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Press Release: Sica | Fletcher Increases Market Share and Upholds #1 M&A Insurance Advisor Ranking

Sica Fletcher

According to the S&P Global Market Intelligence League Table, Sica | Fletcher closed 51 M&A deals year to date (mainly insurance-related), representing a commanding 46% of all 2023 transactions and nearly double that of its closest competitor. Learn more at , SicaFletcher.com.

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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. new technology, active competitors, regulatory/compliance changes) can affect the market shares of all participants. Interest Rates.

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Selling a Family Insurance Agency

Sica Fletcher

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. Think Long-Term.

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How To Value an RIA

Sica Fletcher

M&A advisors do this by looking at a variety of factors, including: Historical deal data Interest rates Inflation Regulatory changes in the industry The RIA market’s current market share within their sub-industry Evaluating market conditions is considered more of an art than a science.

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Specialization Deep Dive with Kyle Bradshaw | End of the Single Store Generalist Shop Era

Focus Investment Banking

Our guest this week is Kyle Bradshaw, director of fixed operations at K&M Collision and president of the Carolina’s Collision Association. What’s your perspective on why I might say that that era is coming to an end? It seems like there’s a doctor for, for everything, right? Cole Strandberg: There we go.

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Selling an Insurance Agency: Price vs. Equity

Sica Fletcher

It’s common to see deals completed in which earnouts make up the lion's share of payments to sellers. Founders Michael Fletcher and Al Sica are two of the industry's leading dealmakers who have advised on over $16 billion in insurance agency and agency transactions since 2014.

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Should I Sell My Insurance Agency?

Sica Fletcher

Other times, they are hoping to use their share of the sale to alleviate personal debt. seller's discretionary earnings, discounted cash flow), they are so rarely used in insurance M&A that we do not include them here. Are looking for a career change. Should I Sell My Insurance Agency?” Let’s Talk.