Overview of Transaction

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• Founded in 2003, together with its sister companies, JW Surety is a leading specialty insurance agency and risk management/consulting firm. 

• Headquartered in Pipersville, PA, JW Surety provides bonds to clients across the country and has grown into the largest bond producer by volume in the United States, with specialized expertise in freight broker, auto dealer, and mortgage broker bonds.

• JW Surety agreed to partner with Risk Strategies (RSC), a top 20 National Insurance Broker headquartered in Boston, MA. RSC was recently included on Inc. Magazine’s 5000 Fastest-Growing Private Companies in America.​

   

Significance of Transaction​

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• The transaction provides RSC with a surety platform with a nationwide footprint. JW Surety’s deep bench of experts bring a host of knowledge to the RSC team. 

• The acquisition will substantially improve JW Surety’s existing operations. RSC has a massive national network, offering ample cross-selling opportunities, as well as resources and expertise that will allow JW Surety to focus on growth. 

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Sica | Fletcher's Role

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

• This transaction highlights Sica | Fletcher's unparalleled relationships with top-tier investors in the insurance sector.