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Closed Transactions

Closed Transactions

For over 25 years, our Firm has continued to be a leading boutique insurance investment bank. Covering all sectors of insurance, Merger & Acquisition Services has completed Property & Casualty and Life and Health assignments across the country and throughout the world. Our Firm successfully closes 10-15 assignments per year.

The table below provides selected transactions, completed by Merger & Acquisition Services, within the Property & Casualty and Life & Health sector, with the ability to filter assignments in various ways.

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COMPANY/ASSET ACQUIRED ACQUIRER
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The Wooditch Company, Insurance Services, Inc.
The Wooditch Company, Insurance Services, Inc. sold to Hub International Limited. Merger & Acquisition Services, Inc. served as the financial advisor to The Wooditch Company.
Flag-image Hub International
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Global Indemnity Group, LLC
Global Indemnity Group, LLC sold American Reliable Insurance Companys Farm, Ranch, and Equine book of renewal business to Everett Cash Mutual. Merger & Acquisition Services, Inc. served as the financial advisor to Global Indemnity Group, LLC.
Flag-image Everett Cash Mutual
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Georgia Pines Agency, LLC
Georgia Pines Agency, LLC sold to Choice Financial Group. Merger & Acquisition Services, Inc. served as the financial advisor to Georgia Pines Agency, LLC.
Flag-image Choice Financial Group
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Plans Liability Insurance Company
Plans Liability Insurance Company sold to Fortitude RE. Merger & Acquisition Services, Inc. served as the financial advisor to Fortitude RE.
Flag-image Fortitude RE
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Landmark Life Insurance Company
Landmark Life Insurance Company sold to Mutual of America Life Insurance Company. Merger & Acquisition Services, Inc. served as the financial advisor to Mutual of America Life Insurance Company.
Flag-image Mutual of America Life Insurance Company
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Infinity Security Insurance Company
Infinity Security Insurance Company sold to Transverse Insurance Group, LLC. Merger & Acquisition Services, Inc. served as the financial advisor to Infinity Security Insurance Company.
Flag-image Transverse Insurance Group, LLC
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Underwriters Alliance, Inc
Underwriters Alliance, Inc. sold to StoneRidge Insurance Brokers. Merger & Acquisition Services, Inc. served as the financial advisor to Underwriters Alliance, Inc.
Flag-image StoneRidge Insurance Brokers
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Northeast National Brokerage
Northeast National Brokerage was sold to Integrated Specialty Coverages (ISC). Merger & Acquisition Services, Inc. served as the financial advisor to Northeast National Brokerage.
Flag-image ISC
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Heritage Insurance
Heritage Insurance sold RX Life Insurance Company to Fortitude RE. Merger & Acquisition Services, Inc. served as the financial advisor to Fortitude RE.
Flag-image Fortitude RE
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Allianz
Allianz sold Associated Indemnity Corporation to WCF Insurance. Merger & Acquisition Services, Inc. served as the financial advisor to Allianz.
Flag-image WCF Insurance
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Global Indemnity Group
American Reliable Insurance Company entered into Property and Casualty insurance book transfer agreements with K2 Insurance Group and Homesite Insurance Company. Merger & Acquisition Services, Inc. served as the financial advisor to Global Indemnity Group.
Flag-image K2 Insurance Services & Homesite Insurance Company
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First American Financial Corporation
First American sold First American Property and Casualty Insurance Agency to Bamboo. Merger & Acquisition Services, Inc. served as the financial advisor to First American Financial Corporation.
Flag-image Bamboo Insurance
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ITMA International Transportation & Marine Agency, LLC
ITMA International Transportation & Marine Agency, LLC sold to MS Amlin. Merger & Acquisition Services, Inc. served as the financial advisor to ITMA Management.
Flag-image MS Amlin
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Agribusiness Risk Underwriters (ARU)
Agribusiness Risk Underwriters was sold to Accelerant Holdings. Merger & Acquisition Services, Inc. served as the financial advisor to Agribusiness Risk Underwriters (ARU).
Flag-image Accelerant Holding
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First American Financial Corporation
Entered into Property and Casualty insurance book transfer agreements with Safeco Insurance and Heritage Insurance Holdings, Inc. Merger & Acquisition Services, Inc. served as the financial advisor to First American Financial Corporation.
Flag-image Safeco/Heritage
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R.V.I. Group
Sold R.V.I. Guaranty Company, LTD to Group 1001. Merger & Acquisition Services, Inc. served as the financial advisor to Group 1001.
