Sica Fletcher

MARCH 12, 2024

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.

Valuation 52

Valuation Insurance M&A Profitability 52

Software Equity Group

FEBRUARY 28, 2023

Our report provides context for private companies to better understand factors influencing their valuations and evaluate how they can position themselves within a changing marketplace. It is no secret that 2022 was a rough year for the stock market. At the end of 2022, EV/Revenue multiples were still 15% higher than in 2018.

Valuation 52

Valuation M&A Stock Business 52

Software Equity Group

DECEMBER 21, 2023

Software Equity Group closely monitors M&A activity, historical trends, and insights from the investor and strategic buyer community to paint a more complete picture of what’s happening. Here’s a closer look at what the future looks like for the SaaS M&A market and its valuation multiples.

M&A 52

M&A Valuation Private Equity Investors 52

Software Equity Group

MAY 8, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. In 2022 and 2023, the Fed raised interest rates repeatedly to counteract high inflation.

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

MAY 7, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. In 2022 and 2023, the Fed raised interest rates repeatedly to counteract high inflation.

M&A 52

M&A Valuation Economics Business 52

Lake Country Advisors

JULY 5, 2022

Various sectors from different industries have experienced consistent growth in 2022, thanks to the professional services of reliable M&A business advisors in Wisconsin. Why is it a Seller’s Market for a Merger or Acquisition in 2022? How to Sell a Profitable Wisconsin Business in 2022?

M&A 52

M&A Mergers and Acquisitions Broker Mergers 52

Software Equity Group

MARCH 13, 2023

The public markets may have taken a beating, but behind the gloom-and-doom headlines, there was still plenty of good news for private SaaS companies in 2022. Following are some highlights of SaaS M&A deal activity over 2022. In 2022, verticals made up 42%, a slight increase. was only a slight decline from 2020’s 5.7x

M&A 52

M&A Private Equity Equities S&P 52

Focus Investment Banking

SEPTEMBER 19, 2024

Here’s how: Lower Cost of Debt Private equity firms typically use leverage (borrowed capital) to finance a significant portion of their acquisitions. Valuation Dynamics While lower interest rates may fuel M&A activity by making financing cheaper, they also influence company valuations.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers Debt 52

Focus Investment Banking

MAY 10, 2024

During the same time, private equity firms started betting on the sector, particularly in specialty segments. And private equity firms saw untapped growth potential in food distribution, especially in the produce segment. Financial : Private equity groups seeking to acquire a company as an investment.

Food 52

Food M&A Private Equity Valuation 52

Mergers and Inquisitions

MAY 17, 2023

Ever since the 2008 financial crisis, there has been massive hype about both private equity and technology. Over the past few decades, technology private equity has gone from “barely existing” to representing the largest single sector in PE by both deal value and deal count. Why Did PE Firms Start Buying Tech Companies?

Private Equity 64

Private Equity Equities Recruitment Funds 64

TechCrunch: M&A

JULY 28, 2023

AngelList , an organization that started out by teaming up founders with early-stage investors, is expanding into the private equity space. As they mature, the scope of capital providers they can tap into expands into private equity and of course, even the public markets,” he said. “So,

Private Equity 163

Private Equity Equities Acquisitions Funds 163

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. for insurance agencies. for insurance agencies.

M&A 52

M&A Insurance Valuation Equities 52

Solganick & Co.

MARCH 11, 2022

March 11, 2022 – Solganick & Co. “Public market software company valuations have been battered starting in November of 2021. “We’re not seeing that in the lower middle market, where 2022 M&A is off to a brisk pace, with near-record investor interest and plenty of ready capital available to fund deals.”

M&A 52

M&A Middle Market Valuation Private Equity 52

Cooley M&A

OCTOBER 12, 2022

On September 28, 2022, Cooley sponsored the third virtual event in Axios’ Dealmakers series: A Conversation on M&A in Today’s Market. In their discussion, Leigh and Drumond surveyed 2022’s volatile deal flow, market outlook and impacts on various deal participants.

