Overview of Transaction​​

• Founded in 1984, WAC is a full-service retail insurance agency located in Elm Grove, Wisconsin.

• WAC offers a comprehensive suite of insurance to individuals and business throughout Wisconsin and the surrounding Midwestern States.

• WAC agreed to partner with Relation, a top 40 National Insurance Broker headquartered in Walnut Creek, CA.

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Significance of Transaction​​

• WAC represents the first Wisconsin-based acquisition by Relation. The acquisition will bolster Relation’s presence throughout the Midwest.

• With the support of Relation’s resources and access to previously unavailable prospects, WAC has an opportunity for significant growth.

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Sica | Fletcher's Role 

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

• Transactions such as this one demonstrate why Sica | Fletcher continues to rank #1 in the agency and brokerage advisory space.