Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 6, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 5, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

JUNE 10, 2020

More and more, we see private equity (PE) backed brokers emerging as the dominant buyers in the space. About Sica | Fletcher Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S.

Private Equity 52

Private Equity Insurance M&A Equities 52

Sica Fletcher

AUGUST 30, 2023

Q2 Broker Buyer Index Shows a 16% Increase in Deal Volume Over Q1 2023 NEW YORK, NY - August 30, 2023 - Sica | Fletcher releases the Q2 2023 Agency & Broker Buyer Index. The Sica | Fletcher Agency & Broker Buyer Index is the most comprehensive report on insurance brokerage M&A activity in existence.

M&A 52

M&A Insurance Broker Private Equity 52

Sica Fletcher

DECEMBER 16, 2020

Every year, numerous insurance agency and broker principals attempt to sell their companies by being " Serial Daters". About Sica | Fletcher Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S. This is generally a very big mistake.

Insurance 52

Insurance Private Equity Advisory Equities 52

Sun Acquisitions

JUNE 15, 2023

TOPS is owned by private equity firm Atlas Holdings, which is based in Greenwich, CT. After targets are identified and screened, Sun Acquisition provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support.

Acquisitions 52

Acquisitions Mergers and Acquisitions Advisory Middle Market 52

How2Exit

JUNE 10, 2024

Throughout his career, he has been instrumental in underwriting IPOs for family-held businesses and tracking the evolution of private equity. The discussion dives deep into the evolution of the capital markets, the rise of private equity, and the intricate process behind selling a business.

Investment Banking 100

Investment Banking Business Investment Bank 100

Sica Fletcher

FEBRUARY 2, 2022

As the advisory firm that executes by far the largest number of mergers and acquisitions transactions for insurance agents and brokers, and with our deep experience and contacts within the private equity community, we have a better vantage point on what is going on than most others. Or will the multiples decrease?

Insurance 52

Insurance M&A Mergers and Acquisitions Private Equity 52

Focus Investment Banking

OCTOBER 2, 2023

FOCUS was named to Axial’s ranking of the Top 50 lower middle market private equity investors and M&A advisors in consumer, mainly due to its work on sell-side transactions. Securities transactions conducted by FOCUS Securities LLC, an affiliated company, registered Broker Dealer member FINRA/SIPC.

Investment Banking 52

Investment Banking M&A Banking Bank 52

Sun Acquisitions

FEBRUARY 6, 2023

MSP is a portfolio company of Persistence Capital Partners, the leading private equity fund exclusively focused on high-growth opportunities in the healthcare field. Sun Acquisitions has successfully managed and handled over 400 transactions across all industries and is recognized as a leading M&A advisory firm in the Midwest.

Sale 52

Sale Acquisitions Mergers and Acquisitions Medical 52

Focus Investment Banking

JUNE 21, 2024

FOCUS was named to Axial’s ranking of the Top 50 lower middle market M&A advisors and private equity investors in industrials, recognizing its work on sell-side and buy-side transactions. About FOCUS Investment Banking FOCUS Investment Banking is a trusted name in middle market M&A advisory services worldwide.

Investment Banking 52

Investment Banking M&A Middle Market Bank 52

How2Exit

JULY 3, 2023

Kirk Michie, with his three decades of experience in finance and business advisory, has honed his expertise in mergers and acquisitions, making him well-suited to assist entrepreneurs in navigating these transactions. The role of a business advisor in the context of acquisitions and mergers is multifaceted.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Sica Fletcher

DECEMBER 12, 2019

(Otherwise Known as “How Acquisitions Are Structured”) Our November blog post asked how a smaller agency can take advantage of the tsunami of private equity investment in insurance brokerages. This is generally the same stock which is owned by senior management and the private equity investor.

Private Equity 52

Private Equity Insurance Equities Management 52

Sun Acquisitions

SEPTEMBER 9, 2022

People sell business ownership for a variety of reasons: Needing capital to actually start the company; Swapping equity for additional capital to grow the business; Sourcing money to pay down existing liabilities and debts; Raising venture capital to expand into new markets and; Desiring to diversify their own business risk as the sole owner.

