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Do You Need An Insurance Agency Investment Bank?

Sica Fletcher

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. This experience has revealed that there's a common misunderstanding around what an ‘investment bank’ is and what an ‘investment banker’ actually does.

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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

Last year's data saw PE firms acting as buyers in ~90% of all transactions. 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. Whereas 2022 saw equity making up nearly 17.5%

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Know Your Insurance Agency: Purchase Price Calculations

Sica Fletcher

Factors Affecting EBITDA Because EBITDA refers to a general assessment of an insurance agency’s profitability, factors affecting it are those that relate to the agency's bottom line. S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms.

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Common Types of Insurance Agency Sellers

Sica Fletcher

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. Investment Banks We should emphasize that the comparison information above is generalized , and may not apply to all such firms or banks.

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The State of Insurance M&A: 2024 Outlook

Sica Fletcher

As the first and only boutique M&A advisor to manage deals of over $1B, Sica | Fletcher has represented so many insurance agencies that we are considered “market makers” by industry experts, which makes us an ideal partner in your sale.

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2024 Insurance M&A Transactions: What To Expect

Sica Fletcher

Get an Advisor Having observed the trend of buyers actively looking for self-represented agencies and brokerages, it's important – now more than ever – to ensure you retain adequate representation before taking your company to market. The following sections detail our team’s advice for agency owners considering a transaction.

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