Merger & Acquisition Services, Inc. has a long track record of successfully helping our clients achieve their corporate development initiatives and has earned several noteworthy distinctions.

Since 2005, S&P Global Market Intelligence has ranked Merger & Acquisition Services, Inc. as a Top 10 Advisor in Insurance Underwriting Transactions by deal volume 12 times, as well as being named the #1 Advisor in Insurance Underwriting by deal volume 10 times during that same time period.

FINANCIAL ADVISORY IN INSURANCE UNDERWRITING

2005 – 2017

Adviser # Of

Deals

Transaction or Deal

Amount ($M)

Merger & Acquisitions Services, Inc. * 98 $1,389.18

FINANCIAL ADVISORY IN INSURANCE BROKERAGE

2005 – 2017

Adviser # Of

Deals

Transaction or Deal

Amount ($M)

Merger & Acquisitions Services, Inc. * 28 $43.08

* DEAL VALUE FOR AT LEAST ONE DEAL WAS NOT AVAILABLE

Awards Timeline –

2019

Winner – INVESTMENT BANKER OF THE YEARJason C. Murgio, CEO, Merger & Acquisition Services Inc.

Winner – CORPORATE/STRATEGIC DEAL OF THE YEAR ($100MM-$250MM)Acquisition of Lackawanna Insurance Group by Group 1001

Finalist – FINANCIAL DEAL OF THE YEARAcquisition of Ozark National Life Insurance by National Western Life Insurance Company

Finalist – CORPORATE/STRATEGIC DEAL OF THE YEAR ($100MM-$250MM)Acquisition of Ozark National Life Insurance by National Western Life Insurance Company

Finalist – M&A DEAL OF THE YEAR ($100MM-$250MM)Acquisition of Ozark National Life Insurance by National Western Life Insurance Company

Finalist – DEBT FINANCING OF THE YEARDebt Financing of Summit Risk Advisors with Colbeck

Finalist – BOUTIQUE INVESTMENT BANKING FIRM OF THE YEARMerger & Acquisition Services, Inc.

Awarded Investment Advisory Company of the Year – Insurance Sector

2018

Winner – CORPORATE/STRATEGIC DEAL OF THE YEAR ($250MM-$500MM)Acquisition of majority equity stake in NSM Insurance Group by White Mountains

Finalist – BOUTIQUE INVESTMENT BANKING FIRM OF THE YEARMerger & Acquisition Services, Inc.

Finalist – INVESTMENT BANKER OF THE YEARJason C. Murgio, CEO, Merger & Acquisition Services Inc.

Ranked #1 Financial Advisor by Deal Volume in Insurance Underwriting for year 2018

Ranked #1 Financial Advisor by Deal Value in Insurance Brokerage  for Q2 2018

Awarded Best Boutique Insurance Investment Bank Solution 2018

2017

Ranked #1 Financial Advisor By Deal Volume in Insurance Underwriting for year 2017

2016

Ranked #1 Financial Advisor By Deal Volume in Insurance Underwriting for year 2016

Ranked Top 10 Financial Advisor by Deal Volume in Insurance Brokerage for year 2016

2015

Ranked Top 5 Financial Advisor By Deal Volume in Insurance Underwriting

Ranked Top 10 Financial Advisor by Deal Volume in Insurance Brokerage

2014

Ranked  Top 10 Financial Advisor by Deal Volume in Insurance Underwriting

2013

Ranked #1 Financial Advisor By Deal Volume in Insurance Underwriting

2012

Ranked  #1 Financial Advisor by Deal Volume in Insurance Underwriting

2011

Ranked  #1 Financial Advisor by Deal Volume in Insurance Underwriting

2010

Ranked  Top 10 Financial Advisor by Deal Volume in Insurance Underwriting

Ranked Top 10 Financial Advisor by Deal Volume in Insurance Brokerage

2009

Ranked  #1 Financial Advisor by Deal Volume in Insurance Underwriting

2008

Ranked  #1 Financial Advisor by Deal Volume in Insurance Underwriting

2007

Ranked  #1 Financial Advisor by Deal Volume in Insurance Underwriting

2006

Ranked  #1 Financial Advisor by Deal Volume in Insurance Underwriting

2005

Ranked  #1 Financial Advisor by Deal Volume in Insurance Underwriting