Closed Transactions

TransactionsFor over 10 years, our Firm has continued to be a leader in the insurance market place. Covering all sectors of insurance, Merger & Acquisition Services has completed property casualty and life and health assignments across the country and throughout the world. Our Firm successfully closes 10-15 assignments per year.

The table below provides selected transactions, completed by Merger & Acquisition Services, within the property & casualty and life & health sector, with the ability to filter between sell side assignments and buy side assignments.

Company/Asset Acquired Acquirer

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

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

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

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
US

The Hartford
Sold Servus Life Insurance Company.  Merger & Acquisition Services acted as the sole advisor to the acquirer.

Bermuda XL Group
Unified Grocers

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

Private Seller
Sold International Medical Group. Merger & Acquisition Services acted as an advisor to the seller.

Altaris
US

The Doctors Insurance Company
Sold American Healthcare Specialty Insurance Company.  Merger & Acquisition Services acted as the sole sell side advisor.

US 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
US

Unitrin
Sold Response Indemnity Insurance Company.  Merger & Acquisition Services acted as the sole sell side advisor.

US 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
Swiss

Zurich
Sold Maryland Insurance Company.  Merger & Acquisition Services acted as a sell side advisor.

US Capson Corp

Private Seller
Sold Keenan Marine Agency. Merger & Acquisition Services acted as the sole advisor to the acquirer.

Norman Spencer
US

Private Owner
Sold NAS Financial Services. Merger & Acquisition Services acted as the sole sell side advisor.

US BenefitMall
US

Private Owner
Sold APS San Angelo Insurance Agency. Merger & Acquisition Services acted as the sole sell side advisor.

John M. Glover Agency
US

Washington Mutual
Sold Washington Mutual Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.

US 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

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 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
US

Physicians Preferred Insurance Company
Merged with Florida Doctors Insurance Company. Merger & Acquisition Capital Services provided the Fairness Opinion to the seller.

US Florida Doctors
US

MPP Inc.
Sold Specialty Global Insurance Division. Merger & Acquisition Services acted as the sole sell side advisor.

US Capitol Indemnity
US

Victore Enterprises Inc.
Sold Victore Insurance Company and Agency Bonding Company. Merger & Acquisition Services acted as the sole sell side advisor.

US American Safety Casualty
US

Fireman's Fund Insurance Company
Sold Vintage Insurance Company.  Merger & Acquisition Services acted as the sole advisor to the acquirer.

US Sparta Insurance Company
US

White Mountains Re
Sold Stockbridge Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.

Bermuda Ironshore
US

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
AUS

QBE
Sold United Security Insurance Company.  Merger & Acquisition Services acted as the sole advisor to the acquirer.

US Missouri Employers Mutual Insurance Company
Swiss

Zurich
Sold Valiant Insurance Company.  Merger & Acquisition Services acted as the sole sell side advisor.

Bermuda Ariel Re
US

Old United
Sold American Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.

UK Catlin
US

ACE
Sold Industrial Underwriters Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.

France Cardiff
US

Private Owner
Sold Condon & Skelly, an antique and collectable insurance managing general agency. Merger & Acquisition Services acted as the sole advisor to the acquirer.

US NSM Insurance Group
Netherlands

Aegon
Sold Monumental General Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.

US Hire Calling
UK

Royal & Sun Alliance
Sold Marine Indemnity Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.

US Upper Husdon Holdings
Germany

Allianz
Sold Monticello Insurance Company, an excess & surplus lines insurance company. Merger & Acquisition Services acted as the sole sell side advisor.

Bermuda Max Re
US

Old Republic
Sold Old Republic Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.

US Wellcare
US

Central Benefits Mutual Insurance Company
Sold a block of Medical Supplement Business. Merger & Acquisition Services acted as the sole sell side advisor.

US TransAmerica
US

The Hartford
Sold Nutmeg Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.

US RX America
US

Wellmark Inc
Sold Wellmark Community Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.

Guggenhiem Capital
US

ACE
Sold a controlling interest in Demension Services, a Third Party Administrator. Merger & Acquisition Services acted as the sole sell side advisor.

US HEZ Acquisitions
US

Blue Cross Blue Shield of Kansas
Sold Advance Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.

US Wellcare
US

Phoenix Insurance Group
Sold Phoenix National Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.

US Molina Healthcare
US

JP Morgan
Sold Congress Life Insurance Company. Merger & Acquisition Services acted as the sole sell side advisor.

Bermuda Lehman Re Bermuda
US

The Hartford
Sold Hart Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.

US ACE
US

Reliance Insurance Company (in liquidation)
Sold Reliance Life Insurance. Merger & Acquisition Services acted as the sole sell side advisor.

US USAA
US

Franklin Templeton
Sold a block of annuity business. Merger & Acquisition Services acted as the sole sell side advisor.

US Undisclosed
US

Universal American
Sold Peninsular Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.

US Blue Cross Blue Shield
US

Specialty Underwriters' Alliance
Sold Specialty Underwriters Insurance Company. Merger & Acquisition Services acted as a diligence advisor to the acquirer.

US Tower Group
US

Mutual of Omaha
Sold Omaha Property & Casualty Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.

UK Beazley
US

CBIP
Sold Salem Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.

US Progessive
US

Travelers Insurance Group
Sold Commercial Guaranty Casualty Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.

Bermuda Max Re
Japan

Nipponkoa
Sold Nipponkoa Insurance Company of America. Merger & Acquisition Services acted as the sole advisor to the acquirer.

Canada VetInsurance
US

Lumber Mutual
Sold North American Lumber Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.

US Tower Group
US

MIIX Insurance Group
Sold MIIX of New York. Merger & Acquisition Services acted as the sole advisor to the acquirer.

US Tower Group
US

WR Berkley
Sold Berkley of the Carolinas.  Merger & Acquisition Services acted as the sole advisor to the acquirer.

US Emerald Investments LLC
US

United Security Assurance
Sold United Security of Pennsylvania & Colonial American Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.

US Coventry CareLink
US

Undisclosed Seller
Sold Stone Harbor Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.

US Wellcare
US

Fireman’s Fund Insurance Company
Sold Parkway Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.

US Progressive
US

Undisclosed Seller
Sold a block of Life Business. Merger & Acquisition Services acted as the sole advisor to the acquirer.

US Central Security Life
US

SCOR
Sold SCOR Life Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.

Bermuda Morgan Stanley
US

Undisclosed Seller
Sold a book of Cancer Business. Merger & Acquisition Services acted as the sole advisor to the acquirer.

US New Era Insurance Group
US

ARI Insurance Companies
Sold ARI Indemnity. Merger & Acquisition Services acted as the sole advisor to the acquirer.

Netherlands Atradius
US

Fireman’s Fund Insurance Company
Sold Fireman’s Fund Insurance Company of Wisconsin. Merger & Acquisition Services acted as the sole advisor to the acquirer.

Bermuda AXIS
US

Undisclosed Seller
Sold a book of Life Business. Merger & Acquisition Services acted as the sole advisor to the acquirer.

US Selected Funeral & Life Insurance Company
US

Fireman’s Fund Insurance Company
Sold Midway Insurance Company. Merger & Acquisition Services acted as the sole advisor to the acquirer.

US 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

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