IBG

JANUARY 9, 2023

Good News for M&A Brokers: Congress Passes a New Securities Registration Exemption for Merger and Acquisition Brokers. A new federal exemption that Congress passed during its December 2022 lame-duck session provided a welcome holiday surprise for M&A Brokers and other business sale professionals. Johnson , M&AMI.

Broker 52

Broker Mergers and Acquisitions M&A Securities 52

Sica Fletcher

APRIL 2, 2024

PE firms have taken up a larger space in the total number of insurance M&A acquirers, making the profit motive for acquiring a small agency a bigger factor influencing insurance M&A deals in the current market. Agency vs. Company: Which Is The Better Insurance M&A Deal? Insurance M&A Sectors: Who Over- or Under-performed?

Insurance 52

Insurance M&A S&P Broker 52

Sica Fletcher

MARCH 8, 2024

EBITDA Multiples for Insurance Agencies, 2018-2024 (Projected) M&A Deal Volume for Insurance Agencies, 2018-2024 (Projected) *S&P Global Data taken from ,,, “Insurance Brokers and Servicers Sector View 2024” The most important news this data offers is that insurance M&A is not actually in the tailspin that many “experts” claim it to be.

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

JULY 1, 2024

boost your profits, cut your bottom line), doing so with a brokerage requires paying special attention to the diversity of your policy portfolio. scope of operation, broker/brokerage licensing, license transfer) that can also lead to more complicated deal structures when it’s time to sell. Does the firm have a good reputation?

Insurance 52

Insurance M&A Advisory Funds 52

Sica Fletcher

JUNE 20, 2024

Effectively, this means that, for the first time , buyers are purchasing insurance agencies at a loss for themselves in order to capitalize on what they see as profitable long-term investments. operating profit as a percentage of total revenue) when performing your valuation. Learn more at SicaFletcher.com.

M&A 52

M&A Insurance Valuation Equities 52

The TRADE

FEBRUARY 6, 2024

Founded by Jaglan in 2014 focused on OTC solutions, Adroit has since expanded into EMS and achieved profitability in 2016. Adroit’s system integrates with dozens of broker-dealers, data sources, trading venues, and order management systems (OMSs), broker-dealers and data sources. It services the likes of Invesco.

Trading 57

Trading Capital Broker Portfolio Management 57

Sica Fletcher

MARCH 26, 2024

Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., and EBITDA gives buyers a better sense of the agency's future profitability. aggressive competition, regional chains, etc.). Valuation is a process in and of itself.

M&A 52

M&A Insurance Valuation Advisory 52