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 18 times, as well as being recognized as the #1 Advisor in Insurance Underwriting by deal volume 12 times during that same time period.
FINANCIAL ADVISORY IN INSURANCE UNDERWRITING
2005 – 2021
| Adviser | # Of
Deals |
Transaction or Deal
Amount ($M) |
|---|---|---|
| Merger & Acquisitions Services, Inc. * | 123 | $2,000.00 |
FINANCIAL ADVISORY IN INSURANCE BROKERAGE
2005 – 2021
| Adviser | # Of
Deals |
Transaction or Deal
Amount ($M) |
|---|---|---|
| Merger & Acquisitions Services, Inc. * | 31 | $510.00 |
* DEAL VALUE FOR AT LEAST ONE DEAL WAS NOT AVAILABLE
Awards Timeline –
2022
RANKED TOP 5 FINANCIAL ADVISOR BY DEAL VOLUME IN INSURANCE UNDERWRITING
2021
Winner – FINANCIAL DEAL OF THE YEAR – DIVESTITURE OF PERSONAL LINES BUSINESS OF FIRST AMERICAN.
Winner –CROSS BORDER DEAL OF THE YEAR ($50-$100mm) – ACQUSITION OF ITMO BY MS AMLIN
Finalist –BOUTIQUE INVESTMENT BANKING FIRM OF THE YEAR – Merger & Acquisition Services, Inc.
Ranked Number 1 Financial Advisor By Deal Volume in Insurance Underwriting
2020
RANKED TOP 5 FINANCIAL ADVISOR BY DEAL VOLUME IN INSURANCE UNDERWRITING
2019
Winner – INVESTMENT BANKER OF THE YEAR - Jason C. Murgio, CEO, Merger & Acquisition Services Inc.
Winner – CORPORATE/STRATEGIC DEAL OF THE YEAR ($100MM-$250MM) - Acquisition of Lackawanna Insurance Group by Group 1001
Winner - EMERGING LEADERS AWARD - Paul A. Procops, Vice President - Merger & Acquisition Services, Inc.
Finalist – FINANCIAL DEAL OF THE YEAR - Acquisition 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 YEAR - Debt Financing of Summit Risk Advisors with Colbeck
Finalist – BOUTIQUE INVESTMENT BANKING FIRM OF THE YEAR – Merger & 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 YEAR – Merger & Acquisition Services, Inc.
Finalist - INVESTMENT BANKER OF THE YEAR – Jason 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