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. The valuation process has a few additional considerations when selling a family insurance agency. In particular, sellers should be aware of: Family Reputation as an Asset.

Insurance 52

Insurance Valuation M&A S&P 52

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?

M&A 52

M&A Insurance S&P Broker 52

iMerge Advisors

APRIL 14, 2025

Summary of: Last-Minute Deal Dynamics: What to Expect Before Closing an Acquisition For founders and CEOs navigating the final stretch of an M&A transaction, the days leading up to closing can feel deceptively quietuntil theyre not. Survival periods : How long do specific reps (e.g., tax, IP) survive post-close?

Negotiation 40

Negotiation Acquisitions M&A Mergers and Acquisitions 40

What's Market

SEPTEMBER 6, 2022

Market Trends: What You Need to Know RWI is an increasingly important feature of private company merger and acquisition transactions. Every other year since 2005 the ABA has released its Private Target Mergers and Acquisitions Deal Points Studies (the “ABA studies”).

Insurance 52

Insurance Mergers and Acquisitions M&A Mergers 52

Cooley M&A

MAY 23, 2024

While representation and warranty (R&W) insurance continues to be used across a broad range of M&A transactions, its use has cooled as dealmakers navigate challenging market conditions. As deal flow has dwindled, competition has increased among carriers, and minimum floors largely have fallen away. of the policy limit.

Insurance 52

Insurance M&A Underwriting Financial Statement 52

Focus Investment Banking

OCTOBER 7, 2024

Mergers & Acquisitions For Dummies provides useful techniques and real-world advice for anyone involved with – or thinking of becoming involved with – transactional work. If you’re getting involved with a merger or an acquisition, this book will help you gain a thorough understanding of what the heck is going on.

Mergers 52

Mergers Acquisitions Mergers and Acquisitions M&A 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

How2Exit

MARCH 24, 2023

To do this, he obtained his insurance and securities licenses and started helping developers raise money. Through his experience, he learned the power of leveraged buyouts and how they could be used to finance acquisitions. Staying as the CEO of a company after an acquisition is a great way to ensure the success of the company.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

Francine Way

MAY 14, 2017

To be explicitly clear, I am recommending the use of the following ranked capital sources when paying for an acquisition: cash (from the balance sheet), debt (at a reasonable level), and equity. If used to fund an acquisition, the loan has to be repaid typically within the 5 years period.

Debt 130

Debt M&A Trading Capital 130

How2Exit

MAY 8, 2023

Ron Concept 1: Explore Business Acquisitions and Mergers Business acquisitions and mergers are an increasingly popular way for entrepreneurs to grow their businesses and increase their profits. Acquisitions and mergers allow businesses to expand into new markets, increase their customer base, and take advantage of economies of scale.

Mergers and Acquisitions 130

Mergers and Acquisitions Profitability Mergers Business 130

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

Lake Country Advisors

JULY 25, 2024

You must also check for unfavorable deals that might affect the business post-acquisition. Compliance checks are done to avoid regulatory fines and sanctions that could pose risks post-acquisition. It also helps you ensure that operations continue smoothly post-acquisition. Review insurance coverage.

Business 104

Business Mergers and Acquisitions Negotiation Risk Assessment 104

How2Exit

MAY 20, 2024

b' E213: Ujwal Velagapudi: Buying Unique Businesses and Building a Diverse Portfolio - Watch Here rn rn About the Guest(s): rn Ujwal Velagapudi is a seasoned entrepreneur with a rich background in mergers and acquisitions, real estate investments, and a vast array of business ventures across multiple industries.

Portfolio 130

Portfolio Business Mergers and Acquisitions M&A 130

Sun Acquisitions

MARCH 29, 2024

In the world of mergers and acquisitions (M&A), seller financing deals can offer numerous benefits to buyers. Negotiate favorable terms that align with your business’s cash flow and profitability. This could involve risk insurance, contingency plans, or renegotiating the financing terms.

Mergers and Acquisitions 64

Mergers and Acquisitions Finance Finance Acquisitions 64

OfficeHours

AUGUST 25, 2023

The buyer universe for this debt most often includes collateralized loan obligation (“CLO”) funds, high-yield mutual funds, insurance companies, and other similar institutional buyers. However, this business can be risky for banks. Second, private credit investors are able to provide substantially more flexibility for borrowers.

Private Equity 130

Private Equity Equities Debt Finance 130

How2Exit

MARCH 1, 2023

Joel believes that a lot of the stuff that people uncover during the negotiation process should have been known before the negotiations process. Finally, creative insurance products may also be available, but this is an area that requires expert advice and research. Bringing a lawyer in too early can be a mistake.

M&A 130

M&A Business Mergers and Acquisitions Negotiation 130

iMerge Advisors

APRIL 15, 2025

Cyber Insurance Policies Coverage details, limits, and exclusions related to data breaches or regulatory fines. The company received a compelling acquisition offer from a strategic buyer. The earlier you build this into your operating model, the more leverage youll have when its time to negotiate.

Securities 40

Securities M&A Valuation Risk Assessment 40

Sun Acquisitions

MARCH 8, 2022

Enterprise Insurance Policies. They are verifying the claims made in the initial negotiation stages. It would be the end of a great business journey for sellers whose exit plan is a buyout or acquisition. appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. Offer-to-Purchase Agreement.

Business 98

Business M&A Finance Finance 98

Peak Frameworks

SEPTEMBER 18, 2023

A recent example of this would be Tesla's acquisition of Grohmann Engineering in Germany. company like Tesla, understanding terms like FOB is crucial when negotiating deals and supply contracts overseas. Contractual Implications Negotiating with terms like FOB in mind can lead to more favorable deals.

