Consulting Services
Think MarshBerry. Think Forward.
Turn to MarshBerry to help your firm increase organic growth, profit, and value through all stages of ownership.
Perpetuation
Helping you amplify value creation to make your years of hard work, commitment, and success mean more to stakeholders.
At some point every firm faces the decision between perpetuating leadership, relationships, and ownership internally or selling their business. Determining your path forward goes beyond the standard quantitative financial analysis. MarshBerry Advisors really get to know you, your culture, your goals, and your objectives – your firms DNA.
Perpetuation Solutions
- Minority Capital Partner
- Majority Capital Partner
- iCAP (Integrated Continuity Alignment Plan includes and ESOP)
- Formation of a National Firm
- External Sale
- Internal After-Tax Perpetuation
MarshBerry believes successful perpetuation is a continual process without a beginning or an end. It is an ongoing discipline to continuously build and maintain an operating environment that can enable the seamless transition when the time comes.
Contact us for more information about MarshBerry Perpetuation Solutions.
Planning | Debt Capital | Equity Capital
VALUATIONS
There is an art, and science to determining the value of an agency. MarshBerry’s considerable experience in mergers and acquisitions coupled with our proprietary database of client information enables us to give you the most accurate valuation. You get a “real world” approach to assessing the value of your agency based on current market indicators and trends in the industry.
With a keen understanding and knowledge of the industry, economic and profit indicators, along with sophisticated deal multiples you get the science of valuations. With MarshBerry’s market awareness and assessment of internal agency specific risk you get the art of valuations. You deserve a comprehensive valuation.
VALUATION SOLUTIONS
Detailed Conclusion of Value: In-depth detailed valuation for clients that must accommodate Employee Stock Ownership Plans (ESOP), estate transactions or that are required to maintain compliance with government regulations.
Summary Conclusion of Value: Appropriate for Buy/Sell Agreements; stock transactions (details surrounding price per share for internal perpetuation purposes); Loan/banking; Creation of agency improvement plans; litigation support.
Contact us to learn more about the value of your firm.
Business Valuation | External Market Valuation | Fairness Opinion
STRATEGIC PLANNING
Set the course that inspires commitment and enables success.
Having a strategic plan is important to creating a shared vision for financial, operational, and staffing goals. What sets MarshBerry’s process above others is it goes beyond simply creating the plan. It charts a course for where and how to get there with key objectives, short- and long-term action plans and implementations schedules that are focused, relevant, aligned, and actionable.
MarshBerry Advisors works with you to build a comprehensive roadmap for growth with specific expertise in the insurance brokerage industry. Knowing the business dynamics, what will work for you and your business, along with the data to back up the advice, helps set the stage for your teams’ commitment to achieving results.
EXAMPLES OF STRATEGIC PLAN COMPONENTS
- Revenue and Expense inputs
- Benchmarking statistics
- Growth projections
- Profit
- Financial Stability
- Service & Support Productivity
- Producer Performance
- Perpetuation
- Age of Staff
- Culture
- Implementation Schedule
- Accountability Map
Contact us for more information about how MarshBerry’s Strategic Planning Services can help you achieve your goals.
Strategic Planning | Board Advisory | Connect Network | Strategic Options
DUE DILIGENCE
Going beyond the verification of financial information to maximize value.
MarshBerry’s Advisers are well-versed in the key areas of due diligence review. Clients experience a comprehensive process that expands beyond the verification of financial information, to the identification of risks and issues to be addressed in the definitive agreement, and the identification of focus areas during the integration process.
With specific expertise in bank operations, credit unions, third party administrators (TPAs) and wholesale operations clients for decades, you get the benefit of seasoned professionals helping you achieve a successful M&A transaction.
DUE DILIGIENCE CHECKLIST
- Preparation
- Off-site Review
- On-site Review
- Revenue Analysis & Testing
- Pro Forma Testing/Quality of Earnings
- Balance Sheet Analysis
- Key Risk Assessment
Contact us to learn more about maximizing the value of your firm.
Diagnostic Due Diligence | Confirmatory Due Diligence | Quality of Earnings
Contact the Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage industry. 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.
Phil Trem
President - Financial Advisory
As President of MarshBerry's Financial Advisory Division, Phil brings extensive knowledge in merger & acquisition (M&A) advisory and operations, specifically in the business and technology arenas and is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His experience encompasses the full life cycle of an M&A transaction, and he works hard to provide clients with a seamless, comprehensive experience.
Christopher Darst
Managing Director
Christopher Darst joined MarshBerry in 1998 as a Financial Analyst responsible for the preparation of business valuation reports, perpetuation plans, and general consulting projects. In 2001, he moved to California to help launch the Dana Point office. With increased experience and responsibility, Chris expanded his responsibilities to include merger and acquisition ("M&A") work for various MarshBerry clients.
Sarah Lucas
Managing Director
Sarah Lucas joined Marsh, Berry & Co., Inc. (“MarshBerry”) in 2006 as a Financial Analyst. She was promoted to Consultant in 2009, Senior Consultant in 2011, Vice President in 2013, and Senior Vice President in 2018. Sarah is a key contributor to the merger & acquisition and consulting practices of MarshBerry. Her primary responsibilities include merger and acquisition valuation and analysis, due diligence, document review, deal negotiation, integration planning and intangible asset valuation. Sarah is also the Due Diligence Practice Leader for MarshBerry.
Eric Hallinan
Director
Eric Hallinan joined MarshBerry in 2011, bringing with him significant experience in insurance firm operations, finance, and technology. He is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His involvement covers the full gamut of a merger & acquisition ("M&A") transaction, and he works hard to provide clients with a seamless, comprehensive experience.
Rob Hamilton
Director
616.723.8373
Rob.Hamilton@MarshBerry.comSend EmailRob Hamilton joined Marsh, Berry & Co., Inc. (MarshBerry) in 2002 as a Consultant. He was promoted to senior consultant in 2005 and vice president in 2007. Rob is a key contributor to the merger and acquisition and consulting practices at MarshBerry. His primary responsibilities include merger and acquisition valuation and analysis, due diligence, deal negotiation and integration planning.
