Overview of Transaction

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• Pegasus provides comprehensive captive insurance company services and risk management services with its main office located in Riverton, Utah.

• The company specializes in structuring, forming, and managing captive insurance companies for middle market companies.

• EPIC is a retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California in 2007 with offices and leadership across the country.

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Significance of Transaction

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• The acquisition of Pegasus provides the opportunity for EPIC to penetrate the niche captive insurance management market.

 

Sica | Fletcher's Role

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

• The Pegasus transaction builds on Sica | Fletcher's track record of success with complex transactions and key relationships with the most prolific acquirers in the space.