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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. This experience has revealed that there's a common misunderstanding around what an ‘investment bank’ is and what an ‘investment banker’ actually does.
Last year's data saw PE firms acting as buyers in ~90% of all transactions. Sica | Fletcher is the first and only boutique M&A firm that has advised on deals over $1B, making us uniquely qualified to speak on insurance broker valuation multiples at varying degrees of scale. Whereas 2022 saw equity making up nearly 17.5%
The Top Insurance Agency Investment Banks of 2024 Sica | Fletcher Sica | Fletcher is a boutique investment bank specializing in M&A advisory services. Founded in 2014, they have consistently ranked at the top of the S&P Global Data's rankings for investment banks, totaling an average of 100 deals per year.
Factors Affecting EBITDA Because EBITDA refers to a general assessment of an insurance agency’s profitability, factors affecting it are those that relate to the agency's bottom line. S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms.
For example, Sica | Fletcher is a boutique M&A advisory firm, but we are also the first and only such firm to advise on deals of over $1B, despite the fact that we typically advise on smaller deals. Investment Banks We should emphasize that the comparison information above is generalized , and may not apply to all such firms or banks.
As the first and only boutique M&A advisor to manage deals of over $1B, Sica | Fletcher has represented so many insurance agencies that we are considered “market makers” by industry experts, which makes us an ideal partner in your sale.
seller's discretionary earnings, discounted cash flow), they are so rarely used in insurance M&A that we do not include them here. You can find these with most major M&A advisory firms (like Sica | Fletcher’s own SF Index ) or through 3rd party monitoring institutions like S&P Global Data or Pitchbook.
Get an Advisor Having observed the trend of buyers actively looking for self-represented agencies and brokerages, it's important – now more than ever – to ensure you retain adequate representation before taking your company to market. The following sections detail our team’s advice for agency owners considering a transaction.
The metals & mining team’s classification varies based on the bank. To value it, we build a standard DCF based on production volumes, CapEx to drive capacity, and assumed steel prices: The valuation multiples are also standard (TEV / Revenue, TEV / EBITDA, and P / E). Most of the differences emerge on the mining side.
My high-level summary would be: 1) Focus on Revenue Multiples – Many teams are not run efficiently and have low/negative cash flows and earnings, so revenue multiples are more common than EBITDA , P/E, or other valuation multiples. Also, different multiples may be applied to different revenue streams (see below). LionTree and Allen & Co.
Uncovering the Secrets of E-Commerce M&A with Justin Harris - Watch Here rn rn About the Guest(s): rn Justin Harris is a seasoned expert in mergers and acquisitions with a strong focus on the website and e-commerce space. b' E208: What Makes a Website Valuable? that's gonna make a lot of sense and hopefully get a lot more conversions."
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