Sica Fletcher

JUNE 11, 2024

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 keys to success in 2024, then, will be patience and knowledge : sellers should only enter the market at a time when they’re thoroughly prepared for the process.

Broker 52

Broker Insurance Valuation S&P 52

Sica Fletcher

JUNE 14, 2024

Negotiating Your Insurance Agency Purchase Price Even after you’ve determined the most likely insurance agency purchase price, the reality is that the rest of the M&A deal process is highly nuanced and requires a great degree of skill. S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

JULY 31, 2024

Boutique firms usually operate with a smaller staff, which means you are more likely to work with one of the firm's principals. This means that insurance agency owners entering the market should be prepared to spend the remainder of the year – and most of 2025 – evaluating offers and reconfiguring negotiations. Senior Attention.

M&A 52

M&A Insurance Debt Equities 52