Strategic Advisory

Our mission is first and foremost to raise the valuation of our client’s agencies. We start with a baseline valuation of the agency. Then everything we do or plan on revolves around moving that valuation from the lower left corner of the chart to the upper right corner. We live by the principle that using value as a measuring stick, brings discipline to all strategic decisions.

When the goal is to increase the value of the agency everything else falls into place. For some of our clients the goal is to protect and maintain that value at all costs. For others it's about generating meaningful risk adjusted returns on their largest asset, their agency, or transferring ownership from one generation to the next without skipping a beat.

Buy Side Advisory

Are you looking for that extra push that can grow your brokerage into a powerhouse?

We work with our clients to form a viable investment / acquisition strategy and then we execute on it.

Our financial engineering analysts perform a thorough review of your company and growth goals.
Our team of dedicated corporate development professionals scour the market for deals that fit our clients’ criteria based on the analytical strategy created by Sica | Fletcher.
Once sourced we negotiate the deal on behalf of our client, providing financial modeling and analysis, valuation guidance and support, due diligence and ultimately driving to a successful close.

12/31/2018: Sica | Fletcher advises Texas based American Casualty Insurance Agency in its sale to Acrisure. More Info>>

12/7/2018: Sica Fletcher advises Massachusetts based Knight International Insurance Agency in its sale to Hilb Group. More Info>>

12/7/2018: Sica | Fletcher advises Massachusetts based Bruce Crohn, LLC in its sale to Hilb Group. More Info>>

12/7/2018: Sica | Fletcher advises Massachusetts based Mackintire Insurance Agency in its sale to Hilb Group. More Info>>

12/3/2018: Sica | Fletcher advises Indiana based United Health Actuarial Services in its sale to Risk Strategies. More Info>>

11/9/2018: Sica | Fletcher advises New Jersey based Amato Insurance Agency in its sale to World Insurance Associates. More Info>>

11/2/2018: Sica | Fletcher advises NJ based CRISP Advisors in its sale to Alera Group. More Info>>

11/2/2018: Sica | Fletcher advises Kansas based Brier Payne Meade Insurance in its sale to Acrisure. More Info>>

10/12/2018: Sica | Fletcher advises NJ based Eastern Insurors in its sale to Acrisure. More Info>>

10/5/2018: Sica | Fletcher advises Maryland based Arkin Youngentob Associates in its sale to Risk Strategies. More Info>>

8/14/2018: Sica | Fletcher advises Michigan based Insurance Advisors, Inc. in its sale to to Acrisure. More Info>>

8/14/2018: Sica | Fletcher advises Maryland based Oxford Risk Management Group in its sal to Risk Strategies. More Info>>

7/2/2018: Sica | Fletcher advises NJ based U.S. Employee Benefits Services in its acquisition of BenTec Workplace Solutions. More Info>>

6/15/2018: Sica | Fletcher advises NY based, TCE Insurance, in its sale to Acrisure. More Info>>

6/4/2018: Sica | Fletcher advises Risk Strategies in its acquisition of Ohio based Cincinnati Intermediaries.

All Annoucements

Complete 2018 SF Agency & Broker Buyer Index

The Sica | Fletcher Buyers Index tracks twelve of whom we believe to be the most prolific agent and broker acquirers in the industry. In addition to tracking the number of deals by Index member, we are able to provide aggregate revenue acquired by our group.

See Report>>

SELECT ANNOUNCEMENTS

Sica | Fletcher is excited to announce its role as strategic and financial adviser on Acrisure's $2.9 billion management led buyout. More info >>

SELECT ANNOUNCEMENTS

1/14/2019: According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2018 in terms of total deals advised on. More Info>>

12/31/2018: Sica | Fletcher advises Hays Companies on its sale to Brown & Brown (NYSE: BRO). The deal for the Minnesota-based insurance broker with $200 million in revenues marks the largest acquisition ever by Brown & Brown in its 75-year history. More Info>>