage and corporate finance advisory solutions in Germany, Austria and Switzerland

Prior to joining MarshBerry in May of 2023, Jan was general representative of Lloyd’s Insurance Company S.A. and Country Manager Germany and Austria for 12 years. Before that he was Member of the Management Board of Willis in Germany responsible for international business and Client management. Until 2000, Jan was with Aon Germany as Head of Client Services in the Frankfurt region.

From 1987 until 1991, he was Vice President of Joost & Preuss, Inc. in Atlanta, Georgia USA.

He started his broking career in 1983 with the German Broker Joost & Preuss Group, which was later taken over by Jauch & Hübener.

Jans dominating skills are focusing on customer relations and international business development.

His role at MarshBerry is to develop the market and especially relations with the Broker community in the Dach Region.

August 2024 IceLake Capital Certe Groep Acquisition IceLake Capital has invested in Certe Groep The Netherlands

MarshBerry International served as the financial advisor to Certe Groep

March 2024 Seven Investment Management Eastcote Wealth Management Acquisition

Seven Investment Management has acquired Eastcote Wealth Management

United Kingdom

MarshBerry International 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 Belgium

MarshBerry International served as the financial advisor to induver

December 2023 Howden  VLC & Partners Holding Acquisition

Howden has acquired VLC & Partners Holding

The Netherlands

MarshBerry International served as the financial advisor to Howden

October 2023 Brown & Brown Berkeley Insurance Group Acquisition Brown & Brown has acquired Berkeley Insurance Group United Kingdom

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

United Kingdom

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

United Kingdom

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

United Kingdom

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

United Kingdom

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

The Netherlands

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 

The Netherlands

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

The Netherlands

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

The Netherlands

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

The Netherlands

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 

The Netherlands

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

The Netherlands

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

The Netherlands

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

The Netherlands

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

The Netherlands

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

The Netherlands

MarshBerry International served as the financial advisor to Steentjes Makelaars