Capital Market Advisory

Partnering with an investment banker from MarshBerry offers a customized capital raising solution that integrates seamlessly with the dynamics of capital markets. This tailor-made approach is designed to align with your firm’s specific goals, ensuring a comprehensive strategy for growth. With a diverse range of options sourced from private equity investors, family offices, public and private pension funds, traditional bank and debt lenders, and non-bank financial institutions, all tailored to your insurance agency.

MarshBerry Capital Raising Solutions is committed to guiding you through the complexities of raising capital, empowering you with the confidence to navigate the process effectively.

Raising Equity Capital

Equity capital is money raised by selling ownership in the company. This can come from a variety of sources, such as angel investors, venture capitalists, or even family and friends. The amount of equity sold is determined by the valuation of the company and the price at which the investor is willing to buy in. Equity investors receive a share of the profits in the form of dividends or capital gains, but they have no say in the day-to-day operations of the business.

Our equity capital services include:

• Valuation of your enterprise, either on a majority or minority basis
• Identification, ranking, and introductions to potential equity capital providers
• Negotiation of competitive pricing and terms
• Assistance with confirmatory financial due diligence and document review

Raising Debt Capital

Debt capital involves borrowing money from lenders or financial institutions. Debt capital is often used for short-term needs such as covering expenses until revenue starts flowing, as well as long-term needs such as purchasing real estate or large equipment. The most common sources of debt capital are banks, credit unions, and other financial institutions. These organizations may require collateral, such as real estate, equipment or inventory, to secure the loan.

When you partner with MarshBerry, our advisors will provide debt capital services including:

• Identification, ranking, and introductions to potential debt capital providers
• Identification of optimal loan types
• Market pricing considerations
• Negotiation of debt terms
• Assistance with confirmatory financial due diligence and document review

Trust MarshBerry for Guidance in Raising Capital

If you are looking to raise capital for growth, MarshBerry can help you chart the course. Let our experienced advisors work for you and your firm. Reach out to us today and get started building your company’s future.