We hope this finds you well and that the first quarter of 2025 has been a successful one for you and your business.
Our extensive industry expertise, solid track record, unwavering dedication, and undivided focus on each of our clients’ corporate development objectives has enabled our Firm to differentiate itself from competitors, and to serve as a trusted advisor for 27+ years.
In the last 120 days, M&A Services Inc. has announced several deals including the examples below:
And as we continue to foster long term relationships with our current and prospective clients, we invite you to schedule a time to connect with one of our senior advisors during upcoming industry events.
In May, members of our M&A Advisory Practice and Program Group will be attending the 2025 Target Markets Mid-Year Meeting at the Hilton Anatole in Dallas. Our team will be available to discuss our current projects, market trends and ways we might be able to assist you with your corporate development projects. To schedule a meeting, please contact Vanessa Silva at vsilva@maservices.com.
Additionally, our Managing Director, Chris Hughes and Senior Associate, Stephen Scales will be leading a series of webinars in partnership with Oak Street Funding titled “Inside Insurance M&A” where they will discuss the M&A Process, Insurance Agency Valuation and Deal Structure, and Due Diligence and Contracts. The first episode “Inside Insurance M&A: Exploring the Process” airs on May 9th and you can register here to attend. Also make sure to follow M&A Services Inc. on Linked In where we will be announcing the next episodes’ dates and sharing links to sign up.
For the complete list of upcoming events and webinars, please visit our Events page on our website.
We hope to connect with you at one of the events or you can reach out to us for a confidential conversation at any time. Our staff of professionals having more than 100 years of combined experience in insurance, reinsurance, and investment banking, can address all financial aspects of the insurance industry, offering incomparable concierge service.
We look forward to assisting you.
Sincerely,
Jason C. Murgio, CEO
Merger & Acquisition Services, Inc.
INDUSTRY CONFERENCE
2025 TMPAA Mid-Year Meeting
May 6 - 8, 2025
Hilton Anatole
Dallas, TX
WEBINAR SERIES
Inside Insurance M&A
Join Chris Hughes, our Managing Director of Insurance Distribution, and Jason Gaskell, VP of Strategic Markets at Oak Street Funding, for a webinar series on M&A Process, Insurance Agency Valuation and Deal Structure, and Due Diligence and Contracts.
First of three episodes on May 9th, 2025
“Inside Insurance M&A: Exploring the Process”
Please follow this link to register and submit your questions ahead of the webinar.
REGISTER FOR THE WEBINAR - EPISODE 1
Target Topics InfoSeries - Buying or Selling an MGA
In this discussion hosted by Gene Abbey, TMPAA Executive Director, Chris Hughes, Managing Director of M&A Services Inc., explores the complexities of buying or selling an MGA. Topics include transaction timelines, sourcing potential buyers, managing due diligence, and negotiating terms as well as guidance on building compelling contracts.
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:
Current L&H 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.
Nationally licensed, proven administration system for sale.
For more information on this opportunity please contact Stephen Scales.
Insurance distribution transactions activity has remained relatively strong in Q4 2024, and is picking up further momentum as we walk into 2025.
We would like to invite you to start a conversion with us about how we can help you and your insurance distribution business take advantage of the opportunities the current market is presenting.
Chris Hughes and Stephen Scales will be meeting with industry participants at the upcoming Target Markets Mid-Year Meeting, May 6th to 8th, in Dallas, TX. Please reach out to Vanessa Silva at vsilva@maservices.com to schedule an in-person meeting.
Additionally, Chris and Stephen will be leading a series of webinars throughout the year in partnership with Oak Street Funding titled “Inside Insurance M&A” where we will discuss the M&A Process, Insurance Agency Valuation and Deal Structure, and Due Diligence and Contracts. The first episode is “Inside Insurance M&A: Exploring the Process” on May 9th, 2025 and you can register here. Also make sure to follow M&A Services Inc. on Linked In where we will be announcing the dates and sharing links to sign up for next episodes.
You can also watch the latest TMPAA Target Topics Info Series here. In this discussion hosted by Gene Abbey, TMPAA Executive Director, Chris Hughes explores the complexities of buying or selling an MGA. Topics include transaction timelines, sourcing potential buyers, managing due diligence, and negotiating terms as well as guidance on building compelling contracts.
For more information on Distribution and on how we can help you achieving 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 develop custom financing solutions for agencies of all sizes.
M&A Services' team of experienced dealmakers advises our clients through all aspects of capital financing and M&A transactions including sourcing lenders, producing offering memorandums, and assisting in preparing presentations for potential lenders and equity partners.
M&A Services' expertise and industry knowledge allow us to approach a diverse cross section of capital providers simultaneously which often reduces the total time to fund transactions. Because M&A Services manages the entire process, agency owners are free to focus on running their business rather than managing the capital raising effort.
If you are currently looking to raise capital for your agency, or MGA, to fund an acquisition, a partner buy-out/buy-in, or to refinance existing agency debt, contact us today to learn how Merger & Acquisition Capital Services, LLC can develop a customized solution for you.
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.
We continue to see private equity strong at work in the marketplace. Whether it is the continued development of acquisitions on the distribution side or the development of program capacity through the creation of new carriers, private equity is hard at work. The creation of these carriers should theoretically add more capacity for both new programs or the movement of programs to a more ‘user friendly’ environment. Often these new carriers will combine both the new capacity and the ability to acquire the distribution as part of the process.
Now that face to face meetings at conferences are happening mostly in the way they used to before the pandemic, we look forward to getting back to the good old handshake meetings and sitting across the table and discussing program opportunities.
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 2025 Merger & Acquisition Services, Inc. & Merger & Acquisition Capital Services, LLC. All Rights Reserved
We hope this finds you well and that the first quarter of 2025 has been a successful one for you and your business.
