Buy Side Advisory

Buy Side Advisory for Insurance Brokerage 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

Related Articles

Contact The Advisory Team

MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage 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
Director
Jan Blumenthal
Independent Advisor
Renaud de Pressigny
General Manager
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
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.

Renaud de Pressigny
General Manager

Renaud joined MarshBerry in November 2022 and is primarily responsible for the servicing of French clients and operation of MarshBerry’s branch in France.

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March 2023 Gilde Equity Management Baksteen & Pul Acquisition

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MarshBerry International served as the financial advisor to Baksteen & Pul

March 2023 Gilde Equity Management Dommerholt & Ten Brinke Acquisition

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

March 2023 Gilde Equity Management Steentjes Makelaars Acquisition

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March 2023 Gilde Equity Management Boks Beijer Wij Verzekeren Acquisition

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