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Insurance Agency Valuation 101: Understanding the Essentials

Sica Fletcher

As one of the most active M&A firms in the insurance sector, we are frequently asked how insurance agency valuations work. This article discusses the fundamentals of insurance agency valuations, plus a few lesser-known factors that play into these processes before we give an overview of the insurance M&A market in 2024.

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What is the Accounting Equation? Explaining Assets = Liabilities + Equity

Peak Frameworks

The accounting equation is a fundamental concept in finance that every private equity professional, investment banker, and corporate , finance expert should be familiar with. In this article, we will explore the components of the accounting equation, its importance in finance, and real-world examples that illustrate its significance.

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Cyber insurance startup Coalition acquires privacy assistant Jumbo

TechCrunch: M&A

Jumbo didn’t rely on APIs to control your online accounts. When the app loaded the settings page of your online accounts, it could see if you had turned on two-factor authentication on your Google and Facebook accounts. In 2018, Jumbo raised a $3.5 Jumbo also had a security angle.

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The Cooley Outlook for 2018 M&A

Cooley M&A

What’s on tap for 2018 M&A? Where national security issues are implicated, the parties should work with their respective CFIUS counsel to create a strategy with regard to obtaining CFIUS clearance of the transaction and account for this strategy in the transaction timeline. Do not postpone these issues until closing.

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Overview of the Direct to Consumer Health Food Supplement Industry

InvestmentBank.com

Up from 65% in 2009 the percentage of adult Americans has increased to 76% in 2018 [1] with a projected market CAGR of 7.8% They account for $3.67 Those making online, direct-to-consumer (DTC), nutritional supplement purchases—not through Amazon which is ~29%—only accounts for about 3% of all nutritional supplement sales [7].

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Audit Evidence

Wall Street Mojo

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

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07-11-2023 Newsletter: Diversity Events at Megafunds Have Started…

OfficeHours

If you can really nail valuation questions but struggle with regulatory questions, make sure you can get all the valuation questions right to maximize your points there. What many young professionals don’t take into account are the SIE or Series exams that you are required to take to become certified as an investment banker.