Overview of Transaction

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• 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.

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Significance of Transaction

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• 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.

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Sica | Fletcher's Role

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• 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.