Sell Side Advisory
Think MarshBerry. Think Forward.
Sell Side M&A Advisory Services
CREATING VALUE MAY BE THE MOST IMPORTANT FACTOR FOR A SUCCESSFUL BUSINESS
The decision to sell or perpetuate your company can be one of the most significant in its lifecycle. Knowing the landscape of potential buyers and finding the right strategic fit is where MarshBerry excels. Our sell side advisory team, who are global leaders in M&A, will guide you through every step.
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 business is worth
- Assess if/when you should sell your company
- Evaluate options to transfer ownership within your organization
- 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 & Earnings Per Share Analysis
Agency Fair Market Valuation
Post Deal Management
Post Closing Integration
Goodwill Impairment Testing
Earn-Out Maximization Consultation
Quality of Earnings (QoE) Advisory
Whether you are considering growth through acquisition or in the process of selecting a strategic partner for your company, Quality of Earnings (QoE) review, and advisory are critical to understanding how to best optimize. Learn More.
MarshBerry brings industry specific knowledge To every relationship
Retail & Specialty Insurance Brokerage
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MarshBerry’s team of advisors are thought leaders and experts in investment banking and consulting. 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.
Recent Transactions
Acquisition
HR Path has acquired Inspire Human Resources
MarshBerry served as the financial advisor to Inspire Human Resources†
February 2026
Acquisition
Revau has acquired Triad Oilfield Underwriters
MarshBerry served as the financial advisor to Triad Oilfield Underwriters†
January 2026
Acquisition
Novacore has acquired CP Insurance Associates
MarshBerry served as the financial advisor to CP Insurance Associates†
January 2026
Acquisition
EPIC Insurance Brokers & Consultants has acquired
The Bond Exchange & Insurance Agency
MarshBerry served as the financial advisor to The Bond Exchange†
January 2026
Acquisition
The Baldwin Group has acquired Capstone Group
MarshBerry served as the financial advisor to Capstone Group†
December 2025
Acquisition
IMA Financial Group, Inc. has acquired The Richards Group
MarshBerry served as the financial advisor to The Richards Group†
December 2025
Acquisition
Mercer Global Advisors Inc. has acquired Long Run Wealth Advisors, LLC
MarshBerry served as the financial advisor to Long Run Wealth Advisors, LLC†
December 2025
Acquisition
Alkeme Insurance has acquired Health Connect Insurance Agency
MarshBerry served as the financial advisor to Health Connect Insurance Agency†
December 2025
Acquisition
NFP Property & Casualty Services, Inc. has acquired Hamilton Insurance Agency
MarshBerry served as the financial advisor to Hamilton Insurance Agency†
December 2025
Acquisition
Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors
MarshBerry served as the financial advisor to Glass Jacobson Wealth Advisors†
December 2025
Acquisition
Scali Insurance Group has acquired Cowell James Forge Insurance Group
MarshBerry served as the financial advisor to Cowell James Forge Insurance Group†
December 2025
Acquisition
Marsh & McLennan Agency, LLC. has acquired IC International from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025
Acquisition
Marsh & McLennan Agency, LLC. has acquired Pyramid Insurance Centre from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025
Acquisition
Marsh & McLennan Agency, LLC. has acquired Atlas Insurance Agency from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
November 2025
Acquisition
Inszone Insurance Services, LLC has acquired Scarbrough, Medlin & Associates, Inc.
MarshBerry served as the financial advisor to Scarbrough, Medlin & Associates†
November 2025
Acquisition
Sunstar Insurance Group, LLC has acquired Clay & Land Insurance, Inc.
MarshBerry served as the financial advisor to Clay & Land Insurance, Inc.†
November 2025
Acquisition
Balance Partners, LLC has acquired Vilage & Company, LLC. and CURE Program Administrator, LLC
MarshBerry served as the financial advisor to Vilage & Company, LLC. and CURE Program Administrator, LLC†
November 2025
Acquisition
Wright Flood, a wholly owned subsidiary of Brown & Brown has acquired Poulton Associates, LLC
MarshBerry served as the financial advisor to Poulton Associates, LLC†
November 2025
Acquisition
Alliant Insurance Services has acquired Highpoint Insurance Group
MarshBerry served as the financial advisor to Highpoint Insurance Group†
November 2025
Acquisition
Ryan Specialty, LLC has acquired Stewart Specialty Risk Underwriting Ltd.
MarshBerry served as the financial advisor to Stewart Specialty Risk Underwriting Ltd.