M&A Services works with leading capital providers who have designed both equity and debt solutions geared to the insurance distribution marketplace. Through these relationships our team of advisors can assist insurance agencies in refinancing existing debt, agency recapitalization, and facilitating additional funds for acquisitions and/or partner buyouts. 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: