Overview of Transaction

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• Italiano Insurance Services, Inc. is a retail, P&C-focused insurance agency specializing in high-net-worth personal lines and commercial lines business. 

• Founded in 1960 and led by Jeffrey Italiano and Nelson “Nat” Italiano, the company has an exceptional reputation as an insurance partner as well as a community leader in the Tampa and Boca Grande, Florida areas and beyond.

• Italiano agreed to partner with Assured, the 11th largest broker in the United States, headquartered in Orlando, Florida.

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Significance of Transaction

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• The acquisition of Italiano provides Assured a trusted partner in the Southeast with exceptional consultative and service expertise.

• For Italiano, the partnership provides an opportunity to grow an even stronger network and to offer additional resources to their client base.

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Sica | Fletcher's Role

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• Sica | Fletcher was a long-time advisor of Italiano and explored multiple options for the firm before its decision to partner with Assured.

• The transaction builds on Sica | Fletcher's track record of success as the #1 advisor in the insurance brokerage space.