Overview of Transaction

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• Founded in 2007, Vista Underwriting Partners is a full-service managing general underwriter of medical stop loss insurance based outside of Philadelphia.

• For over 170 clients, Vista manages underwriting, policy issuance, billing, claims and TPA administration.

• Vista Underwriting Partners chose to partner with Risk Strategies Company (RSC), a top 20 national insurance broker.

 

Significance of Transaction

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• The Vista transaction strengthens Risk Strategies position on the East Coast and gives them a prominent, turnkey medical stop loss operator.

 

Sica | Fletcher's Role

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• Sica | Fletcher was hired to serve as exclusive strategic and financial advisor to Vista and explored several tactical options for the firm, culminating in the sale to RSC.

• The Vista transaction builds on Sica | Fletcher's successful track record of generating highly favorable outcomes for leading managing general underwriters.

• This transaction further illustrates Sica | Fletcher's strong relationship with top-tier investors, having previously worked with the Risk Strategies Company on numerous deals.