Closed Transactions

For over 20 years, our Firm has continued to be a leading boutique insurance investment bank. Covering all sectors of insurance, Merger & Acquisition Services has completed property casualty and life and health assignments across the country and throughout the world. Our Firm successfully closes 10-15 assignments per year.

The table below provides selected transactions, completed by Merger & Acquisition Services, within the property & casualty and life & health sector, with the ability to filter between sell side assignments and buy side assignments.

Filter by Sell or Buy Side

COMPANY/ASSET ACQUIRED ACQUIRER
The Wooditch Company, Insurance Services, Inc.
The Wooditch Company, Insurance Services, Inc. sold to Hub International Limited. Merger & Acquisition Services, Inc. served as the financial advisor to The Wooditch Company.
Hub International
Global Indemnity Group, LLC
Global Indemnity Group, LLC sold American Reliable Insurance Company’s Farm, Ranch, and Equine book of renewal business to Everett Cash Mutual. Merger & Acquisition Services, Inc. served as the financial advisor to Global Indemnity Group, LLC.
Everett Cash Mutual
Georgia Pines Agency, LLC
Georgia Pines Agency, LLC sold to Choice Financial Group. Merger & Acquisition Services, Inc. served as the financial advisor to Georgia Pines Agency, LLC.
Choice Financial Group
Plans’ Liability Insurance Company
Plans’ Liability Insurance Company sold to Fortitude RE. Merger & Acquisition Services, Inc. served as the financial advisor to Fortitude RE.
Fortitude RE
Landmark Life Insurance Company
Landmark Life Insurance Company sold to Mutual of America Life Insurance Company. Merger & Acquisition Services, Inc. served as the financial advisor to Mutual of America Life Insurance Company.
Mutual of America Life Insurance Company
Infinity Security Insurance Company
Infinity Security Insurance Company sold to Transverse Insurance Group, LLC. Merger & Acquisition Services, Inc. served as the financial advisor to Infinity Security Insurance Company.
Transverse Insurance Group, LLC
Underwriters Alliance, Inc
Underwriters Alliance, Inc sold to StoneRidge Insurance Brokers. Merger & Acquisition Services, Inc. served as the financial advisor to Underwriters Alliance, Inc.
StoneRidge Insurance Brokers
Northeast National Brokerage
Northeast National Brokerage was sold to Integrated Specialty Coverages (“ISC”). Merger & Acquisition Services, Inc. served as the financial advisor to Northeast National Brokerage.
ISC
Heritage Insurance
Heritage Insurance sold RX Life Insurance Company to Fortitude RE. Merger & Acquisition Services, Inc. served as the financial advisor to Fortitude RE.
Fortitude RE
Allianz
Allianz sold Associated Indemnity Corporation to WCF Insurance. Merger & Acquisition Services, Inc. served as the financial advisor to Allianz.
WCF Insurance
Global Indemnity Group
American Reliable Insurance Company entered into Property and Casualty insurance book transfer agreements with K2 Insurance Group and Homesite Insurance Company. Merger & Acquisition Services, Inc. served as the financial advisor to Global Indemnity Group.
K2 Insurance Services & Homesite Insurance Company
First American Financial Corporation
First American sold First American Property and Casualty Insurance Agency to Bamboo. Merger & Acquisition Services, Inc. served as the financial advisor to First American Financial Corporation.
Bamboo Insurance
ITMA – International Transportation & Marine Agency, LLC
ITMA – International Transportation & Marine Agency, LLC sold to MS Amlin. Merger & Acquisition Services, Inc. served as the financial advisor to ITMA Management.
MS Amlin
Agribusiness Risk Underwriters (ARU)
Agribusiness Risk Underwriters was sold to Accelerant Holdings. Merger & Acquisition Services, Inc. served as the financial advisor to Agribusiness Risk Underwriters (ARU).
Accelerant Holding
First American Financial Corporation
Entered into Property and Casualty insurance book transfer agreements with Safeco Insurance and Heritage Insurance Holdings, Inc. Merger & Acquisition Services, Inc. served as the financial advisor to First American Financial Corporation.
Safeco/Heritage
R.V.I. Group
Sold R.V.I. Guaranty Company, LTD to Group 1001. Merger & Acquisition Services, Inc. served as the financial advisor to Group 1001.
Group 1001
Arrowpoint Capital
Sold Arrowood Surplus Lines Insurance Company to Transverse Insurance Group. Merger & Acquisition Services, Inc. served as the financial advisor to Transverse.
Transverse
BSC Financial Corporation
Sold Plans’ Liability Insurance Company to White Mountains Insurance Group. Merger & Acquisition Services, Inc. served as Financial Advisor to White Mountains Insurance Group.
White Mountains
Aran Insurance Services Group Inc
Sold to JenCap Holdings LLC Merger & Acquisition Services, Inc. served as Financial Advisor to Aran Insurance Services Group.
JenCap Holdings LLC
Tailored Solutions
Sold to Seeman Holtz Property & Casualty. Merger & Acquisition Services, Inc. served as Financial Advisor to Tailored Solutions.
Seeman Holtz
Partner Reinsurance Co. of the US
