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People Moves Monday: BlackRock Aladdin, Polar Capital, Rothschild & Co and more…

The TRADE

Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Prior to joining Rothschild in January 2023, Finke spent nearly five years at Marathon Asset Management as a global equity trader covering equities and FX.

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The State of Insurance M&A: 2024 Outlook

Sica Fletcher

Stock Will Take Up a Larger Percentage of Payout Structures While 20 years ago, transaction payouts were typically 100% cash, more often than not, modern payouts now almost universally contain some amount of equity in the buyer company as a central part of the deal. Learn more at SicaFletcher.com.

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The Top Insurance Agency Investment Banks of 2024

Sica Fletcher

The Top Insurance Agency Investment Banks of 2024 Sica | Fletcher Sica | Fletcher is a boutique investment bank specializing in M&A advisory services. 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.

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Insurance Broker Valuation Multiples: Q3 2024 Projections

Sica Fletcher

Whereas 2022 saw equity making up nearly 17.5% As long as buyers face higher interest rates, sellers should expect a prolonged deal process contending with complex capital structures and equity-based negotiations. the freedom of brokers to work with a variety of carriers, and c.) The use of stock nearly doubled since last year’s data.

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Where to find fintech investment

Growth Business

Female Founders Fund Since 2014, the VC has been backing female founders across B2B, consumer, healthcare and fintech. FPE Capital is a growth equity investor in the UK lower middle-market. Hoxton Ventures Early-stage technology venture capital fund Hummingbird Ventures A boutique venture firm supporting unique, innovative companies.

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2024 Insurance M&A Transactions: What To Expect

Sica Fletcher

With such a high level of competition, they face the double-edged sword of higher overall valuations vs. a relatively smaller initial payout as equity becomes an increasingly larger percentage of buyer offers. Although sellers are in a good position to sell, they need to be wary of the equity that’s being offered. Senior Attention.

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Common Types of Insurance Agency Sellers

Sica Fletcher

In these situations, it’s common to see deals with low cash payouts and a higher degree of equity. For example, Sica | Fletcher is a boutique M&A advisory firm, but we are also the first and only such firm to advise on deals of over $1B, despite the fact that we typically advise on smaller deals.