Company description
Merger & Acquisition Services, Inc. provides specialist investment, advisory and financial services specifically to participants within the insurance industry. For over 10 years, Merger & Acquisition Services has been helping our clients achieve their strategic and financial goals. Investment banking and securities transaction offered through and completed by Merger & Acquisition Capital Services, LLC., a U.S. registered broker-dealer and member FINRA/SIPC.
More details
- Insurance Investment Banking
- 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.
- Agency Transactions
- 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.
- Agency Financing
- Through our registered broker-dealer, Merger & Acquisition Capital Services, LLC provides 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.
- Insurance Transactions
- Merger & Acquisition Services 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.
- Capital Raising
- 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.
- Strategic Advisory
- Merger & Acquisition Services 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 acts only as an advisor or agent, not as a principal or merchant banker.
- Valuation Services
- 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.
- Program Business
- Merger & Acquisition Services has been instrumental in the placements of program business, serving either MGA’s or insurance carriers. For MGA clients, our firm’s extensive relationship with numerous insurance carriers helps us quickly work with our client to identify and contact appropriate program administrators for their program.
- Renewal Rights
- Merger & Acquisition Services has been active in assisting P&C and Life insurance companies in divesting of books/blocks of business that are not longer core to their business model. Transactions typically take the form of a renewal rights transfer or a sale.
- Fronting
- Merger & Acquisition Services can provide a full range of services in establishing a fronting arrangement, whether you are in the start up phase or looking to front an established book of business.
