Sica Fletcher

AUGUST 21, 2024

Sica | Fletcher has been providing M&A advisory services to agencies and brokerages of all sizes for a decade. In that time, we’ve represented thousands of clients and quickly became one of the most active boutique M&A advisory firms in the market today. CALL OUR TEAM Why Sica | Fletcher?

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Sica Fletcher

APRIL 11, 2024

Generally, these fall into two distinct categories of advisory firms or investment banks. M&A Advisory Firms vs. Investment Banks We should emphasize that the comparison information above is generalized , and may not apply to all such firms or banks.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Sica Fletcher

JUNE 11, 2024

Last year's data saw PE firms acting as buyers in ~90% of all transactions. Sica | Fletcher is the first and only boutique M&A firm that has advised on deals over $1B, making us uniquely qualified to speak on insurance broker valuation multiples at varying degrees of scale. Whereas 2022 saw equity making up nearly 17.5%

Broker 52

Broker Insurance Valuation S&P 52

Sica Fletcher

JUNE 14, 2024

Factors Affecting EBITDA Because EBITDA refers to a general assessment of an insurance agency’s profitability, factors affecting it are those that relate to the agency's bottom line. S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms.

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

JULY 31, 2024

Get an Advisor Having observed the trend of buyers actively looking for self-represented agencies and brokerages, it's important – now more than ever – to ensure you retain adequate representation before taking your company to market. The following sections detail our team’s advice for agency owners considering a transaction.

M&A 52

M&A Insurance Debt Equities 52