|
HealthMarkets, Inc
Sold HealthMarkets Insurance Company to Aflac Incorporated. Merger & Acquisition Services Inc. served as advisor to Aflac Incorporated
|
|
Aflac |
|
|
Hiscox
Sold Blue Hill Specialty Insurance Company Inc. to Progressive Corp.. Merger & Acquisition Services Inc. served as the advisor to Progressive Corp.
|
|
Progressive |
|
|
Mutual of Omaha
Sold Omaha Indemnity to Hannover Re. Merger & Acquisition Services Inc. served as the sell side advisor to Mutual Of Omaha.
|
|
Hannover RE |
|
|
Coverys
Sold ProSelect National Insurance Company to Clear Underwriters LLC. Merger & Acquisition Services Inc. served as the advisor to Coverys.
|
|
Clear Underwriters LLC |
|
|
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.
|
|
Munich RE |
|
|
Investors Heritage Capital Corporation
Sold to Aquarian Investors Heritage Holdings LLC. Merger & Acquisitions Services, Inc. served as advisor to Aquarian Investors Heritage Holdings LLC.
|
|
Aquarian Investors Heritage Holdings LLC |
|
|
Morgan Stanley
Sold Longevity Insurance Company to Penn Insurance and Annuity Company. Merger & Acquisition Services Inc. served as the advisor to Morgan Stanley.
|
|
Penn Insurance and Annuity Company |
|
|
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
|
|
Clover Health Investments Corp. |
|
|
National Assurance Title Inc.
Sold to Live Oak Bancshares, Inc. Merger & Acquisition Services, Inc. served as buy side advisor to Live Oak Bancshares, Inc.
|
|
Live Oak Bancshares, Inc. |
|
|
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.
|
|
National Fidelity |
|
|
AXA
Sold Mosiac Insurance Company to Metromile, Inc. Merger & Acquisition Services, Inc. served as sell side advisor to AXA.
|
|
Metromile Inc. |
|
|
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.
|
|
Watford Specialty Insurance Company |
|
|
Allianz
Sold Fireman's Fund Insurance Company Of Ohio to State National Insurance Company. Merger & Acquisition Services Inc. served as buy side advisor to State National Insurance Company.
|
|
State National Insurance Company |
|
|
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.
|
|
State National Insurance Company |
|
|
Daimler
Sold Intrepid Insurance Company to W. R. Berkley Insurance Company. Merger & Acquisition Services, Inc. served as the sole financial advisor to Daimler AG.
|
|
W. R. Berkley Insurance Co. |
|
|
Reltco Inc.
Sold to Live Oak Bancshares Inc. Merger & Acquisition Services, Inc. served as buy side advisor to Live Oak Bancshares.
|
|
Live Oak Bancshares, Inc. |
|
|
Pat Moore Insurance Services
Sold to Assured Partners, Inc. Merger & Acquisition Services, Inc., served as the financial advisor to Pat Moore Insurance Services.
|
|
Assured Partners, Inc. |
|
|
ELM Insurance Brokers
Sold to Assured Partners, Inc. Merger & Acquisition Services, Inc., served as the financial advisor to ELM Insurance Brokers.
|
|
Assured Partners, Inc. |
|
|
HealthCare Risk Specialists
Sold to Integro. Merger & Acquisition Services Inc. served as the sole financial advisor to HealthCare Risk Specialists.
|
|
Integro |
|
|
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.
|
|
Clear Blue Financial Holdings, LLC |
|
|
Assurant Sold American Reliable Insurance Company. Merger & Acquisition Services served as a buy side advisor to Global Indemnity.
|
|
Global Indemnity |
|
|
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.
|
|
Sawicki Agency |
|
|
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.
|
|
Capacity Group |
|
|
The Hartford Sold Servus Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
XL Group |
|
|
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.
|
|
AmTrust Financial Services |
|
|
Kemper Insurance Group Sold Valley Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor to Kemper.
