Sica | Fletcher advises Robbins Insurance & Financial Services, Inc. in its sale to Oakbridge Insurance

Overview of Transaction

• Robbins Insurance & Financial Services, Inc. (Robbins) is a personal lines-focused retail P&C agency with two locations in Southwest Florida (Bradenton and Venice).

• Founded in 1990, Robbins is a second-generation agency that leverages a strong network of high-end realtors and financial professionals to serve nearly 5,000 high-net-worth personal lines and small commercial clients.

• Robbins partnered with Oakbridge, a Top 50 U.S. insurance brokerage headquartered in Alpharetta, Georgia, with deep specialty and niche market expertise.

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Significance of Transaction

• Through this acquisition, Oakbridge deepens its presence in Southwest Florida with a well-established agency known for its high-net-worth personal lines expertise and loyal, long-tenured client base.

• Robbins will leverage Oakbridge's resources and employee-owned culture to broaden its offerings while continuing to deliver the personalized service and trusted relationships that support its success.

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Sica | Fletcher's Role

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

• This transaction reinforces Sica | Fletcher's longstanding presence in the Florida market and its ability to connect clients with the right long-term partner.