Overview of Transaction

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• Founded in 1929, Bulen & Associates (Bulen) is a 4th generation retail property/casualty-focused insurance agency serving commercial clients and individuals in southern California. Bulen’s specialties include contractors, service industries and small business owners.

• Bulen agreed to partner with Arthur J. Gallagher & Co. (“AJG”), a global insurance brokerage, risk management and consulting services firm headquartered in Rolling Meadows, Illinois.

• Lisa Mosby and her team will remain in their current location under the direction of Scott Firestone, head of Gallagher's Southwest region retail property/casualty brokerage operations.

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Significance of Transaction​

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• The acquisition provides Bulen an immediate growth opportunity to cross-sell employee benefits products with their current P&C client base and access the significant support and resources AJG can provide.

• AJG is delighted to partner with such a highly regarded agency with deep community roots and a similar culture.

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Sica | Fletcher's Role

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• Sica | Fletcher served as exclusive strategic and financial advisor to Bulen.

• The transaction builds on Sica | Fletcher's track record of success as the #1 advisor in the insurance brokerage space.