Sica Fletcher

MARCH 28, 2024

The following report contains our observations of insurance M&A trends in 2024. Federal Interest Rates vs. EBITDA Multiples, Q1 2022 - Q1 2024 That being said, many buyers have reportedly held off on prospective acquisitions until the market conditions improve, resulting in a historically high amount of dry powder waiting in the wings.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 52

Trout CPA: M&A

NOVEMBER 23, 2022

For life sciences companies, M&A and collaborations are a key strategy for growth, building product pipelines, and getting products to market as quickly as possible. According to BDO’s Life Sciences CFO Survey, 33% of CFOs planned to pursue M&A in 2022, up 25% from the 2021 survey.

M&A 52

M&A Collaboration Valuation Mergers and Acquisitions 52

Solganick & Co.

MARCH 11, 2022

March 11, 2022 – Solganick & Co. has been named by Axial as a top software M&A advisory firm. Following a record-setting 2021 for lower middle market software M&A, the Software Top 50 highlights the most active software-focused dealmakers on the Axial platform. We expect this trend to continue in 2022.”

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M&A Middle Market Valuation Private Equity 52

Sica Fletcher

JULY 11, 2024

The following report details insurance brokerage M&A multiple averages for H1 2024. Insurance Brokerage M&A Multiples: Market Overview The 2020s have proven to be a complex market for insurance brokerages. Because several kinds of insurance are legally required (e.g., Streamlined Operations.

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M&A Insurance Debt Equities 52

Sica Fletcher

AUGUST 23, 2023

According to the S&P Global Market Intelligence League Table, Sica | Fletcher closed 51 M&A deals year to date (mainly insurance-related), representing a commanding 46% of all 2023 transactions and nearly double that of its closest competitor.

Insurance 52

Insurance M&A S&P Shares 52

Equiteq

APRIL 6, 2023

M&A volumes across the ecosystems of Adobe and Salesforce held steady in 2022, when other market segments endured a steep decline. Equiteq is an international provider of strategic advisory and M&A services to consulting firms and the broader knowledge economy.

M&A 52

M&A Private Equity Advisory Consulting 52

Solganick & Co.

JANUARY 21, 2024

2023 Technology Services and IT Consulting M&A: Consolidation, Retooling, and a Cautious Optimism for 2024 The Technology Services and IT Consulting M&A landscape in 2023 mirrored the broader market’s cautious dance.

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M&A Consulting IT Acquisitions 52

Sica Fletcher

MAY 29, 2024

M&A transactions for insurance companies are part of a robust but complicated market that requires ingesting a great deal of data in order to fully understand. While insurance M&A did see slight dips in deal volume and average value (Fig.2)

M&A 52

M&A Insurance Equities S&P 52

Sica Fletcher

JULY 23, 2024

In it, we provide readers with a quick and simple overview of the current insurance brokerage M&A market , after which we discuss several macroeconomic and industry-specific factors that could drastically affect transactions in the next six months.

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M&A Insurance S&P Valuation 52

Solganick & Co.

DECEMBER 21, 2023

Navigating the Current M&A Landscape for IT Services: Cloud & Data Analytics Partners Take Center Stage by Aaron Solganick, CEO, Solganick & Co. December 21, 2023 The IT services M&A scene in 2023 has painted a dynamic picture, marked by both cautious optimism and strategic boldness.

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M&A Mergers and Acquisitions IT Investment Banking 52

Sica Fletcher

JUNE 20, 2024

The insurance M&A market in 2024 is significantly more complex now than it was 20 years ago. However, this report seeks to make sense of these qualities as a whole to provide an overview of the 2024 insurance M&A market. The table of contents below offers quick links for readers seeking specific information in later sections.

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M&A Insurance Valuation Equities 52

TKO Miller

JUNE 21, 2023

Noah DeGroot, and Jack Hastreiter joined the firm as Analysts in its mergers and acquisitions advisory practice where they will be responsible for supporting senior members of the firm, executing M&A transactions, and conducting company research. Noah joined TKO Miller as an intern in 2022. Griffin Oleszczuk, J.D.,

Mergers and Acquisitions 99

Mergers and Acquisitions Middle Market Acquisition Advisories Advisory 99

Sica Fletcher

AUGUST 30, 2023

The Sica | Fletcher Agency & Broker Buyer Index is the most comprehensive report on insurance brokerage M&A activity in existence. The Sica | Fletcher Agency & Broker Buyer Index is the most comprehensive report on insurance brokerage M&A activity in existence.

