Sell Side Advisory

THINK MARSHBERRY. THINK FORWARD.

Sell Side Advisory for Insurance Brokers and Wealth management Firms

Finding the right fit and creating value

Selling or perpetuating your business is a huge decision and often the culmination of years of entrepreneurship. It’s also a challenging task with many implications. Knowing your buyer is key. Through our sell side advisory, clients benefit from MarshBerry’s sell side advisory clients benefit from our ability to harness deep sector knowledge and data-driven insights to achieve your end goal and maximise the return on years of hard work.

As a broker or wealth manager you know the value of expert advice. And putting your business up for sale is something you will probably do only once in your lifetime. Having the confidence and peace of mind of knowing you’re doing the right thing is why clients choose MarshBerry as their trusted advisor. Experienced sell side advisors are with you every step of the way helping you navigate throughout the entire deal process.

The MarshBerry team helps you:

  • Understand what your firm is worth and help position your firm for a sale
  • Find the right fit for your staff and clients, securing your reputation
  • Negotiate and close the best possible deal


FROM STRATEGIC PLANNING TO POST-DEAL MANAGEMENT

Strategic Planning & Business Evaluation

  • Defining strategic goals
  • Carrying out seller due diligence
  • Valuing your business

Preparation & Representation

  • Drawing up the information memorandum
  • Creating a buyer profile and selecting buyers
  • Analyzing bids and negotiating terms

Closing & Post-Closing

  • Drawing up the letter of intent
  • Drawing up the sale and purchase agreement
  • Post-closing integration

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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