Sica Fletcher

MAY 13, 2024

Q1 2024 Agency and Broker Buyer Index Reveals a Dynamic Landscape for Insurance M&A NEW YORK, NY - May 13, 2024 - Sica | Fletcher releases the Q1 2024 Agency & Broker Buyer Index. In terms of deal volume, BroadStreet Partners led the group during Q1 2024 for the second consecutive year.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 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. Buyers will become less choosy.

M&A 52

M&A Insurance S&P Valuation 52

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

Software Equity Group

MAY 7, 2024

2023 saw a myriad of factors impact SaaS M&A multiples, including economic developments, technological advancements, and a public market rebound. But what are the key influences shaping valuation multiples in today’s M&A deals? Do you know how potential buyers value your SaaS business?

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

MAY 8, 2024

2023 saw a myriad of factors impact SaaS M&A multiples, including economic developments, technological advancements, and a public market rebound. But what are the key influences shaping valuation multiples in today’s M&A deals? Do you know how potential buyers value your SaaS business?

M&A 52

M&A Valuation Economics Business 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. for insurance agencies.

M&A 52

M&A Insurance Valuation Equities 52

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

The TRADE

FEBRUARY 12, 2025

Read more: Edward Tilly joins Clear Street less than a year after resignation from Cboe Among the new appointments is Luke Holmes , former head of equity sales, US clients at Kepler Cheuvreux, who has joined the firm as m anaging d irector, s ales t rading.

Trading 59

Trading IT S&P M&A 59

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

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.

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

Focus Investment Banking

JULY 2, 2024

This was despite a generally favorable market that pushed the S&P 500 up 3.6% However, the sector still lagged both the S&P 500 and NASDAQ by a wide margin over the past year. The S&P 500 is up 26.3% billion.Through the first five months of 2024 we have now tracked a total of 29 transactions.

S&P 52

S&P M&A Acquisitions 52

Sica Fletcher

JUNE 11, 2024

The following report contains our projections for Q3 2024 insurance broker valuation multiples. The table below breaks down our core findings, comparing existing Q2 data taken from our SF Index to our analyst’s projections for Q3 2024. as of H1 2024. the mandatory nature of insurance in general, b.)

Broker 52

Broker Insurance Valuation S&P 52

Focus Investment Banking

JULY 16, 2024

This was despite a strong overall market that pushed the S&P 500 up 3.9% However, this performance once again lags the broader indices by a fairly wide margin, as both the S&P 500 and NASDAQ gained more than 20% over the past year. over the past three months. and the NASDAQ up 8.3% in our summer reporting period.

Business 52

Business S&P M&A Engineering 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

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. This raises an important question: What Should Insurance Agency Owners Expect in 2024? So, how did we get here?

Insurance 52

Insurance M&A S&P Valuation 52

Focus Investment Banking

JULY 24, 2024

This loss was despite a generally positive market backdrop that saw the S&P 500 gain 3.9% This performance once again trailed the broader indices, as both the S&P 500 and the NASDAQ were up more than 20% over the past year. Communications Service Provider Quarterly: Summer 2024 Report appeared first on FOCUS.

S&P 52

S&P M&A Accountant Business 52

Focus Investment Banking

OCTOBER 23, 2024

gain in the S&P 500 and the 2.6% gains in the S&P 500 and NASDAQ, respectively. gains in the S&P 500 and NASDAQ, respectively. This means that as of now, 2024 is not looking to be much of an improvement over 2023 in terms of the total number of transactions. This outperformed both the 5.5%

Business 52

Business S&P Engineering M&A 52

Sica Fletcher

AUGUST 6, 2024

Our research team’s latest report compares the top insurance agency investment banks of 2024. The Top Insurance Agency Investment Banks of 2024 Sica | Fletcher Sica | Fletcher is a boutique investment bank specializing in M&A advisory services.

Investment Banking 52

Investment Banking Insurance Bank Banking 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.

