Financial Advisory

Due Diligence

Think MarshBerry. Think Forward.

Due Diligence for Insurance Brokerage Firms

Going beyond the verification of financial information to maximize value.

MarshBerry’s advisors are well-versed in the key areas of insurance 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.

Insurance Due Diligence Checklist

  • Preparation
  • Off-Site Review
  • On-Site Review
  • Revenue Analysis & Testing
  • Pro-Forma Testing/Quality of Earnings
  • Balance Sheet Analysis
  • Key Risk Assessment

From Quality of Earnings to Confirmatory Due Diligence to Insurance Due Diligence in mergers and acquisitions, MarshBerry has decades of experience working with bank operations, credit unions, third party administrators (TPAs) and wholesale operations.