European Investment Bank

JANUARY 2, 2024

Technical assistance services, also called “advisory services”, include all expert advice and expertise-based tasks delivered by the EIB Group and, when necessary, by external service providers managed by staff of the EIB Group. It transposes the directive 2014/24/EU on public procurement.

Corporation 52

Corporation Advisory Accountant Management 52

Sica Fletcher

AUGUST 23, 2023

We’ll continue investing in people, process, and technology to deliver superior financial advisory services and maintain our industry-leading position.” Founders Michael Fletcher and Al Sica are two of the industry's leading dealmakers who have advised on over $12 billion in insurance agency and brokerage transactions since 2014.

Insurance 52

Insurance M&A S&P Shares 52

Sica Fletcher

AUGUST 5, 2024

. ### About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. 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

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

. ### About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. 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

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

MAY 13, 2024

. ### About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. 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 52

Insurance M&A Broker Mergers and Acquisitions 52

Sica Fletcher

FEBRUARY 6, 2024

. ### About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. 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 billion in insurance agency and brokerage transactions since 2014.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 52

Sica Fletcher

FEBRUARY 18, 2020

As the leading strategic advisory firm in the country for insurance brokers, all aspects of Sica | Fletcher’s business were extraordinarily active in the past year, including our advisory business, buy-side due diligence and our work with private equity firms.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Sica Fletcher

APRIL 11, 2024

Generally, these fall into two distinct categories of advisory firms or investment banks. M&A Advisory Firms vs. Investment Banks We should emphasize that the comparison information above is generalized , and may not apply to all such firms or banks.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Sun Acquisitions

MARCH 1, 2024

Established in 1984 and under current ownership since 2014, they have been a cornerstone in the commercial furniture market. Sun Acquisitions has successfully managed and handled engagements across all industries and is recognized as a leading M&A advisory firm in the Midwest.

Food 59

Food Mergers and Acquisitions Acquisitions M&A 59

Sica Fletcher

DECEMBER 16, 2020

About Sica | Fletcher Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S. We are here to help and would appreciate the opportunity to develop a dialogue and work as your strategic advisor to help you reposition your business for further growth and success.

Insurance 52

Insurance Private Equity Advisory Equities 52

Sica Fletcher

JUNE 10, 2020

About Sica | Fletcher Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S. Sica | Fletcher’s goal is to work as your strategic advisor, helping you to evaluate your business, understand your strategic objectives, and to maximize the end result as efficiently as possible.

Private Equity 52

Private Equity Insurance M&A Equities 52

PCE

MAY 15, 2023

Yet the number of ESOP-owned companies has declined in recent years, from 6,717 in 2014 to 6,467 in 2020. The 50-year anniversary of the employee stock ownership plan (ESOP) is just one year away, as it was the Employment Retirement Income Security Act of 1974 (ERISA) that made ESOPs possible.

Stock 52

Stock Securities IT Advisory 52

Sica Fletcher

JULY 1, 2024

Insurance Brokerage Policy Diversification Benchmarks Note: The data above is based on our experience as one of the most active insurance M&A advisory firms in the industry for the last 10 years, as well as from our Sica | Fletcher index, which monitors approximately 70% of insurance M&A deals. Learn more at SicaFletcher.com.

Insurance 52

Insurance M&A Advisory Funds 52

Sica Fletcher

AUGUST 14, 2024

The difference between investment banks and M&A advisory firms, for example, is particularly difficult to understand. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Investment Banking 52

Investment Banking Insurance M&A Bank 52

TechCrunch: M&A

APRIL 27, 2023

Kakao Pay first launched its mobile payment service in 2014. based brokerage and financial advisory firm, and its subsidiaries have been providing financial services for over 50 years. It was spun off from Kakao Corp. in 2017 and it is now one of the major mobile payment players in South Korea. Siebert Financial, the U.S.-based

Financial Services 101

Financial Services Trading IT M&A 101

Sica Fletcher

AUGUST 30, 2023

. ### 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 $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

JULY 2, 2024

One of the best ways to do that is by working with an experienced M&A advisory firm that can leverage a network of contacts to connect you with the best available insurance agency buyers. That’s one of several reasons why it’s so important to work with an experienced M&A advisory firm.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sica Fletcher

JULY 11, 2024

The expansion of modern capital structures means that M&A advisory teams put in significantly more work when evaluating acquisition offers, resulting in a longer deal duration. As one of the most active M&A advisory firms in the insurance sector, our team is best poised to get your brokerage the payout you need in a timely manner.

