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Sica | Fletcher advises Milestone Insurance Brokers, LLC in its sale to High Street Insurance Partners.

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Overview of Transaction


  • Founded in 1987 by Ron Hoefer, Milestone Insurance Brokers is a full-service retail insurance agency headquartered in Irvine, CA. Milestone writes predominantly commercial lines Property and Casualty products, and offers risk management, employee benefits, and personal lines coverages. 

  • As a premier agency in Southern California, Milestone has an exceptional team of employees led by its President, John Hoefer, and Managing Director, Warren Weed. 

  • Milestone agreed to partner with High Street 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

  • The acquisition of Milestone allows HSIP to expand its presence on the West coast. It will also provide the Company with a deep bench of highly qualified insurance professionals and a team with niche expertise and experience in California workers’ compensation coverages.

  • The acquisition will allow the Milestone team to leverage HSIP’s national partner network to better serve their clients. The partnership will provide many cross-selling opportunities for the Milestone team among the existing HSIP client base. 

Sica | Fletcher's Role

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

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

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