Overview of Transaction

• TIM is a retail brokerage firm founded in 1969 by Donald Beilman with two locations (Edwardsville in the Kansas City metro area and Galva in Central Kansas north of Wichita).

• TIM is focused exclusively on the insurance needs of trucking companies, small fleets, contract haulers and owner operators, and is a leader in the trucing niche.

• TIM agreed to partner with Relation, a top 40 National Insurance Broker headquartered in Walnut Creek, CA.

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Significance of Transaction

• TIM’s specialty expertise and penetration present Relation the opportunity to expand the offering across its national network.

• With the support of Relation’s resources and access to previously unavailable prospects, TIM has an opportunity for significant growth.

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Sica | Fletcher's Role

• Sica | Fletcher was hired to serve as exclusive strategic and financial advisor to TIM and explored multiple options for the firm before partnering with Relation.

• Transactions such as this one demonstrate why Sica | Fletcher continues to rank #1 in the agency and brokerage advisory space.