Acrisure Acquires Robert Moreno Insurance Services

Sica | Fletcher guides Robert Moreno Insurance Services in its sale to Acrisure.

Overview of Transaction

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  • Established in 1978, Robert Moreno Insurance Services (RMIS) is a family-managed property and casualty (P&C) wholesale insurance brokerage firm and boutique general agency located in Yorba Linda, California, about 40 miles southeast of Downtown Los Angeles.

  • RMIS has over four decades of experience, and long term relationships with nearly 6,000 brokers across multiple product lines.

  • Acrisure is the industry’s fastest-growing insurance broker, delivering high-quality insurance and risk management services and solutions through its growing global network of Agency Partners.

Significance of Transaction

  • The acquisition of RMIS enables Acrisure to substantially expand its wholesale and general agency platform on the West Coast.

 

Sica | Fletcher's Role

  • Sica | Fletcher was hired to serve as strategic and financial advisor to RMIS. Through a collaborative approach, multiple options were explored for the firm culminating in a sale to Acrisure.

  • The RMIS transaction builds on Sica | Fletcher's track record of success with complex transactions and key relationships with the most prolific acquirers in the space.

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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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