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Sica | Fletcher advises Cross Coastal Advisors in its sale to Highstreet Insurance Partners.

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Overview of Transaction

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  • Cross Coastal Advisors (CCA) is a premier wealth management and insurance firm headquartered in Boston, Massachusetts, and with additional offices in Needham, Hingham, and Westborough, MA.

  • Founded in 2015, CCA provides wealth management services, investment strategies, and insurance products and services to thousands of individual clients, including many high-net-worth individuals, family offices, and businesses.

  • CCA utilizes a disciplined and consultative approach with clients, and continues to grow by double digits every year.

  • CCA elected to partner with Highstreet Insurance Partners (HSIP), one of the fastest growing insurance agencies in North America and a Top 100 National Insurance Broker headquartered in Traverse City, Michigan.

 

Significance of Transaction

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  • The acquisition of CCA provides HSIP with a platform for growth in wealth management services and for expanding its geographic footprint in the Northeast.

  • CCA benefits by capitalizing on numerous opportunities to leverage HSIP’s strengths and network of agency partners to bolster its growth and expansion efforts.

 

Sica | Fletcher's Role

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

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

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