Overview of Transaction

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• Located in Scottsburg, Indiana, Marley is a retail agency founded in 1986. 

• Marley is a diversified generalist with a long history of serving clients throughout Indiana and Kentucky. 

• Marley decided to partner with Choice Financial Group. Choice is a rapidly-growing firm in the insurance agency and broker space, having recently partnered with Northlane Capital Partners (“NCP”), a leading private equity platform, to enable growth. 

 

Significance of Transaction​

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• The acquisition of Marley offers Choice a diversified agency partner located in a rapidly-growing region with strong ties to its local community.

• The resources and support provided by Choice will accelerate Marley’s growth and allow the Company to target previously unattainable clients.

 

Sica | Fletcher's Role

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

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