1. > BELL-ANDERSON-AGENCY-INC-TRANSACTION-SUMMARY

BELL-ANDERSON AGENCY, INC. TRANSACTION SUMMARY

TRANSACTION DESCRIPTION

Partial ESOP-owned Bell-Anderson Agency, Inc. has been sold to Acrisure, LLC in a transaction that successfully closed in May 2017.

ABOUT BELL-ANDERSON AGENCY, INC.

Bell-Anderson Agency, Inc. is one of the largest regional insurance agencies in the Pacific Northwest. For more information, please visit www.bell-anderson.com.

ABOUT ACRISURE, LLC

Acrisure is a national group of agencies focused on insurance, risk management and benefits design. For more information, please visit www.acrisure.com.

CHARTWELL’S ROLE

Chartwell acted as financial advisor to the ESOP Trustee and provided a fairness opinion. For more information about this transaction, please contact Chris Staloch.

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