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Choice Financial Group Acquires Bernier Insurance Agency
Sica | Fletcher advises Bernier Insurance Inc. d.b.a. Bernier Insurance Agency (“Bernier”) in its sale to Choice Financial Group, LLC (“Choice”).


Overview of Transaction

  • Located in Rochester, New Hampshire, Bernier is a second-generation, P&C-focused retail insurance agency founded in 1981.

  • Bernier has a long history serving clients throughout New Hampshire and the Northeast.

  • Bernier decided to partner with Choice Financial Group. Choice is a rapidly-growing firm in the insurance agency and broker space, having recently partnered with Northlane Capital Partners (“NCP”), a leading private equity platform, to enable growth.

Significance of Transaction

  • The acquisition of Bernier offers Choice a mutli-generation family business with extremely strong ties to its local community.

  • The resources and support provided by Choice will accelerate Bernier’s growth and allow the Company to target previously unattainable clients.

Sica | Fletcher's Role 

  • Sica | Fletcher was hired to serve as strategic and financial advisor to Bernier.

  • The transaction underscores Sica | Fletcher's track record of success in deal execution, as well as its relationships with growing acquirers in the space.

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