Sica Fletcher

AUGUST 30, 2023

These 22 agent and broker acquirers accounted for 72% of all deal activity in the insurance brokerage space as of YTD June 2023. Founders Michael Fletcher and Al Sica are two of the industry's leading dealmakers who have advised on over $12,000,000,000 ($12 billion) in insurance agency and brokerage transactions since 2014.

M&A 52

M&A Insurance Broker Private Equity 52

Sica Fletcher

DECEMBER 12, 2019

Depending on the acquiror and your agency’s needs, some back office functions (accounting, IT, HR, etc.) About Us Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S. may be integrated or simply may be left alone.

Private Equity 52

Private Equity Insurance Equities Management 52

Sica Fletcher

MARCH 26, 2024

Account-Based. The advisory team targets a single high-profile buyer on whom they focus their marketing efforts. However, an account-based transaction may be more common in the case of a regional buyer seeking to secure dominance in a local market. If you would like to speak with our team, use the contact information below.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

OCTOBER 16, 2024

Typically firms specializing in this client type have a larger pool of clients in order to make up the difference with HNW accounts. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. “Mass affluent” clients: Clients with $100,000 to $1M in assets.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

Sica Fletcher

APRIL 30, 2024

Revenue sees occasional use but is often rejected because it does not take the operating expenses required to keep an agency running into account, which can create unreliable valuations. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

MAY 8, 2024

And it certainly does not stop less-than-reputable advisory firms from agreeing to represent you and taking their regular retainer fees, despite knowing full well your agency can’t be sold. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Let’s Talk.

Insurance 52

Insurance M&A Valuation Advisory 52

Sica Fletcher

MAY 15, 2024

About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Founders Michael Fletcher and Al Sica are two of the industry's leading dealmakers who have advised on over $16 billion in insurance agency and brokerage transactions since 2014.

Insurance 52

Insurance S&P M&A Valuation 52

Sica Fletcher

SEPTEMBER 3, 2024

This is, of course, before any of the risks associated with the agency are taken into account. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. For example, a small agency making $5M in revenue and $2M in EBITDA would be likely to earn $11.2M

Insurance 52

Insurance Business Valuation M&A 52

Sica Fletcher

MARCH 12, 2024

This valuation method provides a broader overview of how much an agency makes but does not account for how much it has to spend. Contact: Mike Fletcher Managing Partner, Sica | Fletcher ,, mjf@sicafletcher.com About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Valuation 52

Valuation Insurance M&A Profitability 52

The TRADE

MAY 1, 2024

Set up by industry stalwarts Giuseppe Bivona, and Marco Taricco, Bluebell Capital Partners is a spin out from Bluebell Partners, an investment advisory business set up by the same pair in 2014. It outsources everything outside of its core functions including its HR, accounting, IT, compliance, custody and data management. “We

Trading 59

Trading Capital Funds Investment 59