Sold PartnerRe Insurance Co. of New York to Employers Holdings Inc. subsidiary Cerity Group Inc. Merger & Acquisition Services, Inc. served as financial advisor to Partner Reinsurance Co. of the US.
Employers
Financial American Holdings Corp.
Sold Financial American P&C Insurance Company to Transverse Insurance Group LLC. Merger & Acquisition Services, Inc. served as financial advisor to Transverse Insurance Group LLC.
Transverse Insurance Group
Summit Risk Advisors
Has completed a 100,000,000 recapitalization and senior debt facility with Colbeck Capital Management. Merger & Acquisition Services, Inc. served as financial advisor to Summit.
Colbeck
Lackawanna Insurance Group
Sold to Group One Thousand One, LLC. Merger & Acquisition Services, Inc. served as financial advisor to Group One Thousand One, LLC.
Group 1001
CNS Corp.
Sold Ozark National Life Insurance, Inc. and N.I.S. Financial Services, Inc. to National Western Life Group, Inc.. Merger & Acquisition Services, Inc. served as financial advisor to National Western Life Group, Inc.
National Western Life Group
AmeriTrust Group
Sold Savers Property & Casualty Insurance Company to State National Companies, Inc. Merger & Acquisition Services, Inc. served as financial advisor to AmeriTrust Group.
State National
Greyhawk Insurance Company
Sold to Ascot Group Ltd. Merger & Acquisition Services, Inc. served as the financial advisor to Ascot.
Ascot
Munich RE
Sold Munich Re Stop Loss, Inc., a managing general underwriter of medical stop loss & provider excess of loss business. Merger & Acquisition Services, Inc. served as the sell side financial advisor to Munich Re.
TMS RE
WRM America Indemnity Holdings
Sold WRM America Indemnity Company. Merger & Acquisition Services, Inc. served as the sell side financial advisor to WRM and Aquiline Capital Partners.
Sirius America
TMS RE
Completed a financing transaction. Merger & Acquisition Services, Inc. served as an advisor to TMS RE
Oak Street Funding
Walgreens
Sold Smart Insurance Company to RGA. Merger & Acquisition Services, Inc. served as the buy side financial advisor to RGA.
RGA Group
AXA
Sold AXA Art Insurance Corporation to Munich RE. Merger & Acquisition Services Inc. served as the sell side financial advisor to AXA Art Holdings, Inc.
Munich RE
The Doctors Company
Sold American Healthcare Indemnity Company to Service Lloyds Insurance Company. Merger & Acquisition Services Inc. served as the sell side financial advisor to The Doctors Company.
Service Lloyds Insurance Company
NSM Insurance Group
Sold to White Mountains Insurance Group, LTD. Merger & Acquisition Services Inc. served as the buy side financial advisor to White Mountains Insurance Group.
White Mountains Insurance Group
Norman Spencer Agency
Sold Marine & Crane Businesses to Specialty Program Group, LLC. Merger & Acquisition Services Inc. served as the sell side financial advisor to the Norman Spencer Agency.
Specialty Program Group, LLC
Leitao Insurance
Sold to HUB International. Merger & Acquisition Services Inc. served as the sell side financial advisor to Leitao Insurance.
Hub International
ITMA
Sold to Augustus Specialty. Merger & Acquisition Services Inc. served as the sell side financial advisor to ITMA – International Transportation & Marine Agency.
Augustus Specialty
HealthMarkets, Inc
Sold HealthMarkets Insurance Company to Aflac Incorporated. Merger & Acquisition Services Inc. served as advisor to Aflac Incorporated.
Aflac
Hiscox
Sold Blue Hill Specialty Insurance Company Inc. to Progressive Corp.. Merger & Acquisition Services Inc. served as the advisor to Progressive Corp.
Progressive
Mutual of Omaha
Sold Omaha Indemnity to Hannover Re. Merger & Acquisition Services Inc. served as the sell side advisor to Mutual Of Omaha.
Hannover RE
Coverys
Sold ProSelect National Insurance Company to Clear Underwriters LLC. Merger & Acquisition Services Inc. served as the advisor to Coverys.
Clear Underwriters LLC
Allianz
Sold Allianz Life & Annuity Company to Munich-American Holding Corporation. Merger & Acquisition Services Inc. served as advisor to Allianz Life Insurance Company of North America.
Munich RE
Investors Heritage Capital Corporation
Sold to Aquarian Investors Heritage Holdings LLC. Merger & Acquisitions Services, Inc. served as advisor to Aquarian Investors Heritage Holdings LLC.
Aquarian Investors Heritage Holdings LLC
Morgan Stanley
Sold Longevity Insurance Company to Penn Insurance and Annuity Company. Merger & Acquisition Services Inc. served as the advisor to Morgan Stanley.
Penn Insurance and Annuity Company
Union Labor Life Insurance Company
Sold ULLICO Life Insurance Company to Clover Health Investments Corp. Merger & Acquisition Services Inc. served as the advisor to Union Labor Life Insurance Company
Clover Health Investments Corp.
National Assurance Title Inc.
Sold to Live Oak Bancshares, Inc. Merger & Acquisition Services, Inc. served as buy side advisor to Live Oak Bancshares, Inc.
Live Oak Bancshares, Inc.
Sirius Global Solutions
Sold Ashmere Insurance Company to National Fidelity Holdings, Inc. Merger & Acquisition Services, Inc. served as sell side advisor to Sirius Global Solutions.
