Business Valuations
Business Valuations for Insurance Brokers, Wealth Management Firms and Investors
Independent Valuation Services for Strategic Growth and Exit Planning
Whether you’re looking to grow, sell or transfer your business, a detailed valuation will help you understand the value of your firm or the targeted business. The science of agency valuation is comprehensive, driven by a keen understanding of economic and profit indicators, along with sophisticated deal multiples. MarshBerry combines business valuation expertise and in-depth sector knowledge to value brokerage and wealth management firms and helps you achieve your strategic goals.
Valuations are part and parcel of our succession, business planning, and M&A advisory services. Because an unbiased valuation is the starting point for anything from financing investments or divesting ownership to estate tax determination and equity-related employee benefits. Our team of valuation analysts ensures you’re using the right elements to provide an accurate view of the value of your business.
The MarshBerry team helps you:
- As an owner, gain an understanding of the value of your business for financing, tax, insurance and succession purposes
- As a buyer, appraise the fair market value of your acquisition candidate for raising capital and negotiating deals
- Drive your business’ success beyond the valuation phase, coordinating the entire selling, buying or succession process
Contact The Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in the insurance brokers and wealth management industries. 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.
Michel Schaft joined MarshBerry in 2017 as an Independent Consultant and is currently Managing Director of MarshBerry.
As Managing Director of MarshBerry’s UK office, Olly spearheads efforts to help clients prepare, market and execute transactions by utilizing data rich insights and market perspectives to help them build, enhance and sustain value.
Olly founded IMAS Corporate Finance LLP in 1992 and was responsible for the development of IMAS-insight, IMAS’S central knowledge-based system. He was involved in the majority of IMAS’ transactions and is highly experienced in what makes for a successful transaction and making it happen.
Prior to his roles at MarshBerry and IMAS, he worked for Cazenove and Kleinwort Benson. He qualified as a Chartered Accountant with Arthur Anderson and has a degree in Economics from Exeter University.
Olly takes pride in building long-lasting relationships with decision-makers across the financial services sector based on his knowledge and insights.
Joost Mulder joined MarshBerry in 2019 and is an Associate Director for the international branch of MarshBerry in the Netherlands. His primary responsibilities include merger & acquisition (M&A) advisory, assisting both with buy side and sell side transactions, financial analysis and strategic consulting.
As an independent consultant, Jan represents MarshBerry’s full spectrum of insurance brokerage and corporate finance advisory solutions in Germany, Austria and Switzerland
Prior to joining MarshBerry in May of 2023, Jan was general representative of Lloyd’s Insurance Company S.A. and Country Manager Germany and Austria for 12 years. Before that he was Member of the Management Board of Willis in Germany responsible for international business and Client management. Until 2000, Jan was with Aon Germany as Head of Client Services in the Frankfurt region.
From 1987 until 1991, he was Vice President of Joost & Preuss, Inc. in Atlanta, Georgia USA.
He started his broking career in 1983 with the German Broker Joost & Preuss Group, which was later taken over by Jauch & Hübener.
Jans dominating skills are focusing on customer relations and international business development.
His role at MarshBerry is to develop the market and especially relations with the Broker community in the Dach Region.
Acquisition Specialist Risk Group Limited has acquired Stonehatch Risk Solutions Limited United Kingdom MarshBerry served as the financial advisor to Stonehatch Risk Solutions Limited
October 2024
Connection Capital & Management (MBO) has acquired Hood Group Limited United Kingdom MarshBerry served as the financial advisor to Hood Group Limited
September 2024
PIB Group Limited has acquired RS Insurance Brokers Limited United Kingdom MarshBerry served as the financial advisor to RS Insurance Brokers Limited
August 2024
Acquisition IceLake Capital has invested in Certe Groep The Netherlands MarshBerry served as the financial advisor to Certe Groep
March 2024
Acquisition Seven Investment Management has acquired Eastcote Wealth Management
United KingdomMarshBerry acted as the exclusive financial advisor to Eastcote Wealth Management
March 2024
Hg Capital has invested in induver and Clover Belgium MarshBerry served as the financial advisor to induver
December 2023
Acquisition Howden has acquired VLC & Partners Holding
The NetherlandsMarshBerry served as the financial advisor to Howden
October 2023
Acquisition Brown & Brown has acquired Berkeley Insurance Group United Kingdom IMAS acted as the exclusive financial advisor to Maxted Capital Limited, the holding company of Berkley Insurance Group*
September 2023
Acquisition Clear Insurance Management has acquired Miles Archer Limited
United KingdomIMAS acted as the exclusive financial advisor to Miles Archer Limited*
May 2023
Acquisition Specialist Risk Group has acquired The Medical Professional Liability Company Limited
United KingdomIMAS acted as the exclusive financial advisor to The Medical Professional Liability Company Limited*
April 2023
Acquisition Momentum Global Investment Management has acquired Crown Agents Investment Management
United KingdomIMAS acted as the exclusive financial advisor to Crown Agents Bank*
March 2023
Acquisition Arthur J. Gallagher & Co. has acquired FE Protect
United KingdomIMAS acted as the exclusive financial advisor to AT Squared Holdings Limited (FE Protect)*
March 2023
Acquisition Gilde Equity Management has acquired De Croes Adviesgroep
The NetherlandsMarshBerry served as the financial advisor to De Croes Adviesgroep
March 2023 
Acquisition Gilde Equity Management has acquired Velthuis Assurantien
The NetherlandsMarshBerry served as the financial advisor to Velthuis Assurantien
March 2023 
Acquisition Gilde Equity Management has acquired Holtkamp Assurantien
The NetherlandsMarshBerry served as the financial advisor to Holtkamp Assurantien
March 2023 
Acquisition Gilde Equity Management has acquired Asbroek Adviesgroep
The NetherlandsMarshBerry served as the financial advisor to Asbroek Adviesgroep
March 2023 
Acquisition Gilde Equity Management has acquired De Bedrijfsverzekeraar
The NetherlandsMarshBerry served as the financial advisor to De Bedrijfsverzekeraar
March 2023 
Acquisition Gilde Equity Management has acquired Baartman Assurantien
The NetherlandsMarshBerry served as the financial advisor to Baartman Assurantien
March 2023 
Acquisition Gilde Equity Management has acquired Scharenborg Beltrum
The NetherlandsMarshBerry served as the financial advisor to Scharenborg Beltrum
March 2023 
Acquisition Gilde Equity Management has acquired Kok Advies
The NetherlandsMarshBerry served as the financial advisor to Kok Advies
