M&A Services Newsletter – Q1 2020

M&A Services, Inc. Newsletter Q1 2020 Letter from the CEO We hope this finds you well and that your colleagues and loved ones are also safe and healthy. Like most companies around the world, we at M&A Services have quickly and effectively adapted to this unprecedented time to ensure uninterrupted services to our new [...]

By |2020-05-21T14:46:27-04:00May 21st, 2020|ACTIVE PROJECT, INDUSTRY ARTICLES, NEWSLETTERS|Comments Off on M&A Services Newsletter – Q1 2020

M&A Services Newsletter – Q4 2019

M&A Services, Inc. Newsletter Q4 2019 Letter from the CEO We hope this finds you well and that your 2020 has started off with great success. 2019 was another successful year for M&A Services, granting the Firm again placement among the “Top 3 Financial Advisory in Insurance Underwriter by Deal Volume” according to the S&P [...]

By |2020-02-23T12:36:46-05:00February 4th, 2020|ACTIVE PROJECT, INDUSTRY ARTICLES, NEWSLETTERS|Comments Off on M&A Services Newsletter – Q4 2019

M&A Services Newsletter – Q3 2019

M&A Services, Inc. Newsletter Q3 2019 Letter from the CEO We hope this finds you well after a successful third quarter. While we keep on track to surpass the Firm’s last year‘s record of over $1 Billion in transaction value, we are proud that we have been announced winners in the following categories below [...]

By |2020-02-23T12:36:46-05:00November 20th, 2019|ACTIVE PROJECT, INDUSTRY ARTICLES, NEWSLETTERS, PRESS RELEASES|Comments Off on M&A Services Newsletter – Q3 2019

M&A Services Newsletter – Q2 2019

Letter from the CEO We hope this finds you well, having a productive yet recharging Summer. We have closed and announced seven transactions thus far in 2019 totaling over $600MM in transaction value, keeping our Firm on track to surpass our own record year in 2018, when we announced and/or closed 16 transactions totaling [...]

By |2020-02-23T12:36:46-05:00August 21st, 2019|INDUSTRY ARTICLES, NEWSLETTERS, PRESS RELEASES|Comments Off on M&A Services Newsletter – Q2 2019

M&A Services’ Paul Procops winner of 10th Annual Emerging Leaders Award by The M&A Advisor

M&A Services’ Paul Procops winner of 10th Annual Emerging Leaders Award by The M&A Advisor New York, NY, May 31st, 2019 – The M&A Advisor announced this year’s winners of the 10th Annual Emerging Leaders Awards. Renowned globally for its recognition of leading M&A, financing, and turnaround professionals, The M&A Advisor created this awards [...]

By |2020-02-23T12:36:47-05:00May 31st, 2019|INDUSTRY ARTICLES, PRESS RELEASES|Comments Off on M&A Services’ Paul Procops winner of 10th Annual Emerging Leaders Award by The M&A Advisor

Summit Risk Advisors completes $100MM Recapitalization with Colbeck

Summit Risk Advisors completes $100MM Recapitalization with Colbeck New York, NY, March , 2019 – Summit Risk Advisors (“Summit”),previously SEK Holding Company, LLC has completed a $100,000,000 recapitalization and senior debt facility with Colbeck Capital Management (“Colbeck”), to finance the acquisition of nine retail insurance agencies, consolidate ownership, and to provide a delayed draw [...]

By |2020-02-23T12:36:47-05:00April 29th, 2019|INDUSTRY ARTICLES, PRESS RELEASES|Comments Off on Summit Risk Advisors completes $100MM Recapitalization with Colbeck

Merger & Acquisition Services, Inc. Awarded Investment Advisory Company of the Year – Insurance Sector by CorporateLiveWire Innovation & Excellence Award 2019

Merger & Acquisition Services, Inc. Awarded Investment Advisory Company of the Year – Insurance Sector by CorporateLiveWire Innovation & Excellence Award 2019 New York, NY, April 1st, 2019 – The highly celebrated CorporateLiveWire Innovation & Excellence Awards give recognition to businesses that are transforming their respective industries and the standard bearers of excellence by [...]

By |2020-02-23T12:36:47-05:00April 2nd, 2019|INDUSTRY ARTICLES, PRESS RELEASES|Comments Off on Merger & Acquisition Services, Inc. Awarded Investment Advisory Company of the Year – Insurance Sector by CorporateLiveWire Innovation & Excellence Award 2019

Merger & Acquisition Services, Inc. Awarded Best Boutique Insurance Investment Bank Solution by Global Business Insight Award 2018

Merger & Acquisition Services, Inc. Awarded Best Boutique Insurance Investment Bank Solution by Global Business Insight Award 2018 New York, NY, March 1st, 2019 – The 2018 Global Business Insight Awards celebrate business leadership, innovation in finance and investment and sector success across all seven continents of the world. Our awards endeavour to identify [...]

By |2020-02-23T12:36:47-05:00March 2nd, 2019|INDUSTRY ARTICLES, PRESS RELEASES|Comments Off on Merger & Acquisition Services, Inc. Awarded Best Boutique Insurance Investment Bank Solution by Global Business Insight Award 2018

National Western Life Group, Inc. Acquires Ozark National Life Insurance, Inc. and N.I.S. Financial Services, Inc.

National Western Life Group, Inc. Acquires Ozark National Life Insurance, Inc. and N.I.S. Financial Services, Inc.   New York, NY, February 1st, 2019– National Western Life Insurance Co., a subsidiary of National Western Life Group Inc., has completed its acquisition of CNS Corp. units Ozark National Life Insurance Inc. and N.I.S. Financial Services Inc. [...]

By |2020-02-23T12:36:47-05:00February 1st, 2019|INDUSTRY ARTICLES, PRESS RELEASES|Comments Off on National Western Life Group, Inc. Acquires Ozark National Life Insurance, Inc. and N.I.S. Financial Services, Inc.