Flag-image Group 1001
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Arrowpoint Capital
Sold Arrowood Surplus Lines Insurance Company to Transverse Insurance Group. Merger & Acquisition Services, Inc. served as the financial advisor to Transverse.
Flag-image Transverse
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BSC Financial Corporation
Sold Plans Liability Insurance Company to White Mountains Insurance Group. Merger & Acquisition Services, Inc. served as Financial Advisor to White Mountains Insurance Group.
Flag-image White Mountains
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Aran Insurance Services Group Inc
Sold to JenCap Holdings LLC. Merger & Acquisition Services, Inc. served as Financial Advisor to Aran Insurance Services Group.
Flag-image JenCap Holdings LLC
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Tailored Solutions
Sold to Seeman Holtz Property & Casualty. Merger & Acquisition Services, Inc. served as Financial Advisor to Tailored Solutions.
Flag-image Seeman Holtz
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Partner Reinsurance Co. of the US
Sold PartnerRe Insurance Co. of New York to Employers Holdings Inc. subsidiary Cerity Group Inc. .Merger & Acquisition Services, Inc. served as financial advisor to Partner Reinsurance Co. of the US.
Flag-image Employers
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Financial American Holdings Corp.
Sold Financial American P&C Insurance Company to Transverse Insurance Group LLC. Merger & Acquisition Services, Inc. served as financial advisor to Transverse Insurance Group LLC.
Flag-image Transverse Insurance Group
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Summit Risk Advisors
Has completed a 100,000,000 recapitalization and senior debt facility with Colbeck Capital Management. Merger & Acquisition Services, Inc. served as financial advisor to Summit.
Flag-image Colbeck
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Lackawanna Insurance Group
Sold to Group One Thousand One, LLC. Merger & Acquisition Services, Inc. served as financial advisor to Group One Thousand One, LLC.
Flag-image Group 1001
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CNS Corp.
Sold Ozark National Life Insurance, Inc. and N.I.S. Financial Services, Inc. to National Western Life Group, Inc.. Merger & Acquisition Services, Inc. served as financial advisor to National Western Life Group, Inc.
Flag-image National Western Life Group
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AmeriTrust Group
Sold Savers Property & Casualty Insurance Company to State National Companies, Inc. . Merger & Acquisition Services, Inc. served as financial advisor to AmeriTrust Group.
Flag-image State National
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Greyhawk Insurance Company
Sold to Ascot Group Ltd.. Merger & Acquisition Services, Inc. served as the financial advisor to Ascot.
Flag-image Ascot
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Munich RE
Sold Munich Re Stop Loss, Inc., a managing general underwriter of medical stop loss & provider excess of loss business. Merger & Acquisition Services, Inc. served as the sell side financial advisor to Munich Re.
Flag-image TMS RE
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WRM America Indemnity Holdings
Sold WRM America Indemnity Company. Merger & Acquisition Services, Inc. served as the sell side financial advisor to WRM and Aquiline Capital Partners.
Flag-image Sirius America
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TMS RE
Completed a financing transaction. Merger & Acquisition Services, Inc. served as an advisor to TMS RE.
Flag-image Oak Street Funding
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Walgreens
Sold Smart Insurance Company to RGA. Merger & Acquisition Services, Inc. served as the buy side financial advisor to RGA.
Flag-image RGA Group
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AXA
Sold AXA Art Insurance Corporation to Munich RE. Merger & Acquisition Services Inc. served as the sell side financial advisor to AXA Art Holdings, Inc.
Flag-image Munich RE
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The Doctors Company
Sold American Healthcare Indemnity Company to Service Lloyds Insurance Company. Merger & Acquisition Services Inc. served as the sell side financial advisor to The Doctors Company.
Flag-image Service Lloyds Insurance Company
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NSM Insurance Group
Sold to White Mountains Insurance Group, LTD. Merger & Acquisition Services Inc. served as the buy side financial advisor to White Mountains Insurance Group.
Flag-image White Mountains Insurance Group
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Norman Spencer Agency
Sold Marine & Crane Businesses to Specialty Program Group, LLC. Merger & Acquisition Services Inc. served as the sell side financial advisor to the Norman Spencer Agency.
Flag-image Specialty Program Group, LLC
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Leitao Insurance
Sold to HUB International. Merger & Acquisition Services Inc. served as the sell side financial advisor to Leitao Insurance.
Flag-image Hub International
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ITMA
Sold to Augustus Specialty. Merger & Acquisition Services Inc. served as the sell side financial advisor to ITMA International Transportation & Marine Agency.
Flag-image Augustus Specialty
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HealthMarkets, Inc
Sold HealthMarkets Insurance Company to Aflac Incorporated. Merger & Acquisition Services Inc. served as advisor to Aflac Incorporated.
Flag-image Aflac
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Hiscox
Sold Blue Hill Specialty Insurance Company Inc. to Progressive Corp.. Merger & Acquisition Services Inc. served as the advisor to Progressive Corp.
Flag-image Progressive
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Mutual of Omaha
Sold Omaha Indemnity to Hannover Re. Merger & Acquisition Services Inc. served as the sell side advisor to Mutual Of Omaha.
Flag-image Hannover RE
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Coverys
Sold ProSelect National Insurance Company to Clear Underwriters LLC. Merger & Acquisition Services Inc. served as the advisor to Coverys.
Flag-image Clear Underwriters LLC
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Allianz
Sold Allianz Life & Annuity Company to Munich-American Holding Corporation. Merger & Acquisition Services Inc. served as advisor to Allianz Life Insurance Company of North America.
Flag-image Munich RE
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Investors Heritage Capital Corporation
Sold to Aquarian Investors Heritage Holdings LLC. Merger & Acquisitions Services, Inc. served as advisor to Aquarian Investors Heritage Holdings LLC.
Flag-image Aquarian Investors Heritage Holdings LLC
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Morgan Stanley
Sold Longevity Insurance Company to Penn Insurance and Annuity Company. Merger & Acquisition Services Inc. served as the advisor to Morgan Stanley.
Flag-image Penn Insurance and Annuity Company
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Union Labor Life Insurance Company
Sold ULLICO Life Insurance Company to Clover Health Investments Corp. Merger & Acquisition Services Inc. served as the advisor to Union Labor Life Insurance Company
Flag-image Clover Health Investments Corp.
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National Assurance Title Inc.
Sold to Live Oak Bancshares, Inc. Merger & Acquisition Services, Inc. served as buy side advisor to Live Oak Bancshares, Inc.
Flag-image Live Oak Bancshares, Inc.
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Sirius Global Solutions
Sold Ashmere Insurance Company to National Fidelity Holdings, Inc.. Merger & Acquisition Services, Inc. served as sell side advisor to Sirius Global Solutions.
Flag-image National Fidelity
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AXA
Sold Mosiac Insurance Company to Metromile, Inc.. Merger & Acquisition Services, Inc. served as sell side advisor to AXA.
Flag-image Metromile Inc.
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Hanover Insurance Group Inc.
Sold Professionals Direct Insurance Company to Watford Specialty Insurance Company. Merger & Acquisition Services, Inc. served as the sell side advisor to Hanover.
Flag-image Watford Specialty Insurance Company
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Allianz
Sold Firemans Fund Insurance Company Of Ohio to State National Insurance Company. Merger & Acquisition Services Inc. served as buy side advisor to State National Insurance Company.
Flag-image State National Insurance Company
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Global Indemnity Insurance Group
Sold United National Specialty Insurance Company to State National Insurance Company. Merger & Acquisition Services, Inc. served as the sole advisor to Global Indemnity Insurance Group.
Flag-image State National Insurance Company
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Daimler
Sold Intrepid Insurance Company to W. R. Berkley Insurance Company. Merger & Acquisition Services, Inc. served as the sole financial advisor to Daimler AG.
Flag-image W. R. Berkley Insurance Co.
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Reltco Inc.
Sold to Live Oak Bancshares Inc.. Merger & Acquisition Services, Inc. served as buy side advisor to Live Oak Bancshares.
Flag-image Live Oak Bancshares, Inc.
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Pat Moore Insurance Services
Sold to Assured Partners, Inc.. Merger & Acquisition Services, Inc. served as the financial advisor to Pat Moore Insurance Services.
Flag-image Assured Partners, Inc.
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ELM Insurance Brokers
Sold to Assured Partners, Inc.. Merger & Acquisition Services, Inc. served as the financial advisor to ELM Insurance Brokers
Flag-image Assured Partners, Inc.
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HealthCare Risk Specialists
Sold to Integro. Merger & Acquisition Services Inc. served as the sole financial advisor to HealthCare Risk Specialists.
Flag-image Integro
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RLI and Mt. Hawley Insurance Co
Sold RLI Indemnity Company to Clear Blue Financial Holdings, LLC. Merger & Acquisition Services Inc. served as a sell side advisor to RLI.
