Overview of Transaction

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• OVIA is a full-service retail insurance agency headquartered in Oswego, New York, with four additional locations in upstate and western New York.

• The Company has a long history with roots dating back to 1876. OVIA was formally created in 1997 when two longstanding local insurance agencies merged. 

• The Company provides a wide range of insurance products to medium and small businesses as well as individuals throughout the Empire State.

• OVIA 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.

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Significance of Transaction

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• The acquisition will allow HSIP to further expand its footprint into the New York metro area and leverage the strong capabilities the OVIA team has built.

• The acquisition provides OVIA with a strong opportunity for immediate, rapid expansion through HSIP’s resources and to better serve their community.

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Sica | Fletcher's Role

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

• This transaction highlights the strength of Sica | Fletcher’s relationships with the nation’s top agencies and sophisticated institutional investors.