Overview of Transaction

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• Located in Brick, New Jersey, Buckley is a successful family-owned senior health and wealth planning agency licensed in 37 states and serving a strong client base in the tristate area of New York, New Jersey and Connecticut.

• Buckley decided to partner with SMS/Alliant. Senior Market Sales® (SMS) represents top Medicare Supplement, Medicare Advantage, annuity, life, long-term care, and travel insurance carriers in all 50 states. Founded in 1982, SMS is headquartered in Omaha, Nebraska. In 2020, SMS joined the Alliant Insurance Services family of companies. Alliant is a top 10 insurance broker space with robust operations nationally.

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Significance of Transaction​

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• The acquisition of Buckley will provide SMS with a robust agency partner with extensive experience in the Medicare space. 

• Buckley’s decision enables them to expand their employees benefits base, access tools and resources that will keep them competitive in today's rapidly consolidating insurance industry, and to ensure that their clients continue to get the high level of care they deliver.

 

Sica | Fletcher's Role

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• Sica | Fletcher was hired to serve as strategic and financial advisor to Buckley.

• The transaction underscores Sica | Fletcher's track record of success in deal execution, as well as its relationships with growing acquirers in the space.