We hope you and your business had a strong third quarter and that the fall is off to a productive start.
Our advisors recently attended this fall’s leading insurance industry conferences, and we are grateful for the many valuable conversations and new relationships that came out of them. Meeting face to face remains an effective way to understand our clients’ objectives, and we always look forward to such meaningful in-person conversations.
The value of a conversation is not limited to those with a transaction planned in the short term. In our experience, planning ahead creates a substantial advantage. We encourage you to begin a conversation with us today. An early, confidential discussion carries no obligation, yet it offers perspective on current market conditions, buyer and investor appetite, and the steps that can best position your business when the time is right.
Our guiding principle has always been to serve our clients honestly, professionally, and confidentially. I am proud of our team of professionals who deliver this award-winning work every day. Their experience, responsiveness, and commitment to our clients’ goals are what set us apart and enable us to deliver the highest concierge-level services to our new and existing clients.
To start a conversation, please contact Vanessa Silva at vsilva@maservices.com . All inquiries are kept strictly confidential.
Thank you for your continued trust. We look forward to staying in touch.
Sincerely,
Jason C. Murgio, CEO
Merger & Acquisition Services, Inc.
Throughout the year M&A Services travels to numerous locations, whether hosting a hospitality suite, serving as a panel speaker or just being on hand to meet face to face with current and prospective clients to discuss the insurance marketplace.
Our advisors believe this interaction is critical to keeping pace with changing market conditions.
The list below represents select locations where our advisors will be available to meet with new and existing clients.
If you would be interested in meeting with us please contact Vanessa Silva at vsilva@maservices.com to schedule an appointment.
Additionally, our team is available for virtual meetings and conference calls to address any questions you may have regarding new strategies that are available to carry on with your corporate development goals.
All inquiries are kept strictly confidential.
See all closed transactions here.
M&A Services is considered to be the trusted source for insurance companies and agencies that seek to start up an insurance carrier operation, expand their geographic footprint or enter the US insurance market. Successfully completing over 100 Insurance Shell Company transactions in the past 10 years, M&A Services continues to be the leading advisor throughout the United States.
M&A Services brings a team of senior financial advisors who can assist in all matters of a transaction and are available to discuss the process of buying and/or selling an Insurance Shell Company.
Current P&C Opportunities:
Please contact Paul Procops at pprocops@maservices.com to learn more about the process and the opportunities above.
Learn more about our Shell Transactions
M&A has been retained by a well-capitalized insurance group looking to acquire, through a loss portfolio transfer or reinsurance agreement, blocks of annuity (fixed or variable), life and/or Long Term Care Business. Our client is well versed in the management of these books of business and looking for carrier partners who seek a long term solution for blocks of business which are no longer core to their operations.
For more information on this project please contact Jason Murgio or Paul Procops.
Emerging private equity firms and those anticipating a recapitalization or sale have picked up their pace. Private equity-backed buyers still account for about three-quarters of transactions, and valuations remain high for larger, well-run firms.
The top most active buyers during the first half of the year, in order, have been: BroadStreet Partners, Inszone Insurance, and ALKEME and World Insurance Associates tied in third place.
With that in mind, we invite you to engage with us to explore how we can assist you and your insurance distribution business in capitalizing on the current market opportunities.
Additionally, our Resources page features articles, webinars, and research for agency owners navigating the M&A process — including insights on valuation, deal structure, and why broker M&A continues to hold strong despite market shifts.
Here you can watch the replay from our most recent webinar in partnership with PIA National where Chris discusses "Agency Value to Deal Done - What Every Owner Should Know" by breaking down valuation methodologies and walking through the full M&A process in plain language — equipping you with the insight and confidence to make the right strategic decisions for your agency's future.
For more information on Distribution and on how we can help you achieve your corporate strategic goals, please contact Chris Hughes directly at chughes@maservices.com.
We look forward to hearing from you.
Learn more about Distribution services
Through our registered broker-dealer, Merger & Acquisition Capital Services, LLC, we provide tailored financing solutions for agencies of all sizes.
