 |
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 |
|
|
White Mountains Group
Sold Citation Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
SCF Arizona |
|
|
Kemper
Sold Response Indemnity of California. Merger & Acquisition Services acted as the sole advisor to the seller.
|
|
Fortegra |
|
|
Ford Motor Credit
Sold Vista Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the seller.
|
|
Symphonix Health |
|
|
Hiscox Insurance Company
Sold Bracken Hill Insurance Company. Merger & Acquisition Services acted as the sole advisor to acquirer.
|
 |
Sompo Japan America |
|
|
HILC Holdings
Sold Heritage Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the seller.
|
|
Guggenheim |
|
|
Private Seller
Sold International Medical Group. Merger & Acquisition Services acted as an advisor to the seller.
|
|
Altaris |
|
|
The Doctors Insurance Company
Sold American Healthcare Specialty Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Kinsale Capital |
|
|
Allstate
Sold Surety Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
GEHA |
|
|
Berkshire Hathaway
Sold Citadel Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
GoAuto |
|
|
Unitrin
Sold Response Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Milville Mutual Insurace Company |
|
|
Private Owner
Sold Trafalgar Marine Insurance Services. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Arrowhead General Insurance Agency |
|
|
Private Seller
Sold Empac Managers, LLC. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Physicians Insurance |
|
|
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 SCRUBS Managers, LLC. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Physicians Insurance |
|
 |
Zurich
Sold Maryland Insurance Company. Merger & Acquisition Services acted as a sell side advisor.
|
|
Capson Corp |
|
|
Private Seller
Sold Keenan Marine Agency. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Norman Spencer |
|
|
Private Owner
Sold NAS Financial Services. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
BenefitMall |
|
|
Private Owner
Sold APS San Angelo Insurance Agency. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
John M. Glover Agency |
|
|
Washington Mutual
Sold Washington Mutual Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Oden Group |
|
|
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 |
|
|
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 |
|
|
Westward Group
Sold Westward Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Delta Dental of Virginia |
|
|
Molina Healthcare, Inc.
Sold Molina Healthcare Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer
|
|
Catalyst Health Solutions |
|
|
Physicians Preferred Insurance Company
Merged with Florida Doctors Insurance Company. Merger & Acquisition Capital Services provided the Fairness Opinion to the seller.
|
|
Florida Doctors |
|
|
MPP Inc.
Sold Specialty Global Insurance Division. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Capitol Indemnity |
|
|
Victore Enterprises Inc.
Sold Victore Insurance Company and Agency Bonding Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
American Safety Casualty |
|
|
Fireman's Fund Insurance Company
Sold Vintage Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Sparta Insurance Company |
|
|
White Mountains Re
Sold Stockbridge Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Ironshore |
|
|
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 |
|
 |
QBE
Sold United Security Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Missouri Employers Mutual Insurance Company |
|
|
Zurich
Sold Valiant Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Ariel Re |
|
|
Old United
Sold American Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Catlin |
|
|
ACE
Sold Industrial Underwriters Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Cardiff |
|
|
Private Owner
Sold Condon & Skelly, an antique and collectable insurance managing general agency. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
NSM Insurance Group |
|
 |
Aegon
Sold Monumental General Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Hire Calling |
|
|
Royal & Sun Alliance
Sold Marine Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Upper Husdon Holdings |
|
|
Allianz
Sold Monticello Insurance Company, an excess & surplus lines insurance company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Max Re |
|
|
Old Republic
Sold Old Republic Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Wellcare |
|
|
Central Benefits Mutual Insurance Company
Sold a block of Medical Supplement Business. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
TransAmerica |
|
|
The Hartford
Sold Nutmeg Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
RX America |
|
|
Wellmark Inc
Sold Wellmark Community Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Guggenhiem Capital |
|
|
ACE
Sold a controlling interest in Demension Services, a Third Party Administrator. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
HEZ Acquisitions |
|
|
Blue Cross Blue Shield of Kansas
Sold Advance Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Wellcare |
|
|
Phoenix Insurance Group
Sold Phoenix National Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Molina Healthcare |
|
|
JP Morgan
Sold Congress Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Lehman Re Bermuda |
|
|
The Hartford
Sold Hart Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
ACE |
|
|
Reliance Insurance Company (in liquidation)
Sold Reliance Life Insurance. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
USAA |
|
|
Franklin Templeton
Sold a block of annuity business. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Undisclosed |
|
|
Universal American
Sold Peninsular Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Blue Cross Blue Shield |
|
|
Specialty Underwriters' Alliance
Sold Specialty Underwriters Insurance Company. Merger & Acquisition Services acted as a diligence advisor to the acquirer.
|
|
Tower Group |
|
|
Mutual of Omaha
Sold Omaha Property & Casualty Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Beazley |
|
|
CBIP
Sold Salem Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Progessive |
|
|
Travelers Insurance Group
Sold Commercial Guaranty Casualty Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Max Re |
|
|
Nipponkoa
Sold Nipponkoa Insurance Company of America. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
 |
VetInsurance |
|
|
Lumber Mutual
Sold North American Lumber Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Tower Group |
|
|
MIIX Insurance Group
Sold MIIX of New York. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Tower Group |
|
|
WR Berkley
Sold Berkley of the Carolinas. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Emerald Investments LLC |
|
|
United Security Assurance
Sold United Security of Pennsylvania & Colonial American Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Coventry CareLink |
|
|
Undisclosed Seller
Sold Stone Harbor Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Wellcare |
|
|
Fireman’s Fund Insurance Company
Sold Parkway Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Progressive |
|
|
Undisclosed Seller
Sold a block of Life Business. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Central Security Life |
|
|
SCOR
Sold SCOR Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Morgan Stanley |
|
|
Undisclosed Seller
Sold a book of Cancer Business. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
New Era Insurance Group |
|
|
ARI Insurance Companies
Sold ARI Indemnity. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Atradius |
|
|
Fireman’s Fund Insurance Company
Sold Fireman’s Fund Insurance Company of Wisconsin. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
AXIS |
|
|
Undisclosed Seller
Sold a book of Life Business. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Selected Funeral & Life Insurance Company |
|
|
Fireman’s Fund Insurance Company
Sold Midway Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Darwin |
|
|
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 |
|
For over 10 years, our Firm has continued to be a leader in the insurance market place. 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.