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Mutual of Omaha
Sold Omaha Indemnity to Hannover Re. Merger & Acquisition Services Inc. served as the sell side advisor to Mutual Of Omaha.
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Hannover RE |
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Coverys
Sold ProSelect National Insurance Company to Clear Underwriters LLC. Merger & Acquisition Services Inc. served as the advisor to Coverys.
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Clear Underwriters LLC |
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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.
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Munich RE |
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Morgan Stanley
Sold Longevity Insurance Company to Penn Insurance and Annuity Company. Merger & Acquisition Services Inc. served as the advisor to Morgan Stanley.
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Penn Insurance and Annuity Company |
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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
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Clover Health Investments Corp. |
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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.
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National Fidelity |
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AXA
Sold Mosiac Insurance Company to Metromile, Inc. Merger & Acquisition Services, Inc. served as sell side advisor to AXA.
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Metromile Inc. |
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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.
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Watford Specialty Insurance Company |
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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.
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State National Insurance Company |
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Daimler
Sold Intrepid Insurance Company to W. R. Berkley Insurance Company. Merger & Acquisition Services, Inc. served as the sole financial advisor to Daimler AG.
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W. R. Berkley Insurance Co. |
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Pat Moore Insurance Services
Sold to Assured Partners, Inc. Merger & Acquisition Services, Inc., served as the financial advisor to Pat Moore Insurance Services.
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Assured Partners, Inc. |
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ELM Insurance Brokers
Sold to Assured Partners, Inc. Merger & Acquisition Services, Inc., served as the financial advisor to ELM Insurance Brokers.
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Assured Partners, Inc. |
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HealthCare Risk Specialists
Sold to Integro. Merger & Acquisition Services Inc. served as the sole financial advisor to HealthCare Risk Specialists.
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Integro |
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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.
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Clear Blue Financial Holdings, LLC |
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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.
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Sawicki Agency |
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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.
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Capacity Group |
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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.
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AmTrust Financial Services |
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Kemper Insurance Group
Sold Valley Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor to Kemper.
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Qualitas Controladora S.A.B. de CV |
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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.
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NSM Insurance Company |
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DataRisk LLC
Sold DataRisk, a P&C risk management and brokerage consulting firm. Merger & Acquisition Services acted as the sole sell side advisor.
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Risk Strategies |
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White Mountains Group
Sold Citation Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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SCF Arizona |
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Kemper
Sold Response Indemnity of California. Merger & Acquisition Services acted as the sole advisor to the seller.
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Fortegra |
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Ford Motor Credit
Sold Vista Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the seller.
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Symphonix Health |
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HILC Holdings
Sold Heritage Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the seller.
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Guggenheim |
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Private Seller
Sold International Medical Group. Merger & Acquisition Services acted as an advisor to the seller.
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Altaris |
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The Doctors Insurance Company
Sold American Healthcare Specialty Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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Kinsale Capital |
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Allstate
Sold Surety Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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GEHA |
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Unitrin
Sold Response Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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Milville Mutual Insurace Company |
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Private Owner
Sold Trafalgar Marine Insurance Services. Merger & Acquisition Services acted as the sole sell side advisor.
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Arrowhead General Insurance Agency |
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Private Seller
Sold Empac Managers, LLC. Merger & Acquisition Services acted as the sole sell side advisor.
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Physicians Insurance |
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Private Seller
Sold SCRUBS Managers, LLC. Merger & Acquisition Services acted as the sole sell side advisor.
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Physicians Insurance |
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Zurich
Sold Maryland Insurance Company. Merger & Acquisition Services acted as a sell side advisor.
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Capson Corp |
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Private Owner
Sold NAS Financial Services. Merger & Acquisition Services acted as the sole sell side advisor.
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BenefitMall |
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Private Owner
Sold APS San Angelo Insurance Agency. Merger & Acquisition Services acted as the sole sell side advisor.
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John M. Glover Agency |
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Washington Mutual
Sold Washington Mutual Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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Oden Group |
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AIG
Sold American General Indemnity Company & American General Property Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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White Mountains Insurance Group |
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Westward Group
Sold Westward Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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Delta Dental of Virginia |
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Physicians Preferred Insurance Company
Merged with Florida Doctors Insurance Company. Merger & Acquisition Capital Services provided the Fairness Opinion to the seller.
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Florida Doctors |
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MPP Inc.
Sold Specialty Global Insurance Division. Merger & Acquisition Services acted as the sole sell side advisor.
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Capitol Indemnity |
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Victore Enterprises Inc.
Sold Victore Insurance Company and Agency Bonding Company. Merger & Acquisition Services acted as the sole sell side advisor.
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American Safety Casualty |
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White Mountains Re
Sold Stockbridge Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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Ironshore |
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OneBeacon
Sold American Employers Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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Sparta Group |
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Lehman Re Ltd
Sold Congress Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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Tennessee Farmers Life Insurance Company |
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Zurich
Sold Valiant Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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Ariel Re |
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Old United
Sold American Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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Catlin |
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ACE
Sold Industrial Underwriters Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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Cardiff |
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Aegon
Sold Monumental General Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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Hire Calling |
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Royal & Sun Alliance
Sold Marine Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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Upper Husdon Holdings |
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Allianz
Sold Monticello Insurance Company, an excess & surplus lines insurance company. Merger & Acquisition Services acted as the sole sell side advisor.
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Max Re |
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Old Republic
Sold Old Republic Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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Wellcare |
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Central Benefits Mutual Insurance Company
Sold a block of Medical Supplement Business. Merger & Acquisition Services acted as the sole sell side advisor.
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TransAmerica |
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ACE
Sold a controlling interest in Demension Services, a Third Party Administrator. Merger & Acquisition Services acted as the sole sell side advisor.
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HEZ Acquisitions |
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Blue Cross Blue Shield of Kansas
Sold Advance Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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Wellcare |
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Phoenix Insurance Group
Sold Phoenix National Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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Molina Healthcare |
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JP Morgan
Sold Congress Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
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Lehman Re Bermuda |
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Reliance Insurance Company (in liquidation)
Sold Reliance Life Insurance. Merger & Acquisition Services acted as the sole sell side advisor.
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USAA |
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Franklin Templeton
Sold a block of annuity business. Merger & Acquisition Services acted as the sole sell side advisor.
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Undisclosed |
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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.