M&A Services’ team of seasoned dealmakers offers comprehensive guidance to our clients throughout the capital financing and M&A transaction process. They assist in sourcing lenders, crafting offering memorandums, and preparing presentations for potential lenders and equity partners.
M&A Services’ expertise and industry insights enable us to approach a diverse range of capital providers simultaneously, often resulting in a faster turnaround time for funding transactions. By managing the entire process, agency owners can focus on their core business operations rather than the capital raising effort.
If you’re currently seeking capital to fund an acquisition, a partner buy-out/buy-in, or refinance existing agency debt, contact us today to discover how Merger & Acquisition Capital Services, LLC can develop a customized solution for your needs.
Please contact Trevor Murgio directly at tmurgio@maservices.com . All inquiries will be held strictly confidential.
Learn more about Agency Financing
M&A Services’ Book Roll offers a unique opportunity for Program Managers and MGAs to maximize the fee income stream of their existing books of business without selling their agency. This strategy is ideal for principals that recognize the value of the business they produce but not interested in divesting ownership. It allows agency owners to extract the embedded value of stable, low loss ratio business by partnering with highly rated paper who can assist and foster growth of existing books of profitable business. The program provides the following benefits for agency principals:
M&A Services has over two decades of experience in the insurance sector, working with carriers, program managers and agencies, allowing us to help parties maximize their revenue stream. If you would be interested in learning more about how this Book Roll program works and if your agency might qualify, please contact Daniel Baransky directly at dbaransky@maservices.com. All inquiries are kept confidential and you incur no obligation to M&A Services.
Merger & Acquisition Services, Inc. has been instrumental in the placements of program business, serving both MGAs and Insurance Carriers.
For MGA clients, our firm’s extensive relationship with numerous insurance carriers helps us quickly work with our client to identify and contact appropriate program administrators for their program. Using a third party for this process helps ensure confidentiality as introductions are only made to program administrators who understand your lines of business and are qualified to implement your program.
Our advisors recognize the unique nature of a program relationship and work throughout the process in optimizing the structure for our client to ensure they maximize the overall value of their program. This industry experience helps assure that you find an appropriate partner based upon your specific needs.
For Carrier clients, our firm is positioned to help identify best in class MGAs to partner with on a program basis. Our extensive MGA database allows us to actively search for properties that meet our client’s requirements by using various criteria, such as premium volume or lines of business. Furthermore, by conducting confidential searches, our team is able to present opportunities to our carrier clients which are both strategic in nature and deliver favorable underwriting results. Our advisors work hand and hand with our clients throughout this process with the goal of establishing partnerships for the long term.
For more information on Programs or to schedule an appointment with our advisors please contact us at info@maservices.com.
Learn more about Program Business services
Merger & Acquisition Services is a boutique investment bank, specialist advisory and financial services firm devoted specifically to participants within the insurance industry.
Our mission is to provide concierge-level services and expertise within the insurance industry by assisting firms with their corporate development and acquisition/divestiture objectives. M&A Services has closed nearly 200 transactions over the past 25 years and has earned continuous placement within the “Top 5 Financial Advisors in Insurance Underwriting” according to S&P Global Market Intelligence/SNL Financial.
Our Services include:
CALL US TODAY at 212-750-0630 for a confidential consultation with one of our senior advisors.
Any information provided herein is indicative only, subject to change without notice, and does not constitute an offer to purchase or sell. Principals retain the exclusive right to negotiate and evaluate any transactions, and advisors of Merger & Acquisition Services, Inc. and Merger & Acquisition Capital Services, LLC. have no authority to do so. Merger & Acquisition Services, Inc. does not underwrite securities, nor advise on, nor effect transactions in securities for the account of others.
* Investment banking services and securities transactions are provided through and completed by Merger & Acquisition Capital Services, LLC., a broker-dealer registered with the U.S. Securities and Exchange Commission and member of FINRA and SIPC.
Copyright 2026 Merger & Acquisition Services, Inc. & Merger & Acquisition Capital Services, LLC. All Rights Reserved
We hope you and your business had a strong third quarter and that the fall is off to a productive start.