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Who Performs A Valuation?

Valuation 52

Valuation M&A Insurance Advisory 52

Sica Fletcher

NOVEMBER 9, 2023

. ### 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.

Broker 40

Broker M&A Insurance Mergers and Acquisitions 40

The TRADE

FEBRUARY 12, 2024

Bellman joined the business in 2014 as a dealer before being promoted to dealing manager, his most recent role. Elsewhere in her career, Wallander held junior analyst roles for M&A at HSBC, DC Advisory Partners, Close Brothers and Merrill Lynch.

Capital 62

Capital Sale Asset Management Management 62

Sica Fletcher

JUNE 14, 2024

S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms. Sica | Fletcher is the #1 M&A advisory firm for insurance agencies on the market today, representing everything from boutique agencies to $1B deals.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

APRIL 2, 2024

In deals with the highest earnout, business owners turn to a specialized M&A advisory firm to handle negotiations and oversee valuations. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Learn more at SicaFletcher.com.

Insurance 52

Insurance M&A S&P Broker 52

Sica Fletcher

MARCH 28, 2024

Still, it is early in the year; with several ongoing geopolitical events and the uncertainty of an election year, sellers will want an advisory firm who not only understands insurance M&A trends, but who can navigate those waters regardless of the conditions. Our team at Sica | Fletcher is that firm. Learn more at , SicaFletcher.com.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 52

Focus Investment Banking

JUNE 8, 2023

Argyle is a leading advisory and creative services provider for US public company shareholder communications. Founded in 2014, Argyle is experiencing robust growth in the U.S. market with approximately 130 clients in 2022.

Investment Banking 52

Investment Banking Acquisitions Bank Banking 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

JULY 31, 2024

Look at industry publications and data centers to identify which advisory firms have the best reputations. If you aren't sure where to begin when selecting an advisory firm, an initial consultation is a good place to start. When selecting an advisor, consider the following: Reputation.

M&A 52

M&A Insurance Equities Debt 52

Sica Fletcher

APRIL 30, 2024

Sica | Fletcher Knows How To Value an Insurance Agency We've represented thousands of insurance agencies and brokerages since our founding in 2014 – so much so, that we are considered a “market maker” within our industry.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

MARCH 26, 2024

The advisory team targets a single high-profile buyer on whom they focus their marketing efforts. If you are interested in selling your insurance agency and aren't sure what to do next, we encourage you to speak with a trusted M&A advisory firm to identify your next steps. Account-Based. Learn more at , ,, SicaFletcher.com.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

JUNE 11, 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.

Broker 52

Broker Insurance Valuation S&P 52

Sica Fletcher

SEPTEMBER 17, 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 Valuation Profitability M&A 52

Sica Fletcher

MARCH 8, 2024

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.

Insurance 52

Insurance M&A S&P Valuation 52

Cooley M&A

MAY 17, 2017

ISS and Glass Lewis are continuing to apply special scrutiny to certain corporate governance provisions of “newly public” companies (generally, companies that have gone public in 2014 or later). See our December 2016 client alert. What should you do if you receive a negative recommendation for a board member for this reason? .

IPO 52

IPO Government Advisory Corporation 52

Sica Fletcher

SEPTEMBER 25, 2019

About Us Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S. The firm was founded in 2014 by Michael Fletcher and Al Sica, two of the industry's leading insurance M&A advisors who have closed over $6 billion in insurance agency and brokerage transactions since 2014.​

Private Equity 52

Private Equity Equities Insurance Capital 52

Sica Fletcher

OCTOBER 16, 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.

Valuation 52

Valuation Mergers and Acquisitions M&A Insurance 52

Sica Fletcher

SEPTEMBER 3, 2024

Whereas many other M&A advisory firms cast a wide net by serving a large number of industries, our teams specialize specifically in insurance deals, giving us the experience and expertise that provides our clients with the edge to secure a more favorable payout at closing.

Insurance 52

Insurance Business Valuation M&A 52