Sell Side Advisory

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Sell Side Advisory Services

CREATING VALUE MAY BE THE MOST IMPORTANT FACTOR FOR A SUCCESSFUL BUSINESS

The decision to sell or perpetuate your agency or firm can be difficult. 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 team in the insurance industry.

MarshBerry will help you navigate the decision and the process with a balanced combination of quantitative and qualitative analysis to maximize the return on all those years of hard work.

MarshBerry Helps You:

  • Understand what your firm is worth
  • Assess if/when you should sell your firm
  • Evaluate options to transfer ownership within your firm
  • Ensure there is a plan in place after the deal

Sell Side Advisory Strategic Objectives

A well designed approach to maximize your value and achieve strategic objectives.

STRATEGY

  • Acquisition Planning
  • Deal Return Modeling
  • Strategic Options Analysis
  • Alternative Buyer
  • Capital

REPRESENTATION

  • Buy & Sell Side Representation
  • Letter of Intent/Negotiation

EXECUTION

  • Intangible Asset Allocation for GAAP
  • Fairness Opinion
  • Definitive Agreement

PREPARATION

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

ANALYTICS

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

POST DEAL MANAGEMENT

  • Post Closing Integration
  • Goodwill Impairment Testing
  • Earn-Out Maximization Consultation

Quality of Earnings expertise for insurance and wealth management firms

Whether you are considering growth through acquisition or in the process of selecting a strategic partner for your firm, Quality of Earnings (QoE) review, and advisory are critical to understanding how to best optimize. ​

MarshBerry’s depth of historical knowledge and extensive data translates to the ability for you to better understand the risks and challenges of a transaction and evaluate the prospects for future success​.

MarshBerry Experts Help You:

  • Delineation between fixed amount earnings and estimated earnings​
  • Identify cash vs noncash earnings
  • Clarity on recurring vs nonrecurring revenue​
  • Categorization of income by source and type​

What you will gain from a Quality of Earnings review:

  • Address accounting issues​
  • Identify and/or validate adjustments to pro forma​
  • Enhance efficiency of transaction close process​
  • Quantify working capital requirements​
  • Provide insights and analysis of financial statements​
  • Determine key areas for focus ​

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