M&A Advisory

Mergers and Acquisitions (M&A) present significant opportunities, but success requires a well-defined strategy from initial concept through to deal closure and beyond. At Marsh, we bring deep expertise across every stage of the M&A lifecycle, helping businesses craft and implement strategies that drive value. Our focus is on identifying and managing risks, executing seamless integrations, and optimizing the most critical asset of any transaction - its people.

For our PE clients, Marsh’s businesses collectively have:

• Conducted 2,600+ risk and insurance due diligence engagements in 2024.
• Supported $50B+ in EV savings last year through cost savings and top line growth in portfolio companies.
• Advised all of the top 25 largest PE funds globally in the past year.
• Advised on over 2,700 transactional insurance policies across almost 1,600 deals, for $688B+ in policy limits in 2024.
• Conducted 500+ commercial, operational, and technical due diligence engagements on average each year.
• Advised on people and talent across 1,400+ deals each year.
• Engaged on $100B in acquisition advisories over the past year.

...and much more.

The Marsh Private Equity Mergers & Acquisitions (PEMA) team understands that successful transactions depend on strategic planning and precise execution. With our deep industry expertise and global reach, we provide tailored solutions to address the unique challenges of each deal. From risk assessment and deal enablement transactional risk placements, to post-deal integration, our dedicated team helps you navigate the complexities, ensuring you maximize your investment’s full potential. Discover how we can support your M&A journey by visiting our Marsh PEMA homepage.

Oliver Wyman provides strategic insights that empower organizations to make informed decisions throughout the M&A process. Our analytical approach and industry expertise enable us to identify opportunities, mitigate risks, and drive value creation. throughout the M&A lifecycle. Partner with us to unlock the full potential of your transactions. Explore our capabilities by visiting the Oliver Wyman homepage.

Mercer connects deal strategy with people strategy to drive M&A success. With 70+ years of experience, involvement in over 14,000 deals across 140+ countries, and support in 28+ languages, we deliver unmatched global expertise and local insight. Our dedicated M&A leaders use proprietary data, advanced tools, and practical experience to optimize talent, realize cost and revenue synergies, and manage cultural integration. Our proprietary value creation process and matrix help business leaders identify and prioritize the most critical human capital factors across due diligence, day one, and post-close stages to drive the synergies needed to achieve the deal’s full value. With 60% of our work in cross-border transactions, we help clients navigate both expected and unforeseen people challenges, maximizing value at every stage. Learn more by visiting our Mercer M&A homepage.

Guy Carpenter is a strategic partner to the insurance industry. The Capital & Advisory team is composed of seasoned investment bankers with extensive pure-play insurance expertise across insurance subsectors, geographies and transaction types, combining seasoned M&A and capital-raising advisory expertise with a leading global broking platform. Our global presence and offices in key US/UK (re)insurance hubs with access to best-in-class insurance expertise, enables us to provide insurance clients with an integrated set of strategic and risk advisory services to address their most complex business challenges and opportunities. Discover more about our services by visiting the Guy Carpenter homepage.