Alera Group, Inc. Acquires Adamson & McGoldrick

Sica | Fletcher advises Adamson & McGoldrick in its sale to Alera Group, Inc.

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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

  • 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.

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