Sica | Fletcher advises Quantum Resource Group, Inc. in its sale to ALKEME Intermediary Holdings, LLC.

Overview of Transaction

• Quantum Resource Group, Inc. (Quantum) is a retail specialty agency providing life insurance and related solutions and advice to protect the assets of high-net-worth individuals, executives, and professional athletes.

• The Company, founded in 1998 and located in Baltimore, Maryland, provides tailored solutions including life, annuity, long term care, and disability products to over 1,000 clients.

• Quantum partnered with ALKEME, the 21st largest U.S. insurance broker, to reposition the firm for long‑term growth.

 

Significance of Transaction

• Through this partnership, ALKEME gains additional specialty expertise in high-net-worth business and an exceptional, knowledgeable team including a producer among the top 1% of insurance brokers nationwide.

• Quantum will leverage ALKEME’s expansive resources and national platform to broaden its reach.

 

Sica | Fletcher's Role

• Sica | Fletcher served as exclusive strategic and financial advisor to Quantum.

• This transaction demonstrates Sica | Fletcher's staunch commitment to position clients for growth and their expansive relationships in the insurance sector.