Mr. Davis has over 12 years of investment banking experience, raising over $10 billion in capital and advising on M&A transactions valued at more than $7 billion. Prior to joining Merger & Acquisition Services, Mr. Davis was an investment banker at Banc of America Securities in the Financial Institutions Group. There he advised clients within the insurance and reinsurance industry. Before joining Banc of America, Mr. Davis was a Vice President at Credit Suisse by way of its...
The Firm
Merger & 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 offices in New York, Atlanta, Hartford and soon Bermuda, Merger & Acquisition Services serves insurance corporations globally looking for unconflicted advice and assistance on their most important strategic issues.
