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Transaction Advisory Services

Providing risk and insurance due diligence for sellers, buyers, investors, and financiers in private equity, mergers, and acquisitions.

Due diligence and advisory services are critical components in various business transactions, promoting a comprehensive understanding by participants of the risks and opportunities associated with a deal for buyers, sellers, and lenders. Dealmakers can face many challenges, including operational risks, environmental, social, and governance (ESG) factors, talent management, cybersecurity risks, and policy changes.

Providing pre-acquisition insurance and risk advice to help clients protect and create value:

  • Due diligence — identifying risks, opportunities, and value drivers.
  • Valuation — accurate and funded investment with tools to enhance prospects.
  • Deal structuring – maximizing value and align to strategic objectives, negotiation of terms and conditions, tax, regulatory.
  • Financial modelling — understanding financial implications of deal and scenarios: ROI, risks, and cash flow impact.
  • Integration and separation — planning and executing integration or separation activities, identifying, and realizing synergies.
  • Transaction support — advisory and support throughout the process, coordination with other professionals, and assistance with preparing transaction docs.

Facts

  • Transaction Advisory (TA) consists of 120+ colleagues across the globe, ensuring we can provide full- and time-sensitive coverage by geography.
  • Over 2,000 transactions conducted per annum.
  • Full range of transactions conducted per annum.
  • Full range of transactions catered for — from small, corporate bolt-ons to multi-bidder, multibillion enterprise deals with total cost of risk over US$200 million.
  • Serving the M&A client community for over 25 years across a huge array of industry sectors.
  • Flexible approach to client engagement methodology and fee charging.
  • We partner with Marsh’s industry specialists to bring sector insight and expertise on every deal.
  • Our international M&A hubs and Marsh’s global reach enable us to advise on deals worldwide.

Our people

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Andrew Hunt

  • United Kingdom

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Tom Burrell

  • United Kingdom

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Katherine Gensheimer Friedman

  • United States

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Alexander Nott

  • United Kingdom

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Christophe Pun sin

  • United Kingdom

Samantha Scarlato

Samantha Scarlato

  • Australia

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Kurt Spielmann

  • United States

James White

James White

  • United Kingdom

James White

James White

  • United Kingdom

Please note that Marsh PB Co., Ltd and Marsh McLennan are not engaged by nor involved in any manner with Bonus Ranch and its promotion, and has not placed any insurance for nor insured any of its businesses or operations. Marsh as a licensed insurance broker will not request customers to make payment via non-standard methods, such as the transfer of money to any individual’s bank account.