Overview of Transaction

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• Acquired in 1993, with roots dating back nearly 100 years, Laird is a retail P&C insurance agency located in Kilgore, TX.

• Laird offers a comprehensive suite of insurance to individuals and businesses throughout Texas and the surrounding states, specializing in commercial coverages for companies in the Oil and Gas sector.

• Laird agreed to partner with Relation, a top 40 National Insurance Broker headquartered in Walnut Creek, CA.

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Significance of Transaction​

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• Laird represents one of the first Texas-based acquisitions by Relation. The acquisition will bolster Relation’s presence throughout the South/Gulf Coast.

• With the support of Relation’s resources and access to previously unavailable prospects, Laird has an opportunity for significant growth.

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Sica | Fletcher's Role

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

• Transactions such as this one demonstrate why Sica | Fletcher continues to rank #1 in the agency and brokerage advisory space.