Overview of Transaction

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• Founded in 2007, Cordasco is a boutique advisory firm located in Savannah, Georgia. With decades of collective experience, Cordasco is a leading provider of tax, accounting, and financial advisory services, with a specific focus on business life cycle planning.

• Cordasco agreed to partner with High Street, one of the fastest growing insurance agencies in North America and a Top 100 National Insurance Broker headquartered in Traverse City, Michigan.

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Significance of Transaction​

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• The acquisition of Cordasco allows High Street to offer a wider range of financial services, expanding into tangential service lines such as financial services consulting.

• The acquisition provides Cordasco an opportunity to be part of a team where they can leverage each other's strengths and better serve their community. Furthermore, the partnership will provide substantial cross-selling opportunities for the Cordasco team among the existing High Street client base.

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Sica | Fletcher's Role

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

• This transaction highlights the strength of Sica | Fletcher’s relationships with top-tier investors and PE firms in the space.