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.

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Investment Banking Insurance Bank Banking 52

Chesapeake Corporate Advisors

JUNE 26, 2024

This family office relied on CCA for our deep expertise in developing sophisticated bank models, business valuations, and other tools to model the overall transaction and associated debt service,” said Stuart Knott , Managing Director. “We The company uses modern technology to deliver exceptional service while protecting customer vehicles.

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Investment Banking Debt Corporation Advisory 40

Chesapeake Corporate Advisors

OCTOBER 24, 2022

For several years leading up to the sale, the CCA corporate advisory team worked closely with Rendia to increase shareholder value, optimize the business’s valuation, and position the company for the best sale outcome. Tim Hodge, Daniel Fitzgerald, and Amanda Chong of Nelson Mullins served as Rendia’s legal counsel.

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Advisory Investment Banking Corporation Healthcare 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. Here’s a tough fact to swallow, but it’s important that we make the statement: nearly half the agencies that owners bring to market are not sellable.

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Insurance M&A Valuation Advisory 52

Chesapeake Corporate Advisors

MAY 7, 2024

They prepare a business valuation (which tells you what the company is worth), market your business to buyers, facilitate meetings between your management and the buyers’, negotiate with finalists, manage the rigorous due diligence process, and coordinate with the rest of your team.

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Business Sale M&A Negotiation 52

Sica Fletcher

JULY 31, 2024

With such a high level of competition, they face the double-edged sword of higher overall valuations vs. a relatively smaller initial payout as equity becomes an increasingly larger percentage of buyer offers. This has led to very high valuation multiples (~11.5x When selecting an advisor, consider the following: Reputation.

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Chesapeake Corporate Advisors

APRIL 8, 2024

But while the macro data appears discouraging, firms like ours are still closing good deals with solid valuations and attractive terms. The same group saw average deal multiples decline over that period, from 8x trailing 12-month EBITDA to 6.4x.

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M&A Investment Banking Negotiation Investment 52

Chesapeake Corporate Advisors

MAY 4, 2023

Consider whether you are ready to give up the daily responsibilities of running a company and whether the business is at the right point in its maturity to be sold. How does the offer align with your business valuation?

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Business Mergers and Acquisitions Corporation Sale 52

Solganick & Co.

FEBRUARY 2, 2024

A lot of these companies that did end up going to market were still trying to lock down valuations from two years ago, from the 2021 glory days where they might get nearly double what they would now,” said Solganick. We are a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies.

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M&A Business Middle Market Investment Banking 40

Sica Fletcher

MAY 29, 2024

2) our team noted unexpected increases in the valuation multiples offered for insurance agencies, as depicted below. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. While insurance M&A did see slight dips in deal volume and average value (Fig.2)

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M&A Insurance Equities S&P 52

Software Equity Group

MARCH 21, 2023

There is a wide variety of early-stage lenders: large institutional investors, boutique specialist lenders, and high-net-worth individuals are common sources of debt financing. Our M&A advisory firm leverages our relationships with a broad list of buyers and investors to find the right match for your business and financing goals.

Finance 52

Finance Finance Debt Equities 52

Mergers and Inquisitions

MARCH 22, 2023

But that would have happened anyway because of the firm’s plans to spin off its IB group into Michael Klein’s advisory firm, M. Before this deal, I had expected that “CS First Boston” would become another elite boutique and a strong competitor to the likes of Evercore, Lazard, and Moelis. Klein & Co.

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Bank Banking Government Investment Banking 98

Mergers and Inquisitions

SEPTEMBER 11, 2024

Operating metrics and valuation multiples , especially for the assets and companies that are the most different (see below). So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?

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Investment Banking Bank Banking Investment 59