Focus Investment Banking

NOVEMBER 11, 2024

When you’re purchasing employee benefits, particularly health insurance at that scale, it’s a significantly different buying experience and also service experience as well. You know, they probably answer, they want more hours, they want more money and health insurance. Ryan Basseri: Absolutely.

Insurance 52

Insurance M&A Healthcare Medical 52

Sica Fletcher

AUGUST 30, 2023

Q2 Broker Buyer Index Shows a 16% Increase in Deal Volume Over Q1 2023 NEW YORK, NY - August 30, 2023 - Sica | Fletcher releases the Q2 2023 Agency & Broker Buyer Index. With 22 of the most active acquirers in the insurance brokerage space, the Sica | Fletcher Index indicates improvement over the previous quarter.

M&A 52

M&A Insurance Broker Private Equity 52

Sun Acquisitions

NOVEMBER 1, 2024

Consider cyber insurance as an added layer of protection. In a tech-driven world, businesses must adapt their M&A strategies to account for digital transformation, cybersecurity, data analytics, and seamless integration. Data Analytics Integrating advanced data analytics tools has transformed how companies approach M&A.

Mergers 59

Mergers Mergers and Acquisitions Business Acquisitions 59

Sica Fletcher

APRIL 16, 2020

Many clients have asked us our views about how the COVID-19 pandemic will affect the insurance brokerage industry broadly and the M&A and strategic market for brokers in particular. The Insurance Business is a GDP Business – That is the Big Risk What do we mean when we say that the insurance business is a GDP business?

Insurance 52

Insurance Business IT Economics 52

The M&A Lawyer

SEPTEMBER 8, 2015

accounts receivable and accounts payable. brokers and finders fees and. accounts receivable and accounts payable. brokers and finders fees and. brokers and finders fees and. authority and enforceability. capitalization and ownership. subsidiaries. financial statements. books and records. inventories.

M&A 130

M&A Insurance Financial Statement Negotiation 130

Sun Acquisitions

MARCH 8, 2022

Enterprise Insurance Policies. Accounts Payable Reports. Selling a business requires the seller to work with a team of experienced M&A professionals including an M&A accountant, an M&A attorney, an M&A business broker just to mention a few. Legal Documents Needed to Sell a Business. Employment Agreements.

Business 98

Business M&A Finance Finance 98

OfficeHours

OCTOBER 11, 2023

Date: Friday, October 13, 2023 Time: 12:00 pm ET Polly Helvacioglu began her career working part-time as an Insurance Broker Analyst whilst completing studies for her Master’s in Finance at Hult International Business School. Yes, I’m interested! The post 10-11-2023 Newsletter: How to win in Investment Banking?

Investment Banking 130

Investment Banking Bank Banking Investment 130

The M&A Lawyer

AUGUST 25, 2015

” It also sets forth the purchase price, any purchase price adjustments (such as an adjustment to account for variations in target net working capital at closing ) and documents and other things that must be exchanged between the parties at closing. accounts receivable and accounts payable. brokers and finders fees and.

Stock 130

Stock M&A Government Mergers and Acquisitions 130

Sica Fletcher

JUNE 2, 2020

Insurance Agency & Brokerage M&A Update Many of our clients have been asking us “now that the first phase of the coronavirus pandemic seems to be ending, where do things stand with insurance brokerage M&A?” First, these brokers each have growth strategies whose success is measured by the expansion of revenues and EBITDA.

Insurance 52

Insurance Broker Private Equity M&A 52

Wall Street Mojo

JANUARY 18, 2024

They come at a low risk, with some being insured by government bodies. There are many types of CDs in the market, with some being traditional types, liquid CDs, jumbo types and broker CDs, etc. Usually, a CD is understood as a kind of savings account that offers a higher interest rate than an ordinary savings account.

Financial Institution 52

Financial Institution Accountant Bank Banking 52

Sica Fletcher

MARCH 31, 2022

As the leading strategic advisor to the insurance brokerage industry, Sica | Fletcher advises on substantially more transactions than any other advisor in the industry. If you have any interest in M&A transactions for insurance agencies and brokerages, you will not want to miss this analysis. The methodology was quite simple.

Acquisitions 52

Acquisitions Insurance M&A Private Equity 52

Sun Acquisitions

FEBRUARY 3, 2023

Examples of business-for-sale websites are Bizquest.com , Businessesforsale.com , and Bizbuysell.com Working with a business broker: A seasoned business broker is worth their weight in gold. Selling an IT business requires a skilled team of professionals including a business broker , an accountant, and a lawyer.