Flag-image Clear Blue Financial Holdings, LLC
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Assurant
Sold American Reliable Insurance Company. Merger & Acquisition Services served as a buy side advisor to Global Indemnity.
Flag-image Global Indemnity
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Granite Insurance Services
Sold Granite Insurance Services, an insurance agency focusing on personal & commercial lines business. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Sawicki Agency
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The Insurance Professionals
Sold TIP and TIP National, specialty managing general agencies specializing in tow truck, auto transport & motor transportation. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Capacity Group
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The Hartford
Sold Servus Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image XL Group
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Unified Grocers
Sold Springfield Insurance Company and Unified Grocers Insurance Services, a managing general agency. Merger & Acquisition Services served as the sole sell side advisor to Unified Grocers.
Flag-image AmTrust Financial Services
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Kemper Insurance Group
Sold Valley Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor to Kemper.
Flag-image Qualitas Controladora S.A.B. de CV
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American Collectors Insurance
Sold American Collectors Insurance, an antique and collectable insurance managing general agency. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image NSM Insurance Company
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Chubb
Sold Northwestern Pacific Indemnity Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Cottage Advisors
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DataRisk LLC
Sold DataRisk, a P&C risk management and brokerage consulting firm. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Risk Strategies
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JM Family Holdings
Sold J.M.I.C. Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image First Rehabilitation Life Insurance Company
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Hiscox Insurance Company
Sold Bracken Hill Insurance Company. Merger & Acquisition Services acted as the sole advisor to acquirer.
Flag-image Sompo Japan America
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Berkshire Hathaway
Sold Citadel Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image GoAuto
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Ingram Industries Inc.
Sold Tennessee Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Integrated Solutions Health Networks, LLC
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Private Seller
Sold Keenan Marine Agency. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Norman Spencer
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PICO Holdings, Inc
Sold Physicians Insurance Company of Ohio and Citation Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image White Mountains Insurance Group
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White Mountains Group
Sold Citation Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image SCF Arizona
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Molina Healthcare, Inc.
Sold Molina Healthcare Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer
Flag-image Catalyst Health Solutions
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Kemper
Sold Response Indemnity of California. Merger & Acquisition Services acted as the sole advisor to the seller.
Flag-image Fortegra
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Firemans Fund Insurance Company
Sold Vintage Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Sparta Insurance Company
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QBE
Sold United Security Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Missouri Employers Mutual Insurance Company
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Ford Motor Credit
Sold Vista Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the seller.
Flag-image Symphonix Health
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Private Owner
Sold Condon & Skelly, an antique and collectable insurance managing general agency. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image NSM Insurance Group
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The Hartford
Sold Nutmeg Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image RX America
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HILC Holdings
Sold Heritage Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the seller.
Flag-image Guggenheim
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Wellmark Inc
Sold Wellmark Community Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Guggenhiem Capital
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Private Seller
Sold International Medical Group. Merger & Acquisition Services acted as an advisor to the seller.
Flag-image Altaris
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The Hartford
Sold Hart Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image ACE
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Universal American
Sold Peninsular Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Blue Cross Blue Shield
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The Doctors Insurance Company
Sold American Healthcare Specialty Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Kinsale Capital
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Specialty Underwriters Alliance
Sold Specialty Underwriters Insurance Company. Merger & Acquisition Services acted as a diligence advisor to the acquirer.
Flag-image Tower Group
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Allstate
Sold Surety Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image GEHA
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Mutual of Omaha
Sold Omaha Property & Casualty Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Beazley
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CBIP
Sold Salem Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Progessive
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Unitrin
Sold Response Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Milville Mutual Insurace Company
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Travelers Insurance Group
Sold Commercial Guaranty Casualty Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Max Re
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Private Owner
Sold Trafalgar Marine Insurance Services. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Arrowhead General Insurance Agency
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Nipponkoa
Sold Nipponkoa Insurance Company of America. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image VetInsurance
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Lumber Mutual
Sold North American Lumber Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Tower Group
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Private Seller
Sold Empac Managers, LLC. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Physicians Insurance
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MIIX Insurance Group
Sold MIIX of New York. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Tower Group
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Private Seller
Sold SCRUBS Managers, LLC. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Physicians Insurance
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WR Berkley
Sold Berkley of the Carolinas. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Emerald Investments LLC
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United Security Assurance
Sold United Security of Pennsylvania & Colonial American Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Coventry CareLink
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Zurich
Sold Maryland Insurance Company. Merger & Acquisition Services acted as a sell side advisor.
