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.

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Significance of Transaction

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

 

Sica | Fletcher's Role

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• 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.