Overview of Transaction

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• Reza Sarkhosh Insurance Agency Inc. DBA Sarkhosh Insurance Agency (“Sarkhosh”) is a retail, all-lines insurance agency located in Fresno, California.

• Founded in 2005 and with roots dating back to the 1980’s, Sarkhosh has been a champion for small to mid-sized businesses and high net worth individuals for over 35 years serving over 3,000 clients in Fresno, the Central Valley of California and beyond.

• Sarkhosh’s long history of providing independent expertise, education, and creative insurance and risk management solutions to businesses and families is complemented by a growing employee benefits presence.

• Sarkhosh agreed to partner with Assured Partners, the 11th largest broker in the United States, headquartered in Orlando, Florida.

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Significance of Transaction

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• The acquisition of Sarkhosh provides Assured with a double-digit growth partner and expands California operations for the firm.

• The transaction will bolster Sarkhosh’s infrastructure, support services, and market access as well as provide abundant cross selling advantages.

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Sica | Fletcher's Role

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• Sica | Fletcher was hired to serve as exclusive strategic and financial advisor to Sarkhosh and explored multiple options for the firm before its decision to partner with Assured.

• This transaction highlights Sica | Fletcher’s deep expertise in the insurance space and strong relationship with top-tier investors.