Acquisition Consulting & Advisory for Insurance Brokerage & Wealth Advisory Firms

ACHIEVING GROWTH IS A FUNDAMENTAL CORNERSTONE OF CREATING VALUE.

Acquiring an agency can be a means to drive growth, create opportunities and leverage economies of scale. MarshBerry’s M&A Buy-Side Advisory services brings you intrinsic expertise and market reach you can’t get on your own.

TIME TO ACQUIRE

Growing your firm through acquisition requires a keen understanding of market conditions and trends. MarshBerry is the trusted advisor you need for finding the right agency to achieve your growth goals.

MarshBerry helps you:  

• Develop strategic rationale for acquisition
• Identify economies of scale and analyze book of business to determine profitability
• Structure the deal with accurate agency valuation
• Find the right agency fit
• Position your firm as a buyer; ensure Due Diligence and Quality of Earnings are included
• Leverage debt to acquire the firm and grow your business
• Complete the closing
• Develop Continuity Planning and Business Integration for post-deal management

A well designed approach to maximize your value and achieve strategic objectives

STRATEGY

• Acquisition Planning
• Capital Raising

REPRESENTATION

• Buy Side Representation
• Buy Side Search & Screen
• Letter of Intent/Negotiation

EXECUTION

• Diagnostic & Confirmatory Due Diligence
• Intangible Asset Allocation for GAAP
• Fairness Opinion
• Definitive Agreement

ANALYTICS

• Market Comparables/Benchmarking
• After Tax-Return Optimization
• Return & Earnings Per Share Analysis

POST DEAL MANAGEMENT

• Post Closing Integration
• Goodwill Impairment Testing
• Peer-to-Peer CEO Exchange