This is the seventh and final episode of a multi-part series on MarshBerry’s proprietary M&A and capital raise process. In this phase, MarshBerry remains actively involved post-close to ensure success. The approach focuses on three key areas: financial true-ups, seamless integration of systems and teams, and ongoing performance monitoring. Acting as a bridge between buyer and seller, MarshBerry provides guidance, interprets results, and helps course-correct to maximize long-term value. Success depends on integration, financial alignment, and open communication, supported by MarshBerry’s white glove service and commitment throughout all phases.
To The Point: A MarshBerry Video Series
Value Maximization: Post Transaction Support in MarshBerry’s M&A Process
December 22, 2025
MarshBerry is a global leader in investment banking and consulting services, specializing in the insurance brokerage and wealth management sectors. If your firm seeks expert advisory guidance to refine your business strategies, drive sustainable growth, or facilitate a sale, MarshBerry is the ideal partner to support you in making these critical business decisions. Collaborating with a trusted advisor who deeply understands your business and the industry can help you maximize value at every stage of ownership.
