Overview of Transaction

• Headquartered in Huntington, New York, O’Brien is a family-owned retail P&C brokerage founded in 1957. O’Brien is a generalist with some specialty in contractors, small business owners and high-net-worth individuals.

• 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

• O’Brien’s decision to partner with Acrisure enables the firm to reposition the business with a market-leading partner and accelerate expansion.

• The transaction provides Acrisure a highly experienced producer with 30 years of experience in the New York metro region.

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Sica | Fletcher's Role

• Sica | Fletcher was hired to serve as strategic and financial advisor to O’Brien. After exploring a variety of options, O’Brien chose to partner with Acrisure.

• The transaction underscores Sica | Fletcher's track record of success in deal execution, as well as its unrivaled access to the most prolific acquirers in the space.