Overview of Transaction

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• Founded in 2004, American Trust Insurance (ATI) is a full-service retail insurance agency headquartered in Huron, SD. ATI writes predominately commercial, agri-business, crop, personal, and life and health insurance.

• As a premier agency in South Dakota, ATI has an exceptional team of employees. The Company is well-respected in its community for its friendly service, affordable coverage, and its niche experience in agri-business and crop coverage.

• ATI agreed to partner with World, a top 100 Independent Property/Casualty Agency.

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Significance of Transaction

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• By joining forces, ATI and World will be able to combine their expertise and resources to provide even greater value to their clients. ATI’s in-depth knowledge and experience, combined with World's national network and resources, will provide clients with access to a wider range of insurance options and enhanced risk management solutions.

• The acquisition will provide the ATI team with robust resources, as well as the support to target larger accounts and grow nationally.

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Sica | Fletcher's Role

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• Sica | Fletcher was hired to serve as exclusive strategic and financial advisor to ATI and explored multiple options for the firm before its decision to partner with World.

• This transaction underscores Sica | Fletcher's unparalleled relationships with top-tier investors in the insurance sector.