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.

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Private Equity Equities Insurance Capital 52

SDR Ventures

AUGUST 24, 2022

Roundtable Overview During a recent virtual roundtable hosted by GF Data, SDR’s Scott Mitchell joined fellow M&A professionals to discuss the state of lower-middle market M&A and private capital markets. Overall, 2021 appears to be headed for a significant surge in deal activity at strong valuations.

Middle Market 52

Middle Market Private Equity Equities 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

How2Exit

SEPTEMBER 18, 2023

From training, then funding, and post-acquisition support rn _ rn About The Guest(s): Joshua Catlett is an investor and advisor in the private healthcare sector. 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.

Healthcare 147

Healthcare Investment M&A Business 147

Sun Acquisitions

APRIL 7, 2022

CSI is owned by private equity firm Argosy Capital based in Wayne, PA. Sun also provided advisory services throughout the diligence period. We work with clients that are interested in the confidential sale , acquisition or valuation of privately held companies.

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

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

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

Trout CPA: M&A

JUNE 16, 2022

As valuations soften amid ongoing market volatility, private equity fund managers are turning to more strategic exit planning. Coming off a year of explosive mergers, acquisitions, and exits in a high-valuation environment, fund managers absorbing inflation and interest rate data may delay exits.

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Mergers and Acquisitions Private Equity Valuation Funds 52

The Deal

JANUARY 31, 2024

On the latest episode of The Deal’s Behind the Buyouts podcast, Macquarie Capital global head of financial sponsors Tom Amster details his expectations for private equity dealmaking in the coming months following a muted 2023. Sponsor-led investments and exits will hit a “tipping point” in 2024, according to Amster.

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Private Equity Capital Valuation Equities 59

How2Exit

OCTOBER 26, 2024

E253: How Branden Coluccio Turned Failure into MILLION-DOLLAR Success - Watch Here About the Guest(s): Branden Coluccio is the Managing Director of Relentless Ventures, a dynamic firm focusing on acquisitions and advisory services. You don't know anything about this."

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Mergers and Acquisitions Private Equity Business Healthcare 130

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.

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Investment Banking Business Investment Bank 100

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

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. You may have more options in certain groups, such as Treasury.

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Corporate Finance Finance Finance Corporation 105

Solganick & Co.

JANUARY 28, 2025

Private Equity Influence : Private equity firms continue to play a significant role in the M&A landscape, investing in promising IT solution providers and driving further consolidation. This allows companies to differentiate themselves and cater to the evolving needs of their clients.

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Mergers and Acquisitions M&A Acquisitions Mergers 40

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.” private equity or venture capital ). These answers are bad not just because they’re generic but also because: They don’t reflect the context of the interview.

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Investment Banking Bank Banking Investment 111

Chesapeake Corporate Advisors

MAY 12, 2023

Baltimore, MD, MAY 12, 2023 —To support its continued growth as a top boutique investment banking and corporate advisory firm in the Mid-Atlantic region, Chesapeake Corporate Advisors (CCA) recently welcomed Miles Gally to the investment banking team.

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Investment Banking Bank Banking Investment 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

JULY 23, 2023

Carvalho's own journey from working at Deloitte to starting his own M&A advisory firm and co-founding Divestopedia is a testament to the power of focus and specialization. Carvalho highlights the advantages that corporate acquirers have over other types of buyers, such as private equity firms or individual entrepreneurs.

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M&A Mergers and Acquisitions Acquisitions Mergers 130

Solganick & Co.

MARCH 11, 2022

has been named by Axial as a top software M&A advisory firm. “Public market software company valuations have been battered starting in November of 2021. As a result, acquisition interest in smaller software companies supporting these technology-driven trends hit record highs, often with equally record-breaking valuations.

M&A 52

M&A Middle Market Valuation Private Equity 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. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held companies.

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Sale Acquisitions Mergers and Acquisitions Medical 52

Sica Fletcher

MARCH 26, 2024

private equity firms, investment banks, individual investors). Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Once an agency owner completes their initial preparations, the next step is to complete a full valuation of the agency. Account-Based.

