Sica Fletcher

AUGUST 30, 2023

These 22 agent and broker acquirers accounted for 72% of all deal activity in the insurance brokerage space as of YTD June 2023. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on.

M&A 52

M&A Insurance Broker Private Equity 52

Sica Fletcher

MAY 15, 2024

In addition, third-party M&A institutions like S&P Global Data or Statista can provide more generalized data. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Insurance 52

Insurance S&P M&A Valuation 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

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. seller's discretionary earnings, discounted cash flow), they are so rarely used in insurance M&A that we do not include them here.

Insurance 52

Insurance M&A Valuation Advisory 52

Sica Fletcher

OCTOBER 16, 2024

Typically firms specializing in this client type have a larger pool of clients in order to make up the difference with HNW accounts. As the Baby Boomer Generation enter their golden years, it's very likely that we will see increased valuations in the coming decade as more and more people seek retirement planning services.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

How2Exit

MARCH 23, 2023

Joe Valli, a serial entrepreneur and founder of Quiet Light Brokerage, one of the leading online-focused M&A advisory firms in the world, has helped facilitate over a half billion in exits. This is a list of all the items that are used to fund the business, such as car leases, cell phone coverages, and Netflix accounts.

M&A 130

M&A Business Book-building Sale 130

Sica Fletcher

MARCH 26, 2024

Account-Based. The advisory team targets a single high-profile buyer on whom they focus their marketing efforts. However, an account-based transaction may be more common in the case of a regional buyer seeking to secure dominance in a local market. If you would like to speak with our team, use the contact information below.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

SEPTEMBER 3, 2024

This is, of course, before any of the risks associated with the agency are taken into account. Financing options offered by the seller, based on the book's performance over time. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Insurance 52

Insurance Business Valuation M&A 52

The TRADE

MAY 1, 2024

It’s about risk management philosophy and methodology,” explains Papanichola. There’s us sitting in the middle of the room trading once a day maybe sometimes once a week but taking very big positions and actively providing information for the room as well.” I could literally trade any product if I wanted to.

Trading 59

Trading Capital Funds Investment 59

Sica Fletcher

MARCH 12, 2024

This valuation method provides a broader overview of how much an agency makes but does not account for how much it has to spend. Contact: Mike Fletcher Managing Partner, Sica | Fletcher ,, mjf@sicafletcher.com About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Valuation 52

Valuation Insurance M&A Profitability 52

Mergers and Inquisitions

DECEMBER 4, 2024

There’s also some variation in how teams account for player wages, training, and equipment, with some capitalizing and amortizing this spending over time. Finally, Tifosy is a merchant bank that does a mix of sports advisory and lending/investing work. Also, different multiples may be applied to different revenue streams (see below).

Investment Banking 105

Investment Banking Banking Bank Investment 105

Cooley M&A

JANUARY 30, 2025

Activist focus on strategy and operations: Who is held accountable? In 2024, the rate of CEO turnover following an activist campaign rose to approximately 20% of CEOs of activist targets having left their roles in the past two years (as compared to the 12% market-average CEO turnover for the S&P 500 index).

Investors 93

Investors M&A S&P Management 93

Focus Investment Banking

APRIL 15, 2025

compared to this time last year, while the S&P 500 is up 6.8% The Business and Wholesale sub sector dominated transaction activity this period, accounting for 12 of the 16 total transactions. We also noted a continued high level of activity in the acquisition of telecom advisory firms. The CSPI is up 15.1%

Acquisitions 52

Acquisitions S&P M&A Stock 52