Our advisory business provides advice in connection with a wide range of strategic and financial issues that are typically of great importance to our clients. Our goal is to continue to grow our business by fostering long-term, senior-level relationships with new and existing clients as their trusted advisor on strategic transactions such as mergers, acquisitions and other financial topics.

 Our practice has three main components:



  • Mergers & Acquisitions
    Our merger and acquisition advisory practice includes general strategic and transaction-specific advice regarding insurance mergers, acquisitions, divestitures and privatizations.
  • Capital Raising
    Through our registered broker-dealer, Merger & Acquisition Capital Services, we provide capital raising services for our clients. Our debt and equity expertise provides our clients with access to high-quality private and strategic investors which raise their profiles within the institutional investment community.
  • Strategic Advisory
    Our advisors assist our clients with special committee assignments, takeover defenses, strategic partnerships, corporate development and joint ventures.
  • Valuations
    Our Valuation Services provides clients with formal valuations and opinion letters. Whether a valuation is needed for tax planning, succession planning or in connection with an acquisition or divestiture, our advisors can assist in determining the fair value of your organization.


  • Program Business
    Merger & Acquisition Services has been instrumental in assisting MGA’s in identifying and structuring program administrator agreements. Conversely, the firm has successfully helped insurance carriers find specialty niche program managers to add to their existing portfolio of business.
  • Renewal Rights
    Merger & Acquisition Services has assisted in acquisition and divestiture of books of insurance business both active and in runoff. Clients have utilized our vast experience in the insurance sector to assist in marketing and transferring books of business no longer core to their business plan.
  • Fronting
    Our advisors’ vast knowledge of the insurance sector has aided our clients in finding fronting paper for books of insurance business.
  • Reinsurance
    The firm has assisted several groups with their reinsurance needs including, but not limited to: surplus relief, credit enhancement and reinsurance advice.


  • Electronic Data Room
    Merger & Acquisition Services operates a proprietary and secure Electronic Data Room service to host due diligence information for projects in which the firm is engaged.

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