M&A 52

M&A Insurance Broker Private Equity 52

Cooley M&A

NOVEMBER 20, 2023

Compensation matters, including retention packages, equity treatment and related disclosure, are always key negotiating points in M&A transactions. In this post, we discuss compensation challenges in M&A deals in a depressed market and how dealmakers can address these issues.

M&A 52

M&A Equities Shares Advisory 52

Focus Investment Banking

JULY 15, 2024

Mike and Jamie ), Marsh believed a successful M&A journey should go beyond finding a way to exit and monetize their business. Selling a business you built from the ground up comes with a lot of worries. While securing financial success is often thought of as the number one goal, it’s not always the only consideration.

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M&A Business Investment Banking Investment 52

Sica Fletcher

NOVEMBER 9, 2023

An analysis of the most active acquirers in the insurance brokerage space reveals higher average revenue values but lower transaction volume compared to 2022 as the market enters Q4. Broadstreet, Assured, and Gallagher all demonstrated notable increases in deal volume, outpacing their 2022 momentum by over 30%.

Broker 40

Broker M&A Insurance Mergers and Acquisitions 40

Solganick & Co.

JULY 6, 2023

It covers the latest funding and M&A transactions as well as a macro analysis and viewpoint of the sector. Here is a brief summary of the report: The demand for artificial intelligence has boosted the technology sector over the last 12+ months and will continue to support strong growth in jobs, capital, and M&A activity.

M&A 52

M&A Investment Funds Capital 52

Sica Fletcher

FEBRUARY 6, 2024

An analysis of the most active acquirers in the insurance brokerage space reveals 13% higher average revenue values but lower transaction volume than 2022 as the year closed. The Sica | Fletcher Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 52

Solganick & Co.

JULY 1, 2022

July 1, 2022 – Chicago, IL – Solganick & Co. is a data-driven investment bank and M&A advisory firm focused exclusively on software, technology services, and healthcare IT companies. Founded in 1999, eMedApps serves over 10,500 healthcare providers across the U.S. They are a certified NextGen consultant.

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Medical IT Healthcare Acquisitions 52

Align Business Advisory Services

FEBRUARY 24, 2022

2021 was a record-setting year globally for Mergers & Acquisitions (M&A). With that kind of momentum to carry into 2022, this year is shaping up to be no different. But just because the market is hot, does that mean selling your business is the right move for you now?

Business 52

Business M&A Mergers Acquisitions 52

Sica Fletcher

MARCH 8, 2024

The inherent uncertainty of the M&A market over the last 18 months has underscored the importance of context for supplementing a full understanding before we can gain a better sense of what to expect in 2024. So, how did we get here? What Is Affecting Insurance Agency EBITDA Multiples?

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Insurance M&A S&P Valuation 52

Align Business Advisory Services

JUNE 24, 2022

Last year saw the best merger and acquisition (M&A) market in decades. Its effects have carried into 2022 for sure, but this most opportune window might be closing sooner. If you wait until your company grows in hopes of getting a more significant value, you might pass on the right price tag at the right.

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Mergers and Acquisitions M&A Mergers Acquisitions 52

Solganick & Co.

OCTOBER 15, 2024

October 16, 2024 – Solganick & Co. (“Solganick”) has published its latest M&A update on the Cybersecurity industry sector. Further interest rate cuts could spur increased M&A activity by financial buyers, including add-ons to existing platforms.

Mergers and Acquisitions 40

Mergers and Acquisitions Mergers Acquisitions M&A 40

Solganick & Co.

JULY 6, 2023

It covers the latest funding and M&A transactions as well as a macro analysis and viewpoint of the sector. Here is a brief summary of the report: The demand for artificial intelligence has boosted the technology sector over the last 12+ months and will continue to support strong growth in jobs, capital, and M&A activity.

M&A 52

M&A Funds Investment Capital 52

Sica Fletcher

JULY 2, 2024

For agency owners looking to sell their business in 2024, it’s helpful to know something about the insurance M&A buyer landscape before going in. The graphic below illustrates the dramatic differences in activity among the top 25 buyers between 2022 and 2023.

