Sun Acquisitions

MARCH 27, 2024

In today’s business landscape, mergers and acquisitions (M&A) are not just about profit and market share. They want to ensure that organizations are profitable and responsible corporate citizens. Valuation: Investors often view companies with strong ESG practices more favorably and may command a premium valuation.

Mergers and Acquisitions 59

Mergers and Acquisitions Mergers Acquisitions M&A 59

Wall Street Mojo

JANUARY 17, 2024

This differentiation helps identify a company’s profitability Profitability Profitability refers to a company's ability to generate revenue and maximize profit above its expenditure and operational costs. It is measured using specific ratios such as gross profit margin, EBITDA, and net profit margin.

Accountant 98

Accountant Finance Finance Profitability 98

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

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

Peak Frameworks

JUNE 7, 2023

For example, Amazon's net income in 2017 was a small fraction of its operational cash flow due to significant non-cash expenses. Cash Flow from Operations vs Earnings While both earnings (net income) and CFO reflect a company's profitability, CFO can be a more reliable indicator.

Financial Analysis 52

Financial Analysis Discounted Cash Flow DCF Finance 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

Peak Frameworks

MAY 22, 2023

For example, Amazon's acquisition of Whole Foods in 2017 required careful analysis of the accounting equation to determine the financial impact of the transaction. These ratios are essential for assessing a company's performance, profitability, and financial health. In 2018, General Electric reported $309 billion in non-current assets.

Accountant 52

Accountant Equities Debt Private Equity 52

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

The Deal

AUGUST 9, 2023

Profitable Growth SymphonyAI , which became profitable in the first quarter, aims to be the No. Founded in 2017, the Palo Alto, Calif., AI), which is not profitable, has a $4.4 billion valuation in 2021. We’re looking for companies to accelerate our market growth and market penetration.”

M&A 40

M&A Private Equity Retail Financial Services 40

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

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

Mergers and Inquisitions

JANUARY 31, 2024

They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L). In-depth analysis that might take days or weeks, such as a financial model with 1,000 rows in Excel to assess a biopharma company’s valuation.

Funds 59

Funds Management S&P Recruitment 59

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

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]. 2017, September 6).

Hospitality 40

Hospitality Private Equity Acquisitions Equities 40

Software Equity Group

APRIL 4, 2023

With extremely strong financial metrics, an excellent Rule of 40 ratio , and solid EBITDA , SEG agreed we were on the right track and guided us wisely through a process culminating in the transaction to Waud Capital in 2017. I regularly share insights and trends aimed at boosting valuations and facilitating smoother exits.

Sale 52

Sale Book-building Business M&A 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

Growth Business

MAY 31, 2023

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. Typically investing between £25k and £500k, the not-for-profit network has invested £16m into 99 companies to date. Welsh businesses seeking private investment.

Investment 71

Investment Investors Funds Business 71

The TRADE

APRIL 30, 2024

The implementation of Basel III did, however, face a range of challenges , particularly in relation to its potential impact on bank profitability and lending activities. The transition away from Libor began in earnest in 2017, when regulators raised concerns about the reliability and integrity of the benchmark.

Financial Institution 67

Financial Institution Financial Market Risk Management Banking 67

Growth Business

MARCH 1, 2024

If your business has an innovative product that can disrupt the market as well as strong figures that suggest it can generate a large profit within five years, it’s very likely that a private equity company will be interested in you. The data below from Statista shows the volume of UK private equity deals between 2017 and 2022.

Private Equity 59

Private Equity Equities Investment Business 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. Payor services and pharmaceutical services have generated the most return throughout 2016 and in 1Q 2017. However, 2017 is an indication of how health systems are struggling financially.

Healthcare 40

Healthcare M&A Valuation Hospitality 40