National Fidelity
AXA
Sold Mosiac Insurance Company to Metromile, Inc. Merger & Acquisition Services, Inc. served as sell side advisor to AXA.
Metromile Inc.
Hanover Insurance Group Inc.
Sold Professionals Direct Insurance Company to Watford Specialty Insurance Company. Merger & Acquisition Services, Inc. served as the sell side advisor to Hanover.
Watford Specialty Insurance Company
Allianz
Sold Fireman’s Fund Insurance Company Of Ohio to State National Insurance Company. Merger & Acquisition Services Inc. served as buy side advisor to State National Insurance Company.
State National Insurance Company
Global Indemnity Insurance Group
Sold United National Specialty Insurance Company to State National Insurance Company. Merger & Acquisition Services, Inc. served as the sole advisor to Global Indemnity Insurance Group.
State National Insurance Company
Daimler
Sold Intrepid Insurance Company to W. R. Berkley Insurance Company. Merger & Acquisition Services, Inc. served as the sole financial advisor to Daimler AG.
W. R. Berkley Insurance Co.
Reltco Inc.
Sold to Live Oak Bancshares Inc. Merger & Acquisition Services, Inc. served as buy side advisor to Live Oak Bancshares.
Live Oak Bancshares, Inc.
Pat Moore Insurance Services
Sold to Assured Partners, Inc. Merger & Acquisition Services, Inc., served as the financial advisor to Pat Moore Insurance Services.
Assured Partners, Inc.
ELM Insurance Brokers
Sold to Assured Partners, Inc. Merger & Acquisition Services, Inc., served as the financial advisor to ELM Insurance Brokers
Assured Partners, Inc.
HealthCare Risk Specialists
Sold to Integro. Merger & Acquisition Services Inc. served as the sole financial advisor to HealthCare Risk Specialists.
Integro
RLI and Mt. Hawley Insurance Co
Sold RLI Indemnity Company to Clear Blue Financial Holdings, LLC. Merger & Acquisition Services Inc. served as a sell side advisor to RLI.
Clear Blue Financial Holdings, LLC
Assurant
Sold American Reliable Insurance Company. Merger & Acquisition Services served as a buy side advisor to Global Indemnity.
Global Indemnity
Granite Insurance Services
Sold Granite Insurance Services, an insurance agency focusing on personal & commercial lines business. Merger & Acquisition Services acted as the sole sell side advisor.
Sawicki Agency
The Insurance Professionals
Sold TIP and TIP National, specialty managing general agencies specializing in tow truck, auto transport & motor transportation. Merger & Acquisition Services acted as the sole sell side advisor.
Capacity Group
The Hartford
Sold Servus Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
XL Group
Unified Grocers
Sold Springfield Insurance Company and Unified Grocers Insurance Services, a managing general agency. Merger & Acquisition Services served as the sole sell side advisor to Unified Grocers.
AmTrust Financial Services
Kemper Insurance Group
Sold Valley Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor to Kemper.
Qualitas Controladora S.A.B. de CV
American Collectors Insurance
Sold American Collectors Insurance, an antique and collectable insurance managing general agency. Merger & Acquisition Services acted as the sole sell side advisor..
NSM Insurance Company
Chubb
Sold Northwestern Pacific Indemnity Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Cottage Advisors
DataRisk LLC
Sold DataRisk, a P&C risk management and brokerage consulting firm. Merger & Acquisition Services acted as the sole sell side advisor.
Risk Strategies
JM Family Holdings
Sold J.M.I.C. Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
First Rehabilitation Life Insurance Company
Hiscox Insurance Company
Sold Bracken Hill Insurance Company. Merger & Acquisition Services acted as the sole advisor to acquirer.
Sompo Japan America
Berkshire Hathaway
Sold Citadel Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
GoAuto
American Collectors Insurance
Sold American Collectors Insurance, an antique and collectable insurance managing general agency. Merger & Acquisition Services acted as the sole sell side advisor.
NSM Insurance Company
Ingram Industries Inc.
Sold Tennessee Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer
Integrated Solutions Health Networks, LLC
Private Seller
Sold Keenan Marine Agency. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Norman Spencer
PICO Holdings, Inc
Sold Physicians Insurance Company of Ohio and Citation Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer
White Mountains Insurance Group
White Mountains Group
Sold Citation Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
SCF Arizona
Molina Healthcare, Inc.
Sold Molina Healthcare Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer
Catalyst Health Solutions
Kemper
Sold Response Indemnity of California. Merger & Acquisition Services acted as the sole advisor to the seller.
Fortegra
US Fireman’s Fund Insurance Company
Sold Vintage Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US Sparta Insurance Company
AUS QBE
Sold United Security Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US Missouri Employers Mutual Insurance Company
Ford Motor Credit