Business 52

Business IT Broker Sale 52

Francine Way

JULY 8, 2017

Most companies, especially those with $20 million or more in sales, will engage an investment banker or professional advisor to manage the sale process (smaller companies will typically engage a broker-dealer). In an earlier M&A post, we have discussed how private companies’ accounting statements differ from public companies’.

M&A 130

M&A Acquisitions Sale Investment 130

Sica Fletcher

DECEMBER 12, 2019

(Otherwise Known as “How Acquisitions Are Structured”) Our November blog post asked how a smaller agency can take advantage of the tsunami of private equity investment in insurance brokerages. Depending on the acquiror and your agency’s needs, some back office functions (accounting, IT, HR, etc.)

Private Equity 52

Private Equity Insurance Equities Management 52

Sun Acquisitions

JUNE 15, 2022

Proficient brokers such as those at Sun Acquisitions have the necessary expertise and competence to help you identify and engage prospective buyers. And that’s where having a good business broker in your corner will work in your favor. Brokers in particular can help you understand how to sell a business and get it ready for sale.

Business 52

Business Broker M&A Sale 52

How2Exit

JUNE 12, 2023

Many small business owners do not have a background in finance and may not have the resources to hire a full-time accountant. In some cases, small business owners may only have a business bank account and a tax accountant to help them manage their finances.

Business 130

Business Investment Profitability Risk Assessment 130

Sun Acquisitions

MAY 24, 2024

Healthcare Industry: In healthcare M&A, compliance with stringent regulations such as the Health Insurance Portability and Accountability Act (HIPAA) is non-negotiable. Each industry operates under its rules and standards, and compliance failures can lead to severe consequences.

M&A 59

M&A Mergers and Acquisitions Negotiation Healthcare 59

How2Exit

MARCH 30, 2023

By taking these factors into account, entrepreneurs can make sure that they are making the best decision for their business. By taking these factors into account, entrepreneurs can make sure that they are making the best decision for their business. Concept 2: M&A Market Is Robust The M&A market is currently very robust.

Business 130

Business Sale M&A Mergers and Acquisitions 130

Growth Business

AUGUST 22, 2023

Now, the company boasts 18 million users, offering bank accounts, overseas transfers, crypto exchange and features like early salary payments – supporting over 30 in-app currencies. Insurance Bio: Howden Group Holdings is the largest European insurance intermediary group in the world, managing premiums of more than £10bn.

Insurance 52

Insurance Bank Banking Funds 52

GillAgency

FEBRUARY 10, 2022

It is written in a way that will help you, in case you decide to go about the process without a business broker. You are always welcome to call us or talk to any business broker about the state of the business world. As such, you should hire a consultant or a business broker to help you with setting up your marketing package.

Business 52

Business Sale Broker IT 52

Lake Country Advisors

AUGUST 9, 2024

Understanding that Wisconsin’s manufacturing sector accounts for 20% of the state’s GDP, it becomes clear that this industry is vital to the local economy. Therefore, it’s crucial to maintain accurate and detailed financial records, including tax returns, audited financial statements, and accounts receivable/payable records.

Manufacturing 59

Manufacturing Business Sale Negotiation 59

The M&A Lawyer

AUGUST 31, 2015

In addition, Article 2 sets forth the purchase price, any purchase price adjustments (such as an adjustment to account for variations in target net working capital at closing ) and documents and other things that must be exchanged between the parties at closing. accounts receivable and accounts payable. brokers and finders fees.

M&A 130

M&A Government Business Sale 130

The TRADE

DECEMBER 21, 2023

Where hedge funds were the traditional users, we now see a far more diverse group of players, including managed accounts, allocators, insurance firms, family offices and sovereign wealth managers, to name but a few.”

Trading 63

Trading Management Funds Asset Management 63

Lake Country Advisors

FEBRUARY 14, 2025

While any business broker can guide you through the basics, the real value lies in choosing a broker with specialized industry knowledge. This expertise ensures that industry-specific nuances are accounted for, which can significantly impact the sale outcome.

Broker 52

Broker Business Valuation Healthcare 52

Focus Investment Banking

FEBRUARY 7, 2025

The sector also continues to benefit from the attention of insurance brokers such as Arthur J. Gallagher and One Digital and accounting firms such as EY and Smith+Howard, who see opportunities to grow their businesses and better serve clients by acquiring HCM capabilities.

Capital 52

Capital Management Recruitment Consulting 52

Sun Acquisitions

NOVEMBER 23, 2022

From deciding the value of the business to determining the best business broker to hire, every detail of the selling process must be examined to ensure that the transition is smooth and produces a maximum profit for its seller. Hire a Business Broker to Facilitate the M&A. You’re in the right place. The Bottom Line.

Business 52

Business IT Broker Profitability 52