This is the fourth episode of a multi-part series on MarshBerry’s proprietary M&A and capital raise process. This episode focuses on strategic alignment and identifying the “right” pool of buyers for a client. MarshBerry has been the #1 M&A sell side advisor for over 25 years as tracked by S&P Global Market Intelligence, meaning our team brings a unique perspective around the buyer community and other proprietary resources1. During this critical phase, MarshBerry leverages tools, relationships and resources to help identify a smaller pool that will help create strategic alignment between the buyer and seller.
To The Point: A MarshBerry Video Series
Value Maximization: Strategic Alignment in MarshBerry’s M&A Process
September 3, 2025
1Completed sell side transactions in U.S. merger & acquisition transactions in insurance brokerage 1999–2024 in which a financial advisor was used; Ranked by Total Number of Deals as of 1/14/25.
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.
