Sica Fletcher

SEPTEMBER 25, 2019

In recent posts, we outlined the background of and reasons for the dramatic upsurge of private equity investment in the insurance brokerage industry , how the combination of private equity and low interest rates have dramatically raised valuations , and how private equity sponsored agencies increasingly dominate the insurance agency business.

Private Equity 52

Private Equity Equities Insurance Capital 52

Sica Fletcher

MARCH 8, 2024

Having advised on a record number of insurance agency M&A transactions, we have used our unusually large dataset in tandem with access to third-party M&A databases to provide up-to-date averages of EBITDA multiples for insurance brokerages in 2024. What Is Affecting Insurance Agency EBITDA Multiples?

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

MAY 29, 2024

M&A transactions for insurance companies are part of a robust but complicated market that requires ingesting a great deal of data in order to fully understand. While insurance M&A did see slight dips in deal volume and average value (Fig.2) 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

Sica Fletcher

FEBRUARY 18, 2020

In 2019, we closed the largest number of transactions ever for our firm, reflecting the increasingly robust M&A market for insurance brokers driven mainly by private equity sponsored brokerages. that specializes in the insurance brokerage space and related industries that compliment it.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sica Fletcher

MARCH 26, 2024

This article outlines how to sell an insurance agency by chronological steps, with a quick overview of the process in the table immediately following. We also include some key insights we’ve gathered over several decades of selling insurance agencies. This usually leads to equity-based payouts.

M&A 52

M&A Insurance Valuation Advisory 52

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

JUNE 20, 2024

The insurance M&A market in 2024 is significantly more complex now than it was 20 years ago. However, this report seeks to make sense of these qualities as a whole to provide an overview of the 2024 insurance M&A market. for insurance agencies.

M&A 52

M&A Insurance Valuation Equities 52

Deal Lawyers

JULY 26, 2023

The key takeaways from […]

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M&A Private Equity Investment Banking Advisory 100

Sica Fletcher

NOVEMBER 19, 2019

Our recent blog posts have covered the private equity boom in insurance brokerages , however, the reality is that the vast preponderance of insurance brokerages (probably over 95%) have revenues under $5 million annually. An insurance brokerage without its key people is like a melting ice cube – it slowly slips away.

Private Equity 52

Private Equity Equities Insurance Business 52

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

Sica Fletcher

AUGUST 5, 2024

The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector. The shift in buyer rotation year over year is contributing to the evolving dynamics of the insurance M&A landscape. billion in insurance agency and brokerage transactions since 2014.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector. The shift in buyer rotation year over year is contributing to the evolving dynamics of the insurance M&A landscape. billion in insurance agency and brokerage transactions since 2014.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 30, 2023

With 22 of the most active acquirers in the insurance brokerage space, the Sica | Fletcher Index indicates improvement over the previous quarter. 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

FEBRUARY 6, 2024

An analysis of the most active acquirers in the insurance brokerage space reveals 13% higher average revenue values but lower transaction volume than 2022 as the year closed. The Sica | Fletcher Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector. Learn more at SicaFletcher.com.

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Broker Insurance Mergers and Acquisitions S&P 52

Sica Fletcher

JUNE 10, 2020

Over the past 20 years, there has been a significant shift in insurance brokerage M&A. 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

Peak Frameworks

MAY 2, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Reduced Paid-Up Insurance: Allows the policyholder to apply the cash value towards a fully paid-up policy with a reduced benefit.

Insurance 52

Insurance Finance Finance 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

Sica Fletcher

NOVEMBER 9, 2023

An analysis of the most active acquirers in the insurance brokerage space reveals higher average revenue values but lower transaction volume compared to 2022 as the market enters Q4. The Sica | Fletcher Broker Buyer Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector.

Broker 40

Broker M&A Insurance Mergers and Acquisitions 40

Sica Fletcher

MARCH 31, 2022

As the leading strategic advisor to the insurance brokerage industry, Sica | Fletcher advises on substantially more transactions than any other advisor in the industry. 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.

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Acquisitions Insurance M&A Private Equity 52

Razorpay

AUGUST 9, 2023

Functions of Merchant Banks A merchant bank’s primary function is to provide financial and advisory services to medium-sized businesses. Morgan Stanley India: Global investment bank with a strong presence in India, offering services such as underwriting, M&A advisory, and equity research.

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Bank Banking Business Underwriting 52

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

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.

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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

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.

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Business Investment Profitability Risk Assessment 130

GillAgency

FEBRUARY 10, 2022

Advisory Role The business sale process is extremely rewarding but equally excruciating. Equity purchase Here you sell the equity of your business. It could be a 100% equity purchase or a minority or even a majority equity purchase. 15.4.3 Do not feel uncomfortable to push back.

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Business Sale Broker IT 52