MARKET AND BUSINESS INSIGHTs THAT HELP GUIDE YOUR FIRM FORWARD

The instructors did a great job making sure content didn’t feel like a lecture by incorporating activities like role-playing. It was very effective in getting everyone comfortable speaking and interacting within the group.

The course was well organized by the instructors who each brought a different value to the class. From top to bottom, the workshop covered all areas of the sales process.

The Producer Academy team bridged the gap between new and experienced producers. I can confidently say the entire group learned so much, and our firms greatly benefited from this experience.

The advice we got through the transaction was invaluable. MarshBerry was by our side the entire time. They know our people, our culture, they’ve been to our office. MarshBerry also played a key role in our arriving to the decision to sell and who to sell to. When we first engaged with MarshBerry, we said, ‘We don’t want the whole world coming in here. You know us. Culture is very, very important. Bring us who you think would be a cultural fit.’ They boiled it down to seven firms.

They are honest as the day is long, they give complete information and make it easy to analyze. The team is great. I trust them.

MarshBerry had deeper insight into the market than we did. They had expertise at negotiating value and they sourced qualified buyers. The timeline on the process was right and they prepped us well for conversations.

The benefit of working with MarshBerry is absolutely, the consultative style. It shows up because most investment bankers don’t have due diligence teams. MarshBerry does and it deepens their understanding of the value.

They have deep technical expertise that enables them to make observations about what operations are really driving the numbers, they are really good at that.

MarshBerry is very substantial, they have a very consultative style, and they are knowledgeable. There is sizzle and substance to them. Not many of their competitors understand the business as well as MarshBerry does.

I have worked in several organizations over my career, both as an employee and as an owner. These firms where I have had the longest tenure have been where I have been an owner, both with meaningful economics and meaningful input on strategic operating direction. MarshBerry fits that mold very well.

We’ve attracted and retained a high quality group of people, High level of intelligence and “self-starter” attitude (no one needs babysitting), Collaborative Way (being for each other, in particular), it’s OK to make mistakes, the way we push each other to our individual and collective benefit, openness to new ideas.

No two days are the same. I am constantly challenged to think differently. To apply knowledge to a unique circumstance. To help solve a problem. Our team has a true “team” mentality. We win and lose as a team and our success is defined by our collective achievements. We have individual projects and responsibilities, but no one is going to let someone else fail. There is always an open door or a phone call that will be answered to help if you are willing to reach out.