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  • Focused • Unbiased • Value-Added

Challenging ourselves to bring new and original ways of thinking

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.

  • 0
    Years in Business
  • 0
    Closed Transactions
  • 0
    Total Locations Worldwide
  • 0
    Years of Combined Experience

Our Services

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. has been instrumental in the placements of program business, serving both MGAs and Insurance Carriers. Based on decades of insurance and reinsurance industry knowledge and relationships, M&A Services is a market specialist poised to provide invaluable program placement service to your practice.
Merger & Acquisition Services, Inc. has been active in assisting P&C and Life insurance companies in divesting of books/blocks of business that are no longer core to their business model. Transactions typically take the form of a renewal rights transfer or a sale.
Merger & Acquisition Services, Inc. can provide a full range of services in establishing a fronting arrangement whether you are in the startup phase or looking to front an established book of business.

Recent Transactions

Merger & Acquisition Services, Inc. is focused on providing insurance investment banking services. Below are some of our recent transactions.

Achievements

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.

Achievements 2023

innovation

RANKED TOP Financial Advisor by Deal Volume in Insurance Underwriting

 

 

Winner

  • M&A DEAL OF THE YEAR – Acquisition of American Reliable Insurance Company and its Farm, Ranch and Equine book of renewal business by Everett Cash Mutual Insurance Company from Global Indemnity Group, LLC (NYSE: GBLI)

Finalist 

  • BOUTIQUE INVESTMENT BANKING FIRM OF THE YEAR – Merger & Acquisition Services, Inc.
  • FINANCIAL DEAL OF THE YEAR – Acquisition of American Reliable Insurance Company and its Farm, Ranch and Equine book of renewal business by Everett Cash Mutual Insurance Company from Global Indemnity Group, LLC (NYSE: GBLI)
  • CORPORATE STRATEGIC DEAL OF THE YEAR ($50MM-100MM) – Acquisition of American Reliable Insurance Company and its Farm, Ranch and Equine book of renewal business by Everett Cash Mutual Insurance Company from Global Indemnity Group, LLC (NYSE: GBLI)

 

HIGHLY COMMENDED - Financial Advisory Firm of the Year

Achievements 2022

innovation

RANKED TOP 5 Financial Advisor by Deal Volume in Insurance Underwriting

Achievements 2021

innovation

RANKED #1 Financial Advisor by Deal Volume in Insurance Underwriting

 

 

Winner

  •  FINANCIAL DEAL OF THE YEAR – Divestiture of Personal Lines Business of First American 
  • CROSS BORDER DEAL OF THE YEAR ($50MM-$100MM) – Acquisition of ITMA by MS Amlin

Finalist 

  • BOUTIQUE INVESTMENT BANKING FIRM OF THE YEAR – Merger & Acquisition Services, Inc.
See All Achievements
Webinar - “Successful Insurance M&A”
February 9 - February 9 2024

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.

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