Sica Fletcher

SEPTEMBER 3, 2024

The following article details the process of selling an insurance agency book of business in 2024, including deviations from the process of selling an agency, the valuation process, and common payout structures. This means getting a formal valuation done - typically through your M&A advisor, but sometimes through a third party.

Insurance 52

Insurance Business Valuation M&A 52

Sica Fletcher

DECEMBER 12, 2019

Let’s break down how this is paid: Valuation The valuation is invariably calculated as Pro Forma EBITDA multiplied by the EBITDA multiple. Depending on the acquiror and your agency’s needs, some back office functions (accounting, IT, HR, etc.) Note that there are two variables used, and each is as important as the other.

Private Equity 52

Private Equity Insurance Equities Management 52

Sica Fletcher

MAY 15, 2024

essentially boils down to three major steps: Determine your insurance agency’s EBITDA Determine the standard valuation multiple for an agency of your size Multiply your EBITDA by the multiple to determine your expected payout (i.e., Learn more at SicaFletcher.com.

Insurance 52

Insurance S&P M&A Valuation 52

Sica Fletcher

MAY 8, 2024

While we’ve already written extensively on the process of insurance agency valuation , the following sections focus on what to look for in the earliest stages of considering a sale - in other words, what deciding factors to look for to determine whether you should sell your agency. What Documents Do I Need? Manageable Debt.

Insurance 52

Insurance M&A Valuation Advisory 52

Sica Fletcher

JULY 1, 2024

Although the seller’s goal does impact how each M&A transaction is conducted, it does not affect whether or not they need to improve their brokerage prior to the initial valuation. Trust Accounts. Brokerages manage funds directly, in comparison to agencies, which are generally more focused on collecting premiums.

Insurance 52

Insurance M&A Advisory Funds 52

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 52

Investment Banking Insurance Banking Bank 52

InvestmentBank.com

OCTOBER 24, 2019

trillion accounting for 17.9% Christopher Majdi, Director of Valuation & FMV Services at Premier, Inc. Careful considerations must be given to: (1) regulatory limitations; (2) practice valuation; (3) physician compensation; and (4) culture integration to insure a successful transaction. 2014, March 25). of GDP or $2.5

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

Cooley M&A

JULY 19, 2019

The statement reiterated details of the breach that dated back to 2014 in which the personal information of almost 400 million Starwood guests was exposed, of which about 30 million were in the European Economic Area (EEA) and seven million were in the UK.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Risk Assessment Securities 52

Growth Business

AUGUST 22, 2023

This valuation is either achieved through an equity financing round or via financial performance indicators. 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. 1.75bn Founded: 2014 What do they do?

Insurance 52

Insurance Bank Banking Funds 52

InvestmentBank.com

MAY 26, 2021

According to Pitchbook, deal volume contracted by 26% compared to Q1 2019 and featured the lowest volume since Q2 2014 [4]. buyers accounting for 90% of transactions, consistent with the preceding few years [9]. The initial shock gave both buyers and sellers cold feet, resulting in a general market freeze.

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

Mergers and Inquisitions

MARCH 19, 2025

I could not find a breakout of deal types, but I assume that traditional buyouts account for most of the deal volume, followed by growth equity and venture capital (perhaps at slightly higher percentages than in industrials). Private equity interest in consumer retail started strong but declined over time.

Private Equity 59

Private Equity Retail Equities Mergers and Acquisitions 59

InvestmentBank.com

MAY 18, 2021

Under MACRA, alternative payment models can be developed and accountable care organizations can join large organizations and health plans to create more transparency. How do business valuations differ in Healthcare and across its subsectors? However, Medtronic’s valuation is significantly lower than the sector average (Collins).

Healthcare 40

Healthcare M&A Valuation Hospitality 40