Our advisors recently attended this fall’s leading insurance industry conferences, and we are grateful for the many valuable conversations and new relationships that came out of them. Meeting face to face remains an effective way to understand our clients’ objectives, and we always look forward to such meaningful in-person conversations.
The value of a conversation is not limited to those with a transaction planned in the short term. In our experience, planning ahead creates a substantial advantage. We encourage you to begin a conversation with us today. An early, confidential discussion carries no obligation, yet it offers perspective on current market conditions, buyer and investor appetite, and the steps that can best position your business when the time is right.
Our guiding principle has always been to serve our clients honestly, professionally, and confidentially. I am proud of our team of professionals who deliver this award-winning work every day. Their experience, responsiveness, and commitment to our clients’ goals are what set us apart and enable us to deliver the highest concierge-level services to our new and existing clients.
To start a conversation, please contact Vanessa Silva at vsilva@maservices.com . All inquiries are kept strictly confidential.
Thank you for your continued trust. We look forward to staying in touch.
Sincerely,
Jason C. Murgio, CEO
Merger & Acquisition Services, Inc.
Throughout the year M&A Services travels to numerous locations, whether hosting a hospitality suite, serving as a panel speaker or just being on hand to meet face to face with current and prospective clients to discuss the insurance marketplace.
Our advisors believe this interaction is critical to keeping pace with changing market conditions.
The list below represents select locations where our advisors will be available to meet with new and existing clients.
If you would be interested in meeting with us please contact Vanessa Silva at vsilva@maservices.com to schedule an appointment.
Additionally, our team is available for virtual meetings and conference calls to address any questions you may have regarding new strategies that are available to carry on with your corporate development goals.
All inquiries are kept strictly confidential.
See all closed transactions here.
M&A Services is considered to be the trusted source for insurance companies and agencies that seek to start up an insurance carrier operation, expand their geographic footprint or enter the US insurance market. Successfully completing over 100 Insurance Shell Company transactions in the past 10 years, M&A Services continues to be the leading advisor throughout the United States.
M&A Services brings a team of senior financial advisors who can assist in all matters of a transaction and are available to discuss the process of buying and/or selling an Insurance Shell Company.
Current P&C Opportunities:
Please contact Paul Procops at pprocops@maservices.com to learn more about the process and the opportunities above.
Learn more about our Shell Transactions
M&A has been retained by a well-capitalized insurance group looking to acquire, through a loss portfolio transfer or reinsurance agreement, blocks of annuity (fixed or variable), life and/or Long Term Care Business. Our client is well versed in the management of these books of business and looking for carrier partners who seek a long term solution for blocks of business which are no longer core to their operations.
For more information on this project please contact Jason Murgio or Paul Procops.
Emerging private equity firms and those anticipating a recapitalization or sale have picked up their pace. Private equity-backed buyers still account for about three-quarters of transactions, and valuations remain high for larger, well-run firms.
The top most active buyers during the first half of the year, in order, have been: BroadStreet Partners, Inszone Insurance, and ALKEME and World Insurance Associates tied in third place.
With that in mind, we invite you to engage with us to explore how we can assist you and your insurance distribution business in capitalizing on the current market opportunities.
Additionally, our Resources page features articles, webinars, and research for agency owners navigating the M&A process — including insights on valuation, deal structure, and why broker M&A continues to hold strong despite market shifts.
Here you can watch the replay from our most recent webinar in partnership with PIA National where Chris discusses "Agency Value to Deal Done - What Every Owner Should Know" by breaking down valuation methodologies and walking through the full M&A process in plain language — equipping you with the insight and confidence to make the right strategic decisions for your agency's future.
For more information on Distribution and on how we can help you achieve your corporate strategic goals, please contact Chris Hughes directly at chughes@maservices.com.
We look forward to hearing from you.
Learn more about Distribution services
Through our registered broker-dealer, Merger & Acquisition Capital Services, LLC, we provide tailored financing solutions for agencies of all sizes.
