MarshBerry, a global M&A advisory firm for insurance brokers and wealth management firms proudly announced that it has acquired IMAS Corporate Finance LLP (IMAS). IMAS is a leading M&A advisory firm in the United Kingdom (UK) insurance and wealth segments and has been owned by its partners since 1992. The partners at IMAS remain integral to MarshBerry post closing as leaders, advisors and stockholders. The partnership further builds its global reach while continuing to offer unmatched local expertise in North America and Europe. MarshBerry now has regional offices across the United States, in the Netherlands, Germany, France and the United Kingdom.
“This strategic move aligns seamlessly with our growth strategy of enhancing our portfolio of solutions to serve clients across the globe. By joining forces with IMAS, we are combining our strengths and expertise in data rich insights and market perspectives to create a powerhouse of M&A advisory services in the industry,” said John Wepler, MarshBerry Chairman & CEO. “Together, we will forge new paths, drive unparalleled value for our clients, and cement our position as a market leader in the UK and across Europe. This acquisition underscores our commitment to driving sustainable growth and delivering exceptional outcomes for our clients and stakeholders.”
Aligning IMAS under the MarshBerry brand empowers insurance distribution and wealth management brokers of all sizes in Western Europe to benefit from the breadth and depth of resources and talent that the firm offers.
“This partnership not only validates the effectiveness of our approach to working with clients and helping them to prepare, market and execute transactions, but it also is a powerful opportunity for our clients in terms of the value we could create for them,” stated Olly Laughton-Scott, IMAS Founding Partner. “MarshBerry recognizes the strength of our operations and the innovative approach that has defined our success thus far while adding unparalled access to US and EU based international investors, new resources and services and a strong market position all of which we can bring to our insurance and wealth management clients. We are confident that combining our proven processes and collective expertise will result in an even more robust and competitive entity, poised for remarkable growth and success.”
The transaction marks another strategic action for MarshBerry. In 2022, MarshBerry announced its partnership with Atlas Merchant Capital which supports efforts to rapidly grow and improve all facets of the business. MarshBerry also acquired FirstChoice during 2022 – now the #1 Agency Partner in the U.S. as ranked by Insurance Journal. In addition, the firm was recognized by The Insurer as the 2023 Insurance M&A Advisor of the Year.
MarshBerry – Helping Clients Learn, Improve & Realize Value
Founded in 1981, MarshBerry is a global leader in financial advisory and consulting services serving the insurance brokerage and wealth management industries to help clients grow and advance their business strategies. With locations across North America and Europe, MarshBerry market sector expertise includes property and casualty agents & brokers, employee benefit firms and specialty distributors, partners in insurtech, capital markets, and insurance carriers, as well as registered investment advisors, retirement planning and life insurance firms. Clients choose MarshBerry as their trusted advisor for every stage of ownership to help them build, enhance and sustain value through Financial Advisory solutions (Investment Banking; Merger & Acquisition Advisory, Debt & Capital Raising, Business Consulting), Growth Advisory solutions (Organic Growth, Aggregation, Leadership, Sales & Talent Solutions) and Market Intelligence and Performance Benchmarking. Learn more at www.MarshBerry.com.
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