Overview of Transaction

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• Agentic is a specialty wholesale brokerage located in Radnor, Pennsylvania.

• The Company focuses on the consultative brokering of professional lines products
  including Errors & Omissions, Management Liability, Cyber, and Security and
  Privacy coverages.

• Agentic agreed to partner with Risk Strategies’ rapidly-growing wholesale division,
  One80 Intermediaries (“One80”). Risk Strategies is a top 20 National Insurance
  Broker headquartered in Boston, MA.

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Significance of Transaction​

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• The partnership with One80 will allow the Agentic team to roll out its program
  nationally by cross-selling its differentiated offerings to One80’s network.

• The transaction follows a litany of acquisitions within the wholesale space for One80,
  and provides One80 with additional geography and access to a number of programs
  in verticals of strategic interest.

 

Sica | Fletcher's Role

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• Sica | Fletcher was hired to serve as exclusive strategic and financial advisor to
  Agentic and explored multiple options for the firm.

• The transaction builds on Sica | Fletcher's track record of success as the #1 advisor
  in the insurance brokerage space.