Sold Vista Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the seller.

Symphonix Health
US Private Owner
Sold Condon & Skelly, an antique and collectable insurance managing general agency. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US NSM Insurance Group
US The Hartford
Sold Nutmeg Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US RX America
HILC Holdings

Sold Heritage Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the seller.

Guggenheim
US Wellmark Inc
Sold Wellmark Community Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Guggenhiem Capital
Private Seller Private Seller
Sold International Medical Group. Merger & Acquisition Services acted as an advisor to the seller.
Altaris
US The Hartford
Sold Hart Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US ACE
US Universal American
Sold Peninsular Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US Blue Cross Blue Shield
US The Doctors Insurance Company
Sold American Healthcare Specialty Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
US Kinsale Capital
US Specialty Underwriters’ Alliance
Sold Specialty Underwriters Insurance Company. Merger & Acquisition Services acted as a diligence advisor to the acquirer.
US Tower Group
Allstate
Sold Surety Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
GEHA
US Mutual of Omaha
Sold Omaha Property & Casualty Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
UK Beazley
US CBIP
Sold Salem Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US Progessive
US Unitrin
Sold Response Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
US Milville Mutual Insurace Company
US Travelers Insurance Group
Sold Commercial Guaranty Casualty Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Bermuda Max Re
Private Owner
Sold Trafalgar Marine Insurance Services. Merger & Acquisition Services acted as the sole sell side advisor.
Arrowhead General Insurance Agency
Japan Nipponkoa
Sold Nipponkoa Insurance Company of America. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Canada VetInsurance
US Lumber Mutual
Sold North American Lumber Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US Tower Group
Private Seller
Sold Empac Managers, LLC. Merger & Acquisition Services acted as the sole sell side advisor.
Physicians Insurance
US MIIX Insurance Group
Sold MIIX of New York. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US Tower Group
Private Seller
Sold SCRUBS Managers, LLC. Merger & Acquisition Services acted as the sole sell side advisor.
Physicians Insurance
US WR Berkley
Sold Berkley of the Carolinas. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US Emerald Investments LLC
US United Security Assurance
Sold United Security of Pennsylvania & Colonial American Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US Coventry CareLink
Swiss Zurich
Sold Maryland Insurance Company. Merger & Acquisition Services acted as a sell side advisor.
US Capson Corp
US Undisclosed Seller
Sold Stone Harbor Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US Wellcare
US Private Owner
Sold NAS Financial Services. Merger & Acquisition Services acted as the sole sell side advisor.
US BenefitMall
US Fireman’s Fund Insurance Company
Sold Parkway Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US Progressive
US Undisclosed Seller
Sold a block of Life Business. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US Central Security Life
US Private Owner
Sold APS San Angelo Insurance Agency. Merger & Acquisition Services acted as the sole sell side advisor.
John M. Glover Agency
US SCOR
Sold SCOR Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Bermuda Morgan Stanley
US Undisclosed Seller
Sold a book of Cancer Business. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US New Era Insurance Group
US Washington Mutual
Sold Washington Mutual Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
US Oden Group
US ARI Insurance Companies
Sold ARI Indemnity. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Netherlands Atradius
AIG
Sold American General Indemnity Company & American General Property Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
