Sica Fletcher

JUNE 11, 2024

As long as buyers face higher interest rates, sellers should expect a prolonged deal process contending with complex capital structures and equity-based negotiations. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Learn more at SicaFletcher.com.

Broker 52

Broker Insurance Valuation S&P 52

Sica Fletcher

APRIL 30, 2024

That amount is trickier, often subject to negotiation and various deal structures consisting of cash vs. equity and post-closing consulting/employment agreements. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Contact us to discuss a future partnership.

Insurance 52

Insurance Valuation M&A S&P 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

OCTOBER 16, 2024

The essential takeaway from these insights is that the 2024/2025 market will be a great time to sell an RIA, but sellers should be prepared for a lengthy deal process full of complex negotiations. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

Sica Fletcher

MAY 15, 2024

Ask an Advisor Not only will an experienced M&A advisor have a better idea of how your insurance agency will be valued, they can also help you negotiate an even better payout when you take it to market. 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. For an investment banker, this could range from due diligence, and financial modeling, to deal negotiations. Flexibility Issues : Fixed contracts might deter some clients.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Sica Fletcher

SEPTEMBER 3, 2024

Risks When Selling an Insurance Agency Book of Business Once it’s been valued, marketed, and reviewed, the final steps in selling an insurance agency book of business are the final negotiations and closing. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Insurance 52

Insurance Business Valuation M&A 52

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. Approval of gross-ups in connection with a transaction typically involves a prior negotiation with the buyer. See ABA Private Target Mergers & Acquisitions Deal Point Study for 2016-2017.

M&A 52

M&A Mergers and Acquisitions Mergers Negotiation 52

Sica Fletcher

JULY 23, 2024

On average, brokerages that represent themselves take home 30% less than those represented by an experienced M&A advisory firm. This means that they often lack the specialized industry knowledge to effectively negotiate your deal. Talk To An Advisor We acknowledge our bias on this one, but the research doesn’t lie.

Insurance 52

Insurance M&A S&P Valuation 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

Sica Fletcher

SEPTEMBER 12, 2024

Changes in Final Negotiations Following the buyer’s due diligence, their teams will meet with your advisors to discuss the contract’s final terms. 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 Valuation M&A S&P 52

Sica Fletcher

MARCH 12, 2024

This has been especially relevant over the last 18 months, with macroeconomic pressures making deals more difficult to negotiate. 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.

Valuation 52

Valuation Insurance M&A Profitability 52

Growth Business

MARCH 1, 2024

The data below from Statista shows the volume of UK private equity deals between 2017 and 2022. From the outset the Bridges and Innovate teams had a good rapport, and we talked a lot together before entering into detailed negotiations. We stayed in touch and, following various meetings, both parties were keen to pursue the opportunity.

Private Equity 59

Private Equity Equities Investment Business 59

Sica Fletcher

JUNE 20, 2024

As a result of this overall increase in equity, the M&A deal process has grown significantly in length as advisors work out the value of said equity and negotiate the rest of the payout structure. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

M&A 52

M&A Insurance Valuation Equities 52