Sica | Fletcher advises Fillmore Insurance Agency, Inc. in its sale to World Insurance Associates LLC.

Overview of Transaction

• Fillmore Insurance Agency, Inc. (Fillmore) is a commercial lines-focused retail agency located in Brooklyn, New York.

• The Company, founded in 1970, is a second-generation agency with specialties in real estate, contractors and retail stores, serving approximately 3,700 clients across the New York metro area.

• Fillmore agreed to partner with World, a nationally ranked financial services organization headquartered in Iselin, N.J., with more than 300 offices across the U.S. and U.K.

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Significance of Transaction

• Through this acquisition, World expands its presence in the New York metro area with a commercial lines specialist and long-standing client relationships in the real estate sector.

• Fillmore will leverage World’s platform and resources to broaden its offerings while continuing to deliver the personalized service and trusted relationships that have defined the agency for more than 50 years.

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Sica | Fletcher's Role

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

• This transaction demonstrates Sica | Fletcher’s ability to position multi-generational, family-owned agencies with the industry’s most active acquirers.