M&A 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. Whether you are looking to sell your firm or to grow through acquisition, Merger & Acquisition Services is ready to help with a dedicated team of professionals. We understand the needs of business owners and will help guide you through the M&A process in order to maximize your agency’s value. All inquiries are confidential.
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M&A Services has a long track record of completed transactions, working both with US and international clients. The firm has completed in excess of 100 insurance assignments and has been acknowledged in past years as the Top Insurance Advisor by Deal Volume as ranked by SNL Financial (SNL). The firm is proud to be one of the few insurance investment banking boutiques to operate a broker-dealer affiliate for the benefit of our clients. Merger & Acquisition Capital Services, LLC., is a United States registered broker-dealer which is regulated by the Financial Industry Regulatory Authority (FINRA), Inc. as a FINRA Member Firm and is a member of Securities Investor Protection Corporation (SIPC). In addition to our broker-dealer affiliate, the firm’s international affiliate (M&A International LTD.) provides insurance advisory services to our clients globally.
Merger & Acquisition Service offers a full range of services for agency owners including: