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.  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.

Insurance distribution companies choose Merger & Acquisition Services to assist with agency acquisitions or divestitures for the following benefits:

• Maximize value through a controlled auction sell side process.
• Minimize execution risk in a transaction.
• Research acquisition targets in buy side engagements.
• Senior M&A advisors engaged in all matters of the transaction.
• Provide a relevant universe of prospective companies from our Proprietary Databases.
• Use of M&A’s Electronic Data Room.
• Manage Due Diligence Process.
• Recommendations of relevant and experienced M&A Attorneys, Accountants, and Executives.

Valuations & Deal Structure

• Merger & Acquisition Service’s dedicated team of M&A professionals maximize the value of your agency by evaluating key operational and financial metrics, and recommending what specific value drivers may be adjusted to increase the fundamental value.
• Merger & Acquisition Services key objective is to maximize your company’s value through strategic acquisitions or divestitures.
• Below is a table illustrating an example of a deal structure for insurance distribution company that includes upfront cash at closing and a three year earn out.

To learn more about valuations please view our Valuations Webinar.

M&A  Process  
Merger & Acquisition Service’s team of M&A professionals will help navigate you through all phases of the process in order to help you achieve your M&A goals.

 Preparation 

• Evaluation of key operational and financial metrics of the company and creation of pro-forma financial statements.
• Determine objective target parameters, including firm size, lines of business, geographic location, and strategic fit.

Marketing

• Define the target market of companies that will provide the best price, terms and strategic fit for your company.
• Develop and execute a marketing strategy to attract the best targets and strategic fit for your company.
• Pre-screen prospective companies to reduce execution risk for a transaction.
• Create a Confidential Information Memorandum (CIM) and Blind Profile documents to market to the target market.

Transaction

• Merger & Acquisition Services conducts a controlled auction to maximize the selling price of your agency and insuring that you are getting the best possible deal.
• Merger & Acquisition Services contacts prospective targets using direct mail, email, and telephone to set up meetings with targets.
• Recommending and working with key professionals on the M&A team, including deal attorneys, accountants, and key executives.

To learn more about the M&A Process please view our M&A Process Webinar.

Due Diligence & Contracts

• Merger & Acquisition Services utilizes secure Electronic Data Rooms to control access to, simplify diligence requests, and to centralize all documents needed for the deal.
• Merger & Acquisition Services manages the due diligence process to assist buyers or sellers and their advisors conduct a comprehensive investigation of all of the details of the business.
• Merger & Acquisition Services assists your attorneys in providing information and documents and other ancillary contracts to complete the sale.

To learn more about Due Diligence & Contracts please view our Due Diligence & Contracts Webinar.

 

Please view our most Recent Transactions.