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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.
Hey guys, just wanted to give you kudos for a great program – very positive material. I had no idea what I was in for and I’m having fun and also learning a lot – that will help me become a better sales manager and also with future recruiting. I know our other agent participating is learning a lot and he is excited about his future increased production, so that’s encouraging – well worth the investment!
The most valuable part of my MarshBerry training was my one on one calls. My consultant provided great insight and background that helped me prepare and properly evaluate my opportunities. As a seasoned sales professional, I truly appreciated their willingness to challenge my typical sales thought process which helped accelerate my learning curve. Selling insurance is like no other sale I’ve made and having a resource like MarshBerry was incredibly beneficial. I would recommend the MarshBerry program to any brokerages looking to properly onboard insurance professionals.
Thank you so much for the superior training last week. I have to say, it was the best I have ever experienced. I’m sure it was mostly you, but I can’t help but think that my 20 years of right and wrong sales approaches and previous sales training, and other experiences prepared me to hear what you had to share last week. I think it all came together really well when I listened to your approach. I truly enjoyed it!
Our partnership with MarshBerry and specifically the Organic Growth/Sales Management department has really transformed the way we help our producers succeed and in turn the agency has grown. It has been a joint effort by both teams working towards a very intense and specific goal. You all gave us the resources/scripts/planning tools/one on ones/manager feedback which helped us grow and also retain them. We were in a very unique situation competing with National Brokers and in my opinion, we are winning. I’m happy to be referral sources because I believe our partnership works.
The advice we got through the transaction was invaluable. MarshBerry was by our side the entire time. They know our people, our culture, they’ve been to our office. MarshBerry also played a key role in our arriving to the decision to sell and who to sell to. When we first engaged with MarshBerry, we said, ‘We don’t want the whole world coming in here. You know us. Culture is very, very important. Bring us who you think would be a cultural fit.’ They boiled it down to seven firms.
They are honest as the day is long, they give complete information and make it easy to analyze. The team is great. I trust them.
MarshBerry had deeper insight into the market than we did. They had expertise at negotiating value and they sourced qualified buyers. The timeline on the process was right and they prepped us well for conversations.
They have a keen knowledge and deep insight into the insurance market space. They understand core value drivers and translate that well to future buyers.
The benefit of working with MarshBerry is absolutely, the consultative style. It shows up because most investment bankers don’t have due diligence teams. MarshBerry does and it deepens their understanding of the value.
They have deep technical expertise that enables them to make observations about what operations are really driving the numbers, they are really good at that.
MarshBerry is very substantial, they have a very consultative style, and they are knowledgeable. There is sizzle and substance to them. Not many of their competitors understand the business as well as MarshBerry does.
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.
MarshBerry was the financial adviser to G. A. Mavon & Co. & Mavco Insurance AgencyApril 2022 Acquisition Hub International Limited has acquired ChunHa-Holding Corp
MarshBerry was the financial advisor to ChunHa-Holding CorpApril 2022 Acquisition Peloton Capital Management has invested in Unison Risk Advisors
MarshBerry was the financial adviser to Unison Risk AdvisorsApril 2022 Acquisition The Hilb Group, LLC has acquired Paige & Campbell, Inc.
MarshBerry was the financial adviser to Paige & Campbell, Inc.March 2022 Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC
MarshBerry was the financial adviser to Hawley & Associates, LLCMarch 2022 Acquisition PCF Insurance Services has acquired a privately-held insurance agency in North Carolina
MarshBerry was the financial adviser to PCF Insurance ServicesMarch 2022 Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California
MarshBerry was the financial adviser to the SellerMarch 2022 Acquisition Hub International Limited has acquired Kuhl Insurance Agency, Inc.
MarshBerry was the financial adviser to Kuhl Insurance Agency, Inc.February 2022 Acquisition ALKEME Holdings, LLC has acquired ERM Insurance Brokers
MarshBerry was the financial adviser to ERM Insurance BrokersFebruary 2022 High Street Insurance Partners, Inc. has acquired The Craft Insurance Agency, Inc.
MarshBerry was the financial adviser to The Craft Insurance Agency, Inc.December 2021 Acquisition Hub International Limited has acquired GRP Financial California, LLC
MarshBerry was the financial adviser to Hub International LimitedDecember 2021 Acquisition Lovell Minnick Partners, LLC has invested in Warner Pacific Insurance Services
MarshBerry was the financial adviser to Warner Pacific Insurance ServicesDecember 2021 Acquisition Hub International Limited has acquired JP Griffin Companies, LLC
MarshBerry was the financial adviser to JP Griffin Companies, LLCDecember 2021 Acquisition Alera Group, Inc. has acquired Foa & Son Corporation
MarshBerry was the financial adviser to Foa & Son CorporationDecember 2021 Acquisition One80 Intermediaries has acquired Innovative Risk Management
MarshBerry was the financial adviser to Innovative Risk ManagementDecember 2021 Acquisition One80 Intermediaries has acquired Prosurance Insurance Group, Inc.
MarshBerry was the financial adviser to Prosurance Insurance Group, Inc.December 2021 Acquisition High Street Insurance Partners, Inc. has acquired Gary Thompson Agency, Inc.
MarshBerry was the financial adviser to Gary Thompson Agency, Inc.December 2021 Acquisition BroadStreet Capital Partners, Inc. has acquired a privately-held insurance agency in Pennsylvania
MarshBerry was the financial adviser to the SellerDecember 2021 Acquisition One80 Intermediaries has acquired Pearl Insurance
MarshBerry was the financial adviser to Pearl InsuranceDecember 2021 Acquisition Oakbridge Insurance Agency, LLC has acquired Shield Insurance Partners, Inc.
MarshBerry was the financial adviser to Oakbridge Insurance Agency, LLC