2014 Debt Valuation 
TechCrunch: M&A
JULY 27, 2023
Uplift had raised nearly $700 million in equity and debt, securing $123 million at a reported $195 million valuation in its Series C round alone. ” Laplanche is referring to the BNPL-style product that Upgrade launched in October 2021, which lets users pay down their debt over six to 36 months with a fixed interest rate.
Sica Fletcher
JULY 31, 2024
In addition to the high cost of debt interfering with their bottom line, they also have to contend with a buyer pool that’s larger than ever before , with 50+ buyers in the current pool where there used to be ~5. Sellers are remaining patient and working with M&A advisosr to identify areas of opportunity.
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Sica Fletcher
JULY 11, 2024
While the cost of debt has increased to the point that buyers often acquire brokerages at an initial loss, insurance brokerage M&A multiples have not only held steady but are actually seeing all-time highs. Equity used to consist of senior debt (i.e., the amount all common shareholders invest in the brokerage).
Sica Fletcher
JUNE 20, 2024
Conversely, when interest rates are high, valuations are supposed to decrease because buyers will try to make up what they are losing to interest. PE Cost of Debt vs. RoR, H1 2020 - H2 2023 This inverse spread indicates one of the strongest seller’s markets we’ve seen in the insurance M&A market to date. for insurance agencies.
Sica Fletcher
MAY 8, 2024
Other times, they are hoping to use their share of the sale to alleviate personal debt. Once you get into the valuation stage (which is usually done by your M&A advisor or a 3rd party valuation agency), you will need a large swath of documentation. Manageable Debt. Are looking for a career change.
Sica Fletcher
MARCH 8, 2024
Starting in H2 2022, the insurance M&A market has seen a notably difficult 18-month period, afflicted with high interest rates, lowered deal volumes, and lowered valuations. If they do, then we can expect to see valuations and, by extent, EBITDA multiples for insurance agencies rise. Learn more at , ,, SicaFletcher.com.
Sica Fletcher
MAY 15, 2024
essentially boils down to three major steps: Determine your insurance agency’s EBITDA Determine the standard valuation multiple for an agency of your size Multiply your EBITDA by the multiple to determine your expected payout (i.e., Learn more at SicaFletcher.com.
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