Overview of Transaction

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• Originally founded in 1950 in NYC, SPS is a full service corporate and individual
  benefits firm specializing in all aspects of qualified retirement plan consulting, wealth
  management, retirement planning administration, and employee benefits.

• SPS features a boutique, high-touch service model that attracts clients interested in
  a high level of expertise, service and trust.

• SPS agreed to partner with Risk Strategies (RSC), a top 20 National Insurance Broker
  headquartered in Boston, MA.

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Significance of Transaction​

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• The acquisition of SPS will allow RSC to expand its overall suite of products and
  services. As RSC grows, it is naturally expanding into tangentially-related verticals to
  offer its clients a comprehensive suite of insurance and risk management services.

• The transaction will provide SPS with robust resources and significant support to
  position the agency for rapid growth in the coming years.

 

Sica | Fletcher's Role

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• Sica | Fletcher was hired to serve as exclusive strategic and financial advisor to SPS
  and explored multiple options for the firm before SPS decided to partner with Risk
  Strategies.

• The transaction builds on Sica | Fletcher's track record of success with complex
  transactions and key relationships with the most prolific acquirers in the space.