M&A 52

M&A Valuation Private Equity Finance 52

TKO Miller

MAY 11, 2023

Packaging Trends Q1 M&A Update Valuations continue to remain strong across the packaging industry, despite economic uncertainty, looming economic questions, and evidence of a slight slow down in dealmaking; as a result, companies with solid fundamentals can attract premium valuations Private equity was responsible for much of the transaction volume (..)

Middle Market 71

Middle Market Valuation M&A Economics 71

The Harvard Law School Forum

SEPTEMBER 22, 2022

Posted by Gregory Pryor and Michael Deyong, White & Case LLP, on Wednesday, September 21, 2022 Editor's Note: Gregory Pryor and Michael Deyong are partners at White & Case LLP. As predicted in our previous M&A report, 2022 has not lived up to the runaway performance of 2021. more…).

M&A 96

M&A Finance Finance Capital 96

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

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.

Insurance 52

Insurance M&A S&P Valuation 52

Mergers and Inquisitions

NOVEMBER 1, 2023

When you hear the words “healthcare private equity,” two thoughts probably come to mind: Wait a minute, isn’t healthcare a risky/growth-oriented sector? In most of the world, healthcare is either government-run or a mixed public/private sector. Are there many private healthcare companies for PE firms to acquire?

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Focus Investment Banking

SEPTEMBER 10, 2024

Dairy Sector Transaction Activity: Focusing on Processors, Producers and co-packers Tracking dairy processors, producers and co-packers in the US and Europe, we saw a softening of activity in 2023 after an active market in 2022. Earlier reports indicated 15 billion euros as a ballpark valuation of the ice cream business.

Food 52

Food Private Equity Business Sale 52

Solganick & Co.

DECEMBER 21, 2023

While overall deal volume dipped slightly compared to the record-breaking highs of 2022, falling by around 5%, the total value of transactions remained surprisingly resilient, hovering near the $400 billion mark, according to data from S&P Global Market Intelligence.

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

The Deal

OCTOBER 17, 2023

Direct-to-consumer businesses, darlings of the investor community in 2021, saw their techlike valuations plummet. “We do think some of the transactions that may have launched in 2022 will start to get done in the back half of 2023.”

M&A 64

M&A IPO Retail Medical 64

Software Equity Group

NOVEMBER 13, 2023

SaaS founders must stay attuned to the shifting preferences of private equity (PE) investors and strategic buyers. Our 2023 State of SaaS M&A: Buyers’ Perspectives Report unveils the evolving priorities of top software-focused private equity investors and strategic buyers amidst economic uncertainty.

Profitability 52

Profitability Private Equity Investors M&A 52

Focus Investment Banking

APRIL 14, 2024

bakery market has shown steady historical growth, with industry revenue rising roughly 4% annum from 2004 to 2022. General Mills acquired private equity-backed TNT Crust, a frozen pizza supplier, for $253 million. Many private equity firms have acquired bakeries and are pursuing companies to add to their platforms.

M&A 52

M&A Food Private Equity Manufacturing 52

Focus Investment Banking

JANUARY 18, 2024

It has taken two years to return to those levels, after 2022 and 2023 were burdened with interest rate hikes and fears of a recession. In that environment, very few firms sought IPOs, and there was a major slowdown in overall exits, whether private or public. It seems that the trend is to stay private. As 2024 starts, the U.S.

IPO 52

IPO Consulting Corporate Finance Professional Services 52

Intrepid Banker Insights

OCTOBER 17, 2022

Intrepid Investment Bankers A Rollercoaster Ride for Software Markets It has been a disconcerting journey through the first three quarters of 2022. We ended 2021 having survived another year of the pandemic, with equity markets at or near all-time highs, interest rates near historic lows, and technology M&A activity at record levels.

