Sica Fletcher

JULY 30, 2024

Updated Rankings for S&P Global’s Market Intelligence League Tables Released NEW YORK, NY - July 30, 2024 - Leading advisory firm Sica | Fletcher continues to command the insurance M&A industry by maintaining the #1 spot on S&P Global’s Market Intelligence 2024 League Tables.

M&A 40

M&A S&P Insurance Advisory 40

Sica Fletcher

JULY 31, 2024

The 2024 insurance M&A market has changed substantially from just a few years ago, with potentially staggering implications for the future of insurance M&A transactions. Insurance M&A Transactions in 2024 The insurance M&A transactions we have observed thus far in 2024 indicate larger trends in the sector.

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

MARCH 28, 2024

We are barely three-quarters of the way through Q1, and already the year 2024 is proving to be both robust and complicated – terms have changed, new buyers have shown up, and old buyers have pulled out. The following report contains our observations of insurance M&A trends in 2024.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 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 following section details the insurance M&A buyer landscape as of Q3 2024. That’s one of several reasons why it’s so important to work with an experienced M&A advisory firm.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sica Fletcher

JULY 23, 2024

The following report discusses our predictions for what will likely occur as H2 2024 unfolds. Finally, we close with a few very simple suggestions for insurance agency owners about what they can do to put themselves in the best possible position to sell in H2 2024.

M&A 52

M&A Insurance S&P Valuation 52

Sica Fletcher

MAY 29, 2024

Our SF index covered 71% of all announced insurance M&A transactions in Q1 2024, putting Sica | Fletcher in a uniquely qualified position to offer an analysis of what is going on, why, and what it means for insurance M&A in 2024. When we remove this element, deal volume actually held steady.

M&A 52

M&A Insurance Equities S&P 52

Sica Fletcher

OCTOBER 16, 2024

The following article examines valuation multiples for registered investment advisor (RIA) firms as of 2024, based on data gathered from our SF Index and available third-party sources. As recently as May 2024, the SEC has proposed several pieces of legislation that would force RIAs to scrutinize their users more closely.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

Sica Fletcher

FEBRUARY 8, 2024

S&P Global’s 2023 Market Intelligence League Table Released NEW YORK, NY - February 8, 2024 - Sica | Fletcher, a premier financial advisory firm, retains its commanding presence in the #1 spot on S&P Global’s Market Intelligence League Table, a position the firm has held quarter-over-quarter since 2017.

M&A 40

M&A S&P Insurance Advisory 40

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 6, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 5, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 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.

M&A 52

M&A Insurance Valuation Equities 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. Solganick & Co.

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

Sica Fletcher

FEBRUARY 6, 2024

2023 Year-End Index Reflects Continued Emphasis on Strategic Fit for Investors NEW YORK, NY - February 6, 2024 - Sica | Fletcher releases the 2023 Year-End Agency & Broker Buyer Index. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 in terms of total deals advised.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 52

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. Overall, the M&A market for RIAs has been experiencing mild to moderate gains in deal volume and deal value, suggesting that 2024 will likely be a good year. Who Performs A Valuation?

Valuation 52

Valuation M&A Insurance S&P 52

Sica Fletcher

APRIL 30, 2024

Selecting the Valuation Method Insurance agency valuations typically occur in one of the following four methodologies EBITDA (Earnings before Interest, Taxes, Depreciation, and Amortization): A calculation of an insurance agency's profitability calculated by subtracting taxes and operating expenses from its overall revenue.

Insurance 52

Insurance Valuation M&A S&P 52

The TRADE

APRIL 30, 2025

One of the results of these experiences has been several nominations and a subsequent win at Leaders in Trading New York 2024, where she took home the award for Buy-side Market Structure Expert of the Year. S&P used to publish this tiny thing called a tear guide, and the paper was super thin, like airmail paper.

Trading 52

Trading Retail Equities S&P 52

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. Financing options offered by the seller, based on the book's performance over time. Why Sell Just the Book?

Insurance 52

Insurance Business Valuation M&A 52

Sica Fletcher

SEPTEMBER 12, 2024

Although insurance agencies are not always family affairs, the 2024 insurance landscape reveals that between 50% and 70% of agencies are family-owned. They operate in a small town where they are well-known and well-liked by the local population, who make up a good deal of the agency's clientele. Think Long-Term.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

MARCH 12, 2024

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. So, what should insurance agencies expect in 2024? That doesn’t mean that running an M&A deal will be a cakewalk, however.

Valuation 52

Valuation Insurance M&A Profitability 52

Sica Fletcher

MARCH 14, 2024

You can find more accurate reports on where EBITDA multiples for insurance agencies sit in 2024, but the best move is to consult an advisor for a more personalized estimate. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Insurance 52

Insurance Valuation M&A Consulting 52

Cooley M&A

JANUARY 30, 2025

2024 was a prolific year for activists, with 243 campaigns launched globally the highest number since 2018. 43% of 2024 activist campaigns were M&A focused, in line with the three-year average. 43% of 2024 activist campaigns were M&A focused, in line with the three-year average.

Investors 93

Investors M&A S&P Management 93

Sica Fletcher

JANUARY 28, 2025

Sica | Fletcher continues to set the benchmark in insurance M&A advisory, once again securing the #1 ranking on S&P Global Market Intelligences 2024 League Tables for the insurance industry. Key Highlights from the 2024 League Table: 104 deals closed , the highest among all ranked firms.

Insurance 52

Insurance M&A S&P Advisory 52

Focus Investment Banking

APRIL 15, 2025

compared to this time last year, while the S&P 500 is up 6.8% This means that at least as of now 2025 is continuing the trend of 2024 that combined fewer total transactions with enough larger transactions to keep total announced transaction dollar value at relatively elevated levels. The CSPI is up 15.1% billion was strong.

Acquisitions 52

Acquisitions S&P M&A Stock 52

Focus Investment Banking

MARCH 27, 2025

All right, so my past guest shout out for today is Jonathan Bemis, the 2024 Apex Technician of the Year who is employed with VIP Tire and Service in the Northeast. I know I can look at a P and L right off the bat and highlight a few things that I just stick out because weve done it both on the M and A side and the operational side.

Profitability 52

Profitability Private Equity IT Mergers and Acquisitions 52