Overview of Transaction​​

• Founded in 1952, Allen is a trucking/transportation-related retail insurance agency located in Fort Valley, Georgia.

• The Company’s largest block of business is through its daily rental program (business auto) for leasing companies renting commercial trucks and trailers. Allen’s second exclusive program is a modular container program (general liability) for lessors of semi-trucks/modular units. Both programs are endorsed by major leasing franchises and associations in the industry

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

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Significance of Transaction​​

• Allen’s specialty expertise allows Relation the opportunity to expand its offerings across its national network. The transaction is the latest in a string of acquisitions made by Relation in the trucking/transportation space.

• With the support of Relation’s resources and access to previously unavailable prospects, Allen 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 Allen 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.