Sica Fletcher

APRIL 11, 2024

This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Mergers and Inquisitions

MAY 10, 2023

You’ll learn about the trade-offs of Singapore and other locations in this article. The basic difference is that the international bulge bracket banks tend to be stronger in M&A advisory and weaker in equity and debt capital markets. If you’re in the first group, congrats!

Investment Banking 105

Investment Banking Bank Banking Investment 105

Sica Fletcher

MAY 8, 2024

Quite a few articles already detail the process of “how” to sell an insurance agency (you can read our article on that subject here ), but very few get to the bare bones of “why.” We’ve done deeper dives into insurance agency EBITDA multiples already, but here’s a quick breakdown from that article. hidden behind a paywall or b.)

Insurance 52

Insurance M&A Valuation Advisory 52

Chesapeake Corporate Advisors

OCTOBER 22, 2024

This article was originally published on August 9, 2024 on the I-95 Business website. The government contracting sector has grown rapidly in recent years, and that trend might have you thinking about selling your government contracting business. If you go out to market, your most likely buyer will be a private equity (PE) group.

Private Equity 52

Private Equity Government Investors Equities 52

Chesapeake Corporate Advisors

MAY 24, 2024

This article was originally published on December 1, 2023 on the I-95 Business website. If you are considering selling the business you have worked hard to build, you want a smooth sale process and an optimal outcome. One vital tool that can help you achieve both goals is a sell-side Quality of Earnings (QofE) report.

Business 52

Business Negotiation Investment Banking Sale 52

Chesapeake Corporate Advisors

MAY 7, 2024

This article was originally published on June 8, 2023 on the I-95 Business website. Selling your business may be one of the most pivotal events of your life. However, the process is fraught with complexities and challenges that can stand in the way of securing the best deal.

Business 52

Business Sale M&A Negotiation 52

Chesapeake Corporate Advisors

APRIL 8, 2024

This article was originally published on October 7, 2023 on the I-95 Business website. Today’s volatile economic environment has many business owners wondering if it is possible to sell their company now and achieve a good outcome. The fact is that great deals are still happening for A+ companies.

M&A 52

M&A Investment Banking Negotiation Investment 52

Sica Fletcher

JUNE 14, 2024

S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms. Sica | Fletcher is the #1 M&A advisory firm for insurance agencies on the market today, representing everything from boutique agencies to $1B deals. We’ll also detail some of the factors affecting these calculations.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

JULY 31, 2024

The following article details the major trends we’ve identified in the current market and provides prospective sellers with a few insights to help them secure a favorable payout. Look at industry publications and data centers to identify which advisory firms have the best reputations.

M&A 52

M&A Insurance Debt Equities 52

Solganick & Co.

FEBRUARY 2, 2024

He said his boutique investment bank is in full-on hiring mode in order to keep up with the current dealmaking demand, with a likely uptick on the horizon. “At It will be telling when the money starts to really come back, what companies the market will be focusing on.” For the complete article go here: [link] Solganick & Co.

M&A 40

M&A Business Middle Market Investment Banking 40

Sica Fletcher

MAY 29, 2024

This article presents our insurance M&A 2024 outlook by providing some essential statistics on what insurance agencies are currently selling for, as well as a few predictions from our research team about what to expect for the rest of the year.

M&A 52

M&A Insurance Equities S&P 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Among the elite boutiques , Evercore and Lazard have traditionally been strong, but Moelis and Guggenheim also have significant deal flow. There are also quite a few boutique banks in the space, including Marathon Capital, Onpeak Capital, CRC-IB, Finergreen, Virentis, Ocean Park, Global Power Partners, and Rubicon Capital.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

DECEMBER 4, 2024

For more on these points, please see the public finance investment banking article and the analytical examples there. Outside the bulge brackets, many elite boutiques also advise on sports deals: PJT, Moelis, Evercore, and Rothschild (more so in Europe) are all examples. LionTree and Allen & Co.

Investment Banking 105

Investment Banking Bank Banking Investment 105

How2Exit

JANUARY 13, 2025

Further embedding himself in the market, he gained experience at a boutique M&A advisory firm where he honed his skills in B2B lead origination. With a career path that started unexpectedly in college through managing Facebook posts for a PR firm, Brian built and exited his first business right after graduation.

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Middle Market Acquisitions Private Equity Portfolio 130

How2Exit

APRIL 14, 2025

Her advisory work blends operational excellence with human psychology, emphasizing leadership, culture, and communication. Article: From Drill to Deal: How This Dentist Built a Business Buyers Actually Want Let’s be real—most service businesses aren’t built to sell.

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M&A Business Media IT 130