Overview of Transaction

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• Mogul Insurance Agency, LLC (Mogul), is a retail insurance agency and wealth management firm headquartered in Frisco, Texas. 

• Initially founded in 1996, Mogul serves businesses, high-net-worth individuals and families offering life insurance, advisory services, and employee benefits.

• Mogul agreed to partner with ALKEME, one of the fastest growing Insurance brokerages in the United States.

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Significance of Transaction

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• The acquisition will allow ALKEME to expand its service offerings, bolstering ALKEME’s life practice and adding wealth advisory capabilities. 

• The acquisition provides Mogul with numerous opportunities to leverage ALKEME’s strengths and network of agency partners. ALKEME’s resources and expertise will allow for rapid growth and expansion.

 

Sica | Fletcher's Role

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• Sica | Fletcher served as exclusive strategic and financial advisor to Mogul. 

• This transaction highlights the strength of Sica | Fletcher’s relationships with leading agencies and top-tier investors