SOLUTION FOCUSED ADVISORS

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.
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 financial reporting…
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 as Chief…
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 ….
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
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