M&A Services’ team of seasoned dealmakers offers comprehensive guidance to our clients throughout the capital financing and M&A transaction process. They assist in sourcing lenders, crafting offering memorandums, and preparing presentations for potential lenders and equity partners.
M&A Services’ expertise and industry insights enable us to approach a diverse range of capital providers simultaneously, often resulting in a faster turnaround time for funding transactions. By managing the entire process, agency owners can focus on their core business operations rather than the capital raising effort.
If you’re currently seeking capital to fund an acquisition, a partner buy-out/buy-in, or refinance existing agency debt, contact us today to discover how Merger & Acquisition Capital Services, LLC can develop a customized solution for your needs.
Please contact Trevor Murgio directly at tmurgio@maservices.com . All inquiries will be held strictly confidential.
Learn more about Agency Financing
M&A Services’ Book Roll offers a unique opportunity for Program Managers and MGAs to maximize the fee income stream of their existing books of business without selling their agency. This strategy is ideal for principals that recognize the value of the business they produce but not interested in divesting ownership. It allows agency owners to extract the embedded value of stable, low loss ratio business by partnering with highly rated paper who can assist and foster growth of existing books of profitable business. The program provides the following benefits for agency principals:
M&A Services has over two decades of experience in the insurance sector, working with carriers, program managers and agencies, allowing us to help parties maximize their revenue stream. If you would be interested in learning more about how this Book Roll program works and if your agency might qualify, please contact Daniel Baransky directly at dbaransky@maservices.com. All inquiries are kept confidential and you incur no obligation to M&A Services.
Merger & Acquisition Services, Inc. has been instrumental in the placements of program business, serving both MGAs and Insurance Carriers.
For MGA clients, our firm’s extensive relationship with numerous insurance carriers helps us quickly work with our client to identify and contact appropriate program administrators for their program. Using a third party for this process helps ensure confidentiality as introductions are only made to program administrators who understand your lines of business and are qualified to implement your program.
Our advisors recognize the unique nature of a program relationship and work throughout the process in optimizing the structure for our client to ensure they maximize the overall value of their program. This industry experience helps assure that you find an appropriate partner based upon your specific needs.
For Carrier clients, our firm is positioned to help identify best in class MGAs to partner with on a program basis. Our extensive MGA database allows us to actively search for properties that meet our client’s requirements by using various criteria, such as premium volume or lines of business. Furthermore, by conducting confidential searches, our team is able to present opportunities to our carrier clients which are both strategic in nature and deliver favorable underwriting results. Our advisors work hand and hand with our clients throughout this process with the goal of establishing partnerships for the long term.
For more information on Programs or to schedule an appointment with our advisors please contact us at info@maservices.com.
Learn more about Program Business services
Merger & Acquisition Services is a boutique investment bank, specialist advisory and financial services firm devoted specifically to participants within the insurance industry.
Our mission is to provide concierge-level services and expertise within the insurance industry by assisting firms with their corporate development and acquisition/divestiture objectives. M&A Services has closed nearly 200 transactions over the past 25 years and has earned continuous placement within the “Top 5 Financial Advisors in Insurance Underwriting” according to S&P Global Market Intelligence/SNL Financial.
Our Services include:
CALL US TODAY at 212-750-0630 for a confidential consultation with one of our senior advisors.
Any information provided herein is indicative only, subject to change without notice, and does not constitute an offer to purchase or sell. Principals retain the exclusive right to negotiate and evaluate any transactions, and advisors of Merger & Acquisition Services, Inc. and Merger & Acquisition Capital Services, LLC. have no authority to do so. Merger & Acquisition Services, Inc. does not underwrite securities, nor advise on, nor effect transactions in securities for the account of others.
* Investment banking services and securities transactions are provided through and completed by Merger & Acquisition Capital Services, LLC., a broker-dealer registered with the U.S. Securities and Exchange Commission and member of FINRA and SIPC.
Copyright 2026 Merger & Acquisition Services, Inc. & Merger & Acquisition Capital Services, LLC. All Rights Reserved