Insurance 52

Insurance M&A Private Equity Advisory 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. By Fee The following table outlines just a few key takeaways about various fee structures commonly found in RIAs as they apply to M&A transactions.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

Focus Investment Banking

APRIL 11, 2024

gain in the S&P 500 and the 9.1% However, this return lagged the year-over-year performance of both the S&P 500 (up 27.9%) and the NASDAQ (up 34.0%). FOCUS is proud of its commitment to the Telecom Business Services sector and we are excited about the prospects for companies in this space. a year ago to 1.2x

Business 52

Business Telecommunication Engineering M&A 52

Focus Investment Banking

APRIL 17, 2024

This gain was made even less impressive by the fact that the S&P 500 was up 10.2% For businesses, these providers are enabling a variety of new services ranging from videoconferencing to software defined networking and security. Furthermore, it is often the middle market CSPs that point the direction for the future of the industry.

Middle Market 52

Middle Market M&A Telecommunication Business 52

Cisco: M&A

FEBRUARY 4, 2025

Follow Business Operations Analyst Andrea P.'s s mentorship journey through the Women of Cisco Executive Shadow Program to Cisco Live, achieving her ultimate career goal.

S&P 52

S&P Business 52

Sica Fletcher

OCTOBER 23, 2024

RIA valuations are typically performed by one of three parties: The M&A Advisor A Third-Party Specialist The Seller Themselves Although many sellers attempt to perform their own valuations, we strongly recommend against this. We highly recommend that sellers speak with an M&A advisor before taking their company to market.

Valuation 52

Valuation M&A Insurance S&P 52

Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal.

Insurance 52

Insurance Valuation M&A S&P 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.

Insurance 52

Insurance Valuation M&A S&P 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

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

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. This means getting a formal valuation done - typically through your M&A advisor, but sometimes through a third party.

Insurance 52

Insurance Business Valuation M&A 52

Sica Fletcher

MARCH 14, 2024

We strongly recommend that you speak with a reputable M&A advisor before running an M&A deal process. Insurance agency valuation is a critical component of running an M&A deal, but executing this multi-step process well requires a great deal of specialized education and experience.

Insurance 52

Insurance Valuation M&A Consulting 52

Cooley M&A

FEBRUARY 1, 2024

2023’s much-discussed downturn in mergers & acquisitions – with global M&A volume and value down 6% and 17%, respectively, from 2022 – was largely driven by the slowdown in the tech sector, with global tech M&A volumes down 51% year over year, while other sectors saw marked increases. [1] billion leading the pack.

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

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. This milestone marks another year of unmatched success and leadership in the insurance M&A space.

Insurance 52

Insurance M&A S&P Advisory 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

Focus Investment Banking

DECEMBER 19, 2024

gain in the S&P 500 and the 8.5% gain in the S&P 500 and the 35.1% The Enterprise Networking, OSS/BSS Software and Unified Communications and Contact Center sub sectors were the only three sub sectors in the TTI to notch any M&A activity. This significantly outperformed both the 6.8% gain in the NASDAQ.

S&P 52

S&P M&A Transportation Stock 52

Focus Investment Banking

OCTOBER 31, 2024

This handily outperformed both the S&P 500 (up 5.5%) and the NASDAQ (up 2.6%). year-over-year gain in the S&P 500 as well as the 37.6% This means that 2024 is shaping up oddly in terms of M&A trends. This means that 2024 is shaping up oddly in terms of M&A trends.

S&P 52

S&P M&A Acquisitions Accountant 52

The TRADE

NOVEMBER 8, 2024

This year, the highly anticipated award for Trader of the Year went to Laura Mould of M&G Investments. Keeping it within the family, M&G Investments also took home the award for Trading Desk of the Year. Also in the category, LSEG TORA rook home the award for Best Market Access.

Trading 59

Trading M&A Investment Manager Investment 59