Equities 52

Equities Business Broker Investors 52

Sica Fletcher

MARCH 31, 2022

In our strategic advisory business on the buy-side and sell-side, we have advised on nearly 400 closed transactions over the past three years. The amount of the increase is quite striking (nearly 13% over the past 3 years) and has spanned the entire industry, from the sale of small agencies to private equity recapitalizations and mega-sales.

Acquisitions 52

Acquisitions Insurance M&A Private Equity 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

MARCH 10, 2020

The issue with this is that the valuation of insurance brokers is invariably calculated as Pro Forma EBITDA multiplied by the EBITDA multiple. As of today, there are at least 30 private equity sponsored brokers who are actively searching for acquisitions, plus other strategic players.

Private Equity 52

Private Equity Insurance Business Equities 52

How2Exit

MARCH 30, 2023

It is important to understand the different types of buyers that may be interested in the business, such as private equity, family offices, strategic acquisitions, competitors, and strategic partners. For example, private equity companies are looking for businesses that they can ultimately sell to a strategic buyer.

Business 130

Business Sale M&A Mergers and Acquisitions 130

Sica Fletcher

MARCH 8, 2024

EBITDA Multiples for Insurance Agencies, 2018-2024 (Projected) M&A Deal Volume for Insurance Agencies, 2018-2024 (Projected) *S&P Global Data taken from ,,, “Insurance Brokers and Servicers Sector View 2024” The most important news this data offers is that insurance M&A is not actually in the tailspin that many “experts” claim it to be.

Insurance 52

Insurance M&A S&P Valuation 52

How2Exit

JULY 13, 2023

Finally, the guests discuss the current market trends in private equity and capital raising. Private equity firms, strategic buyers, and even competitors are all cautious in their investment decisions. The transcript also criticizes business brokers who fail to accurately assess the value of a business.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

How2Exit

JUNE 12, 2023

As he started going for larger businesses, especially with the private equity fund or with investor capital, he went after more established businesses. For example, they offer a start-to-finish plan that is targeted towards first-time buyers and provides comprehensive buy-side advisory services. or contract.

Business 130

Business Investment Profitability Risk Assessment 130

Sica Fletcher

MARCH 26, 2024

private equity firms, investment banks, individual investors). The best approach is to work with a professional company that offers these services, which can take any form, from small business brokers to large investment banks, depending on the agency size. Valuation is a process in and of itself. Account-Based.

M&A 52

M&A Insurance Valuation Advisory 52

Focus Investment Banking

JANUARY 18, 2024

Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. Strategic Advisory Approach: When advising clients in the automotive aftermarket/collision sector, what is your typical strategic approach? We mostly represent the seller's side.

Sale 52

Sale Business M&A IT 52

How2Exit

JUNE 6, 2023

The speakers discuss how M&A advisory and consulting differ from business brokers, as they are not solely focused on completing a transaction, but also on ensuring that it is the right fit for both parties involved. This creates a gap in the market that requires cash or lenders lined up to pull off a successful sale.

M&A 130

M&A Mergers and Acquisitions Business Valuation 130

Sica Fletcher

JUNE 20, 2024

The History of Private Equity in Insurance One of the primary forces differentiating the insurance M&A market in 2024 from those of decades past is the presence and dominance of private equity (PE) firms in the buyer space. Reach out to discuss the next steps at our contact page or use the contact information below.

M&A 52

M&A Insurance Valuation Equities 52

GillAgency

FEBRUARY 10, 2022

It is written in a way that will help you, in case you decide to go about the process without a business broker. You are always welcome to call us or talk to any business broker about the state of the business world. As such, you should hire a consultant or a business broker to help you with setting up your marketing package.

Business 52

Business Sale Broker IT 52

How2Exit

JANUARY 13, 2025

The Secret to PE Deal Origination in the Middle Market - Watch Here About the Guest(s): Brian Scanlon is the Managing Partner of DealGen Partners, a company specializing in deal origination primarily for private equity funds and their portfolio companies.

Middle Market 130

Middle Market Acquisitions Private Equity Portfolio 130