PCF Insurance Services Acquires Montgomery & Graham, Inc.
Sica | Fletcher advises Montgomery & Graham, Inc. in its sale to PCF Insurance Services.
Overview of Transaction
M&G is a full-service retail insurance agency headquartered in Lake Oswego, OR, with additional locations in Salem, OR and Camas, WA.
Founded in 1997, most of M&G’s business is employee benefits-related; the company also has a growing and complementary P&C practice.
PCF is a rapidly growing full-service insurance brokerage backed by HGGC, a leading middle‐market private equity firm with $4.3 billion in cumulative capital commitments.
Significance of Transaction
The acquisition of M&G provides PCF with a proven M&A platform in the Portland, metro area and allows PCF to further strengthen its employee benefits presence.
Sica | Fletcher's Role
Sica | Fletcher was hired to serve as exclusive strategic and financial advisor to M&G and explored multiple options for the firm before partnering with PCF.
This transaction further underscores Sica | Fletcher's strong relationships with top-tier investors.