PCF Insurance Services Acquires Montgomery & Graham, Inc.
Sica | Fletcher advises Montgomery & Graham, Inc. in its sale to PCF Insurance Services.

Overview of Transaction

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  • 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.

#1 Mistake Agency Owners Make When Selling Their Business

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Contact Details

MICHAEL J. FLETCHER

Managing Partner

516.967.1958

mjf@sicafletcher.com

ALEXANDER W. SICA

Managing Partner

201.805.1561

al@sicafletcher.com

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