Overview of Transaction

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• United Health Actuarial Services, Inc. (“UHAS”) is a health actuarial, management and underwriting consulting firm based just north of Indianapolis.

• Founded in 2000, UHAS’ comprehensive services help clients make informed decisions when dealing with health-related products and coverages.

• UHAS consultants serve clients in many capacities, often serving as their clients’ actuarial departments and as part of their management teams.

• UHAS agreed to be acquired by Risk Strategies Companies, a top 20 National Insurance Broker. ​

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Significance of Transaction

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• The United Health Actuarial Services acquisition builds on Risk Strategies’ employee benefits practice and adds to its specialty services capabilities.

• The UHAS leadership team will remain with Risk Strategies with its expertise continuing to be available to its referral channels.

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Sica | Fletcher's Role

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• Sica | Fletcher served as exclusive strategic and financial advisor to UHAS. 

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

• The United Health Actuarial Services transaction further highlights our strong relationships with top-tier investors, having previously worked with Risk Strategies on numerous deals.