|
|
Qualitas Controladora S.A.B. de CV |
|
|
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.
|
|
NSM Insurance Company |
|
|
Chubb Sold Northwestern Pacific Indemnity Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Cottage Advisors |
|
|
DataRisk LLC Sold DataRisk, a P&C risk management and brokerage consulting firm. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Risk Strategies |
|
|
JM Family Holdings Sold J.M.I.C. Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
First Rehabilitation Life Insurance Company |
|
|
White Mountains Group Sold Citation Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
SCF Arizona |
|
|
Kemper Sold Response Indemnity of California. Merger & Acquisition Services acted as the sole advisor to the seller.
|
|
Fortegra |
|
|
Ford Motor Credit
Sold Vista Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the seller.
|
|
Symphonix Health |
|
|
Hiscox Insurance Company Sold Bracken Hill Insurance Company. Merger & Acquisition Services acted as the sole advisor to acquirer.
|
|
Sompo Japan America |
|
|
HILC Holdings
Sold Heritage Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the seller.
|
|
Guggenheim |
|
|
Private Seller Sold International Medical Group. Merger & Acquisition Services acted as an advisor to the seller.
|
|
Altaris |
|
|
The Doctors Insurance Company Sold American Healthcare Specialty Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Kinsale Capital |
|
|
Allstate Sold Surety Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
GEHA |
|
|
Berkshire Hathaway Sold Citadel Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
GoAuto |
|
|
Unitrin Sold Response Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Milville Mutual Insurace Company |
|
|
Private Owner Sold Trafalgar Marine Insurance Services. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Arrowhead General Insurance Agency |
|
|
Private Seller Sold Empac Managers, LLC. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Physicians Insurance |
|
|
Ingram Industries Inc. Sold Tennessee Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer
|
|
Integrated Solutions Health Networks, LLC |
|
|
Private Seller Sold SCRUBS Managers, LLC. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Physicians Insurance |
|
|
Zurich Sold Maryland Insurance Company. Merger & Acquisition Services acted as a sell side advisor.
|
|
Capson Corp |
|
|
Private Seller Sold Keenan Marine Agency. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Norman Spencer |
|
|
Private Owner Sold NAS Financial Services. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
BenefitMall |
|
|
Private Owner Sold APS San Angelo Insurance Agency. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
John M. Glover Agency |
|
|
Washington Mutual Sold Washington Mutual Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Oden Group |
|
|
AIG Sold American General Indemnity Company & American General Property Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
White Mountains Insurance Group |
|
|
PICO Holdings, Inc Sold Physicians Insurance Company of Ohio and Citation Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer
|
|
White Mountains Insurance Group |
|
|
Westward Group Sold Westward Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Delta Dental of Virginia |
|
|
Molina Healthcare, Inc. Sold Molina Healthcare Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer
|
|
Catalyst Health Solutions |
|
|
Physicians Preferred Insurance Company Merged with Florida Doctors Insurance Company. Merger & Acquisition Capital Services provided the Fairness Opinion to the seller.
