MergersCorp M&A International

NOVEMBER 1, 2024

Revenue and Fees: Revenues can be derived from management fees, performance fees, and other advisory fees. Net Income and Profit Margins: Net income provides insight into the profitability of the business. Key metrics used include Price/Earnings (P/E) ratios, Price/AUM ratios, and enterprise value ratios (EV/EBITDA).

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

Sica Fletcher

APRIL 2, 2024

PE firms have taken up a larger space in the total number of insurance M&A acquirers, making the profit motive for acquiring a small agency a bigger factor influencing insurance M&A deals in the current market. Agency vs. Company: Which Is The Better Insurance M&A Deal? Learn more at SicaFletcher.com.

M&A 52

M&A Insurance S&P Broker 52

Sica Fletcher

MAY 15, 2024

This removes the effects of non-cash expenses on the agency, thus isolating the agency’s profitability because they can be different under the buyer’s management. In addition, third-party M&A institutions like S&P Global Data or Statista can provide more generalized data.

Insurance 52

Insurance S&P M&A Valuation 52

Sica Fletcher

SEPTEMBER 17, 2024

This valuation model is used largely in M&A settings to determine the value of a company as it would appear to a prospective buyer by adding interest, taxes, depreciation, and amortization costs back into the business’s profits, since these elements will be fundamentally different post-closing.

Insurance 52

Insurance Valuation Profitability M&A 52

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. This could include the buyer's desired revenue, growth rate, and profit margins. Finally, it is essential to have an accurate ad back schedule.

M&A 130

M&A Business Book-building Sale 130

Sica Fletcher

SEPTEMBER 3, 2024

The table below contains a few recommendations to make your business more profitable. YoY growth, profitability, agency structure) that don’t necessarily result directly from the BoB. Financing options offered by the seller, based on the book's performance over time. A single payment made at the time of closing.

Insurance 52

Insurance Business Valuation M&A 52

Sica Fletcher

MARCH 8, 2024

Small to Midsize Brokerages Are Becoming More Valuable Projections indicate that interest rates are likely to decrease in 2024, which will make larger brokerages a profitable option for acquirers again. If they do, then we can expect to see valuations and, by extent, EBITDA multiples for insurance agencies rise.

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

JULY 31, 2024

These buyers are interested in the financial profitability of their returned investment post-closing, which means they are willing to purchase agencies at a loss now if they see the possibility of profiting from them in the future. The following sections detail our team’s advice for agency owners considering a transaction.

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Who Performs A Valuation?

Valuation 52

Valuation M&A Insurance S&P 52

Sica Fletcher

MARCH 12, 2024

Insurance Agency Valuation: The Core Methods EBITDA An EBITDA ( earnings before interest, taxes, depreciation, and amortization ) valuation is a projection of a company’s profits that also includes the agency’s potential for overall profitability. SaaS, tech), those with very high projected growth rates, or for early-stage agencies.

Valuation 52

Valuation Insurance M&A Profitability 52

Sica Fletcher

JULY 2, 2024

Financial: Often referred to as private equity, these buyers are interested in purchasing an insurance agency for the express purpose of making it more profitable and then reselling it further down the road. That’s one of several reasons why it’s so important to work with an experienced M&A advisory firm.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sica Fletcher

MARCH 26, 2024

Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., and EBITDA gives buyers a better sense of the agency's future profitability. The advisory team targets a single high-profile buyer on whom they focus their marketing efforts.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

MARCH 14, 2024

EBITDA is preferred for insurance agency valuations as a rule of thumb because it accurately represents the profitability of an agency over time by removing the operational expenses associated with running it. Larger or more profitable firms, however, may be closer to the higher estimates.

Insurance 52

Insurance Valuation M&A Consulting 52

Sica Fletcher

SEPTEMBER 12, 2024

Changes in the Valuation Process Valuation is the first formal step in the M&A deal process, taking place once the seller has gathered all their preliminary documents and made any necessary changes to the company's internal structure to make it more profitable. Think Long-Term.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

JUNE 20, 2024

PE firms rely on leveraged buyouts (LBOs) for the lion's share of their deals, which often involve using the acquired company’s assets as collateral to insure the loan used to purchase it. The following subsections detail those strategies as well as actionable insights and suggestions on what to do in the coming year(s).

M&A 52

M&A Insurance Valuation Equities 52

Focus Investment Banking

MARCH 27, 2025

Selling a Repair Shop for Maximum Profit With Giorgio Andonian The tire and auto repair industry is experiencing a wave of consolidation as shop owners consider mergers, acquisitions, and succession planning. S Corp as an asset sale. Theres a lot of Capital gains and tax advisory that needs to go into it. Are you going to sell?

Profitability 52

Profitability Private Equity IT Mergers and Acquisitions 52