Sica Fletcher

AUGUST 21, 2024

Sica | Fletcher has been providing M&A advisory services to agencies and brokerages of all sizes for a decade. 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. CALL OUR TEAM Why Sica | Fletcher? Learn more at SicaFletcher.com.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Sica Fletcher

FEBRUARY 8, 2024

S&P Global’s 2023 Market Intelligence League Table Released NEW YORK, NY - February 8, 2024 - Sica | Fletcher, a premier financial advisory firm, retains its commanding presence in the #1 spot on S&P Global’s Market Intelligence League Table, a position the firm has held quarter-over-quarter since 2017.

M&A 40

M&A S&P Insurance Advisory 40

Periculum Capital

JANUARY 7, 2021

Brian joined Periculum in 2017 as a Director and has contributed significantly to the firm’s strategy and growth. Chris Caniff, Senior Managing Director of Periculum, stated “Zainab has been an integral part of our advisory practice, leading transactions from start to finish and developing a growing network.

Advisory 40

Advisory Middle Market Corporate Finance Capital 40

Sica Fletcher

APRIL 11, 2024

Generally, these fall into two distinct categories of advisory firms or investment banks. M&A Advisory Firms vs. Investment Banks We should emphasize that the comparison information above is generalized , and may not apply to all such firms or banks.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Align Business Advisory Services

DECEMBER 18, 2023

Introduction Since 2017, over 4,500 healthcare service companies have been acquired. Both strategic acquirers and private equity groups are heavily investing in Physician Practice Management (PPM) companies as they are recession resistant, have consistent cash flows, and are uniquely scalable.

M&A 52

M&A Management Private Equity Healthcare 52

Sica Fletcher

JULY 30, 2024

Updated Rankings for S&P Global’s Market Intelligence League Tables Released NEW YORK, NY - July 30, 2024 - Leading advisory firm Sica | Fletcher continues to command the insurance M&A industry by maintaining the #1 spot on S&P Global’s Market Intelligence 2024 League Tables.

M&A 40

M&A S&P Insurance Advisory 40

Sica Fletcher

MAY 13, 2024

To view the buyer rankings by deal volume, details on private equity activity, and more, download the Q1 2024 Sica | Fletcher Agency & Broker Buyer Index here. ### About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Learn more at SicaFletcher.com.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

Sica Fletcher

AUGUST 6, 2024

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.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Sica Fletcher

JULY 1, 2024

Insurance Brokerage Policy Diversification Benchmarks Note: The data above is based on our experience as one of the most active insurance M&A advisory firms in the industry for the last 10 years, as well as from our Sica | Fletcher index, which monitors approximately 70% of insurance M&A deals. Learn more at SicaFletcher.com.

Insurance 52

Insurance M&A Advisory Funds 52

Sica Fletcher

FEBRUARY 6, 2024

For more details, download the 2023 Year-End Sica | Fletcher Agency & Broker Buyer Index here. ### About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. billion in insurance agency and brokerage transactions since 2014. Learn more at SicaFletcher.com.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 52

Sica Fletcher

AUGUST 5, 2024

To view the buyer rankings by deal volume, details on private equity activity, and more, download the Q2 2024 Sica | Fletcher Agency & Broker Buyer Index here. ### About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

To view the buyer rankings by deal volume, details on private equity activity, and more, download the Q2 2024 Sica | Fletcher Agency & Broker Buyer Index here. ### About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Cooley M&A

MAY 17, 2017

1] While the proxy advisory firms generally disfavor these provisions, these protective measures also serve to protect public companies from unsolicited takeover attempts and can deter other forms of activism. thus far in 2017 and a few directors (four in 2016) failed to earn majority support. in 2015 to 7.2%

IPO 52

IPO Government Advisory Corporation 52

The TRADE

NOVEMBER 20, 2024

Royal has been global head of equity trading for Janus Henderson Investors since 2017 and despite his now-lofty title as global head he continues to trade both US securities and foreign exchange for the firm. He is currently a member of the National Organisation of Investment Professions and of the IEX Buy-Side Trading Advisory Committee.

Trading 52

Trading Advisory Equities Asset Management 52

Sica Fletcher

AUGUST 30, 2023

For more details, download the Q2 2023 Sica | Fletcher Agency & Broker Buyer Index , here. ### About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Learn more at , SicaFletcher.com.

M&A 52

M&A Insurance Broker Private Equity 52

Sica Fletcher

AUGUST 14, 2024

The difference between investment banks and M&A advisory firms, for example, is particularly difficult to understand. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Contact us here or use the information below. Learn more at SicaFletcher.com.

Investment Banking 52

Investment Banking M&A Insurance Bank 52

Sica Fletcher

JULY 11, 2024

The expansion of modern capital structures means that M&A advisory teams put in significantly more work when evaluating acquisition offers, resulting in a longer deal duration. As one of the most active M&A advisory firms in the insurance sector, our team is best poised to get your brokerage the payout you need in a timely manner.

