Overview of Transaction

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• Risk Management Advisors (“RMA”) was started in 2004 by R. Wesley Sierk III and Jarid Beck with a vision to provide alternative insurance and financial services strategies.

• Headquartered in Long Beach, California RMA specializes in the design, implementation and management of captive insurance companies and self-insured plans.

• RMA agreed to be acquired Risk Strategies Company, a top 20 National Insurance Broker.

 

Significance of Transaction

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• The Risk Management Advisors acquisition builds on Risk Strategies’ self-insured and captive insurance practice on the west coast.

• Creates long-term synergies due to shared culture, unique client focus, and one of the most seasoned Executive Leadership Teams in the industry.

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Sica | Fletcher's Role

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• RMA engaged Sica | Fletcher to explore multiple strategic options for the firm.

• The Risk Management Advisors transaction builds on Sica | Fletcher's track record of success with large and complex transactions.

• This transaction further highlights Sica | Fletcher’s strong relationships with top-tier investors, having worked with Risk Strategies on numerous deals.