Sica Fletcher

AUGUST 5, 2024

Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2024 YTD in terms of total deals advised.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

Private Equity 59

Private Equity Equities Investment Business 59

Sica Fletcher

MAY 13, 2024

Private Equity-backed buyers retain their stronghold on M&A activity with 87% of Q1 2024 Index transactions, even as the interest rate environment and strategic acquisitions continue to slow down a handful of platforms. “The The shift in buyer rotation year-over-year continues to shape the dynamic insurance M&A landscape.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

Sica Fletcher

AUGUST 30, 2023

The quarterly report emphasizes the ever-growing presence of private equity-backed firms in insurance brokerage M&A. About 91% of SF Index transactions were executed by private equity-backed firms through YTD June 2023, continuing the trend observed year over year. Learn more at , SicaFletcher.com.

M&A 52

M&A Insurance Broker Private Equity 52

Peak Frameworks

SEPTEMBER 19, 2023

An example that stands out is the surge in Bitcoin's price in late 2017 and again in 2021. If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which helps thousands of candidates land top jobs every year.

Finance 52

Finance Finance Private Equity Corporate Finance 52

Sica Fletcher

FEBRUARY 6, 2024

Private Equity-backed firms have dominated the space consistently for several years in terms of the number of transactions and represent over 89% of SF Index transactions during 2023. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 in terms of total deals advised.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 52

Sica Fletcher

JULY 1, 2020

Update on Private Equity and Insurance Brokerages In our ,, previous article , we reported that the COVID-19 pandemic had not diminished the pace of mergers and acquisitions transactions we are seeing in the insurance agency and brokerage sector. The number of transactions we are working on has not abated.

Private Equity 52

Private Equity Insurance Debt Equities 52

Shearman & Sterling

NOVEMBER 27, 2018

(the "Company") against former members of its board of directors in connection with the take-private acquisition of the Company by a private equity buyer group in June 2017. 2017-0650-JRS (Del Ch. In Re Tangoe, Inc. Stockholders Litigation, C.A.

Acquisitions 52

Acquisitions Private Equity Sale Equities 52

Shearman & Sterling

APRIL 11, 2017

On March 31, 2017, Vice Chancellor Joseph R. In re Saba Software, Inc. Stockholder Litigation, C.A. 10697-VCS (Del. The Court held that plaintiff's allegations, if taken as true, "allow a reasonable inference that the stockholder vote approving the transaction was neither fully informed nor uncoerced."

Mergers 52

Mergers Private Equity Equities Capital 52

Cooley M&A

SEPTEMBER 3, 2021

Cooley’s world-class transactional team has worked on 1,000+ M&A deals for an aggregate value of more than $375 billion since 2017, and has guided leading companies and private equity sponsors in some of the market’s largest and most complex transactions.

M&A 40

M&A Private Equity Equities Management 40

Focus Investment Banking

MARCH 28, 2024

Summary Private equity’s investments in ophthalmology are entering a new, more mature lifecycle phase. We also expect many platform recapitalizations once private equity groups and lenders become comfortable with the interest rate environment. More groups are now looking to add oculoplastics and other sub-specialties.

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

Shearman & Sterling

DECEMBER 19, 2017

On December 14, 2017, the Delaware Supreme Court, in an opinion by Justice Karen L. per share significantly undervalued the stock of Dell. . ("Dell") by its CEO and founder, Michael Dell, and affiliates of a private equity firm, Silver Lake Partners ("Silver Lake"), at $13.75 In re Appraisal of Dell Inc.,

Discounted Cash Flow 52

Discounted Cash Flow DCF Private Equity Shares 52

Shearman & Sterling

AUGUST 15, 2017

On August 1, 2017, the Delaware Supreme Court, in an opinion by Chief Justice Leo E. reversed and remanded an appraisal ruling that had determined the buyout of DFC Global Corporation ("DFC") by private equity investor Lone Star at $9.50 Strine, Jr., per share significantly undervalued the stock of DFC. DFC Global Corp.

Discounted Cash Flow 52

Discounted Cash Flow Private Equity Shares Debt 52

Sica Fletcher

JULY 2, 2024

The late 2010s, however, saw an explosion of private equity activity that has dramatically increased that pool from 5 to more than 50. Private equity firms make up approximately 92% of the current buyer pool, making them the most common type of buyer that sellers will likely run into. Learn more at SicaFletcher.com.

