Acquisition Planning & Due Diligence*

Acquisition Search

We are seeing that the Merger & Acquisition (M&A) appetite for independently owned insurance agents and brokers continues to move at a dramatic pace.

Through MarshBerry’s extensive planning session, we will:
• Provide an overview of the market.
• Offer an overview of the buyers and sellers in the marketplace.
• Provide insight into executing an effective acquisition strategy.

MarshBerry’s service can help you analyze your position and help you make the strategic decisions necessary to acquire.

Due Diligence

MarshBerry’s goal is to identify and resolve key issues so you have an M&A transaction that meets your goals and objectives.

Our financial due diligence process expands beyond the verification of financial information, to the identification of risks and issues to be addressed in the definitive agreement, and the identification of focus areas during the integration process.

In addition, our seasoned professionals have specific experience in bank operations, credit unions, third party administrators (TPAs) and wholesale operations. Our sheer bench strength allows us to quickly pull together a team in any geographic area with the skill dictated by each engagement.

* Investment banking services offered through MarshBerry Capital, Inc., Member FINRA Member SIPC and an affiliate of Marsh, Berry & Company, Inc. 28601 Chagrin Boulevard, Suite 400, Woodmere, Ohio 44122 (440.354.3230). Contact Us