Overview of Transaction

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• Comprehensive Benefit Advisors (“CBA”) is a Boston-based employee benefits brokerage and advisory.

• The Company combines traditional brokerage facilities with specialty services such as advocacy, administration, benefits expertise, and compliance through one source.

• CBA provides customized benefits solutions for more than 500 companies and organizations.

• Comprehensive Benefit Advisors agreed to be acquired by Alera Group, the 14th largest independent insurance agency in the country. ​ ​

 

Significance of Transaction

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• The CBA acquisition broadens Alera's reach in the New England and East Coast markets while strengthening its benefits offerings.

• Alera’s national resources and extensive knowledge will provide Comprehensive Benefit Advisors with significant growth opportunities.

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Sica | Fletcher's Role

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• Sica | Fletcher served as exclusive strategic and financial advisor to Comprehensive Benefit Advisors and explored multiple options for the firm.

• This transaction further illustrates Sica | Fletcher's strong relationship with top-tier investors and track record of success in the benefits space.