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Advisory Services

When it comes time to sell, knowing the buyers and finding the right fit is part of the magic at MarshBerry. You get the most experienced and #1 ranked M&A Sell-Side Advisory services in the insurance sector.


The decision to sell or perpetuate can be difficult. The experienced MarshBerry Advisory team can help you navigate the decision and the process with a balanced combination of quantitative and qualitative analysis.

  • What is my firm worth?
  • Should I Sell my firm?
  • Should I Transfer ownership within my firm?
  • How do I ensure there is a plan in place after the deal?

01 06

Strategic Options Analysis, Alternative Buyer Comparison, Capital Raising

02 06

Sell-Side Representation, Search and Screen, Letter of Intent/Negotiation, Creative Deal Structure and Alternatives

03 06

Diagnostic & Confirmatory Due Diligence, Fairness Opinion, Definitive Agreement

04 06

Sale Preparation Management, Offering Memorandum Development, Strategic Pitch Book Design, Candidate Profile Creation

05 06

Market Comparables/Benchmarking, After-Tax Return Optimization, Return and Earning Per Share Analysis, Agency Fair Market Valuation

06 06
Post Deal Management

Post Closing Integration, Peer-to-Peer CEO Exchange, Earn-Out Maximization Consultation


M&A Sell Side Advisor (1999-2019) as Tracked by S&P Global Market Intelligence
M&A Transactions since 1995 with the 100 largest brokers of U.S. Business as identified by Business Insurance
Total M&A Transactions Advised on Since 1999
Bank-related Insurance M&A Transaction since 1997
Benefit Agency Transactions with More Thank $2.1B of Transaction Value Advised on Since 2008
Private Client

The advice we got through the transaction was invaluable. MarshBerry was by our side the entire time. They know our people, our culture, they’ve been to our office. MarshBerry also played a key role in our arriving to the decision to sell and who to sell to. When we first engaged with MarshBerry, we said, ‘We don’t want the whole world coming in here. You know us. Culture is very, very important. Bring us who you think would be a cultural fit.’ They boiled it down to seven firms.

Private Client
Private Client

MarshBerry had deeper insight into the market than we did. They had expertise at negotiating value and they sourced qualified buyers. The timeline on the process was right and they prepped us well for conversations.

Private Client

Contact the Advisory Team

MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage industry. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.

Contact Us

Phil Trem
President - Financial Advisory
Tommy McDonald
Vice President
Sarah Lucas
Senior Vice President
Dan Skowronski
Managing Director
Phil Trem
President - Financial Advisory

As President of MarshBerry's Financial Advisory Division, Phil brings extensive knowledge in merger & acquisition (M&A) advisory and operations, specifically in the business and technology arenas and is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His experience encompasses the full life cycle of an M&A transaction, and he works hard to provide clients with a seamless, comprehensive experience.

Tommy McDonald
Vice President

Tommy McDonald is a vice president at MarshBerry and has a key role within its financial advisory practice. His primary responsibilities include developing new client relationships, providing advice and counsel while delivering consulting services designed to help clients create value and accomplish their goals within their businesses. These activities include developing merger & acquisition ("M&A") advisory relationships, business planning, key strategic relationship management, organic growth best practices, valuation enhancement strategies, financial management and perpetuation modeling.

Sarah Lucas
Senior Vice President

Sarah Lucas joined Marsh, Berry & Co., Inc. (“MarshBerry”) in 2006 as a Financial Analyst. She was promoted to Consultant in 2009, Senior Consultant in 2011, Vice President in 2013, and Senior Vice President in 2018. Sarah is a key contributor to the merger & acquisition and consulting practices of MarshBerry. Her primary responsibilities include merger and acquisition valuation and analysis, due diligence, document review, deal negotiation, integration planning and intangible asset valuation. Sarah is also the Due Diligence Practice Leader for MarshBerry.

Dan Skowronski
Managing Director

Dan Skowronski joined MarshBerry in 1994 as a Financial Analyst. He was promoted to Consultant soon thereafter and played a major role in the preparation of appraisal reports, perpetuation plans, and general consulting projects. He helped create and improve many of the models used by MarshBerry consultants to assist clients with valuation, perpetuation planning and merger and acquisition (M&A) projects. Promotions to Senior Consultant and Vice President over the next few years coincided with increased client- facing responsibilities in M&A advisory for various clients.

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U.S. E&S insurance sector continues its healthy pace of growth with the top 3 stamping offices reporting strong premium increases in 1Q21.