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M&A Insurance Valuation Advisory 52

Solganick & Co.

AUGUST 24, 2023

ACG LA Business Conference, September 12-13, 2023 – Beverly Hills, CA We are excited to meet our investment banking and private equity peers at this once-a-year event. is a data-driven investment bank and M&A advisory firm focused exclusively on software and technology services companies. Solganick & Co.

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M&A Investment Banking Private Equity Advisory 52

Chesapeake Corporate Advisors

JANUARY 13, 2023

In the video below, CCA Managing Partner, Charlie Maskell, Director, Tim Brasel, and Managing Director, Mike Zuidema break down the CCA team, investment banking, and corporate advisory highlights from 2022.

Investment Banking 52

Investment Banking M&A Government Middle Market 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. Barring extenuating circumstances, 100% of the “value” of the equity is usually paid at the closing of the transaction.

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Private Equity Insurance Equities Management 52

How2Exit

JULY 13, 2023

The criteria include factors such as valuation multiples, legal issues, availability of buyers, ESG focus, maturity, and competition. They argue that by bringing in experts, business owners can expedite the process of preparing their business for sale and increase their chances of getting a higher valuation.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

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. Although sellers are in a good position to sell, they need to be wary of the equity that’s being offered.

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M&A Insurance Debt Equities 52

How2Exit

MARCH 31, 2024

Patrick brings his expertise from a solid educational foundation with a degree in accounting from James Madison University to his current position as the founder and managing director of M&A transaction services at O'Connell Advisory Group. rn rn rn Emotional readiness and concessions are critical in M&A transactions.

Business 130

Business Mergers and Acquisitions Securities M&A 130

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.

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Mergers and Acquisitions Business Negotiation Private Equity 130

Solganick & Co.

OCTOBER 6, 2023

Business Valuation: Understand and obtain a professional valuation or estimate to understand the worth of your technology business. Identify and reach out to potential buyers, which could be competitors, financial investors (private equity firms), or firms in adjacent sectors. Solganick & Co.

Sale 52

Sale Business Valuation M&A 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. The podcast also sheds light on the current market conditions and how they impact the valuation of businesses.

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M&A Mergers and Acquisitions Business Valuation 130

Trout CPA: M&A

JANUARY 7, 2022

Michael Wolfe, CPA/ABV, CVA, Valuation Services Partner at Trout CPA Pandemic Impact on M&A We can now appreciate the normalcy that existed at the end of 2019. There was plenty of M&A activity, lots of “dry powder” with private equity firms, low interest rates, and a great time to sell or buy a business.

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M&A Private Equity Valuation Business 40

Solganick & Co.

APRIL 24, 2024

Here are the highlights of the report: Transaction volume and valuation multiples for technology services companies has remained solid during the first quarter of 2024, continuing to exceed pre-pandemic levels in aggregate. of all transactions through YTD.

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Mergers Mergers and Acquisitions M&A Consulting 52

Sica Fletcher

SEPTEMBER 3, 2024

The following article details the process of selling an insurance agency book of business in 2024, including deviations from the process of selling an agency, the valuation process, and common payout structures. This means getting a formal valuation done - typically through your M&A advisor, but sometimes through a third party.

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Insurance Business Valuation M&A 52

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. for insurance agencies. for insurance agencies.

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M&A Insurance Valuation Equities 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.

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Investment Banking Insurance Bank Banking 52

Sica Fletcher

MARCH 8, 2024

Starting in H2 2022, the insurance M&A market has seen a notably difficult 18-month period, afflicted with high interest rates, lowered deal volumes, and lowered valuations. If they do, then we can expect to see valuations and, by extent, EBITDA multiples for insurance agencies rise.

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Insurance M&A S&P Valuation 52

Solganick & Co.

DECEMBER 21, 2023

Valuation Adjustments, Strategic Optimism : Despite the overall M&A market facing headwinds from inflation and rising interest rates, valuations within the IT services sector have remained relatively stable. is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies.

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M&A Mergers and Acquisitions IT Investment Banking 52