Flag-image Capson Corp
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Undisclosed Seller
Sold Stone Harbor Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Wellcare
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Private Owner
Sold NAS Financial Services. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image BenefitMall
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Firemans Fund Insurance Company
Sold Parkway Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Progressive
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Undisclosed Seller
Sold a block of Life Business. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Central Security Life
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Private Owner
Sold APS San Angelo Insurance Agency. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image John M. Glover Agency
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SCOR
Sold SCOR Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Morgan Stanley
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Undisclosed Seller
Sold a book of Cancer Business. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image New Era Insurance Group
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Washington Mutual
Sold Washington Mutual Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Oden Group
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ARI Insurance Companies
Sold ARI Indemnity. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Atradius
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AIG
Sold American General Indemnity Company & American General Property Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image White Mountains Insurance Group
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Firemans Fund Insurance Company
Sold Firemans Fund Insurance Company of Wisconsin. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image AXIS
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Westward Group
Sold Westward Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Delta Dental of Virginia
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Undisclosed Seller
Sold a book of Life Business. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Selected Funeral & Life Insurance Company
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Firemans Fund Insurance Company
Sold Midway Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Flag-image Darwin
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Physicians Preferred Insurance Company
Merged with Florida Doctors Insurance Company. Merger & Acquisition Capital Services provided the Fairness Opinion to the seller.
Flag-image Florida Doctors
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MPP Inc.
Sold Specialty Global Insurance Division. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Capitol Indemnity
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Victore Enterprises Inc.
Sold Victore Insurance Company and Agency Bonding Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image American Safety Casualty
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White Mountains Re
Sold Stockbridge Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Ironshore
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OneBeacon
Sold American Employers Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Sparta Group
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Lehman Re Ltd
Sold Congress Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Tennessee Farmers Life Insurance Company
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Zurich
Sold Valiant Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Ariel Re
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Old United
Sold American Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Catlin
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ACE
Sold Industrial Underwriters Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Cardiff
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Aegon
Sold Monumental General Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Hire Calling
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Royal & Sun Alliance
Sold Marine Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Upper Husdon Holdings
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Allianz
Sold Monticello Insurance Company, an excess & surplus lines insurance company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Max Re
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Old Republic
Sold Old Republic Life Insurance Company. Merger & Acquisition Services, Inc. acted as the sole sell side advisor.
Flag-image Wellcare
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Central Benefits Mutual Insurance Company
Sold a block of Medical Supplement Business. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image TransAmerica
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ACE
Sold a controlling interest in Demension Services, a Third Party Administrator. Merger & Acquisition Services, Inc. acted as the sole sell side advisor.
Flag-image HEZ Acquisitions
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Blue Cross Blue Shield of Kansas
Sold Advance Insurance Company. Merger & Acquisition Services,Inc. acted as the sole sell side advisor.
Flag-image Wellcare
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Phoenix Insurance Group
Sold Phoenix National Insurance Company. Merger & Acquisition Services, Inc. acted as the sole sell side advisor.
Flag-image Molina Healthcare
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JP Morgan
Sold Congress Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Lehman Re Bermuda
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Reliance Insurance Company (in liquidation)
Sold Reliance Life Insurance. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image USAA
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American Collectors Insurance
Sold American Collectors Insurance, an antique and collectable insurance managing general agency. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image NSM Insurance Company
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Franklin Templeton
Sold a block of annuity business. Merger & Acquisition Services acted as the sole sell side advisor.
Flag-image Undisclosed
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RMS Insurance Brokerage
Entered into a Managing General Agent Agreement for a rollover book of Nightclub & Hospitility business. Merger & Acquisition Services, Inc. acted as the sole program placement advisor to RMS.
Flag-image Munich Re
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Murray White Insurance Agency
Completed a secured debt facility. Merger & Acquisition Services, Inc. acted as the advisor and exclusive placement agent to Murray White Insurance.
Flag-image BB&T
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Strickland Agency
Entered into a Managing General Agent Agreement for a rollover book of General Liability Garage business. Merger & Acquisition Services,Inc. acted as the sole program placement advisor to Strickland.
Flag-image AXIS Insurance Group
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Health Insurance Innovations
Completed a partner buyout. Merger & Acquisition Services, Inc. assisted in raising the financing to complete the transaction.
Flag-image Sun Trust
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BSC Financial Corporation
Sold Plans Liability Insurance Company to White Mountains Insurance Group. Merger & Acquisition Services, Inc. served as Financial Advisor to White Mountains Insurance Group.
Flag-image White Mountains

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