Insurance 52

Insurance M&A Private Equity Advisory 52

Focus Investment Banking

JUNE 13, 2023

On April 23 a group led by private equity firm TPG agreed to acquire OneOncology, the nation’s largest independent community oncology network, in a deal valued at $2.1 While the biggest recent deal, OneOncology is hardly the first oncology platform to be sold to a private equity group. Alliance Health Services.

Hospitality 52

Hospitality Private Equity Mergers and Acquisitions Medical 52

Peak Frameworks

SEPTEMBER 12, 2023

Historical Background Milestones One of the significant milestones of the WTO in the last decade includes the Trade Facilitation Agreement in 2017 , which aimed to simplify customs procedures, making trade cheaper and faster. Here's a detailed history of this transformation. Here's a closer look at its profound influence.

Trading 52

Trading Corporate Finance Private Equity Finance 52

Peak Frameworks

SEPTEMBER 12, 2023

While they're seen in numerous sectors, their significance shines particularly in investment banking , private equity, and corporate finance. In modern times, their usage has expanded, notably in sectors like investment banking and private equity , adapting to the dynamic needs of the financial industry.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Shearman & Sterling

NOVEMBER 27, 2018

(the "Company") against former members of its board of directors in connection with the take-private acquisition of the Company by a private equity buyer group in June 2017. 2017-0650-JRS (Del Ch. In Re Tangoe, Inc. Stockholders Litigation, C.A.

Acquisitions 40

Acquisitions Private Equity Sale Equities 40

Shearman & Sterling

APRIL 11, 2017

On March 31, 2017, Vice Chancellor Joseph R. In re Saba Software, Inc. Stockholder Litigation, C.A. 10697-VCS (Del. The Court held that plaintiff's allegations, if taken as true, "allow a reasonable inference that the stockholder vote approving the transaction was neither fully informed nor uncoerced."

Mergers 40

Mergers Private Equity Equities Capital 40

Shearman & Sterling

JULY 31, 2018

2017-0414 (Del. Slights of the Delaware Court of Chancery dismissed a stockholder challenge to an all-stock business combination between Earthstone Energy, Inc. ("Earthstone") and Bold Energy III LLC ("Bold"). Lodzinski, et al., July 20, 2018).

Stock 52

Stock Private Equity M&A Business 52

Shearman & Sterling

DECEMBER 19, 2017

On December 14, 2017, the Delaware Supreme Court, in an opinion by Justice Karen L. per share significantly undervalued the stock of Dell. . ("Dell") by its CEO and founder, Michael Dell, and affiliates of a private equity firm, Silver Lake Partners ("Silver Lake"), at $13.75 In re Appraisal of Dell Inc.,

Discounted Cash Flow 40

Discounted Cash Flow DCF Private Equity Shares 40

Sica Fletcher

NOVEMBER 9, 2023

Private Equity-backed firms have dominated the space consistently for several years in terms of the number of transactions and represent over 89% of SF Index transactions during YTD September 2023. Broadstreet leads the group in number of deals at 45, followed by Hub International at 42 and Assured Partners at 34.

Broker 40

Broker M&A Insurance Mergers and Acquisitions 40

Shearman & Sterling

AUGUST 15, 2017

On August 1, 2017, the Delaware Supreme Court, in an opinion by Chief Justice Leo E. reversed and remanded an appraisal ruling that had determined the buyout of DFC Global Corporation ("DFC") by private equity investor Lone Star at $9.50 Strine, Jr., per share significantly undervalued the stock of DFC. DFC Global Corp.

Discounted Cash Flow 40

Discounted Cash Flow Private Equity Shares Debt 40

Peak Frameworks

MAY 22, 2023

The accounting equation is a fundamental concept in finance that every private equity professional, investment banker, and corporate , finance expert should be familiar with. If you're interested in recruiting for private equity and mastering concepts like the accounting equation, you should check out our Private Equity Course.

