Overview of Transaction

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• 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

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• 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

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• 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.