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Overview of Transaction

  • Jim Mooradian and Associates, Inc. (“JMA”) is one of the largest supplemental disability insurance brokers in America.

  • JMA serves a diverse client base that includes Fortune 100 Companies including General Motors Corp.

  • JMA agreed to be acquired by Acrisure, a top 10 National Insurance Broker.

Significance of Transaction

  • Jim Mooradian and Associates, Inc. marks Acrisure’s first foray into the supplemental disability insurance business.

  • The Jim Mooradian and Associates acquisition will allow Acrisure to design and implement Supplemental Disability Insurance Programs (SDIP) and Voluntary Benefits for its national client base.

  • For JMA the transaction acts not only as an important liquidity event for shareholders, but also serves to ramp up the Company’s growth given Acrisure’s massive distribution base.

Sica | Fletcher's Role

  • Sica | Fletcher served as exclusive strategic and financial advisor to JMA

  • JMA engaged Sica | Fletcher to explore multiple strategic options for the firm.

  • The Jim Mooradian and Associates transaction highlights Sica | Fletcher’s expertise in the ancillary benefits market place.

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