Overview of Transaction​​

• IHS is a full-service retail insurance agency headquartered in Tomball, Texas.

• The Company specializes in Medicare Supplement, Medicare Advantage, and individual health and life insurance, and has a growing P&C presence.

• IHS has chosen to partner with Alera, an independent national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States.

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Significance of Transaction​​

• The acquisition of IHS provides Alera with an exceptional team of Medicare experts and an opportunity to expand within a new geographic region.

• The transaction provides the IHS team with substantial corporate resources and numerous cross-selling opportunities within the Alera partner network.

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Sica | Fletcher's Role 

• Sica | Fletcher was hired to serve as exclusive strategic and financial advisor to IHS and explored multiple options for the firm before partnering with Alera.

• This transaction highlights Sica | Fletcher’s strong relationships with private equity firms and the brokerages they support.