Accountant 52

Accountant Equities Debt Private Equity 52

The Deal

AUGUST 9, 2023

Founded in 2017, the Palo Alto, Calif., Wadhwani created private equity firm Symphony Technology Group LLC in 2002 and is SymphonyAI’s sole backer, having invested $1 billion to build out the company. Our focus at SymphonyAI is all around enterprises.” Enterprise AI specialist DataRobot Inc. raised $300 million at a $6.3

M&A 40

M&A Private Equity Retail Financial Services 40

Shearman & Sterling

JULY 31, 2018

2017-0414 (Del. Slights of the Delaware Court of Chancery dismissed a stockholder challenge to an all-stock business combination between Earthstone Energy, Inc. ("Earthstone") and Bold Energy III LLC ("Bold"). Lodzinski, et al., July 20, 2018).

Stock 40

Stock Private Equity M&A Business 40

Sica Fletcher

DECEMBER 12, 2019

(Otherwise Known as “How Acquisitions Are Structured”) Our November blog post asked how a smaller agency can take advantage of the tsunami of private equity investment in insurance brokerages. This is generally the same stock which is owned by senior management and the private equity investor.

Private Equity 52

Private Equity Insurance Equities Management 52

Sica Fletcher

JULY 31, 2024

Equity Over Time in Insurance M&A Transactions Modern capital structures, however, have also changed significantly in the last several years, including various types and classes for categorizing equity, all of which determine who gets paid in what order. Changes in the buyer pool. Learn more at SicaFletcher.com.

M&A 52

M&A Insurance Debt Equities 52

Beyond M&A

SEPTEMBER 5, 2023

As Managing Partner of a UK-based Technology Due Diligence firm, I’ve gained valuable insights that I believe could benefit my team and our broader audience, comprising venture capitalists, private equity players, corporate investors, and tech founders or CTOs.

Business 130

Business Book-building IT M&A 130

Mergers and Inquisitions

JUNE 26, 2023

In 2017, though, these problems worsened, and I began working to shorten and simplify everything. Private Equity Modeling, Credit Modeling, Hedge Fund Modeling & Stock Pitches, etc.). In the future, I expect to release shorter, separate courses on Credit, Private Equity, Hedge Funds, and Advanced M&A Modeling.

Financial Models 59

Financial Models Financial Modeling Private Equity M&A 59

Cooley M&A

SEPTEMBER 1, 2021

Cooley’s world-class transactional team has worked on 1,500+ M&A deals for an aggregate value of $520+ billion since 2017, and has guided leading companies and private equity sponsors in some of the market’s largest and most complex transactions.

M&A 52

M&A Mergers and Acquisitions Private Equity Corporation 52

Peak Frameworks

AUGUST 24, 2023

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. An example of conflict of interest resolution can be seen in Apple's appointment of James Bell after he left his executive position at Boeing.

Government 52

Government Corporation Financial Statement Corporate Finance 52

Sica Fletcher

MARCH 8, 2024

The last few years, however, have revealed an innate resiliency in smaller insurance agencies that makes them a more evergreen option for both private equity and strategic acquirers. 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 M&A S&P Valuation 52

The Deal

JUNE 22, 2023

based Coastal was formed in 2017 through a partnership between CEO Brendon Pantano, Summer Street Capital Partners LLC and Concentric Equity Partners LP, according to an emailed press release from Macquarie. Boca Raton, Fla.-based

Asset Management 52

Asset Management Capital Equities Management 52

Sica Fletcher

JUNE 20, 2024

The History of Private Equity in Insurance One of the primary forces differentiating the insurance M&A market in 2024 from those of decades past is the presence and dominance of private equity (PE) firms in the buyer space. Learn more at SicaFletcher.com.

Insurance 52

Insurance M&A Valuation Equities 52

The Deal

AUGUST 16, 2023

million minority stake in Arko in 2017. It’s completed more than 24 deals since 2013 and now operates over 1,540 convenience stores and gas stations in more than 30 states, under brands including Dixie Mart and Corner Mart. Harvest Partners acquired a $62.5

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Food IT 52

Peak Frameworks

AUGUST 15, 2023

In 2017, Microsoft purchased LinkedIn for $26.2 Private Equity Due Diligence : Helps identify accounting red flags during due diligence. Post-Closing Trial Balance. Finally, another trial balance is prepared to ensure the accounts are balanced after closing. Let's illustrate this with a real-world example.

Accountant 52

Accountant Financial Statement Finance Finance 52