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Sica | Fletcher advises Mogul Wealth Strategies, LLC in its sale to Alkeme Intermediary Holdings, LLC.

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Overview of Transaction


  • 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.

Significance of Transaction

  • 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

  • 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

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