Buy Side Advisory
Driving growth through acquisition
Buy Side M&A Advisory Services
ACHIEVING GROWTH IS A FUNDAMENTAL CORNERSTONE OF CREATING VALUE.
Acquiring an agency can be a means to drive growth, create opportunities and leverage economies of scale. MarshBerry’s M&A Buy Side Advisory services bring you intrinsic expertise and market reach you can’t get on your own. Contact MarshBerry for acquisition consulting and advisory services for insurance brokerages and wealth and retirement plan advisory firms.
Buy Side M&A Advisory: TIME TO ACQUIRE
Growing your firm through acquisition requires a keen understanding of market conditions and trends. MarshBerry is the trusted buy side advisor you need for finding the right agency to achieve your growth goals.
MarshBerry Helps You:
- Develop strategic rationale for acquisition
- Identify economies of scale and analyze book of business to determine profitability
- Structure the deal with accurate agency valuation
- Find the right agency fit
- Position your firm as a buyer; ensure Due Diligence and Quality of Earnings are included
- Leverage debt to acquire the firm and grow your business
- Complete the closing
- Develop Continuity Planning and Business Integration for post-deal management
Buy Side M&A Process & Strategic Objectives
A well designed approach to maximize your value and achieve strategic objectives.
STRATEGY
- Acquisition Planning
- Capital Raising
REPRESENTATION
- Buy Side Representation
- Buy Side Search & Screen
- Letter of Intent/Negotiation
EXECUTION
- Diagnostic & Confirmatory Due Diligence
- Intangible Asset Allocation for GAAP
- Fairness Opinion
- Definitive Agreement
ANALYTICS
- Market Comparables/Benchmarking
- After Tax-Return Optimization
- Return & Earnings Per Share Analysis
POST DEAL MANAGEMENT
- Post Closing Integration
- Goodwill Impairment Testing
- Peer-to-Peer CEO Exchange
BUY SIDE M&A SERVICES FOR INSURANCE BROKERAGE & WEALTH ADVISORY FIRMS
MarshBerry’s history of working with insurance and financial services firms provides clients with a unique perspective on the complexities of the insurance and wealth management markets. Serving as an extension of your acquisition team, MarshBerry advisors ensure your acquisition targets align with your business goals. This approach provides confidence and helps guide buyers through successful transactions. Learn More.