Merger & Acquisition Services, Inc. is a specialist advisory and financial services firm specifically to participants within the Insurance Industry. For over 25 years, Merger & Acquisition Services, Inc. has been helping our clients achieve their strategic and financial goals to grow their business.
Our investment banking practice includes general strategic and transaction-specific advice regarding mergers, acquisitions, divestitures, privatizations, special committee assignments, takeover defenses, strategic partnerships and joint ventures. We provide advice to management and Boards of Directors, business owners, state departments of insurance, institutions, investors and other interested parties.
Through our registered broker-dealer, Merger & Acquisition Capital Services, LLC, we provide capital raising services for our clients. Our advisors have experience in positioning equity, mezzanine financing and senior and subordinated debt. We customize solutions for our clients to minimize dilution and optimize their capital structure. These solutions could potentially involve a hybrid of debt and equity. Whether you are looking for capital to fund internal growth or a merger / acquisition, Merger & Acquisition Capital Services, LLC is uniquely positioned to assist you in this process.
Through our registered broker-dealer, Merger & Acquisition Capital Services, LLC, we provide both debt and equity solutions for agency owners looking to raise capital to fund acquisitions, partner buy-outs/buy-ins or to refinance existing agency debt. Our team works with lenders that understand the insurance business and the value of its reoccurring revenue stream, who are willing to lend when traditional banks will not. M&A Services works in collaboration with national, local and insurance specific lenders as well as strategic equity partners to provide comprehensive capital financing solutions for agencies of all sizes.
Merger & Acquisition Services, Inc. is comprised primarily of senior-level professionals. We are committed to having senior people execute the transaction and play an active role from start to finish. Further, as an independent investment banking advisory firm, Merger & Acquisition Services, Inc. acts only as an advisor or agent, not as a principal or merchant banker. As such, we do not have the inherent conflicts of interest that can arise at other, larger institutions. Whether presenting to senior company management or the Board of Directors, our advice is always independent, impartial and objective.
Merger & Acquisition Valuation Services, Inc. provides our clients with formal valuations and opinion letters. Whether a valuation is needed for tax planning, succession planning or in connection with an acquisition or divestiture, our advisors can assist in determining the value of your organization. Aside from looking at a client’s balance sheet, the firm maintains information on closed and pending transactions, as well as the asking price of available properties. Valuations vary greatly depending on market demand and conditions as well as the availability of properties. To learn more about our Valuation Services, contact our advisors today. All inquiries are kept strictly confidential.
Merger & Acquisition Services, Inc. is focused on providing insurance investment banking services. Below are some of our recent transactions.
Merger & Acquisition Services, Inc. has a long track record of successfully helping our clients achieve their corporate development initiatives and has earned several noteworthy distinctions.
RANKED TOP Financial Advisor by Deal Volume in Insurance Underwriting
HIGHLY COMMENDED - Financial Advisory Firm of the Year
RANKED TOP 5 Financial Advisor by Deal Volume in Insurance Underwriting
RANKED #1 Financial Advisor by Deal Volume in Insurance Underwriting
Chris Hughes, Managing Director at M&A Services, and Kim Grathwohl, Vice President at Oak Street Funding, will discuss insurance valuation methodology, current valuation and deal structures, and the impact of debt and taxes on M&A transactions.
The Cosmopolitan Las Vegas 3708 S Las Vegas Blvd, Las Vegas, Nevada
San Diego Convention Center San Diego, CA, United States
Tampa Marriott Water Street Tampa, FL, United States
Javits Center 429 11th Ave, New York, NY, United States