Sica Fletcher

APRIL 11, 2024

Generally, these fall into two distinct categories of advisory firms or investment banks. M&A Advisory Firms vs. Investment Banks We should emphasize that the comparison information above is generalized , and may not apply to all such firms or banks.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Chesapeake Corporate Advisors

JANUARY 26, 2023

Baltimore, MD, JANUARY 26, 2023 —Chesapeake Corporate Advisors (CCA) is pleased to announce that Stuart Knott has joined the firm as a Managing Director. Knott brings a unique and creative perspective based on 20 years of experience in the middle market as both an investment banker and a private equity investor.

Management 52

Management Middle Market Investment Banking Corporation 52

Chesapeake Corporate Advisors

JULY 10, 2023

About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies with revenues between $10 million and $200 million.

Transportation 52

Transportation Engineering Investment Banking Corporation 52

Sica Fletcher

JUNE 11, 2024

Since H1 2023, the average insurance brokerage valuation multiple has hovered around 11.6x 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. Because we are the best at what we do.

Broker 52

Broker Insurance Valuation S&P 52

Sica Fletcher

JULY 31, 2024

Predictions in H2 2023 suggested that 2024 would be a year of slow recovery, largely dependent on the Federal Reserve’s decision to cut interest rates. in H2 2023 to 287.4B. Deal volume has experienced a drop from 2023. Look at industry publications and data centers to identify which advisory firms have the best reputations.

M&A 52

M&A Insurance Debt Equities 52

Chesapeake Corporate Advisors

MAY 24, 2024

This article was originally published on December 1, 2023 on the I-95 Business website. If you are considering selling the business you have worked hard to build, you want a smooth sale process and an optimal outcome. One vital tool that can help you achieve both goals is a sell-side Quality of Earnings (QofE) report.

Business 52

Business Negotiation Investment Banking Accountant 52

Chesapeake Corporate Advisors

MAY 7, 2024

This article was originally published on June 8, 2023 on the I-95 Business website. Selling your business may be one of the most pivotal events of your life. However, the process is fraught with complexities and challenges that can stand in the way of securing the best deal.

Business 52

Business Sale M&A Negotiation 52

The TRADE

FEBRUARY 12, 2024

Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Prior to joining Rothschild in January 2023, Finke spent nearly five years at Marathon Asset Management as a global equity trader covering equities and FX. Polar Capital confirmed his appointment.

Capital 62

Capital Sale Asset Management Electronics 62

Chesapeake Corporate Advisors

APRIL 8, 2024

This article was originally published on October 7, 2023 on the I-95 Business website. Today’s volatile economic environment has many business owners wondering if it is possible to sell their company now and achieve a good outcome. The fact is that great deals are still happening for A+ companies.

M&A 52

M&A Investment Banking Negotiation Investment 52

Sica Fletcher

JUNE 14, 2024

S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms. Sica | Fletcher is the #1 M&A advisory firm for insurance agencies on the market today, representing everything from boutique agencies to $1B deals. Learn more at SicaFletcher.com.

Insurance 52

Insurance Valuation M&A S&P 52

Solganick & Co.

FEBRUARY 2, 2024

27, 2023 Photo by David Sprague Too optimistic? Solganick noted that technology companies – a leading industry for Los Angeles – have held up comparatively well in the M&A market, with roughly a third of all M&A deals made in 2023 originating from tech. You’re not going to see too many big flashy deals.

M&A 40

M&A Business Middle Market Investment Banking 40

Sica Fletcher

MAY 29, 2024

That being said, M&A activity did see drops in deal value and overall volume in 2023, however, this decrease comes with two important caveats: The declines noted came primarily from megadeals and larger agencies valued at over $100MM. When we remove this element, deal volume actually held steady. Learn more at SicaFletcher.com.

M&A 52

M&A Insurance Equities S&P 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. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Let’s Talk.

Insurance 52

Insurance M&A Valuation Advisory 52

Mergers and Inquisitions

MARCH 22, 2023

But that would have happened anyway because of the firm’s plans to spin off its IB group into Michael Klein’s advisory firm, M. Before this deal, I had expected that “CS First Boston” would become another elite boutique and a strong competitor to the likes of Evercore, Lazard, and Moelis. Klein & Co.

Bank 98

Bank Banking Government Investment Banking 98