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Achievements

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

2004 – 2023

* Deal value for at least one deal was not available

Adviser# Of DealsTransaction or Deal Amount ($M)*
Merger & Acquisitions Services, Inc. **128$2,100.00

FINANCIAL ADVISORY IN INSURANCE BROKERAGE

2004 – 2023

* Deal value for at least one deal was not available

Adviser# Of DealsTransaction or Deal Amount ($M)*
Merger & Acquisitions Services, Inc. **35$510.00

 

** Investment Banking Services provided by Merger & Acquisition Capital Services, LLC, a U.S. Registered broker-dealer and member FINRA/SIPC.

Achievements 2023

innovation

RANKED TOP Financial Advisor by Deal Volume in Insurance Underwriting

 

 

Winner

  • M&A DEAL OF THE YEAR – Acquisition of American Reliable Insurance Company and its Farm, Ranch and Equine book of renewal business by Everett Cash Mutual Insurance Company from Global Indemnity Group, LLC (NYSE: GBLI)

Finalist 

  • BOUTIQUE INVESTMENT BANKING FIRM OF THE YEAR – Merger & Acquisition Services, Inc.
  • FINANCIAL DEAL OF THE YEAR – Acquisition of American Reliable Insurance Company and its Farm, Ranch and Equine book of renewal business by Everett Cash Mutual Insurance Company from Global Indemnity Group, LLC (NYSE: GBLI)
  • CORPORATE STRATEGIC DEAL OF THE YEAR ($50MM-100MM) – Acquisition of American Reliable Insurance Company and its Farm, Ranch and Equine book of renewal business by Everett Cash Mutual Insurance Company from Global Indemnity Group, LLC (NYSE: GBLI)

 

HIGHLY COMMENDED - Financial Advisory Firm of the Year

Achievements 2022

innovation

RANKED TOP 5 Financial Advisor by Deal Volume in Insurance Underwriting

Achievements 2021

innovation

RANKED #1 Financial Advisor by Deal Volume in Insurance Underwriting

 

 

Winner

  •  FINANCIAL DEAL OF THE YEAR – Divestiture of Personal Lines Business of First American 
  • CROSS BORDER DEAL OF THE YEAR ($50MM-$100MM) – Acquisition of ITMA by MS Amlin

Finalist 

  • BOUTIQUE INVESTMENT BANKING FIRM OF THE YEAR – Merger & Acquisition Services, Inc.
Achievements 2020

innovation

RANKED TOP 5 Financial Advisor by Deal Volume in Insurance Underwriting

 

Achievements 2019

innovation

RANKED TOP 5 Financial Advisor by Deal Volume in Insurance Underwriting

 


 

Winner 

  • INVESTMENT BANKER OF THE YEAR - Jason C. Murgio, CEO, Merger & Acquisition Services Inc.
  • CORPORATE/STRATEGIC DEAL OF THE YEAR ($100MM-$250MM) - Acquisition of Lackawanna Insurance Group by Group 1001
  • 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
  • CORPORATE/STRATEGIC DEAL OF THE YEAR ($100MM-$250MM) - Acquisition of Ozark National Life Insurance by National Western Life Insurance Company
  • M&A DEAL OF THE YEAR ($100MM-$250MM) - Acquisition of Ozark National Life Insurance by National Western Life Insurance Company
  • DEBT FINANCING OF THE YEAR - Debt Financing of Summit Risk Advisors with Colbeck
  • BOUTIQUE INVESTMENT BANKING FIRM OF THE YEAR – Merger & Acquisition Services, Inc.

 

Awarded Investment Advisory Company of the Year Insurance Sector

Achievements 2018

innovation

RANKED #1 Financial Advisor by Deal Volume in Insurance Underwriting

RANKED #1 Financial Advisor by Deal Value in Insurance Brokerage  for Q2 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.
  • INVESTMENT BANKER OF THE YEAR – Jason C. Murgio, CEO, Merger & Acquisition Services Inc.

 

Awarded Best Boutique Insurance Investment Bank Solution 2018

Achievements 2017

innovation

RANKED #1 Financial Advisor y Deal Volume in Insurance Underwriting for year 2017

Achievements 2016

innovation

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

Achievements 2015

innovation

RANKED TOP 5 Financial Advisor by Deal Volume in Insurance Underwriting

RANKED TOP 10 Financial Advisor by Deal Volume in Insurance Brokerage

Achievements 2014

innovation

RANKED TOP 10 Financial Advisor by Deal Volume in Insurance Underwriting

Achievements 2013

innovation

RANKED #1 Financial Advisor by Deal Volume in Insurance Underwriting

Achievements 2012

innovation

RANKED #1 Financial Advisor by Deal Volume in Insurance Underwriting

Achievements 2011

innovation

RANKED #1 Financial Advisor by Deal Volume in Insurance Underwriting

Achievements 2010

innovation

RANKED TOP 10 Financial Advisor by Deal Volume in Insurance Underwriting

RANKED TOP 10 Financial Advisor by Deal Volume in Insurance Brokerage

Achievements 2009

innovation

RANKED #1 Financial Advisor by Deal Volume in Insurance Underwriting

Achievements 2008

innovation

RANKED #1 Financial Advisor by Deal Volume in Insurance Underwriting

Achievements 2007

innovation

RANKED #1 Financial Advisor by Deal Volume in Insurance Underwriting

Achievements 2006

innovation

RANKED #1 Financial Advisor by Deal Volume in Insurance Underwriting

Achievements 2005

innovation

RANKED #1 Financial Advisor by Deal Volume in Insurance Underwriting

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