The Firm

The FirmMerger & Acquisition Services, Inc., is an investment bank dedicated to providing the highest quality strategic advice to companies within the insurance sector. As a trusted and dedicated adviser to our clients, we provide insight into industry trends and the capital markets, with the ultimate goal of providing comprehensive services to foster strategic growth and liquidity.

The firm’s team brings together a multidisciplinary group of senior investment banking professionals with diverse backgrounds and a demonstrated track record of success within the insurance sector. Every engagement and every client receives our uncompromising commitment, expertise and attention to detail. With this insistence on excellence, Merger & Acquisition Services consistently exceeds our clients' expectations.

The firm provides the following core services:
  • Merger & Acquisition Advisory to both buyers and sellers, including; insurance carriers, MGA’s/MGU’s, agencies and third party administrators
  • Capitalization Advisory, including; corporate finance structures and private placements
  • Strategic Corporate Advisory, including; special committee assignments, takeover defenses, strategic partnerships, corporate development, joint ventures, valuations and fairness opinions
  • Insurance Services, including; program placements, renewal right transactions, fronting and reinsurance

From our headquarters in New York, and our domestic offices in Georgia and Connecticut, as well as our international locations in Bermuda and Cayman Islands, Merger & Acquisition Services serves insurance corporations globally looking for unconflicted advice and assistance on their most important strategic issues.

Featured Staff

Jason C. Murgio
Principal & CEO

Mr. Murgio has over 12 years of M&A advisory and business development experience, totaling nearly $1 billion in deal value. He has worked for numerous multibillion dollar insurance carriers, including assignments for such companies as Allstate, AIG, Allianz, Progressive, Morgan Stanley and White Mountains. Mr. Murgio has assisted international companies (UK, Netherlands, Bermuda and throughout Latin America), private equity startup operations, and regional insurance carriers. In addition...

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