Sell Side Advisory
Think MarshBerry. Think Forward.
Sell Side Advisory Services For The Insurance & Wealth Management Industries
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
Acquisition
HUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC
Toggle Transaction Details November 2023
HUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC
HUB International Limited has acquired Franklin Financial Group, LLC Buyer: HUB International Limited Seller: Franklin Financial Group, LLC # of Employees: 24 Closed Date: 11/01/2023 Location: Maryland Focus: Wealth, Retirement Consulting and Employee Benefits Consulting Media: Learn More MarshBerry Advisory Role: MarshBerry served as the advisor to Franklin Financial Group, LLC October 2023
Acquisition
Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank
MarshBerry served as a financial advisor to Cadence Insurance, Inc.
Toggle Transaction Details October 2023
Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank
MarshBerry served as a financial advisor to Cadence Insurance, Inc.
Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank Buyer: Arthur J. Gallagher Co. Seller: Cadence Bank Closed Date: Q4 2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as a financial advisor to Cadence Insurance, Inc. October 2023
Acquisition
Hub International Limited has acquired Asset Protection Group, Inc.
MarshBerry served as the financial advisor to Asset Protection Group, Inc.
Toggle Transaction Details October 2023
Hub International Limited has acquired Asset Protection Group, Inc.
MarshBerry served as the financial advisor to Asset Protection Group, Inc.
Hub International Limited has acquired Asset Protection Group, Inc. Buyer: Hub International Limited Seller: Asset Protection Group, Inc. Firm Type: MGA # of Employees: 50 Closed Date: 10/02/23 Location: Virginia Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Asset Protection Group, Inc. October 2023
Acquisition
Alera Group, Inc. has acquired Brio Benefit Consulting, Inc.
MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc.
Toggle Transaction Details October 2023
Alera Group, Inc. has acquired Brio Benefit Consulting, Inc.
MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc.
Alera Group, Inc. has acquired Brio Benefit Consulting, Inc. Buyer: Alera Group, Inc. Seller: Brio Benefit Consulting, Inc. Firm Type: Employee Benefits # of Employees: 40 Closed Date: 10/02/2023 Location: New York Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc. October 2023
Acquisition
Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC
Toggle Transaction Details October 2023
Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC
Alera Group, Inc. has acquired Brio Financial Services, LLC Buyer: Alera Group, Inc. Seller: Brio Financial Services, LLC Closed Date: 10/02/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Financial Services, LLC September 2023
Acquisition
RSC Insurance Brokerage, Inc. has acquired Fairmount Benefits
MarshBerry served as the financial advisor to Fairmount Benefits
Toggle Transaction Details September 2023
RSC Insurance Brokerage, Inc. has acquired Fairmount Benefits
MarshBerry served as the financial advisor to Fairmount Benefits
RSC Insurance Brokerage, Inc. has acquired Fairmount Benefits Buyer: RSC Insurance Brokerage, Inc. Seller: Fairmount Benefits Firm Type: Employee Benefits # of Employees: 10 Closed Date: 09/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Fairmount Benefits September 2023
iCap
Leonard Green & Partners, L.P. has invested in Hub International Limited
MarshBerry served as a transaction advisor to Hub International Limited
Toggle Transaction Details September 2023
Leonard Green & Partners, L.P. has invested in Hub International Limited
MarshBerry served as a transaction advisor to Hub International Limited
Leonard Green & Partners, L.P. Hub International Limited September 2023 Buyer: Leonard Green & Partners, L.P. Seller: Hub International Limited Closed Date: September 14, 2023 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as a transaction advisor to Hub International Limited September 2023
Acquisition
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
Toggle Transaction Details September 2023
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC Buyer: One80 Intermediaries, LLC Seller: Euclid Insurance Services # of Employees: 120 Closed Date: 09/01/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services September 2023
Acquisition
Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Toggle Transaction Details 09/07/23
Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Simplicity Group has acquired Hancock Brokerage Buyer: Simplicity Group Seller: Hancock Brokerage # of Employees: 10 Closed Date: 09/01/23 Location: Louisiana MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hancock Brokerage August 2023
Acquisition
Marsh & McLennan Agency, LLC has acquired The Graham Company
MarshBerry served as the financial advisor to The Graham Company
Toggle Transaction Details August 2023
Marsh & McLennan Agency, LLC has acquired The Graham Company
MarshBerry served as the financial advisor to The Graham Company
Marsh & McLennan Agency, LLC has acquired The Graham Company Buyer: Marsh & McLennan Agency, LLC Seller: The Graham Company Firm Type: Insurance and employee benefits broker # of Employees: 200 Closed Date: 08/01/2023 Location: Pennsylvania Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Graham Company June 2023
Acquisition
RSC Insurance Brokerage, Inc. has acquired First Insurance Group
MarshBerry served as the financial advisor to First Insurance Group
Toggle Transaction Details June 2023
RSC Insurance Brokerage, Inc. has acquired First Insurance Group
MarshBerry served as the financial advisor to First Insurance Group
RSC Insurance Brokerage, Inc. has acquired First Insurance Group Buyer: RSC Insurance Brokerage, Inc. Seller: First Insurance Group # of Employees: 84 Closed Date: 06/30/23 Location: Ohio MarshBerry Advisory Role: MarshBerry served as the financial advisor to First Insurance Group June 2023
Acquisition
Novatae Risk Group has acquired Far East Insurance Marketing, Inc.
MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.
Toggle Transaction Details June 2023
Novatae Risk Group has acquired Far East Insurance Marketing, Inc.
MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.
Novatae Risk Group has acquired Far East Insurance Marketing, Inc. Buyer: Novatae Risk Group Seller: Far East Insurance Marketing, Inc. Firm Type: Wholesale # of Employees: 3 Closed Date: 06/30/23 Location: California Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc. June 2023
Acquisition
RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company
MarshBerry served as the financial advisor to EbenConcepts Company
Toggle Transaction Details June 2023
RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company
MarshBerry served as the financial advisor to EbenConcepts Company
RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company Buyer: RSC Insurance Brokerage, Inc. Seller: EbenConcepts Company MarshBerry Advisory Role: MarshBerry served as the financial advisor to EbenConcepts Company June 2023
Acquisition
RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc
MarshBerry served as the financial advisor to Orchestrate HR, Inc.
Toggle Transaction Details June 2023
RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc
MarshBerry served as the financial advisor to Orchestrate HR, Inc.
RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc. Buyer: RSC Insurance Brokerage, Inc. Seller: OrchestrateHR, Inc. Closed Date: 06/16/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Orchestrate HR, Inc. June 2023
Acquisition
RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group
MarshBerry served as the financial advisor to Johnson Financial Group
Toggle Transaction Details June 2023
RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group
MarshBerry served as the financial advisor to Johnson Financial Group
RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group Buyer: RSC Insurance Brokerage, Inc. Seller: Johnson Financial Group # of Employees: 139 Closed Date: 06/01/2023 Location: Wisconsin Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Johnson Financial Group June 2023
Acquisition
Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC
MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC
Toggle Transaction Details June 2023
Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC
MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC
Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC Buyer: Hub International Limited Seller: Horan Associates, Inc. Firm Type: Employee Benefits # of Employees: 111 Closed Date: 06/01/2023 Location: Ohio Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC May 2023
Acquisition
Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC
MarshBerry served as the financial advisor to Bernard Health, LLC
Toggle Transaction Details May 2023
Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC
MarshBerry served as the financial advisor to Bernard Health, LLC
Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC Buyer: Arthur J. Gallagher & Co Seller: Bernard Health, LLC # of Employees: 18 Closed Date: 05/24/2023 Location: Tennessee Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Bernard Health, LLC May 2023
Acquisition
Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.
Toggle Transaction Details May 2023
Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.
Risk Placement Services, Inc. has acquired RHP General Agency, Inc. Buyer: Risk Placement Services, Inc. Seller: RHP General Agency, Inc. Firm Type: MGA # of Employees: 17 Closed Date: 05/11/2023 Location: Texas Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to RHP General Agency, Inc. May 2023
Acquisition
Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc.
MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.
Toggle Transaction Details May 2023
Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc.
MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.
Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc. Buyer: Patriot Growth Insurance Services, LLC Seller: CoreMark Insurance Services, Inc. # of Employees: 23 Closed Date: 05/02/2023 Location: California Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc. April 2023
Acquisition
Rising Medical Solutions has acquired Preferred Disability Management, LLC
MarshBerry served as the financial advisor to Preferred Disability Management, LLC
Toggle Transaction Details April 2023
Rising Medical Solutions has acquired Preferred Disability Management, LLC
MarshBerry served as the financial advisor to Preferred Disability Management, LLC
Rising Medical Solutions has acquired Preferred Disability Management, LLC Buyer: Rising Medical Solutions Seller: Preferred Disabilities Management, LLC # of Employees: 15 Closed Date: 4/1/2023 Location: Indiana Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Preferred Disability Management, LLC