Valuation 52

Valuation M&A Capital Middle Market 52

Wall Street Mojo

JANUARY 4, 2024

A Paper LBO, also called a Pen and Paper LBO, usually prepared by candidates during private equity interviews, is a miniature paper version of a full Leveraged Buyout (LBO) Model. Further, it helps interviewers assess a candidate’s knowledge of private equity concepts. What Is A Paper LBO?

Debt 52

Debt Private Equity Mergers and Acquisitions Investment 52

The Deal

AUGUST 9, 2023

billion valuation in 2021. Dhawan became CEO of SymphonyAI in 2022, replacing founder Romesh Wadhwani. 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. (AI), which is not profitable, has a $4.4

M&A 40

M&A Private Equity Retail Financial Services 40

Wall Street Mojo

FEBRUARY 9, 2024

At the same time, lower middle market private equity firms are more interested in this segment because of the variety of firms they get to seek across different sectors and industries. Since the company is new, it is less in valuation, but Ryan is adamant about offering better products and services.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Cooley M&A

JANUARY 23, 2024

While the year saw an overall decline in M&A activity (down 17% from 2022) , total pharmaceuticals and life sciences deal value in 2023 increased by approximately 50% compared to 2022. More than half of all life sciences M&A activity in 2023 was for private and small-cap biopharma sellers. billion, Mirati for $5.8

M&A 52

M&A Mergers and Acquisitions Acquisitions Pharmaceutical 52

The Deal

DECEMBER 5, 2023

Mubadala co-invested with Vista Equity Partners LLC in the $8.4 billion, both in 2022. “We unlock the most value when situations require an element of fluency in software as a sector, understanding metrics and how to think about valuation, value creation plans and strategies,” Osman said. and the $2.3

Corporation 52

Corporation Investment Equities Funds 52

Cooley M&A

JANUARY 20, 2022

Undeterred by the pandemic, high target valuations, intense competition for attractive assets and regulatory uncertainty, the deal world again proved that robust activity is possible with distributed workforces Zooming through the market faster than you can say, “You’re on mute.”. R&W insurance shaping expectations in tech M&A.

M&A 40

M&A Insurance Mergers and Acquisitions IPO 40

OfficeHours

JANUARY 26, 2024

When You Need to Return Cash in order to Raise More original article sourced by Ryan Gould, Bloomberg, sourced link above The world’s private equity firms have cash to burn. Private equity players have to face reality at some point,” said Per Franzen, head of private capital for Europe and North America at EQT AB.

Private Equity 130

Private Equity Equities Mergers and Acquisitions Investors 130

Cooley M&A

JANUARY 25, 2023

Tech M&A in 2022 was a tale of two halves. billion [1] during the first half of 2022 to $189.17 billion in the second half, resulting in total 2022 volume of $720.3 billion [1] during the first half of 2022 to $189.17 billion in the second half, resulting in total 2022 volume of $720.3 trillion. [2] trillion.

M&A 52

M&A Mergers and Acquisitions Private Equity Mergers 52

Solganick & Co.

SEPTEMBER 2, 2024

February 2024: As part of the aftershocks of Broadcom’s $69 billion acquisition of virtualization giant VMware in 2023, private equity firm KKR announced a deal to buy VMware’s End User Computing business for approximately $4 billion.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers M&A 52

Sica Fletcher

MAY 29, 2024

2) our team noted unexpected increases in the valuation multiples offered for insurance agencies, as depicted below. As advisors have had to place a tighter focus on equity over the last several years, however, the deal process has significantly lengthened. (Fig.

M&A 52

M&A Insurance Equities S&P 52

Software Equity Group

AUGUST 13, 2024

In 2022, the higher-ed tech market was estimated to be about $36.2 Higher Education Software Compared to K-12, the higher education category is smaller – with roughly 4,000 institutions serving 18 million students – but it represents a much larger market for technology businesses. billion and is projected to grow to $42.7 billion by 2030.

Education 52

Education M&A Private Equity Funds 52