Risk Strategies Acquires Equity Partners Insurance Services
Sica | Fletcher advises Equity Partners Insurance Services, Inc. (“EPIS”)
in its sale to Risk Strategies (“RSC”).

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Overview of Transaction

  • Established in 2002, EPIS is a P&C Managing General Agent (“MGA”) and wholesale insurance brokerage headquartered in Slidell, Louisiana.

  • EPIS specializes in commercial lines, personal lines, and products for garage and automotive services companies in the Southeastern United States, and amongst the Company’s specialty programs are a Garage & Auto Services unit for service and dealer operation risk, and a personal lines solution covering catastrophic property risks specific to the Gulf region.

  • The Company agreed to partner with Risk Strategies’ wholesale division, One80 Intermediaries (“One80”).

  • Risk Strategies is a top 20 National Insurance Broker headquartered in Boston, MA, recently included on Inc. Magazine’s 5000 Fastest-Growing Private Companies in America.

Significance of Transaction

  • The transaction provides a growth opportunity for the EPIS team to cross-sell its specialized offerings to Risk Strategies’ national network, and will allow One80 to expand its offerings within the niche garage/auto and catastrophe markets in which EPIS specializes. 

Sica | Fletcher's Role

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

  • The transaction builds on Sica | Fletcher's track record of success as the #1 advisor in the insurance brokerage space, utilizing its broad industry expertise and strong relationships with the most prolific acquirers in the space.

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