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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.
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. LABRADOR and Argyle, with 91 and 200 employees respectively, share the same DNA and the same vision of transparency: “Our mission is Transparency by design.
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?
new technology, active competitors, regulatory/compliance changes) can affect the market shares of all participants. S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms. The most important factors to keep in mind when considering valuation multiples are: Industry Landscape.
Other times, they are hoping to use their share of the sale to alleviate personal debt. 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. Are looking for a career change. Let’s Talk.
Every portfolio company receives tailored support, which can encompass legal or financial advisory assistance, mentorship, leadership training, and a dedicated presence on the Board. To further empower our founders, we connect them with our extensive network through our pro-bono Expert Advisory Council. that they deserve.
Consider Digitization Focus on Your Unique Selling Points (USP) Improve Client Retention Vet Prospective Clients & Carriers The Steps of Selling an Insurance Agency Book of Business Selling an insurance agency book of business shares all of the major steps of any M&A transaction and often involves the same team members.
Inter-family loans, unpaid salaries, or shared equity structures may complicate future sales. In these cases, involved family members should sit down early and agree upon their shared goals for the transaction. Family-specific financial arrangements. Think Long-Term.
It’s common to see deals completed in which earnouts make up the lion's share of payments to sellers. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. These goals might include: A pre-arranged timeframe (i.e.,
PE firms rely on leveraged buyouts (LBOs) for the lion's share of their deals, which often involve using the acquired company’s assets as collateral to insure the loan used to purchase it. Ultimately, this paved the way for PE firms to take an increasingly larger share of the insurance M&A market starting about a decade ago.
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