Sica Fletcher

APRIL 2, 2024

The following report examines the health and outlook for insurance M&A deals in 2024. We base this research on several key findings in our proprietary SF database, which observes and records data from the top ~400 insurance M&A buyers. Agency vs. Company: Which Is The Better Insurance M&A Deal?

Insurance 52

Insurance M&A S&P Broker 52

Razorpay

JUNE 16, 2023

Over the past decade, India’s Direct-to-Consumer (D2C) insurance industry has experienced remarkable growth, fuelled by rising incomes and increased awareness. In this blog post, we delve into the unique cash flow challenges faced by D2C insurers and explore how Razorpay Line of Credit can help.

Insurance 52

Insurance Investment Underwriting Acquisitions 52

Sica Fletcher

MARCH 28, 2024

The following report contains our observations of insurance M&A trends in 2024. However, volume and value in the insurance sector remained remarkably stable. As insurance M&A enters into the 2020s, however, buyers are looking at several additional factors that speak to an agency’s more intangible qualities.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 52

Sica Fletcher

FEBRUARY 2, 2022

As the advisory firm that executes by far the largest number of mergers and acquisitions transactions for insurance agents and brokers, and with our deep experience and contacts within the private equity community, we have a better vantage point on what is going on than most others.

Insurance 52

Insurance M&A Mergers and Acquisitions Private Equity 52

Sica Fletcher

AUGUST 6, 2024

Our research team’s latest report compares the top insurance agency investment banks of 2024. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Sica Fletcher

NOVEMBER 9, 2023

Q3 Index Reflects an Emphasis on Strategic Fit for Investors in 2023 NEW YORK, NY – November 8, 2023 - Sica | Fletcher releases the Q3 2023 Agency & Broker Buyer Index. The Sica | Fletcher Broker Buyer Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector.

Broker 40

Broker M&A Insurance Mergers and Acquisitions 40

Sica Fletcher

AUGUST 18, 2020

What the Data Is Telling Us In our last few posts, we reported on what we perceived to be the trends in insurance agency and brokerage M&A in light of the pandemic and analyzed the reasons for these trends. In summary, we observed that: The most active acquirers continue to be highly interested in acquisitions.

M&A 52

M&A Insurance S&P Broker 52

The Guardian: Mergers & Acquisitions

MAY 1, 2023

US banking titan to buy ‘all deposits and substantially all assets’ of failed bank in deal brokered by regulators JP Morgan is to acquire most of the failed California bank First Republic, in a takeover brokered by regulators as the US races to contain a series of banking failures that has echoes of the 2008 global financial crisis.

Broker 75

Broker Bank Banking Insurance 75

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

MAY 8, 2020

For owners and executives of private insurance brokers, Brown & Brown's first quarter earnings call provides a treasure trove of information. insurance brokers. Powell Brown, President and CEO of Brown and Brown Insurance commented: “The first quarter was an interesting one until early March. We saw the U.S.

Insurance 52

Insurance Retail Debt Broker 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 6, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. The shift in buyer rotation year over year is contributing to the evolving dynamics of the insurance M&A landscape.

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. The shift in buyer rotation year over year is contributing to the evolving dynamics of the insurance M&A landscape.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

MARCH 26, 2020

Many of our clients have asked us about the impact on insurance brokerage M&A of the pandemic and the resultant containment efforts. The Largest Strategic Players Tell Us Full Steam Ahead – The major strategic acquirors have informed us that they plan to continue to aggressively pursue acquisitions of insurance brokers.

Insurance 52

Insurance M&A Broker Economics 52

Cooley M&A

DECEMBER 3, 2019

Over the last decade the use of R&W insurance in merger and acquisition transactions has grown exponentially. From 2008 to 2018, the total R&W policies bound per year in North America rose from 40 deals, providing $541 million of coverage to 1500+ R&W insurance transactions, providing aggregate coverage of $38.6

Insurance 40

Insurance Underwriting Mergers and Acquisitions M&A 40

Sun Acquisitions

JULY 5, 2024

In the ever-evolving business landscape, mergers and acquisitions (M&A) have become expected growth, expansion, and consolidation strategies. The path to a successful merger or acquisition is fraught with uncertainties, from financial risks to cultural clashes, regulatory hurdles, and market fluctuations.

Mergers and Acquisitions 59

Mergers and Acquisitions Business Mergers Acquisitions 59

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

APRIL 18, 2022

With competition for acquisition so high, it’s no wonder some business owners prefer to sell privately. Only those directly involved in the transaction – your brokers, CPAs, M&A attorneys, and financial agent if there is one. Check out these links: Mitigating Post-Closing Risks Through The Rep and Warranty Insurance.

Business 98

Business M&A Broker Sale 98

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

MARCH 29, 2024

In the world of mergers and acquisitions (M&A), seller financing deals can offer numerous benefits to buyers. Evaluate the qualifications and performance of the management team and consider any potential impact on the company’s operations after the acquisition.

Mergers and Acquisitions 64

Mergers and Acquisitions Finance Finance Acquisitions 64

Sica Fletcher

JUNE 10, 2020

Over the past 20 years, there has been a significant shift in insurance brokerage M&A. More and more, we see private equity (PE) backed brokers emerging as the dominant buyers in the space. Here's what they had to say about their acquisition approach, growth goals, and business philosophies.

