Solutions
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
