Overview of Transaction

• McFarlin is a retail insurance agency headquartered in the Baltimore-Washington Metro area and founded in 1939.

• McFarlin serves a wide range of clients including large construction accounts, surety bonding, group life & health plans, and personal lines coverages.

• McFarlin agreed to partner with World Insurance Associates, a top 100 Independent Property/Casualty Agency.

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Significance of Transaction

• The acquisition of McFarlin provides World with an opportunity to expand its construction-related product lines / offerings.

 

Sica | Fletcher's Role

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

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