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Sica | Fletcher advises Bulen & Associates Insurance Services, Inc. (Bulen) in its sale to Arthur J. Gallagher & Co. (AJG)

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Overview of Transaction

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  • Founded in 1929, Bulen & Associates 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.

Significance of Transaction

  • 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.

Sica | Fletcher's Role

  • 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.

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