Sica Fletcher

MARCH 12, 2024

As one of the most active M&A firms in the insurance sector, we are frequently asked how insurance agency valuations work. This article discusses the fundamentals of insurance agency valuations, plus a few lesser-known factors that play into these processes before we give an overview of the insurance M&A market in 2024.

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Valuation Insurance M&A Profitability 52

Sica Fletcher

OCTOBER 16, 2024

The following article examines valuation multiples for registered investment advisor (RIA) firms as of 2024, based on data gathered from our SF Index and available third-party sources. How these client demographics affect RIA valuations really depends on what the buyer is looking for, as indicated by the table below.

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Valuation Mergers and Acquisitions Insurance M&A 52

Solganick & Co.

DECEMBER 20, 2024

Private Equity Influence: PE-driven deals are expected to reach record highs, driven by the availability of capital and attractive valuations in the software sector. Solganick is a data-driven investment bank and mergers and acquisitions (M&A) advisory firm focused exclusively on software and IT services companies.

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M&A IT Mergers and Acquisitions Valuation 52

Sica Fletcher

MARCH 14, 2024

Disclaimer: The article below contains a quick and easy method for calculating the ballpark value of an insurance agency using standardized market information. Insurance agency valuation is a critical component of running an M&A deal, but executing this multi-step process well requires a great deal of specialized education and experience.

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Insurance Valuation M&A Consulting 52

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. Our guide equips you with step-by-step instructions on employing the Enterprise Value Calculator effectively, complete with insights into optimal practices for precision valuations.

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Valuation M&A Utilities Mergers and Acquisitions 52

InvestmentBank.com

NOVEMBER 1, 2020

One of the biggest struggles with selling in the middle to lower middle market is business valuation expectations. One of the biggest problems with valuations is what I might call the Instagram , Whatsapp , OculusVR skew. Valuation multiples don’t increase if your bottom-line increases. You’re a traditional business.

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Valuation Business Mergers and Acquisitions Management 52

iMerge Advisors

APRIL 16, 2025

Summary of: Software Company Valuations in 2025: Trends, Multiples, and Strategic Implications As we move into 2025, software company valuations are entering a new phaseone shaped by macroeconomic recalibration, AI-driven disruption, and a more disciplined capital environment.

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Valuation Private Equity M&A Equities 40

Sun Acquisitions

JULY 20, 2023

It can be a daunting process, but with the help of the right advisory team, it can be a lot easier. In this blog post, we will discuss finding and choosing the right advisory team to help you sell your business. When choosing an advisory team , looking for experience and expertise is essential. Look for experience and expertise.

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Advisory Business Negotiation M&A 40

How2Exit

SEPTEMBER 18, 2023

He is now the founder of a M&A advisory consultancy and brokerage, helping private practices in the healthcare sector prepare for sale and find buyers. He has experience in buying and selling businesses, as well as providing M&A advisory services to clients.

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Healthcare Investment M&A Business 147

MergersCorp M&A International

NOVEMBER 21, 2024

Leveraging a combination of strategic insight, industry expertise, and a global network, MergersCorp serves a diverse clientele, assisting them in making informed investment decisions. The MergersCorp Advantage MergersCorp Investment Banking prides itself on its holistic approach to M&A advisory.

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MergersCorp M&A International

NOVEMBER 16, 2024

MergersCorp M&A International, a leading investment banking advisory firm specializing in mergers and acquisitions, is proud to announce the acquisition of the official sell side mandate for one of Italy’s most prestigious Serie A soccer clubs.

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M&A Securities Mergers and Acquisitions Investment Banking 52

iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Are they aligned with your goals?

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M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Are they aligned with your goals?

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M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 15, 2025

If your product incorporates open-source components especially if youve fine-tuned or modified them its critical to understand the licensing implications and how they may affect your valuation, deal structure, or even deal viability. Map Licenses to Usage For each component, document: The license type (MIT, GPL, etc.)

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M&A Acquisitions Valuation Sale 40

How2Exit

DECEMBER 11, 2023

He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. The company offers buy-side advisory services, helping buyers find off-market deals and guiding them through the entire acquisition process.

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Acquisitions Mergers and Acquisitions Business Education 130

The Harvard Law School Forum

MAY 3, 2023

The substantial growth in hedge funds and private equity, developments in governance and ESG concerns, the growing receptiveness of institutional investors to activism and the role of proxy advisory firms have also had a significant impact.

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Mergers and Acquisitions Government M&A Private Equity 100

Sun Acquisitions

FEBRUARY 9, 2022

For more information, visit rts.com. For more information on zero waste, visit zerowaste.com. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held middle market and main street companies. About Elytus. About Sun Acquisitions.

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Acquisitions Mergers and Acquisitions M&A Management 92

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. Who Performs A Valuation? Self-representation can lead to inaccurate valuations that give sellers a false sense of how much their company is worth.

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Valuation M&A Insurance S&P 52

Sica Fletcher

JUNE 14, 2024

M&A professionals prefer it over other valuation methods for this reason, because it provides buyers with a clearer picture of how much the agency is worth to them. While valuation multiples – especially for private companies – have been a hidden source of information for decades, it has become more transparent in the last few years.

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Insurance Valuation M&A S&P 52

Viking Mergers & Acquisitions

MAY 18, 2023

A professional valuation will provide vital insight into where your business fits in the broader industry and global e-commerce market. Secure a Professional M&A Advisor From the initial valuation inquiry through closing, a good M&A advisor or broker simplifies the process of selling an e-commerce business.

