Financial Advisory

Buy Side Advisory

Driving growth through acquisition

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

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STRATEGY

  • Acquisition Planning
  • Capital Raising

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REPRESENTATION

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

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

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ANALYTICS

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

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