Overview of Transaction

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• Established in 1866, Edward E. Hall & Company (EEH) is a wholesale property & casualty insurance brokerage headquartered in Centerport, NY.   

• EEH focuses on P&C insurance products for automotive and truck dealers and repair facilities via an Auto Dealer Program. EEH also manages a small retail insurance division. 

• The company agreed to partner with Risk Strategies Company (RSC), a top 20 National Insurance Broker headquartered in Boston, MA.

 

Significance of Transaction

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• The acquisition of EEH provides RSC with an opportunity to enhance its wholesale offerings, expand the breadth of its network, and capitalize on cross-selling opportunities within its existing client base. 

 

Sica | Fletcher's Role

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• Sica | Fletcher was hired to serve as exclusive strategic and financial advisor to EEH and explored multiple options for the firm.

• The EEH transaction builds on Sica | Fletcher's track record of success with complex transactions and key relationships with the most prolific acquirers in the space.