Private Equity 52

Private Equity Insurance M&A Equities 52

Sun Acquisitions

MARCH 8, 2022

Enterprise Insurance Policies. 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. It would be the end of a great business journey for sellers whose exit plan is a buyout or acquisition.

Business 98

Business M&A Finance Finance 98

Sica Fletcher

SEPTEMBER 25, 2019

In recent posts, we outlined the background of and reasons for the dramatic upsurge of private equity investment in the insurance brokerage industry , how the combination of private equity and low interest rates have dramatically raised valuations , and how private equity sponsored agencies increasingly dominate the insurance agency business.

Private Equity 52

Private Equity Equities Insurance Capital 52

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

Sun Acquisitions

MAY 13, 2022

You’ve been offered a partnership or merger or acquisition opportunity. If you’re thinking of selling your business and require the services of a seasoned M&A professional, our Sun Acquisitions team is ready to sit down with you to discuss the process. You’re keen to explore new and different markets. Contact us today.

Business 98

Business Mergers and Acquisitions M&A Sale 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.

Investment Banking 130

Investment Banking Bank Banking Investment 130

Sica Fletcher

NOVEMBER 19, 2019

Our recent blog posts have covered the private equity boom in insurance brokerages , however, the reality is that the vast preponderance of insurance brokerages (probably over 95%) have revenues under $5 million annually. How can you take advantage of the dramatic upsurge of private equity investment in the insurance brokerage?

Private Equity 52

Private Equity Equities Insurance Business 52

Sun Acquisitions

MAY 26, 2022

As seasoned M&A brokers, we’ve dealt with our fair share of buyers and sellers, and here are the top 6 places we recommend you consider selling your business. M&A Brokers. Brokers who specialize in mergers and acquisitions have access to an extensive network of buyers – one that’s often curated and can’t be found anywhere else.

Business 52

Business Broker Investment Banking Mergers and Acquisitions 52

Sun Acquisitions

DECEMBER 16, 2022

1. Engage a Business Broker. Wise sellers hire a business broker to facilitate the transaction. An experienced broker will. With a seasoned broker in your corner, you’ll avoid some of the common rookie selling mistakes. That’s why having an experienced broker is so invaluable. 6. Closing the Sale.

Manufacturing 52

Manufacturing Business Broker Negotiation 52

Sun Acquisitions

JANUARY 17, 2023

1. Hire a Business Broker. Business brokers are experts who specialize in assisting business owners and investors to sell or buy companies. As a seller, brokers have the expertise and experience to help you find potential buyers, negotiate terms of the sale, and handle all the various paperwork that’s involved.

Healthcare 52

Healthcare Business Broker Private Equity 52

Sun Acquisitions

FEBRUARY 3, 2023

Additionally, if needed, enlist professional services such as M&A advisors, business brokers, attorneys or consultants specializing in sale transactions ; they’ll help provide invaluable advice while keeping both buyer and seller on track.

Negotiation 52

Negotiation Manufacturing Sale Business 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

How2Exit

JUNE 12, 2023

Founded by Ahmed Raza, who has a background in acquisition entrepreneurship, Rapid Diligence primarily helps with the buy-side diligence process. Raza's first few acquisitions were distressed and neglected assets, which he grew and exited. The hosts also note that brokers can add an additional layer of complexity to the buying process.

Business 130

Business Investment Profitability Risk Assessment 130

Sica Fletcher

JULY 1, 2020

Update on Private Equity and Insurance Brokerages In our ,, previous article , we reported that the COVID-19 pandemic had not diminished the pace of mergers and acquisitions transactions we are seeing in the insurance agency and brokerage sector. However, insurance brokerages remain relatively unscathed from the fallout.

Private Equity 52

Private Equity Insurance Debt Equities 52

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. We thought it would be helpful to write a blog post outlining how acquisitions are typically structured in the current environment.

Private Equity 52

Private Equity Insurance Equities Management 52

Sun Acquisitions

NOVEMBER 29, 2022

The first step in positioning your HVAC business for a favorable acquisition is increasing its current valuation. Step #4 Hire a Competent HVAC Business Broker. Navigating the process can be complex without seasoned HVAC business brokers. By bringing on board a qualified HVAC business broker , you make life easier for yourself.

Business 52

Business Valuation Broker Book-building 52

The M&A Lawyer

AUGUST 25, 2015

Most private M&A transactions are structured as acquisitions of stock , rather than mergers or asset purchases. brokers and finders fees and. brokers and finders fees and. You’ll notice some discrepancies between my references to Articles of the SPA and the Articles of the AT&T / Deutsche Telekom agreement.

Stock 130

Stock M&A Government Mergers and Acquisitions 130

M&A Leadership Council

OCTOBER 5, 2024

in Mathematics and Statistics, was previously named a Risk & Insurance Power Broker in Employee Benefits and is a Fellow of the Conference of Consulting Actuaries, Fellow of the Society of Actuaries and Certified M&A Specialist. Kelly graduated Magna Cum Laude from the University of Minnesota, Duluth with a B.S.

Actuary 40

Actuary Consulting M&A Mergers and Acquisitions 40