Overview of Transaction

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• Beveridge & Akers (B&A) is a retail insurance agency providing insurance and financial advisory services to over 2,500 businesses and individuals.

• B&A has been serving clients for over 47 years across all segments and has specialty expertise with non-profits and HOAs.

• B&A agreed to partner with ALKEME, one of the fastest growing Insurance brokerages in the United States, providing agencies with a proven platform to achieve financial security and revenue growth.

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Significance of Transaction

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• The acquisition will allow ALKEME to enhance its national footprint and leverage the specialty expertise and client focus B&A provides. 

• The acquisition offers the B&A team ALKEME’s strengths and network of agency partners. Its partner network will offer many cross-selling opportunities for the B&A team within its existing client base.

 

Sica | Fletcher's Role

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• Sica | Fletcher served as exclusive strategic and financial advisor to B&A. 

• This transaction underscores the strength of Sica | Fletcher’s network of best-in-class agencies and top-tier investors.