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Sica | Fletcher advises M. Holland & Company, LLC in its sale to Keystone Agency Partners.

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Overview of Transaction

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  • M. Holland & Company, LLC (MHC) is a retail, commercial lines specialist located in Southeast coastal North Carolina (Ocean Isle).

  • Established in 2006, MHC is a boutique provider of commercial insurance and risk management services for clients in healthcare, habitational, and coastal property.

  • The Company is commercial lines- and large account-focused, and extremely knowledgeable in two distinct niche areas - condo and homeowners’ associations located in coastal, cat-prone areas, and not-for-profit senior healthcare, hospice, home care, and adult day care facilities.

  • MHC decided to partner with KAP, a fast-growing independent insurance agency brokerage platform that provides strategic, technology, financial, and operational support to its partners.

 

Significance of Transaction

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  • The acquisition of MHC provides an experienced specialist in multiple areas to KAP, and broadens its presence in North Carolina.

  • MHC looks to benefit from regional and national KAP partners and resources for increased sales focus and growth.

 

Sica | Fletcher's Role

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  • Sica | Fletcher was hired to serve as exclusive strategic and financial advisor to MHC and explored multiple options for the firm before deciding to partner with KAP.

  • This transaction demonstrates Sica | Fletcher's staunch commitment to position clients for growth and its expansive relationships in the insurance sector.

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