A BOUTIQUE M&A ADVISORY FIRM

Specializing in Merger & Acquisitions for the Insurance Industry

About Us

Propel Advisory Group procures viable Merger and Acquisition and capital solution opportunities for our clients throughout the insurance industry. We work with property casualty and life health carriers through the entire sales process. Our clients also include stock and mutual insurance companies, reinsurance companies, insurance shell buyers, and insurance startups. Our extensive experience, candid advice and proactive approach help create innovative solutions for our clients’ short and long term goals.

Propel Advisory Group provides strategic alternatives for going concerns, shell companies, renewal rights, and runoff liabilities. We work with our clients from identification and introduction through negotiation and closing. Propel Advisory Group renders expert valuations, as well as, fairness opinions for licenses, shell companies and blocks of business. With our extensive contacts and unique industry knowledge, we also excel at recommending fronting carriers and direct writers for insurance programs.

Our Services

Propel Advisory Group furnishes both buyers and sellers with appropriate acquisition partners and unique capital solutions.

Merger & Acquisition Advisory

Private Placements & Surplus Notes

Insurance Start up Solutions

Reinsurance and Surplus Relief

MGA, MGU and TPA advisory

Insurance Shell Companies

Fairness Opinions & Valuation Services

Program and Fronting Partners

Runoff Liabilities Placement

Risk Retention Group (RRG) & Captive Solutions

Select Transactions

Principals

Through years of personal contact and specialized focus, Aaron Prisco has developed extensive relationships throughout the insurance industry. Mr. Prisco has provided merger and acquisition advisory and capital solutions for both the Property Casualty and the Life Health industries. He has worked with hundreds of insurance groups and start ups to find their best strategic alternatives. Clients have ranged from single state insurance companies to large risk bearing entities.

Aaron Prisco has also provided advisory and valuation services to insurance distributers and Third Party Administrators (TPAs). In particular, Mr. Prisco has offered strategic and capital recommendations for insurance wholesalers, as well as, program solutions for Managing General Agents (MGAs) and Managing General Underwriters (MGUs).

Aaron Prisco holds a Bachelor of Science in Mathematics and a Bachelor of Science in Business Administration from Wake Forest University. Mr. Prisco has earned a Master of Science in Finance, a Master of Actuarial Science, and a Master of Science in Personal Financial Planning from Georgia State University.

Mr. Prisco is a Registered Representative and Principal of Propel Advisory Group. He currently holds the series 24, 62, 63 and 79 licenses. Aaron Prisco is also a CFA charter holder.

Contact Propel Advisory

Securities Transactions offered through Propel Advisory Group, Inc., Member FINRA and SIPC. Disclosures / Privacy Statement