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Financial Advisory
Capital Markets
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Raising Debt & Equity Capital
No two firms are the same. That’s why partnering with an investment banker from MarshBerry gives you a truly customized solution. Options are created from a variety of providers such as private equity investors, family offices, public and private pension funds, traditional bank and debt lenders, and non-bank financial institutions and tailored to your firm. MarshBerry Capital Raising Solutions helps you execute the capital raising process with confidence.
Raising Equity Capital
- Valuation of your enterprise, either on a majority or minority basis
- Identification, ranking, and introductions to potential equity capital providers
- Negotiation of competitive pricing and terms
- Assistance with confirmatory financial due diligence and document review
Raising Debt Capital
- Identification, ranking, and introductions to potential debt capital providers
- Identification of optimal loan types
- Market pricing considerations
- Negotiation of debt terms
- Assistance with confirmatory financial due diligence and document review
Completed sell side transactions in the Merger & Acquisition Transactions in Insurance Brokerage 1999-2021 in which a financial adviser was used; Ranked by Total Number of Deals
Based on maximum earn out value for deals closed 1/1/2012 through 12/31/2021 in which MarshBerry was the adviser. 8. Completed sell side and buy side transactions by Marsh, Berry & Company, Inc. closed 1/1/1995 through 12/31/2021.
These totals include certain transactions completed by MarshBerry professionals while employed at another firm, whereby substantially all of the assets were acquired by MarshBerry. Total completed buy side and sell side transactions in the United States as reported by S&P Global Market Intelligence. This data displays a snapshot at a particular point in time each year, of the total number of buy side and sell side deals as reported by S&P Global Market Intelligence. It has not been updated to reflect subsequent changes, if any.
Completed Bank transactions by Marsh, Berry & Company, Inc. closed 1/1/2007 through 12/31/2021.
Completed Benefit Agency transactions closed 1/1/2008 through 12/31/2021 in which MarshBerry was the adviser. Transaction value based realistic earn out value for deals closed 1/1/2008 through 12/31/2021 in which MarshBerry was the adviser.
Contact the Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services 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.
A vital resource in mergers and acquisitions (M&A), John Wepler has personally advised on more than 300 M&A and Capital Markets transactions since joining MarshBerry in 1991. He is an in-demand industry speaker because of his extensive knowledge in organic growth management, valuation enhancement strategies, business planning, perpetuation, financial management and M&A. As Chairman and Chief Executive Officer of MarshBerry—and CEO of the wholly-owned FINRA registered broker/dealer MarshBerry Capital, LLC—John’s leadership and industry experience has benefited many insurance industry professionals.
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 for independently-owned insurance agents & brokers, specialty distributors, wealth management advisors, retirement planning specialists, private equity firms, banks & credit unions and insurance carriers.
Gerard Vecchio joined MarshBerry in 2017 and works specifically with the Insurance Services Division of MarshBerry. Gerard’s responsibilities include providing strategic and operational consulting services to specialty insurance distributors, insurance carriers and outsourced service providers within the insurance industry.
Casey Pont joined MarshBerry in 2016 and was promoted to Vice President in 2020. As part of MarshBerry’s Financial Advisory team, Casey focuses on merger and acquisition ("M&A") advisory for both buy side and sell side clients. Her current responsibilities include M&A valuation and analysis, insurance agency and brokerage valuation services, compensation consulting, perpetuation planning, and other general consulting projects. Casey is also a facilitator for a Strategic Issues Group within MarshBerry’s executive peer exchange network, Connect.
Courtney Ferrara joined MarshBerry in 2014 as a Consultant, and was promoted to Senior Consultant in January of 2016. She is responsible for financial analysis, mergers and acquisitions, agency valuations, buy side due diligence, compensation consulting, and ownership perpetuation plans, including MarshBerry's proprietary iCAP (Integrated Continuity Alignment Plan) solution. Courtney is also a facilitator for MarshBerry’s APPEX Connect Network.