Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Merger & Acquisition Services

Merger & Acquisition Services
ADVISORY SERVICE
1999 FOUNDED
35 SERVICED COMPANIES
33 SERVICED DEALS
34 SERVICED INVESTORS
Description

Founded in 1999, Merger & Acquisition Services is a financing advisory firm headquartered in New York City, New York. The firm advises its clients on mergers and acquisitions, divestitures, mezzanine financings, senior debt, private placements, subordinated debt, and capital raisings. In addition, Merger & Acquisition Services offers services in the areas of strategic advisory and valuations.

Year Founded
1999
Service Provider Type
Financing Advisory
Primary Office
  • 320 East 53rd Street
  • Suite 100
  • New York, NY 10022
  • United States

+1 (212) 000-0000

Merger & Acquisition Services Services to Companies

Service on a Deal (34)

Company Name Service Provided Deal Date Deal Type Deal Amount
Tailored Solutions Advisor: General Feb 2020 00000 0000000
0000 000000000 000 Advisor: General Aug 2019 00000 0000000
000000 0000 000000 Advisor: General May 2019 00000 0000000
000000 00 0000 000 Advisor: General Jan 2018 00000 0000000
0000000'0 0000 000 Advisor: General Mar 2017 00000 0000000
0000000 000000000 Advisor: General Oct 2016 00000 0000000
000 000000000 0000 Advisor: General Mar 2016 00000 0000000
000 000000000 0000 Advisor: General Mar 2016 00000 0000000
RLI Advisor: General Nov 2015 00000 0000000
Unified Grocers Insurance Services Advisor: General Oct 2015 00000 0000000
To view this company’s complete company service history, request access »
Request full access to PitchBook

You’re viewing a free company profile from the PitchBook Platform. To explore Merger & Acquisition Services’s full profile, request a free trial.

Merger & Acquisition Services Services to Investors

Service on a Deal — Buy Side (40)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Transverse Insurance Group Advisor: General Jan 2020 00000 0000000
0000000000 0000000 Advisor: Financial Due Diligence Jul 2019 00000 0000000
00000000 0000 0000 Advisor: General Apr 2019 00000 0000000
00000000 0000000 0 Advisor: General Jan 2019 00000 0000000
00000 000000000000 Advisor: General Oct 2018 00000 0000000
00000 000000000 00 Advisor: General May 2018 00000 0000000
00000000000 00000 Advisor: General Feb 2018 00000 0000000
00000 000000000000 Advisor: General Jan 2018 00000 0000000
Aquarian Investors Heritage Holdings Advisor: General Oct 2017 00000 0000000
Progressive Casualty Insurance Company Advisor: General May 2017 00000 0000000
To view this company’s complete investor service history, request access »

Service on a Deal — Sell Side (17)

Investor Name Service Provided Deal Date Deal Type Deal Amount
AmeriTrust Group Advisor: General Sep 2018 00000 0000000
000000 00 00000 00 Advisor: General Oct 2017 00000 0000000
000000000 Advisor: General Aug 2017 00000 0000000
000000 000000000 Advisor: General Sep 2016 00000 0000000
000 0000000 000000 Advisor: General Aug 2016 00000 0000000
000000 0000000 Advisor: General Jan 2015 00000 0000000
00000000 000000000 Advisor: General Dec 2012 00000 0000000
00000000 00000 Advisor: General Feb 2011 00000 0000000
MPP Advisor: General Nov 2009 00000 0000000
Wellmark (Medical) Advisor: General Sep 2009 00000 0000000
To view this company’s complete investor service history, request access »

Merger & Acquisition Services Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is reserved for PitchBook Platform users. To explore Merger & Acquisition Services‘s full profile, request access.

Request full access to PitchBook

Merger & Acquisition Services Team (12)

Name Title Deals Office Contact
Info
Jason Murgio Chief Executive Officer & Principal 0 New York, NY
Jack Lubitz Chief Executive Officer New York, NY
Ralph Barbieri Chief Operating Officer New York, NY
Christopher Hughes JD Managing Director 0 New York, NY
Raymond Rocchio Managing Director, Insurance Programs New York, NY
You’re viewing 5 of 12 team members. Get the full list »