Overview of Transaction

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• Initially founded in 1927, Donnelly is a generalist retail P&C agency that has been
  serving the New Jersey community and surrounding states for nearly 100 years with
  business and personal insurance products and services.

• Donnelly agreed to partner with High Street Insurance Partners (HSIP), a Top 100
  National Insurance Broker headquartered in Traverse City, Michigan.

 

Significance of Transaction​

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• The acquisition provides High Street with a strong agency with an extensive local
  reputation, exceptional experience, and a skilled team of insurance professionals.

• The acquisition will allow Donnelly to hit the ground running and further expand its
  local presence. High Street’s resources and expertise will allow for immediate, rapid
  expansion, both locally and nationally.

 

Sica | Fletcher's Role

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

• This transaction highlights the strength of Sica | Fletcher’s relationships with its
  clients and with top-tier investors.