Sica Fletcher

FEBRUARY 18, 2020

In 2019, we closed the largest number of transactions ever for our firm, reflecting the increasingly robust M&A market for insurance brokers driven mainly by private equity sponsored brokerages. About Sica | Fletcher Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S.

Insurance 52

Insurance M&A Private Equity Advisory 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 Middle Market 59

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 Banking Bank 52

Sica Fletcher

JUNE 10, 2020

More and more, we see private equity (PE) backed brokers emerging as the dominant buyers in the space. About Sica | Fletcher Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S. Over the past 20 years, there has been a significant shift in insurance brokerage M&A.

Private Equity 52

Private Equity Insurance M&A Equities 52

Sica Fletcher

APRIL 2, 2024

As the points above suggest, the other factor at play here is size: while smaller agencies and brokers saw steady deal volume despite lower valuations caused by rising interest rates, larger insurance companies did see a significant drop in deal volume over the last 18 months. Agency vs. Company: Which Is The Better Insurance M&A Deal?

Insurance 52

Insurance M&A S&P Broker 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

MARCH 8, 2024

EBITDA Multiples for Insurance Agencies, 2018-2024 (Projected) M&A Deal Volume for Insurance Agencies, 2018-2024 (Projected) *S&P Global Data taken from ,,, “Insurance Brokers and Servicers Sector View 2024” The most important news this data offers is that insurance M&A is not actually in the tailspin that many “experts” claim it to be.

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

MARCH 28, 2024

AI has been a touchy subject in insurance M&A for years, with some predicting that it will replace brokers entirely. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Our team at Sica | Fletcher is that firm. Learn more at , SicaFletcher.com.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 52

Sica Fletcher

SEPTEMBER 25, 2019

Acquiring agencies under the rubric of one broker leads to added growth and operating efficiencies for all the agencies involved. About Us Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S.

Private Equity 52

Private Equity Equities Insurance Capital 52

Sica Fletcher

NOVEMBER 19, 2019

About Us Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S. In 2018, we lead the country with 79 transactions completed for insurance agents and brokers, and in 2017, we led the country with 62 closed transactions.

Private Equity 52

Private Equity Equities Insurance Business 52

Sica Fletcher

DECEMBER 12, 2019

About Us Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S. 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.

Private Equity 52

Private Equity Insurance Equities Management 52

Sica Fletcher

MARCH 10, 2020

The issue with this is that the valuation of insurance brokers is invariably calculated as Pro Forma EBITDA multiplied by the EBITDA multiple. As of today, there are at least 30 private equity sponsored brokers who are actively searching for acquisitions, plus other strategic players. We look forward to partnering with you!

Private Equity 52

Private Equity Insurance Business Equities 52

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 57

Trading Capital Funds Investment 57

Sica Fletcher

JUNE 20, 2024

2024 Insurance Broker M&A Market Overview For the first time, M&A acquirers are purchasing insurance brokerages at a loss in favor of possible long-term gains. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

M&A 52

M&A Insurance Valuation Equities 52

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. The advisory team targets a single high-profile buyer on whom they focus their marketing efforts. Valuation is a process in and of itself.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

DECEMBER 16, 2020

Every year, numerous insurance agency and broker principals attempt to sell their companies by being " Serial Daters". About Sica | Fletcher Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S. This is generally a very big mistake.

Insurance 52

Insurance Private Equity Advisory Equities 52