Overview of Transaction

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• Founded in 1981, Morris & Templeton Insurance is a retail property and casualty insurance agency headquartered in Savannah, GA. With leadership extending across four generations, Morris & Templeton Insurance has developed extremely strong ties to the local community and an exceptional reputation. 

• Morris & Templeton Insurance provides personal and commercial insurance solutions with particular expertise in high-value home insurance.

• Morris & Templeton Insurance agreed to partner with ALKEME, one of the fastest-growing Insurance brokerages in the United States, providing agencies with a proven platform to achieve financial security and revenue growth

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Significance of Transaction

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• This acquisition strengthens ALKEME’s presence in the Georgia market and aligns with ALKEME’s mission to expand its southeastern footprint.

• This new alliance provides Morris & Templeton Insurance with an exceptional growth partner to build on its legacy and expand its services. 

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Sica | Fletcher's Role

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• Sica | Fletcher served as exclusive strategic and financial advisor to Morris & Templeton Insurance. 

• This transaction underscores Sica | Fletcher's unparalleled relationships with top-tier investors in the insurance sector.