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Looking Ahead to 2025: Private Equity Risk and Insurance Trends

JD Supra: Mergers

According to EY’s Private Equity Pulse, Q2 2024 was the strongest quarter in two years, with 122 announced transactions at a valuation of $196 billion total enterprise value. This seems to be the case, as we see initial signs of an improving landscape after a stronger Q2. But the US PE market is. By: Woodruff Sawyer

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RIA Valuation Multiples: 2024 Report

Sica Fletcher

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. How these client demographics affect RIA valuations really depends on what the buyer is looking for, as indicated by the table below.

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Insurance Broker Valuation Multiples: Q3 2024 Projections

Sica Fletcher

The following report contains our projections for Q3 2024 insurance broker valuation multiples. Insurance Broker Valuation Multiples: Q3 2024 Projections Using these numbers as a baseline, let’s examine the insurance industry more closely to identify influential factors behind its specific changes.

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Revolut gets UK trading license, set to offer UK & EU stock trading

Global Banking & Finance

(Reuters) – Fintech Revolut said on Monday it has got a UK trading license from the British financial regulator that will allow the company to offer trading of UK and EU-listed stocks and exchange-traded funds from 2025.

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Takeaways from the Restaurant Finance and Development Conference

Focus Investment Banking

While the RFDC’s packed agenda covered many topics and trends, a main theme surfaced throughout the sessions – after a tough year for the restaurant industry, owners and operators are optimistic for what’s to come in 2025. Sales are improving from the lows of the summer months.

Finance 52
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Data Analytics M&A and Market Update 1H 2024

Solganick & Co.

It covers the latest M&A transactions, provides a data analytics market map, updates on industry size and growth data, and publicly traded companies and valuations in the sector. For more information, please contact us.

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Time’s (Almost) Up! Are You Ready for the Estate and Gift Tax Exemption “Sunset”?

PCE

By taking action before the “sunset” on December 31, 2025, you (or your affluent clients) may be able to transfer substantial assets tax-free, potentially saving millions in future estate taxes.