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

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