2014, Accountant and Broker - Investment Banking Today

Sica | Fletcher Q2 Index Highlights Comparable M&A Activity to 2023

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 6, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions.

M&A

M&A Broker Insurance Mergers and Acquisitions

Sica | Fletcher Q2 Index Highlights Comparable M&A Activity to 2023

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 5, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions.

M&A

M&A Broker Insurance Mergers and Acquisitions

Sica | Fletcher Continues To Lead the Insurance M&A Industry in 2024

Sica Fletcher

MAY 13, 2024

Q1 2024 Agency and Broker Buyer Index Reveals a Dynamic Landscape for Insurance M&A NEW YORK, NY - May 13, 2024 - Sica | Fletcher releases the Q1 2024 Agency & Broker Buyer Index. The firm was founded in 2014 by Michael Fletcher and Al Sica, two of the industry's leading dealmakers who have advised on over $17.5

Insurance

Insurance M&A Broker Mergers and Acquisitions

Press Release: Sica | Fletcher Detects Quarterly Increase In M&A Activity in Q2 Index

Sica Fletcher

AUGUST 30, 2023

Q2 Broker Buyer Index Shows a 16% Increase in Deal Volume Over Q1 2023 NEW YORK, NY - August 30, 2023 - Sica | Fletcher releases the Q2 2023 Agency & Broker Buyer Index. The Sica | Fletcher Agency & Broker Buyer Index is the most comprehensive report on insurance brokerage M&A activity in existence.

M&A

M&A Insurance Broker Private Equity

What To Remember When Selling an Insurance Brokerage

Sica Fletcher

JULY 1, 2024

Trust Accounts. Brokerages maintain separate trust accounts for client funds to ensure they are not commingled with operational funds, while agencies do not. scope of operation, broker/brokerage licensing, license transfer) that can also lead to more complicated deal structures when it’s time to sell. Fiduciary Compliance.

Insurance

Insurance M&A Advisory Funds

The Top Insurance Agency Investment Banks of 2024

Sica Fletcher

AUGUST 6, 2024

Founded in 2014, they have consistently ranked at the top of the S&P Global Data's rankings for investment banks, totaling an average of 100 deals per year. As one of the larger firms on this list, Houlihan Lokey is less likely to have any of their principals working on client accounts. Learn more at SicaFletcher.com.

Investment Banking

Investment Banking Insurance Banking Bank

Tech unicorns UK – complete guide to the billion-dollar club

Growth Business

AUGUST 22, 2023

Now, the company boasts 18 million users, offering bank accounts, overseas transfers, crypto exchange and features like early salary payments – supporting over 30 in-app currencies. The group comprises of brokering firm Howden, underwriting agency DUAL, MGA and its data and analytics arm HX. 1.75bn Founded: 2014 What do they do?

Insurance

Insurance Banking Bank IT

Anatomy of a Transaction

Sica Fletcher

DECEMBER 12, 2019

Depending on the acquiror and your agency’s needs, some back office functions (accounting, IT, HR, etc.) In 2018, we led the country with 79 transactions completed for the insurance agents and brokers, and in 2017, we led the country with 62 closed transactions. may be integrated or simply may be left alone.

Private Equity

Private Equity Insurance Equities Management

Keeping ESG commercial

The TRADE

MAY 1, 2024

Papanichola began his career at interdealer broker, GFI, however quickly realised the environment wasn’t the one for him. 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.

Trading

Trading Capital Funds Investment

Adroit Trading Technologies receives $15 million capital injection to scale distribution and development

The TRADE

FEBRUARY 6, 2024

Adroit’s offering is a single point of access, cross-asset, all-in-one tool for traders and portfolio managers active in cash and derivatives markets (often across tangled global account structures). Founded by Jaglan in 2014 focused on OTC solutions, Adroit has since expanded into EMS and achieved profitability in 2016.

Trading

Trading Capital Broker Portfolio Management

How To Sell: Insurance Agency M&A, Step-By-Step

Sica Fletcher

MARCH 26, 2024

The best approach is to work with a professional company that offers these services, which can take any form, from small business brokers to large investment banks, depending on the agency size. Account-Based. Once an agency owner completes their initial preparations, the next step is to complete a full valuation of the agency.

M&A

M&A Insurance Valuation Advisory

Goldman Sachs on equities execution: Tacking with the wind

The TRADE

AUGUST 1, 2023

The bank made a push into the quant space in 2014 and now services a variety of firms ranging from standalone systematic hedge funds, funds that sit within platforms or funds that exist as proprietary broker dealers. Those themes could continue to change depending on liquidity and volatility.”

Equities

Equities Trading Electronics Sale

Helicopter Money – How It May Save the Insurance Brokerage Business (and the Rest of the Economy)

Sica Fletcher

APRIL 16, 2020

Many clients have asked us our views about how the COVID-19 pandemic will affect the insurance brokerage industry broadly and the M&A and strategic market for brokers in particular. that’s exactly what we did from 2009-2014. In fact, it was the second wave of the Spanish Flu in the fall of 1918 that accounted for most of the U.S.

Insurance

Insurance Business IT Economics

Investment Banking Today

Sica | Fletcher Q2 Index Highlights Comparable M&A Activity to 2023

Sica | Fletcher Q2 Index Highlights Comparable M&A Activity to 2023

Trending Sources

Sica | Fletcher Continues To Lead the Insurance M&A Industry in 2024

Press Release: Sica | Fletcher Detects Quarterly Increase In M&A Activity in Q2 Index

What To Remember When Selling an Insurance Brokerage

The Top Insurance Agency Investment Banks of 2024

Tech unicorns UK – complete guide to the billion-dollar club

Anatomy of a Transaction

Keeping ESG commercial

Adroit Trading Technologies receives $15 million capital injection to scale distribution and development

How To Sell: Insurance Agency M&A, Step-By-Step

Goldman Sachs on equities execution: Tacking with the wind

Helicopter Money – How It May Save the Insurance Brokerage Business (and the Rest of the Economy)

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