Overview of Transaction

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• Originally established in 1960, The Marcus Agency, Inc. (“Marcus”) is a national life wholesaler with offices in Boston, MA, and Philadelphia, PA.

• The company specializes in the “impaired risk” life insurance market, serving customers with cardiac, diabetes, and other medical issues. 

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

 

Significance of Transaction

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• The acquisition of Marcus enables RSC to substantially expand its wholesale operations on the East Coast with significant growth opportunities on day one.

 

Sica | Fletcher's Role

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

• The Marcus transaction builds on Sica | Fletcher's track record of success with complex transactions and key relationships with the most prolific acquirers in the space.