Overview of Transaction

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• Located in New York, New York, The Cody Group is a retail insurance agency founded by Dom Piccirillo in 2014.

• The Cody Group is a commercial lines-focused generalist with a long reputation serving clients throughout New York metro area.

• The Cody Group decided to partner with Choice Financial Group. Choice is a rapidly-growing firm in the insurance agency and broker space, having recently partnered with Northlane Capital Partners (“NCP”), a leading private equity platform, to enable growth.

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Significance of Transaction​

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• The acquisition of The Cody Group allows Choice to continue its growth plans and provides an opportunity for Choice to enter New York via a strong partner with an established footprint in Manhattan, a sticky book of business and meaningful ties to the local community.

• The resources and support provided by Choice will accelerate The Cody Group’s growth and allow the Company to target previously unattainable clients.

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Sica | Fletcher's Role

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• Sica | Fletcher was hired to serve as strategic and financial advisor to The Cody Group.

• The transaction underscores Sica | Fletcher's track record of success in deal execution, as well as its relationships with growing acquirers in the space.