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

APRIL 2, 2024

In deals with the highest earnout, business owners turn to a specialized M&A advisory firm to handle negotiations and oversee valuations. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Learn more at SicaFletcher.com.

M&A 52

M&A Insurance S&P Broker 52

Sica Fletcher

MARCH 28, 2024

Still, it is early in the year; with several ongoing geopolitical events and the uncertainty of an election year, sellers will want an advisory firm who not only understands insurance M&A trends, but who can navigate those waters regardless of the conditions. Our team at Sica | Fletcher is that firm. Learn more at , SicaFletcher.com.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 52

Cooley M&A

NOVEMBER 20, 2023

While substituted or assumed awards may be excluded from the burn rate analysis used by proxy advisory firms, such awards will be considered as part of the overhang analysis in determining whether to support a subsequent equity plan proposal. The target stockholders also have a separate stockholder advisory vote.

M&A 52

M&A Equities Shares Advisory 52

Sica Fletcher

JUNE 14, 2024

S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms. Sica | Fletcher is the #1 M&A advisory firm for insurance agencies on the market today, representing everything from boutique agencies to $1B deals. Learn more at SicaFletcher.com.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Who Performs A Valuation? Learn more at SicaFletcher.com.

Valuation 52

Valuation M&A Insurance Advisory 52

Sica Fletcher

NOVEMBER 9, 2023

. ### About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on.

Broker 40

Broker M&A Insurance Mergers and Acquisitions 40

Cooley M&A

FEBRUARY 8, 2018

A recap of 2017 trends and the Cooley outlook on this year’s dealmaking: Buying Innovation: Retention and Non-Competes. See ABA Private Target Mergers & Acquisitions Deal Point Study for 2016-2017. What’s on tap for 2018 M&A? For both old-line companies and tech giants, innovation is the name of the game.

M&A 52

M&A Mergers and Acquisitions Mergers Negotiation 52

Sica Fletcher

MAY 8, 2024

And it certainly does not stop less-than-reputable advisory firms from agreeing to represent you and taking their regular retainer fees, despite knowing full well your agency can’t be sold. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Let’s Talk.

Insurance 52

Insurance M&A Valuation Advisory 52

Sica Fletcher

JULY 2, 2024

One of the best ways to do that is by working with an experienced M&A advisory firm that can leverage a network of contacts to connect you with the best available insurance agency buyers. That’s one of several reasons why it’s so important to work with an experienced M&A advisory firm. Learn more at SicaFletcher.com.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sica Fletcher

MARCH 26, 2024

The advisory team targets a single high-profile buyer on whom they focus their marketing efforts. If you are interested in selling your insurance agency and aren't sure what to do next, we encourage you to speak with a trusted M&A advisory firm to identify your next steps. Account-Based. Learn more at , ,, SicaFletcher.com.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

JULY 31, 2024

Look at industry publications and data centers to identify which advisory firms have the best reputations. If you aren't sure where to begin when selecting an advisory firm, an initial consultation is a good place to start. When selecting an advisor, consider the following: Reputation. Learn more at SicaFletcher.com.

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

JUNE 11, 2024

About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on. Learn more at SicaFletcher.com.

Broker 52

Broker Insurance Valuation S&P 52

Sica Fletcher

MARCH 8, 2024

Contact: Mike Fletcher Managing Partner, Sica | Fletcher ,, mjf@sicafletcher.com About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Insurance 52

Insurance M&A S&P Valuation 52

Peak Frameworks

SEPTEMBER 12, 2023

Remember the tumultuous acquisition attempt of Unilever by Kraft Heinz in 2017? Investment Bankers M&A advisory is replete with examples of retainer fees. Flexibility Issues : Fixed contracts might deter some clients. Clarity: Potential misunderstandings if the scope isn’t detailed.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Sica Fletcher

SEPTEMBER 25, 2019

About Us Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S. In 2018, we lead the country with 79 transactions completed for insurance agents and brokers, and in 2017, we led the country with 62 closed transactions.

Private Equity 52

Private Equity Equities Insurance Capital 52

The TRADE

NOVEMBER 6, 2023

Marie-Françoise was recognised as one of The TRADE’s Rising Stars of Trading and Execution in 2017. Under his stewardship, Liontrust was awarded the Multi-Asset Trading Desk of the Year and Mid-Cap Trading Desk of the Year by The TRADE in 2022 and 2017 respectively.

Trading 52

Trading Asset Management Equities Management 52

Sica Fletcher

NOVEMBER 19, 2019

About Us Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S. In 2018, we lead the country with 79 transactions completed for insurance agents and brokers, and in 2017, we led the country with 62 closed transactions.

Private Equity 52

Private Equity Equities Insurance Business 52

Sica Fletcher

SEPTEMBER 17, 2024

About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on. Learn more at SicaFletcher.com.

Insurance 52

Insurance Valuation Profitability M&A 52

Sica Fletcher

MAY 15, 2024

About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on. Learn more at SicaFletcher.com.

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

MARCH 14, 2024

About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on.

Insurance 52

Insurance Valuation M&A Consulting 52