Alera Group, Inc. Acquires Adamson & McGoldrick
Sica | Fletcher advises Adamson & McGoldrick in its sale to Alera Group, Inc.
Overview of Transaction
Established in 2006, A&M is a retail insurance agency headquartered in Placentia, California.
A&M is commercial lines-focused, with a growing employee benefits division and a small personal lines book. The company also provides risk management programs such as loss prevention workplace safety, regulatory compliance, and others.
Alera is an independent national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States.
Significance of Transaction
The acquisition of A&M provides a proven M&A platform for Alera, allowing the Company to bolster its West Coast presence.
Sica | Fletcher's Role
Sica | Fletcher was hired to serve as exclusive strategic and financial advisor to A&M and explored multiple options for the firm before partnering with Alera.
This transaction highlights Sica | Fletcher’s strong relationships with private equity firms and the brokerages they support.