Sica Fletcher

SEPTEMBER 3, 2024

The following article details the process of selling an insurance agency book of business in 2024, including deviations from the process of selling an agency, the valuation process, and common payout structures. The table below contains a few recommendations to make your business more profitable. Why Sell Just the Book?

Insurance 52

Insurance Business Valuation M&A 52

Sica Fletcher

MAY 8, 2024

While we’ve already written extensively on the process of insurance agency valuation , the following sections focus on what to look for in the earliest stages of considering a sale - in other words, what deciding factors to look for to determine whether you should sell your agency. What Documents Do I Need? Indicators of Scalability.

Insurance 52

Insurance M&A Valuation Advisory 52

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., Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Valuation is a process in and of itself.

M&A 52

M&A Insurance Valuation Advisory 52

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., Interest, taxes, depreciation, and amortization are then added to this number.

Insurance 52

Insurance S&P M&A Valuation 52

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.

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

SEPTEMBER 12, 2024

Changes in the Valuation Process Valuation is the first formal step in the M&A deal process, taking place once the seller has gathered all their preliminary documents and made any necessary changes to the company's internal structure to make it more profitable. Family-specific financial arrangements.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

APRIL 2, 2024

Insurance M&A Deal Valuation, 2024 Starting out in 2024, EBITDA and revenue multiples are in a good place, experiencing modest YoY growth despite the economic downturn of the last 18 months. In deals with the highest earnout, business owners turn to a specialized M&A advisory firm to handle negotiations and oversee valuations.

Insurance 52

Insurance M&A S&P Broker 52

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. 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.

M&A 52

M&A Insurance Valuation Equities 52

Growth Business

MAY 31, 2023

The network has invested in 43 healthcare and life sciences start-ups since its inception in 2014, investing a total of £14m. The network is part of MedCity, a not-for-profit organisation set up by the Mayor of London in 2014 to encourage growth and investment in the sector.

Investment 96

Investment Investors Funds Business 96

Sica Fletcher

JULY 31, 2024

With such a high level of competition, they face the double-edged sword of higher overall valuations vs. a relatively smaller initial payout as equity becomes an increasingly larger percentage of buyer offers. This has led to very high valuation multiples (~11.5x Learn more at SicaFletcher.com.

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

JULY 11, 2024

Insurance Brokerage M&A Multiples, 2024 The following sections offer additional context for the data in the table above by outlining the current insurance brokerage M&A market and providing insights from our team to make selling your brokerage smoother and more profitable once you get started. Learn more at SicaFletcher.com.

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

JULY 1, 2024

Although the seller’s goal does impact how each M&A transaction is conducted, it does not affect whether or not they need to improve their brokerage prior to the initial valuation. boost your profits, cut your bottom line), doing so with a brokerage requires paying special attention to the diversity of your policy portfolio.

Insurance 52

Insurance M&A Advisory Funds 52

Mergers and Inquisitions

AUGUST 14, 2024

However, the specific question here is who profits from these features, not which users benefit the most. Again, these are all perfectly viable and profitable businesses, but they don’t have the same margin or valuation profile as true SaaS companies. vs. how much money it makes.

Investment 59

Investment Business Consulting Mergers and Acquisitions 59

Sica Fletcher

APRIL 11, 2024

Your agency valuation will play a large role in influencing how buyers perceive your agency’s worth. Take time before bringing your agency to market to optimize your daily operations, thus increasing the likelihood of a higher valuation. Pay close attention to the multiple being offered. Learn more at SicaFletcher.com.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

Investment 111

Investment Funds Capital Business 111

Tyton Partners

NOVEMBER 28, 2023

In 2014-2015, we decided to take our impact to the next level. Their growth – getting new investors and earning higher valuations, expanding their footprint and stakeholders – gives us valuable confirmation that our approach is working. We understand that the positive impact of our investments goes well beyond profit margins.

Capital 59

Capital Funds Investment Portfolio 59

InvestmentBank.com

OCTOBER 24, 2019

Christopher Majdi, Director of Valuation & FMV Services at Premier, Inc. While hospitals can profit from alignment with physician practices, some argue that physician practices also benefit from this relationship given the greater resources and income generating opportunities available to them [17]. 2014, March 25).

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

Mergers and Inquisitions

MARCH 19, 2025

According to Reuters , consumer/retail deals accounted for 15% of private equity deal volume between ~2004 and ~2014 but fell to only 7% between ~2014 and ~2024. The closest comparable here is probably industrials private equity , based on the deal volume and accounting/valuation skills required. are unprofitable.

Private Equity 59

Private Equity Retail Equities Mergers and Acquisitions 59

InvestmentBank.com

MAY 18, 2021

Most facilities are owned by private sector businesses while other community hospitals are either non-profit, for-profit, or government owned. How do business valuations differ in Healthcare and across its subsectors? However, Medtronic’s valuation is significantly lower than the sector average (Collins).

Healthcare 40

Healthcare M&A Valuation Hospitality 40