Sica Fletcher LLC

Maximizing value in complex transactions is what Sica | Fletcher does best. Discover how we advised Florida-based insurance agency Caton Hosey to achieve top value in its sale to Brown & Brown: https://bit.ly/3WZdXm3

Sica | Fletcher served as the exclusive strategic and financial advisor to Wingert Financial Services, Inc., in its sale to High Street Insurance Partners (HSIP). This partnership enhances Wingert’s ability to serve the Northwest with additional services, infrastructure, and expanded market access through HSIP’s national presence. Learn more: https://bit.ly/48e7QOj

Sica | Fletcher served as the exclusive strategic and financial advisor to Surry Insurance Agency & Realty Co., Inc., in its sale to ALKEME Intermediary Holdings, LLC. The acquisition enables ALKEME to establish a strong presence in North Carolina and provides the Surry team with the resources and cross-selling opportunities to drive growth. Learn more: https://bit.ly/3A5Zrjq

We are proud to announce that Sica | Fletcher has further solidified its #1 position on S&P Global’s 2024 Market Intelligence League Tables. With 74 deals closed so far this year, we’ve widened our lead to 31 deals ahead of our closest competitor, surpassing the combined total of the 2nd and 3rd-ranked firms for the second consecutive quarter. This milestone reflects our unwavering commitment to delivering value and strategic growth for our clients in the insurance M&A sector. Read more in our latest blog: https://bit.ly/3AsdKif #SicaFletcher #Insurance #MarketLeader #SPGlobal

Sica | Fletcher served as the exclusive strategic and financial advisor to North Point Insurance Agency, Inc., in its sale to ALKEME Intermediary Holdings, LLC. The acquisition allows ALKEME to expand its P&C insurance footprint in New England and New York, while North Point leverages ALKEME’s resources to enhance client service and growth. Learn more: https://bit.ly/3NtpeF8

Sica | Fletcher served as the exclusive strategic and financial advisor to 360 Insurance and Investments, LLC, in its sale to PCF Insurance Services. This acquisition strengthens PCF’s footprint in Nevada while offering 360 Insurance the opportunity to expand nationally through cross-selling within PCF's network. Learn more: https://bit.ly/4h6VpYx

Sica | Fletcher served as the exclusive strategic and financial advisor to Dunhill Marketing & Insurance Services, Inc., and IRA Solutions, Inc., DBA Qualified Planning, in their sale to ALKEME Intermediary Holdings, LLC. This acquisition allows ALKEME to expand its life insurance offerings and wealth advisory capabilities, while Dunhill leverages ALKEME’s strengths and network to expand into the wholesale life coverage space. Learn more: https://bit.ly/4f75Fy5

Sica | Fletcher served as the exclusive strategic and financial advisor to George W. Blaisdell Insurance in its sale to Accession Risk Management Group. This partnership brings Accession a well-established presence in the Northeast, backed by Blaisdell's rich history, outstanding reputation, and experienced team. Learn more: https://bit.ly/4evkSJk

Sica | Fletcher served as the exclusive strategic and financial advisor to Flagler Insurance Agency, Inc. in its sale to High Street Insurance Partners, a Top 100 National Insurance Broker. This acquisition strengthens HSIP’s retail footprint in the Florida market and taps into Flagler’s specialized expertise across commercial, personal, and private client insurance services. For Flagler, this partnership opens the door to accelerated growth with the backing of one of the industry’s top leaders. Learn more: https://bit.ly/3Xa5Pxz

Sica | Fletcher served as the exclusive strategic and financial advisor to Morris & Templeton Insurance in its sale to ALKEME Intermediary Holdings, LLC, one of the fastest-growing insurance brokerages in the United States. This acquisition enhances ALKEME's presence in the Georgia market and aligns with its strategic mission to expand across the southeastern U.S. By joining forces with ALKEME, Morris & Templeton Insurance gains a powerful partner poised to further its legacy and expand its services. Learn more: https://bit.ly/4dYZkV2