Insurance 52

Insurance M&A Private Equity Advisory 52

Cooley M&A

JANUARY 30, 2024

Globally, 229 campaigns launched in 2023, just under 2022 campaign levels, ushering in the most active two-year period on record. [1] 1] Activism in Europe was a core driver of activity, representing 28% of all campaigns and a 30% increase from 2022. [2] 4] Activists won 134 board seats globally in 2023, a 30% increase from 2022.

Private Equity 52

Private Equity M&A Capital Investors 52

Sica Fletcher

JUNE 11, 2024

The Insurance Brokerage M&A Market in 2024 On average, insurance brokerages are seeing the highest valuations they’ve had in a decade. 2023 saw a modest drop in insurance brokerage deal volume, from 1043 in 2022 to 957 in 2023, which experts predicted would remain static as the market regrouped to begin a slow growth into 2025.

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Broker Insurance Valuation S&P 52

Solganick & Co.

OCTOBER 28, 2022

(“Solganick”) is pleased to announce another successful transaction in its Tech-Enabled Services M&A group. The transaction was announced on October 25, 2022 and creates the second largest pure-play Google Cloud services firm in North America by both employee count and professional services revenue.

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Mergers IT Mergers and Acquisitions M&A 52

Cooley M&A

APRIL 1, 2022

And let’s not forget the extensive recommendations from the SEC’s Investor Advisory Committee addressing SPAC regulatory and investor protection issues that have been under scrutiny. billion has been raised in 2022, “a fraction of the 279 deals raking in $93 billion during the same period last year.”) See this PubCo post.)

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IPO Investors Advisory Investment 72

Periculum Capital

JULY 13, 2023

After successfully opening three new locations in 2020 and 2021, Pet Palace engaged Periculum in late 2022 to run a targeted sell-side process positioning the Company as a premium asset in a highly fragmented market. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

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Sale IT Advisory Corporate Finance 52

The Deal

FEBRUARY 6, 2024

Fresh Platforms to Grow In September, for instance, the firm acquired Foundation Source Philanthropic Services, which provides administrative, compliance, advisory and other solutions to family, corporate and independent foundations. In 2022, the company administered charitable grants of over $1.3 and many others in between.

Financial Services 52

Financial Services Investment Advisory Management 52

Periculum Capital

MARCH 8, 2024

Mark will join SAM as Vice President of Digital Engineering and all PrecisionPoint employees will have the opportunity to grow their careers at a 2022 Top Workplaces award winner. Periculum Capital Company, LLC is pleased to announce it has advised PrecisionPoint, Inc., SAM is a portfolio company of Peak Rock Capital.

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Sale IT Capital Advisory 52

Solganick & Co.

FEBRUARY 16, 2022

in its sale to top 20 accounting and consulting firm Wipfli, LLP February 15, 2022 – Waypoint, Inc. was the exclusive financial advisor to Waypoint in its completed M&A transaction. The Solganick team ran an efficient M&A process that allowed our shareholders and management team to select the best fit for our needs.

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Consulting IT Sale M&A 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. If you’re asking, “ should I sell my insurance agency,” the three big questions you must answer first are: Why Do I Want To Sell?

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Insurance M&A Valuation Advisory 52

The TRADE

FEBRUARY 12, 2024

Bellman was named one of The TRADE’s rising stars of trading and execution back in 2022, a recognition of the most promising talents in the industry. He joined after most recently spending two and a half years at BlackRock’s flagship Aladdin platform, serving as a managing director and leading its business development efforts across EMEA.

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Capital Sale Asset Management Management 64

Periculum Capital

NOVEMBER 15, 2022

Periculum coordinated with Densborn Blachly (lead M&A counsel; Indianapolis, Indiana), Arnall Golden Gregory (counsel for government contracting and national security matters; Washington D.C.) affiliate of The Plansee Group (“Plansee”), the global leader in the production of refractory metals, headquartered in Reutte, Austria.

Sale 52

Sale IT Government M&A 52

How2Exit

APRIL 3, 2023

By the time Shannon exited the business in December 2022, they had almost 42 million in system-wide sales. Ron Concept 1: Shop Smart With Consignment - The backstory Shopping smartly is a great way to get the items you need while still keeping your budget in check. One of the best ways to do this is to shop with consignment.

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