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

The TRADE

Prior to joining Aladdin in 2021, he spent nearly seven years at IHS Markit in a sales and solutions role for EMEA, two and a half years at FactSet as its global head of sales and seven and a half years at Thomson Reuters as its head of sales for the Americas. Polar Capital confirmed his appointment. His new role is unconfirmed.

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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. Sometimes, we find that owners aren’t sure of what services they actually need; growing their agency prior to a sale might seem necessary even if it wasn’t in their original plan.

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People Moves Monday: Weekly round up

The TRADE

Prior to that, Arduini held the position of EMEA head of markets, serving in the role from 2014. LedgerEdge appointed Stefano Dallavalle is its new product director and Diederik Van Suchtelen as head of its Amsterdam office and EU sales. He will work alongside Stuart Stanley, global head of FX, up until his final day at Citi.

Trading 62
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The Top Insurance Agency Investment Banks of 2024

Sica Fletcher

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.

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Insurance Broker Valuation Multiples: Q3 2024 Projections

Sica Fletcher

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. The Best Data From The Best Advisors So how do we know all this? Because we are the best at what we do. Learn more at SicaFletcher.com.

Broker 52
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Common Types of Insurance Agency Sellers

Sica Fletcher

This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome. Urgent financial requirements (e.g., Market/Business Environment.

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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. Learn more at SicaFletcher.com.

M&A 52