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 [...]

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 [...]

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 [...]

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. [...]

Group1001 Acquires Lackawanna Insurance Group   WILKES-BARRE, Pa., Nov. 15, 2018 - Group1001 announced today it will acquire 100% of Lackawanna Casualty Company and its wholly-owned subsidiaries, Lackawanna American Insurance Company and Lackawanna National Insurance Company, together known as "Lackawanna Insurance Group." Lackawanna is currently the 7th largest writer of workers' compensation in Pennsylvania. Group1001 [...]

INSURANCE INSIGHT Life insurer's $203M deal accentuates new emphasis on US biz Friday, October 5, 2018 10:56 AM ET By Tim Zawacki A company that has historically emphasized writing life insurance business in select markets outside of the U.S. will boost a recent decision to refocus domestically with a sizable acquisition. National Western Life [...]

NOTE TO THE FOLLOWING ARTICLE In 2016 Merger & Acquisition Services, Inc. (M&A) advised AXA Insurance Group on the sale of Mosaic Insurance Company to Metromile.  The acquisition of Mosiac provided Metromile with a nationwide admitted platform for their pay-per mile personal auto product.    “It is fantastic to see Metromile continues its growth [...]

DATA DISPATCH M&A Services Inc. Ranked #1 by Deal Value for Q2 2018 Tuesday, July 10, 2018 In the insurance brokerage space, Merger & Acquisition Services Inc. topped the deal value league table by S&P Global – Market Intelligence thanks to its buy-side role on White Mountains Insurance Group Ltd.'s $368.3 million purchase of [...]