Sica Fletcher LLC

Maximizing value in complex transactions is what Sica | Fletcher does best. Discover how we advised Florida-based insurance agency Caton Hosey to achieve top value in its sale to Brown & Brown: https://bit.ly/3WZdXm3

Sica | Fletcher served as the exclusive strategic and financial advisor to Summit Insurance Group in its sale to ALKEME Intermediary Holdings, LLC. This acquisition bolsters ALKEME’s presence in Florida, expanding its reach and enhancing its ability to meet the diverse health insurance needs of individuals and businesses across the Southeast. For Summit, this partnership opens the door to new growth opportunities, now supported by ALKEME’s extensive resources and network. Learn more: https://bit.ly/3SUBQbu

The results are in! Sica | Fletcher Index members reported $635 million in Agency/Broker YTD Revenue. Access our Q2 2024 Index for a comprehensive look at the insurance brokerage M&A market and the latest deal activity. Learn more: https://bit.ly/3SAn8pN

We are honored to announce that Sica | Fletcher continues to lead the M&A sector, securing the #1 spot on S&P Global’s Market Intelligence 2024 League Table. This achievement, which we've consistently maintained since 2017, reflects our commitment to excellence. With 47 deals closed this year, we have more than doubled the activity of our closest competitor. For more information about our ranking, read our latest press release: https://bit.ly/3LQ6Dm0

Sica | Fletcher served as the exclusive strategic and financial advisor to Hardwick Insurance LLC in its sale to ALKEME Intermediary Holdings, LLC. The acquisition offers the Hardwick team ALKEME’s strengths and network of agency partners. Its partner network will offer many cross-selling opportunities for the Hardwick team within its existing client base. Additionally, the acquisition will enable ALKEME to strengthen its national presence by expanding into Louisiana and utilizing Hardwick's specialized expertise. Learn more:https://bit.ly/3xIU3Bq

Sica | Fletcher served as the exclusive strategic and financial advisor to Italiano Insurance Services, Inc. in its sale to Assured Partners. For Italiano, the partnership provides an opportunity to grow an even stronger network and to offer additional resources to their client base. Learn more: https://bit.ly/4cAQQ5M

Sica | Fletcher served as the exclusive strategic and financial advisor to Axial Benefits Group, LLC and The Staffing Exchange LLC in its sale to Alkeme Intermediary Holdings, LLC. The acquisition will allow ALKEME to enhance its national footprint and expand its presence and specialty expertise within the Employee Benefits segment. Learn more: https://bit.ly/4bfxAtA

Sica | Fletcher served as the exclusive strategic and financial advisor to Wharton/Lyon & Lyon T/A The Wharton Group in its sale to Alkeme Intermediary Holdings, LLC. This acquisition not only marks a significant milestone for Wharton but also opens up new avenues for growth and cross-selling opportunities. Learn more: https://bit.ly/3KbNiuv

Sica | Fletcher served as the exclusive strategic and financial advisor to Commonwealth Insurance Partners, LLC in its sale to High Street Insurance Partners. The acquisition of CWIP provides HSIP with a high-growth agency partner and expands wholesale operations for the firm. Additionally, the transaction will bolster CWIP’s already active organic and inorganic growth activities and provide CWIP with best-in-class resources and support. Learn more: https://bit.ly/3wDydyS

The Q1 findings are in! Sica | Fletcher Index members acquired $284 million in Agency/Broker Revenue this quarter. Download Sica | Fletcher’s Q1 2024 Index to explore deal activity and learn about the current state of the insurance brokerage M&A market: https://bit.ly/3UIj3jH