White Mountains Insurance Group
US Fireman’s Fund Insurance Company
Sold Fireman’s Fund Insurance Company of Wisconsin. Merger & Acquisition Services acted as the sole advisor to the acquirer.
Bermuda AXIS
Westward Group
Sold Westward Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Delta Dental of Virginia
US Undisclosed Seller
Sold a book of Life Business. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US Selected Funeral & Life Insurance Company
US Fireman’s Fund Insurance Company
Sold Midway Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
US Darwin
US Physicians Preferred Insurance Company
Merged with Florida Doctors Insurance Company. Merger & Acquisition Capital Services provided the Fairness Opinion to the seller.
US Florida Doctors
US MPP Inc.
Sold Specialty Global Insurance Division. Merger & Acquisition Services acted as the sole sell side advisor.
US Capitol Indemnity
US Victore Enterprises Inc.
Sold Victore Insurance Company and Agency Bonding Company. Merger & Acquisition Services acted as the sole sell side advisor.
US American Safety Casualty
US White Mountains Re
Sold Stockbridge Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Bermuda Ironshore
US OneBeacon
Sold American Employers Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Sparta Group
Lehman Re Ltd
Sold Congress Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Tennessee Farmers Life Insurance Company
Swiss Zurich
Sold Valiant Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Bermuda Ariel Re
US Old United
Sold American Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
UK Catlin
US ACE
Sold Industrial Underwriters Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
France Cardiff
Netherlands Aegon
Sold Monumental General Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
US Hire Calling
UK Royal & Sun Alliance
Sold Marine Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
US Upper Husdon Holdings
Germany Allianz
Sold Monticello Insurance Company, an excess & surplus lines insurance company. Merger & Acquisition Services acted as the sole sell side advisor.
Bermuda Max Re
US Old Republic
Sold Old Republic Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
US Wellcare
US Central Benefits Mutual Insurance Company
Sold a block of Medical Supplement Business. Merger & Acquisition Services acted as the sole sell side advisor.
US TransAmerica
US ACE
Sold a controlling interest in Demension Services, a Third Party Administrator. Merger & Acquisition Services acted as the sole sell side advisor.
US HEZ Acquisitions
US Blue Cross Blue Shield of Kansas
Sold Advance Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
US Wellcare
US Phoenix Insurance Group
Sold Phoenix National Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
US Molina Healthcare
US JP Morgan
Sold Congress Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
Bermuda Lehman Re Bermuda
US Reliance Insurance Company (in liquidation)
Sold Reliance Life Insurance. Merger & Acquisition Services acted as the sole sell side advisor.
US USAA
US Franklin Templeton
Sold a block of annuity business. Merger & Acquisition Services acted as the sole sell side advisor.
US Undisclosed
RMS Insurance Brokerage
Entered into a Managing General Agent Agreement for a rollover book of Nightclub & Hospitility business. Merger & Acquisition Services acted as the sole program placement advisor to RMS.
Munich Re
Murray White Insurance Agency
Completed a secured debt facility. Merger & Acquisition Services acted as the advisor and exclusive placement agent to Murray White Insurance.
BB&T
Strickland Agency
Entered into a Managing General Agent Agreement for a rollover book of General Liability Garage business. Merger & Acquisition Services, acted as the sole program placement advisor to Strickland.
AXIS Insurance Group
Health Insurance Innovations
Completed a partner buyout. Merger & Acquisition Services assisted in raising the financing to complete the transaction
Sun Trust

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