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Debt & Equity Capital Advisory for Insurance Brokerages & Wealth Management Firms
No two firms are the same
Partnering with an investment banker from MarshBerry gives you a truly customized capital raising solution tailored to your firms goals.
Growth capital options are created from a variety of providers such as private equity investors, family offices, public and private pension funds, traditional bank and debt lenders, and non-bank financial institutions and tailored to your insurance agency. MarshBerry Capital Raising Solutions helps you execute the process of raising capital with confidence.
Capital Market Advisors
Raising capital is core strategy for growth and expansion. MarshBerry’s investment banking advisors provide insights and guidance to help your firm maximize capital market opportunities. Throughout the strategic consulting process, you gain an understanding of the market trends, discover the best financing options and have any ally with you every step of the way to manage the risks and secure the funds you need.
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.
Contact The Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. 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.
A vital resource in mergers and acquisitions (M&A), John Wepler has personally advised on more than 300 M&A and Capital Markets transactions since joining MarshBerry in 1991. He is an in-demand industry speaker because of his extensive knowledge in organic growth management, valuation enhancement strategies, business planning, perpetuation, financial management and M&A. As Chairman and Chief Executive Officer of MarshBerry—and CEO of the wholly-owned FINRA registered broker/dealer MarshBerry Capital, LLC—John’s leadership and industry experience has benefited many insurance industry professionals.
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 for independently-owned insurance agents & brokers, specialty distributors, wealth management advisors, retirement planning specialists, private equity firms, banks & credit unions and insurance carriers.
Gerard Vecchio joined MarshBerry in 2017 and works specifically with the Insurance Services Division of MarshBerry. Gerard’s responsibilities include providing strategic and operational consulting services to specialty insurance distributors, insurance carriers and outsourced service providers within the insurance industry.
Kim Kovalski joined MarshBerry in 2021 and is charged with providing strategic and operational consulting services to MarshBerry’s client base of independently-owned insurance agents & brokers, specialty distributors, wealth advisory industry, private equity firms, banks & credit unions and insurance carriers.
Kristen San Marco joined MarshBerry in 2020 as a Vice President. As part of MarshBerry’s Financial Advisory team, Kristen focuses on buy and sell side merger and acquisition (M&A) advisory, due diligence, financial management consulting and valuation services.