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Do You Need An Insurance Agency Investment Bank?

Sica Fletcher

In that time, we’ve represented thousands of clients and quickly became one of the most active boutique M&A advisory firms in the market today. The sections below outline what insurance agency investment banks typically provide for clients, to help readers determine whether they are actually needed.

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The Top Insurance Agency Investment Banks of 2024

Sica Fletcher

Our research team’s latest report compares the top insurance agency investment banks of 2024. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry.

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Insurance Broker Valuation Multiples: Q3 2024 Projections

Sica Fletcher

The following report contains our projections for Q3 2024 insurance broker valuation multiples. In addition, we categorize this data according to insurance industry specialization and by brokerage size, as measured by their annual revenue. Since H1 2023, the average insurance brokerage valuation multiple has hovered around 11.6x

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Know Your Insurance Agency: Purchase Price Calculations

Sica Fletcher

Insurance agency owners who are considering the prospect of running an M&A deal process often have many concerns about the fate of their agencies, but the most common by far are those surrounding the agency’s purchase price at closing. We’ll also detail some of the factors affecting these calculations.

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Common Types of Insurance Agency Sellers

Sica Fletcher

This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome.

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Should I Sell My Insurance Agency?

Sica Fletcher

Quite a few articles already detail the process of “how” to sell an insurance agency (you can read our article on that subject here ), but very few get to the bare bones of “why.” If you’re asking, “ should I sell my insurance agency,” the three big questions you must answer first are: Why Do I Want To Sell?

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The State of Insurance M&A: 2024 Outlook

Sica Fletcher

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)

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