Our team has a unique combination of insurance, and actuarial expertise, all of which enables Mergers & Acquisition Services to help our clients maximize their objective.

David A. Schofield

David Schofield is an actuary and consultant in the firm Merger & Acquisition Services, Inc. The firm provides merger and acquisition services and actuarial consulting services to both the life/health and property/casualty insurance industries.
Before joining the firm, Mr. Schofield was a Vice President with an international actuarial consulting firm. At this firm he specialized in insurance M&A activity. He has worked on assignments for over 350 insurance companies on a broad range of projects. Areas of expertise include:

• Merger and Acquisition: Involved in developing marketing plans, writing offering memos, establishing price, setting criteria to screen buyers, conducted and participated in all phases of negotiation.
• Financial Reporting: Statutory and GAAP actuarial statement of opinion; value based measurement analysis; purchase GAAP analysis and actuarial appraisals. He has participated at seminars on pricing and financial management systems.

Mr. Schofield completed the examination process and work experience criteria to become a Fellow of the Society of Actuaries, member of the American Academy of Actuaries, Chartered Life Underwriter, Chartered Financial Consultant and Fellow to the Life Management Institute. He holds a degree in Mathematics from The University of Southern Florida.

Jason C. Murgio

Jason Murgio is a consultant in the firm Merger & Acquisition Services, Inc. The firm provides services and consulting services to both the life/health and property/casualty insurance industries. Mr. Murgio started his career for Phoenix Home Life Mutual Insurance Company. His area of concentration was on providing business continuation planning and financial advice for small to mid-sized businesses. In his first year he was the Nationwide 'Rookie of the Year' and one of the top ten insurance producers in the state of Connecticut. Jason went on to work for Landmark Partners as an Analyst for three of their private equity funds.

By 2000, he was asked to join onProject Inc, as the Business Development Director. As such, he was responsible for raising first and second round financing for the company, as well as, creating additional revenue streams. Within 12 months, Mr. Murgio had successfully raised capital, forged over 30 strategic partnerships, including a retail distribution arm, all helping onProject attain profitability. In 2001, Jason founded Venture Credit, LLC a private equity firm dedicated to providing convertible debentures to middle market companies. As the firm's Managing Partner, he was responsible for conducting Venture Credit's $75MM international fund raising effort and was a member of the Firm's Investment Committee.

Mr. Murgio received his BA from Union College in Political Science / Pre Law.