Firm History

The Firm

Merger & Acquisition Services Inc., was incorporated in 1999 with the goal of providing merger and acquisition advice and services to companies within the insurance sector. Since that time, the firm has grown into a boutique investment bank and has worked with over 500 insurance companies and agencies throughout the world. 
The firm continues to be known for our activity in the insurance shell market and is considered by many to be the most trusted source for insurance companies and agencies that seek to start up an insurance carrier operation, expand their geographic footprint, or enter the US insurance market via shell acquisitions. We are pleased to have assisted these companies in their growth plans and maintain an active relationship with nearly every company we have assisted. 
During our 20 years of business the firm has utilized our relationships and our experience to provide a comprehensive range of investment banking services to both our existing client base and new clients. As such, our staff has increased dramatically, bringing together professionals with more than 100 years of combined experience in insurance, reinsurance, investment banking, regulatory matters, and actuarial analysis. All engagements undertaken by the firm involve our senior advisors who play an active role throughout the entire assignment; a commitment which separates our firm from a number of its competitors within the insurance marketplace.
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 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).
Most importantly however, throughout our years in business, Merger & Acquisition Services has maintained its core values which are to serve our clients honestly, professionally and confidentially. All of our advisors are committed to these fundamental principals while at the same time helping our clients achieve their corporate finance initiatives. 


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