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Our Expertise

Over 25 Years of Strategic Expertise

Our advisory business provides insurance investment banking advice in connection with a wide range of strategic and financial issues that are typically of great importance to our clients. Our goal is to continue to grow our business by fostering long-term, senior-level relationships with new and existing clients as their trusted advisor on strategic transactions such as mergers, acquisitions and other financial topics.

Our Advisors’ unique combination of insurance, investment banking, strategic development, valuation, actuarial and regulatory expertise enables Merger & Acquisition Services, Inc. to help eliminate execution risk and maximize our clients’ business objectives.

Our Advisory Team has:
  • 100+ years of combined experience
  • Completed over $4 billion in aggregate deal value
  • A solid understanding of the global insurance market
  • An entrepreneurial approach to each and every assignment.

The Firm’s reach is global, and our group has assisted small privately held companies, private equity-backed organizations and multinational publicly traded corporations with domestic and international mergers, acquisitions, divestitures, strategic advisory services, capital raises and valuations.

Our Services
Insurance Investment Banking
  • Merger & Acquisition, Divestiture & Sale Transaction Advisory
    • Insurance Investment Banking - Operating Companies

      Our investment banking practice includes general strategic and transaction-specific advice regarding mergers, acquisitions, divestitures, privatizations, special committee assignments, takeover defenses, strategic partnerships and joint ventures. We provide advice to management and Boards of Directors, business owners, state departments of insurance, institutions, investors and other interested parties.

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    • Merger & Acquisition Services, Inc. provides a complete range of investment banking services for Wholesale and Retail Insurance Agencies, Managing General Agents & Managing General Underwriters (MGA/MGU), Third Party Administrators (TPA) and Program Administrators.

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    • Merger & Acquisition Services, Inc. is considered by many to be the trusted source for insurance companies and agencies that seek to start up an insurance carrier operation, expand their geographic footprint or enter the US insurance market via a Shell Insurance Company acquisition. M&A Services continues to be a leader in helping companies divest and/or acquire Insurance Shell Companies throughout the United States and abroad.

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    • Our investment banking practice includes general strategic and transaction-specific advice regarding mergers, acquisitions, divestitures, privatizations, special committee assignments, takeover defenses, strategic partnerships and joint ventures. We provide advice to management and Boards of Directors, business owners, state departments of insurance, institutions, investors and other interested parties.

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    • Through our registered broker-dealer, Merger & Acquisition Capital Services, LLC, we provide capital raising services for our clients. Our advisors have experience in positioning equity, mezzanine financing and senior and subordinated debt. We customize solutions for our clients to minimize dilution and optimize their capital structure. These solutions could potentially involve a hybrid of debt and equity. Whether you are looking for capital to fund internal growth or a merger / acquisition, Merger & Acquisition Capital Services, LLC is uniquely positioned to assist you in this process.

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    • Through our registered broker-dealer, Merger & Acquisition Capital Services, LLC, we provide both debt and equity solutions for agency owners looking to raise capital to fund acquisitions, partner buy-outs/buy-ins or to refinance existing agency debt. Our team works with lenders that understand the insurance business and the value of its reoccurring revenue stream, who are willing to lend when traditional banks will not. M&A Services works in collaboration with national, local and insurance specific lenders as well as strategic equity partners to provide comprehensive capital financing solutions for agencies of all sizes.

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    • Merger & Acquisition Services, Inc. is comprised primarily of senior-level professionals. We are committed to having senior people execute the transaction and play an active role from start to finish. Further, as an independent investment banking advisory firm, Merger & Acquisition Services, Inc. acts only as an advisor or agent, not as a principal or merchant banker. As such, we do not have the inherent conflicts of interest that can arise at other, larger institutions. Whether presenting to senior company management or the Board of Directors, our advice is always independent, impartial and objective.

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    • Merger & Acquisition Valuation Services, Inc. provides our clients with formal valuations and opinion letters. Whether a valuation is needed for tax planning, succession planning or in connection with an acquisition or divestiture, our advisors can assist in determining the value of your organization. Aside from looking at a client’s balance sheet, the firm maintains information on closed and pending transactions, as well as the asking price of available properties. Valuations vary greatly depending on market demand and conditions as well as the availability of properties. To learn more about our Valuation Services, contact our advisors today. All inquiries are kept strictly confidential.

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Insurance Services
    • Merger & Acquisition Services, Inc. has been instrumental in the placements of program business, serving both MGAs and Insurance Carriers. Based on decades of insurance and reinsurance industry knowledge and relationships, M&A Services is a market specialist poised to provide invaluable program placement service to your practice.

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    • Merger & Acquisition Services, Inc. has been active in assisting P&C and Life insurance companies in divesting of books/blocks of business that are no longer core to their business model. Transactions typically take the form of a renewal rights transfer or a sale.

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    • Merger & Acquisition Services, Inc. can provide a full range of services in establishing a fronting arrangement whether you are in the startup phase or looking to front an established book of business.

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