Sica | Fletcher advises Wingert Financial Services, Inc. in its sale to High Street Insurance Partners.

Overview of Transaction

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• Wingert Financial Services, Inc. is an all-lines retail agency located in Mill Creek, Washington, about 30 miles northeast of Seattle.

• Founded in 2001, the Company provides a wide range of life & health (L&H) and property & casualty (P&C) products and services to individuals and businesses, mainly in the Northwest.

• Wingert is highly engaged in capitalizing on cross-sell opportunities between the Company’s P&C and L&H client base.

• Wingert agreed to partner with High Street Insurance Partners (HSIP), one of the fastest growing community-based insurance brokerages and financial service firms in the US.

 

Significance of Transaction

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• HSIP noted that Wingert's expertise in employee benefits and their community-based approach to personal and business insurance is a perfect fit for their region and culture.

• Wingert looks forward to the collaboration, additional services, and infrastructure the partnership provides, as well as HSIP’s expansive markets and teams bringing greater choice to their clients and prospects.

 

Sica | Fletcher's Role

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

• This transaction further underscores Sica | Fletcher’s strong relationships with private equity firms and the brokerages they support.