Private Equity 52

Private Equity Negotiation Transportation Valuation 52

Focus Investment Banking

MARCH 10, 2025

Owners need to focus on #3 so that when #1 and #2 align, the business is ready for acquisition. This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. Clearly break out expenses (insurance broken out by auto, health; salaries broken out by owner, employee; and so on.)

Investment 52

Investment Book-building Sale Business 52

Sun Acquisitions

MAY 24, 2024

Mergers and acquisitions (M&A) are intricate transactions that demand careful attention to various legal considerations. While the basics of due diligence and contract negotiations are vital, there are less commonly discussed legal aspects that can significantly impact the success and sustainability of M&A deals.

M&A 59

M&A Mergers and Acquisitions Negotiation Healthcare 59

InvestmentBank.com

OCTOBER 24, 2019

In fact, acquisitions by hospitals and private equity in provider services broke records last year according to Bain & Co’s 2019 global healthcare report. According to a study by Avalere Health and the Physician Advocacy Institute, hospital acquisition of physician practices in the U.S. In 2009 healthcare costs consumed 17.3%

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

The M&A Lawyer

AUGUST 25, 2015

Most private M&A transactions are structured as acquisitions of stock , rather than mergers or asset purchases. Some, such as “Liabilities,” “Material Adverse Effect” or “Seller’s Knowledge” (or their equivalents) are used throughout the contract and may be the subject of extensive negotiations.

Stock 130

Stock M&A Government Mergers and Acquisitions 130

What's Market

AUGUST 22, 2022

Introduction In merger and acquisition (M&A) transactions, the definitive purchase agreement, whether asset purchase agreement, stock purchase agreement, or merger agreement, typically contains representations and warranties made by the seller with respect to the target company.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Insurance Mergers 52

What's Market

AUGUST 29, 2022

Market Trends: What You Need to Know As shown in the American Bar Association's Private Target Mergers and Acquisitions Deal Points Studies: Indemnity escrows are consistently seen in about two-thirds or more of reported transactions.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Mergers Insurance 52

IBG

MARCH 14, 2024

Some R&W provisions are boilerplate, while others are negotiated and carefully tailored to the deal, the nature of the company, its operations and financial condition, and how the seller has described them. As compared to the demands and economics of escrows, insurance stands as a viable alternative.”

Sale 52

Sale Business M&A Insurance 52

Sun Acquisitions

DECEMBER 16, 2022

assist you in securing potential buyers, negotiate the asking price and, manage all the legal aspects of the deal. You can use this price to list your company and use it as a starting point during negotiations. 5. Assess Offers and Negotiate a Sale. 1. Engage a Business Broker. An experienced broker will.

Manufacturing 52

Manufacturing Business Broker Negotiation 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.

Business 130

Business Investment Profitability Risk Assessment 130

Sun Acquisitions

JANUARY 17, 2023

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. A shrewd business broker will be able to facilitate negotiations if a strategic buyer is identified. 3. Sell to a Financial Buyer.

Healthcare 52

Healthcare Business Broker Private Equity 52

The M&A Lawyer

AUGUST 31, 2015

If you’d like to compare my discussion below with a sample Asset Purchase Agreement, here ‘s the APA that governed the 2013 acquisition by MSC Industrial Direct Co., indemnification and insurance. of Barnes Group Inc.’s ’s distribution services business assets in the U.S. and Canada for $550 million. guarantees.

M&A 130

M&A Government Business Sale 130

Sun Acquisitions

FEBRUARY 3, 2023

by purchasing a controlling stake and turning your business into a subsidiary), take over completely as in a merger and acquisition, or want to diversify into other markets. And speaking of lawyers… 4. Negotiating the Sale Once your business enters the market, it’s only a matter of time before you start receiving offers.

Business 52

Business IT Broker Sale 52

Sun Acquisitions

NOVEMBER 29, 2022

The first step in positioning your HVAC business for a favorable acquisition is increasing its current valuation. This way, you’ll be able to fully justify your asking price and walk away knowing that you negotiated from an informed point of view. appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Business 52

Business Valuation Broker Book-building 52

Sica Fletcher

OCTOBER 16, 2024

HNW vs. Mass Affluent: Pros & Cons An RIA’s acquisition strategy can also affect their value in the eyes of a prospective buyer. growth from acquisitions, mergers, or partnerships with other RIAs). About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

Focus Investment Banking

APRIL 1, 2024

Most platforms are seeking acquisitions in their home regions and are especially interested in larger, more diversified practices. The billing and collections process is well-run, and the practice is in-network with most insurance providers in its market. growing solely through acquisitions).

Private Equity 52

Private Equity Equities Investment Negotiation 52

Wizenius

MARCH 25, 2023

The company made a provision for this amount, which was later added back to EBITDA during negotiations with potential buyers of BP assets. billion provision for long-term care insurance claims, which was excluded from its adjusted EBITDA. BP: In 2010, BP had to pay $20 billion for the 2010 Deepwater Horizon oil spill.

Insurance 52

Insurance IT Investment Shares 52

What's Market

SEPTEMBER 26, 2022

Market Trends: What You Need to Know As reflected in the American Bar Association's Private Target Mergers and Acquisitions Deal Points Studies: “Knowledge” is now almost always defined in private company transaction agreements. The parties must still negotiate the scope of the seller's knowledge.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52

Sun Acquisitions

MAY 26, 2022

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. Check out these links: Mitigating Post-Closing Risks Through The Rep and Warranty Insurance. M&A Brokers. Online Listing Websites. Contact us today.

Business 52

Business Broker Investment Banking Mergers and Acquisitions 52