Our extensive industry expertise, solid track record, unwavering dedication, and undivided focus on each of our clients’ corporate development objectives has enabled our Firm to differentiate itself from competitors, and to serve as a trusted advisor for 27+ years.
In the last 120 days, M&A Services Inc. has announced several deals including the examples below:
And as we continue to foster long term relationships with our current and prospective clients, we invite you to schedule a time to connect with one of our senior advisors during upcoming industry events.
In May, members of our M&A Advisory Practice and Program Group will be attending the 2025 Target Markets Mid-Year Meeting at the Hilton Anatole in Dallas. Our team will be available to discuss our current projects, market trends and ways we might be able to assist you with your corporate development projects. To schedule a meeting, please contact Vanessa Silva at vsilva@maservices.com.
Additionally, our Managing Director, Chris Hughes and Senior Associate, Stephen Scales will be leading a series of webinars in partnership with Oak Street Funding titled “Inside Insurance M&A” where they will discuss the M&A Process, Insurance Agency Valuation and Deal Structure, and Due Diligence and Contracts. The first episode “Inside Insurance M&A: Exploring the Process” airs on May 9th and you can register here to attend. Also make sure to follow M&A Services Inc. on Linked In where we will be announcing the next episodes’ dates and sharing links to sign up.
For the complete list of upcoming events and webinars, please visit our Events page on our website.
We hope to connect with you at one of the events or you can reach out to us for a confidential conversation at any time. Our staff of professionals having more than 100 years of combined experience in insurance, reinsurance, and investment banking, can address all financial aspects of the insurance industry, offering incomparable concierge service.
We look forward to assisting you.
Sincerely,
Jason C. Murgio, CEO
Merger & Acquisition Services, Inc.
INDUSTRY CONFERENCE
2025 TMPAA Mid-Year Meeting
May 6 - 8, 2025
Hilton Anatole
Dallas, TX
WEBINAR SERIES
Inside Insurance M&A
Join Chris Hughes, our Managing Director of Insurance Distribution, and Jason Gaskell, VP of Strategic Markets at Oak Street Funding, for a webinar series on M&A Process, Insurance Agency Valuation and Deal Structure, and Due Diligence and Contracts.
First of three episodes on May 9th, 2025
“Inside Insurance M&A: Exploring the Process”
Please follow this link to register and submit your questions ahead of the webinar.
REGISTER FOR THE WEBINAR - EPISODE 1
Target Topics InfoSeries - Buying or Selling an MGA
In this discussion hosted by Gene Abbey, TMPAA Executive Director, Chris Hughes, Managing Director of M&A Services Inc., explores the complexities of buying or selling an MGA. Topics include transaction timelines, sourcing potential buyers, managing due diligence, and negotiating terms as well as guidance on building compelling contracts.
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:
Current L&H 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.
Nationally licensed, proven administration system for sale.
For more information on this opportunity please contact Stephen Scales.
Insurance distribution transactions activity has remained relatively strong in Q4 2024, and is picking up further momentum as we walk into 2025.
We would like to invite you to start a conversion with us about how we can help you and your insurance distribution business take advantage of the opportunities the current market is presenting.
Chris Hughes and Stephen Scales will be meeting with industry participants at the upcoming Target Markets Mid-Year Meeting, May 6th to 8th, in Dallas, TX. Please reach out to Vanessa Silva at vsilva@maservices.com to schedule an in-person meeting.
Additionally, Chris and Stephen will be leading a series of webinars throughout the year in partnership with Oak Street Funding titled “Inside Insurance M&A” where we will discuss the M&A Process, Insurance Agency Valuation and Deal Structure, and Due Diligence and Contracts. The first episode is “Inside Insurance M&A: Exploring the Process” on May 9th, 2025 and you can register here. Also make sure to follow M&A Services Inc. on Linked In where we will be announcing the dates and sharing links to sign up for next episodes.
You can also watch the latest TMPAA Target Topics Info Series here. In this discussion hosted by Gene Abbey, TMPAA Executive Director, Chris Hughes explores the complexities of buying or selling an MGA. Topics include transaction timelines, sourcing potential buyers, managing due diligence, and negotiating terms as well as guidance on building compelling contracts.
For more information on Distribution and on how we can help you achieving 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 develop custom financing solutions for agencies of all sizes.
M&A Services' team of experienced dealmakers advises our clients through all aspects of capital financing and M&A transactions including sourcing lenders, producing offering memorandums, and assisting in preparing presentations for potential lenders and equity partners.
M&A Services' expertise and industry knowledge allow us to approach a diverse cross section of capital providers simultaneously which often reduces the total time to fund transactions. Because M&A Services manages the entire process, agency owners are free to focus on running their business rather than managing the capital raising effort.
If you are currently looking to raise capital for your agency, or MGA, to fund an acquisition, a partner buy-out/buy-in, or to refinance existing agency debt, contact us today to learn how Merger & Acquisition Capital Services, LLC can develop a customized solution for you.
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.
We continue to see private equity strong at work in the marketplace. Whether it is the continued development of acquisitions on the distribution side or the development of program capacity through the creation of new carriers, private equity is hard at work. The creation of these carriers should theoretically add more capacity for both new programs or the movement of programs to a more ‘user friendly’ environment. Often these new carriers will combine both the new capacity and the ability to acquire the distribution as part of the process.
Now that face to face meetings at conferences are happening mostly in the way they used to before the pandemic, we look forward to getting back to the good old handshake meetings and sitting across the table and discussing program opportunities.
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 2025 Merger & Acquisition Services, Inc. & Merger & Acquisition Capital Services, LLC. All Rights Reserved