Announcement graphic for Arthur J. Gallagher & Company acquisition of Kusske Financial Asset Management

Seller

Kusske Financial Asset Management

Investor

Arthur J. Gallagher & Company

MidCap Advisors is pleased to announce that f3 Logic (“f3 Logic”), f3 Investment Management (“f3 IM”), Financial Consultants of America (“FCA”), Compass Point Retirement (“CPR”), and Kusske Financial Asset Management (“KFAM”), collectively the “f3 Companies” have been acquired by Arthur J. Gallagher & Company (NYSE: AJG) (“AJG” or “Gallagher”). MidCap Advisors was the exclusive financial advisor to the f3 companies. With locations throughout the Mid-Atlantic, the Midwest, and New England, f3’s 7 principals possess over 150 years of wealth management and financial planning experience. With the acquisition, f3 will become Gallagher’s primary platform in the individual wealth management space. The f3 Companies are a wealth management platform with over $1 billion in assets under advisement. With a turnkey technology and asset management platform and an investment suite of offerings, the f3 Companies provide retirement planning and financial advisory services to individuals, individual advisors, and registered investment advisory firms. The f3 Companies will remain in their current locations under the direction of Jeff Leonard, Gallagher’s North American Business Line Leader for Financial and Retirement Services. FCA, CPR, and KFAM will continue to operate under f3’s RIA platform and they provide financial planning and wealth management solutions. Gallagher is a global leader in insurance, risk management, and consulting services providing services in approximately 130 countries.