|
|
Florida Doctors |
|
|
MPP Inc. Sold Specialty Global Insurance Division. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Capitol Indemnity |
|
|
Victore Enterprises Inc. Sold Victore Insurance Company and Agency Bonding Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
American Safety Casualty |
|
|
Fireman's Fund Insurance Company Sold Vintage Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Sparta Insurance Company |
|
|
White Mountains Re Sold Stockbridge Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Ironshore |
|
|
OneBeacon Sold American Employers Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Sparta Group |
|
|
Lehman Re Ltd Sold Congress Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Tennessee Farmers Life Insurance Company |
|
|
QBE Sold United Security Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Missouri Employers Mutual Insurance Company |
|
|
Zurich Sold Valiant Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Ariel Re |
|
|
Old United Sold American Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Catlin |
|
|
ACE Sold Industrial Underwriters Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Cardiff |
|
|
Private Owner Sold Condon & Skelly, an antique and collectable insurance managing general agency. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
NSM Insurance Group |
|
|
Aegon Sold Monumental General Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Hire Calling |
|
|
Royal & Sun Alliance Sold Marine Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Upper Husdon Holdings |
|
|
Allianz Sold Monticello Insurance Company, an excess & surplus lines insurance company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Max Re |
|
|
Old Republic Sold Old Republic Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Wellcare |
|
|
Central Benefits Mutual Insurance Company Sold a block of Medical Supplement Business. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
TransAmerica |
|
|
The Hartford Sold Nutmeg Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
RX America |
|
|
Wellmark Inc Sold Wellmark Community Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Guggenhiem Capital |
|
|
ACE Sold a controlling interest in Demension Services, a Third Party Administrator. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
HEZ Acquisitions |
|
|
Blue Cross Blue Shield of Kansas Sold Advance Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Wellcare |
|
|
Phoenix Insurance Group Sold Phoenix National Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Molina Healthcare |
|
|
JP Morgan Sold Congress Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Lehman Re Bermuda |
|
|
The Hartford Sold Hart Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
ACE |
|
|
Reliance Insurance Company (in liquidation) Sold Reliance Life Insurance. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
USAA |
|
|
Franklin Templeton Sold a block of annuity business. Merger & Acquisition Services acted as the sole sell side advisor.
|
|
Undisclosed |
|
|
Universal American Sold Peninsular Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Blue Cross Blue Shield |
|
|
Specialty Underwriters' Alliance Sold Specialty Underwriters Insurance Company. Merger & Acquisition Services acted as a diligence advisor to the acquirer.
|
|
Tower Group |
|
|
Mutual of Omaha Sold Omaha Property & Casualty Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Beazley |
|
|
CBIP Sold Salem Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Progessive |
|
|
Travelers Insurance Group Sold Commercial Guaranty Casualty Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Max Re |
|
|
Nipponkoa Sold Nipponkoa Insurance Company of America. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
VetInsurance |
|
|
Lumber Mutual Sold North American Lumber Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Tower Group |
|
|
MIIX Insurance Group Sold MIIX of New York. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Tower Group |
|
|
WR Berkley Sold Berkley of the Carolinas. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Emerald Investments LLC |
|
|
United Security Assurance Sold United Security of Pennsylvania & Colonial American Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Coventry CareLink |
|
|
Undisclosed Seller Sold Stone Harbor Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Wellcare |
|
|
Fireman’s Fund Insurance Company Sold Parkway Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Progressive |
|
|
Undisclosed Seller Sold a block of Life Business. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Central Security Life |
|
|
SCOR Sold SCOR Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Morgan Stanley |
|
|
Undisclosed Seller Sold a book of Cancer Business. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
New Era Insurance Group |
|
|
ARI Insurance Companies Sold ARI Indemnity. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Atradius |
|
|
Fireman’s Fund Insurance Company Sold Fireman’s Fund Insurance Company of Wisconsin. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
AXIS |
|
|
Undisclosed Seller Sold a book of Life Business. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Selected Funeral & Life Insurance Company |
|
|
Fireman’s Fund Insurance Company Sold Midway Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.
|
|
Darwin |
|
|
RMS Insurance Brokerage Entered into a Managing General Agent Agreement for a rollover book of Nightclub & Hospitility business. Merger & Acquisition Services acted as the sole program placement advisor to RMS.
|
|
Munich Re |
|
|
Murray White Insurance Agency Completed a secured debt facility. Merger & Acquisition Services acted as the advisor and exclusive placement agent to Murray White Insurance.
|
|
BB&T |
|
|
Strickland Agency Entered into a Managing General Agent Agreement for a rollover book of General Liability Garage business. Merger & Acquisition Services, acted as the sole program placement advisor to Strickland.
|
|
AXIS Insurance Group |
|
|
Health Insurance Innovations Completed a partner buyout. Merger & Acquisition Services assisted in raising the financing to complete the transaction
|
|
Sun Trust |
|