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SOLUTION FOCUSED ADVISORS

Merger & Acquisition Services Inc., was incorporated in 1998 with the goal of providing merger and acquisition advice and services to companies within the insurance sector. Since that time, the firm has grown into a boutique insurance investment bank and has worked with over 500 insurance companies and agencies throughout the world.
During our 25 years of business the firm has utilized our relationships and our experience to provide a comprehensive range of insurance investment banking services to both our existing client base and new clients. As such, our staff has increased dramatically, bringing together professionals with more than 100 years of combined experience in insurance, reinsurance, investment banking, regulatory matters, and actuarial analysis. All engagements undertaken by the firm involve our senior advisors who play an active role throughout the entire assignment; a commitment which separates our firm from a number of its competitors within the insurance marketplace.

The firm continues to be known for our activity in the insurance shell market and is considered by many to be the most 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 via shell acquisitions. We are pleased to have assisted these companies in their growth plans and maintain an active relationship with nearly every company we have assisted.

The firm is proud to be one of the few insurance investment banking boutiques to operate a broker-dealer affiliate for the benefit of our clients. Merger & Acquisition Capital Services, LLC., is a United States registered broker-dealer which is regulated by the Financial Industry Regulatory Authority (FINRA), Inc. as a FINRA Member Firm and is a member of Securities Investor Protection Corporation (SIPC). In addition to our broker-dealer affiliate, the firm’s international affiliate (M&A International LTD.) provides insurance advisory services to our clients globally. Merger & Acquisition Services has a long track record of completed transactions, working both with US and international clients. The firm has completed in excess of 100 insurance assignments and has been acknowledged in past years as the Top Insurance Advisor by Deal Volume as ranked by SNL Financial (SNL).

Most importantly however, throughout our years in business, Merger & Acquisition Services has maintained its core values which are to serve our clients honestly, professionally and confidentially. All of our advisors are committed to these fundamental principles while at the same time helping our clients achieve their corporate finance initiatives.

WE HAVE WORKED WITH THE WORLD’S MOST SOPHISTICATED INSURANCE BUSINESSES ON MARKET LEADING TRANSACTIONS

Services

OUR COMMITMENT TO HELP OUR CLIENTS DELIVER THEIR STRATEGIES HAS SEEN US BUILD A TRULY GLOBAL NETWORK

Locations 

GLOBAL TEAM. WORLD CLASS RESULTS.

Our Team

PRINCIPAL & CEO

Mr. Murgio has twenty years of insurance, M&A advisory and business development experience, totaling nearly $4…

MANAGING DIRECTOR

Mr. Hughes serves as Managing Director of Insurance Distribution for Merger & Acquisition Services, specializing…

SENIOR VICE PRESIDENT

Mr. Baransky serves as Senior Vice President of Merger & Acquisition Services. He brings over 15 years of relevant experience…

VICE PRESIDENT

Mr. Procops serves as a Vice President for Merger & Acquisition Services.  His responsibilities include deal origination…

MANAGER, INTERNATIONAL RELATIONS

Mr. Murgio serves as a manager for M&A International LTD, an affiliate of Merger & Acquisition Services. His responsibilities…

CHIEF OPERATING OFFICER

Mr. Barbieri serves as Chief Operating Officer for Mergers & Acquisitions Services and is responsible for internal and external…

MANAGING DIRECTOR 

Mr. See serves as Managing Director of Program Insurance for Merger & Acquisition Services, specializing in…

DIRECTOR, INSURANCE PROGRAMS

Mr. Surdel serves as Director of Program Insurance for Merger & Acquisition Services, specializing in the placement of …

BOARD MEMBER

Jack Lubitz is currently a member of Merger & Acquisition Services Board of Directors. For the past 15 years, Mr. Lubitz previously served…

CHIEF COMPLIANCE OFFICER

Ms. DiFiore serves as the Chief Compliance Officer (CCO) of Merger & Acquisition Capital Services, LLC an affiliate of Merger…

ANALYST

Mr. Scales serves as an Analyst for Merger & Acquisition Services.  His responsibilities include financial analysis, research, valuation ….

ANALYST

Mr. Battles serves as an Analyst for Merger & Acquisition Services. His responsibilities include financial statement analysis and buy/sell-side….

DIRECTOR OF MARKETING

Ms. Silva serves as Director of Marketing for Merger & Acquisition Services, Inc. and Client Relationship Officer for M&A….

Senior Advisors

SENIOR ADVISOR

Mr. Schofield brings close to 30 years of relevant experience in the areas of insurance analysis, actuarial…

SENIOR ADVISOR

Mr. Silva has over 40 years of international Investment Banking experience. Prior to Joining M&A, Mr. Silva has worked…

SENIOR ADVISOR

Mr. DeHayes serves as a Senior Advisor to Merger and Acquisition Services, Inc., and is an authority on strategy…

LATEST PUBLICATIONS

Press Release – Merger & Acquisition Services, Inc. has been selected by Inside P&C Honors 2023 as a Finalist for “Financial Advisory Firm of the Year”

August 10th, 2023|Comments Off on Press Release – Merger & Acquisition Services, Inc. has been selected by Inside P&C Honors 2023 as a Finalist for “Financial Advisory Firm of the Year”

Merger & Acquisition Services, Inc. has been selected by Inside P&C Honors 2023 as a Finalist for "Financial Advisory [...]

Press Release – Hub International Expands Commercial Insurance, Construction Capabilities with The Wooditch Company in California

May 3rd, 2023|Comments Off on Press Release – Hub International Expands Commercial Insurance, Construction Capabilities with The Wooditch Company in California

Hub International Expands Commercial Insurance, Construction Capabilities with The Wooditch Company in California Chicago, May 2nd, 2023 Hub International Limited [...]