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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
Insurance Industry Trends Show Substantial Growth In The 2021 Insurance Marketplace Due To Insurance Broker Data
Just wanted to give you kudos for a great program – very positive material. I’m having fun and also learning a lot – that will help me become a better sales manager and also with future recruiting. We are learning a lot and are excited about future increased production, so that’s encouraging – well worth the investment!
The most valuable part of my MarshBerry training were my one on one calls. My consultant provided great insight and background that helped me prepare and properly evaluate my opportunities. I truly appreciated their willingness to challenge my typical sales 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.
Thank you so much for the superior training last week. I think it all came together really well when I listened to your approach. I truly enjoyed it!
Our partnership with the MarshBerry Organic Growth/Sales Management team has really transformed the way 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 gave us the resources/scripts/planning tools/one on ones/manager feedback which helped us grow and also retain them.
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.
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 two 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.
Alera Group has acquired Greenhill Insurance Services
MarshBerry served as the financial advisor to Greenhill Insurance ServicesSeptember 2022 Acquisition
Partners Group has invested in Foundation Risk Partners
MarshBerry served as the financial advisor to Foundation Risk PartnersAugust 2022 Acquisition
Scottish American has acquired Brookside General Insurance Services, Inc.
MarshBerry served as the financial advisor to Brookside General Insurance Services, Inc.August 2022 Acquisition
Oakbridge Insurance has acquired J. Barry Walker Insurance Group LLC
MarshBerry served as the financial advisor to Oakbridge InsuranceJuly 2022 Acquisition
Specialty Program Group LLC has acquired ESP Brokerage LLC
MarshBerry served as the financial advisor to ESP Brokerage LLCJuly 2022 Acquisition
Hub International Limited has acquired Alexander & Company, Inc.
MarshBerry served as the financial advisor to Alexander & Company, Inc.July 2022 Acquisition
Alera Group has acquired Noyle Johnson Insurance, Inc.
MarshBerry served as the financial advisor to Alera GroupJuly 2022 Acquisition
PCF Insurance has acquired John E. Peakes Insurance Agency, Inc.
MarshBerry served as the financial advisor to John E. Peakes Insurance Agency, Inc.June 2022 Acquisition
Patriot Growth has acquired BMT Insurance Advisors
MarshBerry served as the financial advisor to BMT Insurance AdvisorsJune 2022 Acquisition Marsh McLennan Agency has acquired Clark Insurance
MarshBerry served as the financial advisor to Clark InsuranceMay 2022 Acquisition Brown & Brown, Inc. has acquired Claim Technologies Incorporated
MarshBerry served as the financial advisor to Claim Technologies IncorporatedMay 2022 Acquisition
Field Pros Direct has acquired Dineley Claims Services, Inc.
MarshBerry served as the financial advisor to Dineley Claims Services, Inc.May 2022 Acquisition Specialty Program Group, LLC has acquired Jones Birdsong, LLC
MarshBerry served as the financial advisor to Jones Birdsong, LLCMay 2022 Acquisition Patriot Growth Insurance Services, LLC has acquired PFG Benefits, Inc.
MarshBerry served as the financial advisor to PFG Benefits, Inc.May 2022 Acquisition Patriot Growth Insurance Services, LLC has acquired DMM Advisors
MarshBerry served as the financial advisor to DMM AdvisorsApril 2022 Acquisition Risk Placement Services has acquired G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency
MarshBerry served as the financial advisor to G. A. Mavon & Co. & Mavco Insurance AgencyApril 2022 Acquisition Hub International Limited has acquired ChunHa-Holding Corp
MarshBerry served as the financial advisor to ChunHa-Holding CorpApril 2022 Acquisition Peloton Capital Management has invested in Unison Risk Advisors
MarshBerry served as the financial advisor to Unison Risk AdvisorsApril 2022 Acquisition The Hilb Group, LLC has acquired Paige & Campbell, Inc.
MarshBerry served as the financial advisor to Paige & Campbell, Inc.March 2022 Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC
MarshBerry served as the financial advisor to Hawley & Associates, LLC