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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 Fletchers' 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.