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Business Mergers and Acquisitions Broker M&A 85

Mergers and Inquisitions

OCTOBER 16, 2024

But most coverage suggests generic answers about wanting to learn a lot, liking financial analysis or valuation, or wanting to “understand different industries.” and there’s now an overwhelming amount of information online about investment banking. answer casual but informed. They don’t reflect market changes over time.

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Investment Banking Banking Bank Investment 111

Solganick & Co.

FEBRUARY 15, 2023

Highlights of public valuation multiples include: The report covers public and private companies including public valuation tables for each subsector. Highlights of public valuation multiples include: The report covers public and private companies including public valuation tables for each subsector.

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M&A Middle Market Valuation Consulting 52

Wizenius

JUNE 5, 2023

Highlight any involvement in M&A transactions, such as due diligence, financial analysis, deal structuring, or client advisory. Valuations: Demonstrate your expertise in valuations, as it is a fundamental skill for investment banking professionals.

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Investment Banking Investment Banking Bank 52

Lake Country Advisors

OCTOBER 31, 2024

This guide will help you navigate the process and make informed decisions to protect your investment. Engaging a local business broker can provide insights into market trends, identify potential red flags, and help negotiate favorable terms, ensuring you make an informed decision.

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Business Profitability Debt Shares 52

Solganick & Co.

OCTOBER 7, 2022

The report covers the latest mergers and acquisitions trends and valuations for the industry sector. is a data-driven M&A advisory firm and investment bank with expertise in the Healthcare IT sector. For more information or to inquire about an M&A opportunity, please contact us.

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M&A Healthcare IT Mergers and Acquisitions 52

Solganick & Co.

JUNE 2, 2024

It covers the latest M&A transactions, provides a data analytics market map, updates on industry size and growth data, and publicly traded companies and valuations in the sector. For more information, please contact us. June 2, 2024 – Solganick & Co.

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M&A Mergers and Acquisitions Mergers Valuation 52

Sun Acquisitions

APRIL 18, 2024

About Sun Acquisitions: Sun Acquisitions is a Chicago-based mergers and acquisitions firm specializing in the confidential sale, acquisition, or valuation of privately held middle-market and main-street companies. Contact Information: Sun Acquisitions 8745 W.

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Acquisitions Mergers and Acquisitions Business Food 59

Successful Acquisitions

MARCH 2, 2023

In order to adequately discuss value, it is first necessary to understand how value is determined and what theoretical valuation approaches have to do with the practical realities of closing deals. Valuations come in many forms and there are a number of approaches to arriving at a company’s value. sales or 7x EBITDA.

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Valuation Discounted Cash Flow DCF M&A 52

How2Exit

JUNE 12, 2023

With a track record of success in buying, growing, and exiting e-commerce businesses, Rapid Diligence is a company that buyers can trust to help them make informed decisions about their investments. For example, they offer a start-to-finish plan that is targeted towards first-time buyers and provides comprehensive buy-side advisory services.

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Business Investment Profitability Acquisitions 130

Francine Way

JULY 7, 2017

Culture: What is the target’s corporate culture looks like (hierarchical, decentralized, formal, informal, etc.) Transaction Criteria: Valuation: Is there a targeted floor and ceiling to transaction multiple used to value the target? Consultants’ valuation, deal-structuring, and deal-financing expertise. Any unions?

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M&A Acquisitions Consulting Capital 130

iMerge Advisors

APRIL 9, 2025

A Strategic Guide to Valuation For software founders and CEOs, few questions carry more weight than: What is my software company worth? Whether you're contemplating a full exit, raising growth capital, or simply planning ahead, understanding your companys valuation is foundational to making informed strategic decisions.

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Valuation M&A Profitability Discounted Cash Flow 40

How2Exit

MARCH 6, 2023

Gia has also taken a unique approach to their advisory business. Whether it is finding a new opportunity, creating a unique advisory business, or simply enjoying the process, thinking outside the box can help us achieve our goals. He is able to quickly come up with a plan and provide valuable advice.

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Acquisitions Business Mergers and Acquisitions M&A 130

Solganick & Co.

JANUARY 2, 2024

Valuation Issues : Setting an unrealistic valuation can deter potential buyers or lead to a disconnect between seller expectations and market realities. Valuation discrepancies often emerge from differences in perspective on the company’s future growth prospects or the technological landscape. About Solganick & Co.

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M&A Negotiation Valuation Mergers and Acquisitions 52

Sica Fletcher

SEPTEMBER 17, 2024

When insurance agency sellers have already met with prospective buyers, they may have been offered a valuation based on their “adjusted EBITDA.” The following article provides a brief overview of EBITDA and adjusted EBITDA valuations for insurance agencies. What Is EBITDA? What Is Adjusted EBITDA?

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Insurance Valuation Profitability M&A 52

iMerge Advisors

APRIL 8, 2025

Your answers will shape the deal structure, buyer pool, and valuation expectations. As we noted in EBITDA Multiples for SaaS Companies , valuation trends fluctuate with investor sentiment, interest rates, and sector performance. These are critical for SaaS valuations. Often used to bridge valuation gaps. Or exit entirely?

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M&A Valuation Private Equity Advisory 40

How2Exit

MARCH 23, 2023

Joe Valli, a serial entrepreneur and founder of Quiet Light Brokerage, one of the leading online-focused M&A advisory firms in the world, has helped facilitate over a half billion in exits. It is also important to have an accurate valuation of the business and to be aware of any liabilities or assets that could affect the sale.

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Sun Acquisitions

JUNE 11, 2024

Valuation Expertise: Know Your Worth Understanding the actual value of your business is crucial in negotiations. Entrepreneurs should seek professional assistance to conduct a comprehensive business valuation. Knowing the accurate value of your business allows for informed negotiations and helps avoid undervaluation.

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Profitability Sale Business Mergers and Acquisitions 59