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.

Advisory 52

Advisory Investment Banking Corporation Healthcare 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.

Investment Banking 52

Investment Banking Debt Corporation Advisory 52

Sica Fletcher

APRIL 11, 2024

Your agency valuation will play a large role in influencing how buyers perceive your agency’s worth. Take time before bringing your agency to market to optimize your daily operations, thus increasing the likelihood of a higher valuation. Generally, these fall into two distinct categories of advisory firms or investment banks.

Insurance 52

Insurance Advisory M&A Investment 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 Banking Bank 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.

Insurance 52

Insurance M&A Valuation Advisory 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.

Investment Banking 40

Investment Banking Debt Corporation Advisory 40

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.

Business 52

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.

M&A 52

M&A Insurance Debt Equities 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?

Business 52

Business Mergers and Acquisitions Sale Corporation 52

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?

Investment Banking 59

Investment Banking Banking Bank Investment 59

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.

M&A 52

M&A Investment Banking Negotiation Investment 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.

Banking 98

Banking Bank Government Investment Banking 98

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)

M&A 52

M&A Insurance Equities S&P 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.

M&A 40

M&A Business Middle Market Investment Banking 40

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

DECEMBER 4, 2024

This sector is the most different in terms of valuation and technical analysis because of nuances around licensing, player salaries, and different revenue streams. Be prepared to discuss a recent sports deal (ideally involving a team or league) and have a rough idea of the trends, drivers, and valuation differences (see below).

Investment Banking 105

Investment Banking Banking Bank 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. This perspective can be a significant hurdle, especially when business owners grapple with the valuation of their "baby."

Middle Market 130

Middle Market Acquisitions Private Equity Portfolio 130

Mergers and Inquisitions

MAY 14, 2025

3) Sum-of-the-Parts Valuation and the NAV Model In some verticals, such as renewables, real estate, and transportation, you often take a portfolio approach and assign a specific value to each item on a companys Balance Sheet to determine what its worth. Distributable Cash Flow for Midstream companies).

Investment Banking 59

Investment Banking Banking Bank Investment 59

How2Exit

MAY 6, 2025

Based in the Pacific Northwest, John runs Nokomis Advisory Services alongside his daughter, focusing on $5–15 million deals. Summary: In this insightful episode of How2Exit , host Ron Skelton sits down with seasoned M&A advisor and author John Martinka, founder of Nokomis Advisory Services.

Book-building 130

Book-building Business M&A Advisory 130