Overview of Transaction

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• Formed in 2019, Ladmar is a retail employee benefits firm located on Long Island in Hauppauge, New York. 

• Ladmar provides customized employee benefits solutions and advice with an array of value-added services including strategic planning, carrier rate negotiation, compliance assistance, and enrollment support. The firm also offers Medicare products in the small employer and individual market.

• Ladmar agreed to partner with Risk Strategies (RSC), a top 20 National Insurance Broker headquartered in Boston, MA.

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Significance of Transaction​

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• The acquisition of Ladmar enables RSC to further expand its geographic footprint in the Northeast and bolster its existing benefits division. 

• The transaction will provide Ladmar with expansive resources and significant support to position the agency for rapid growth in the coming years.

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Sica | Fletcher's Role

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• Sica | Fletcher was hired to serve as the exclusive strategic and financial advisor to Ladmar and explored multiple options for the firm before partnering with RSC.

• This transaction highlights the strength of Sica | Fletcher’s relationships with its clients and with top-tier investors.