Sica Fletcher

AUGUST 21, 2024

Sica | Fletcher has been providing M&A advisory services to agencies and brokerages of all sizes for a decade. In that time, we’ve represented thousands of clients and quickly became one of the most active boutique M&A advisory firms in the market today. CALL OUR TEAM Why Sica | Fletcher?

Investment Banking 52

Investment Banking Insurance Bank Banking 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

The TRADE

FEBRUARY 12, 2024

Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Bellman joined the business in 2014 as a dealer before being promoted to dealing manager, his most recent role. Earlier in his career, Viverito spent three years as a trader at Great Point Capital.

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. Learn more at SicaFletcher.com.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

JUNE 11, 2024

Sica | Fletcher is the first and only boutique M&A firm that has advised on deals over $1B, making us uniquely qualified to speak on insurance broker valuation multiples at varying degrees of scale. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Broker 52

Broker Insurance Valuation S&P 52

Sica Fletcher

JULY 31, 2024

Look at industry publications and data centers to identify which advisory firms have the best reputations. Boutique firms usually operate with a smaller staff, which means you are more likely to work with one of the firm's principals. When selecting an advisor, consider the following: Reputation.

M&A 52

M&A Insurance Debt Equities 52