Boutique S&P Sale 
Mergers and Inquisitions
DECEMBER 4, 2024
Potential for Revenue Growth – Can the team monetize more effectively via the sale of additional streaming/broadcast rights? What about VIP ticket sales, apparel licensing, and media partnerships? Teams are often bought and sold based on this future potential rather than today’s cash flows. LionTree and Allen & Co.
Sica Fletcher
AUGUST 21, 2024
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.
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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.
Sica Fletcher
JUNE 11, 2024
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%
Sica Fletcher
APRIL 11, 2024
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. Urgent financial requirements (e.g., Market/Business Environment.
Sica Fletcher
JUNE 14, 2024
if they have an especially high growth potential or future marketing plan that would entice buyers into a more lucrative sale. 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.
Sica Fletcher
MAY 8, 2024
Other times, they are hoping to use their share of the sale to alleviate personal debt. The table below outlines a few key criteria that you should consider before going through with a sale: Should I Sell My Insurance Agency? Are looking for a career change. Personal Considerations How Much Is My Agency Worth? Let’s Talk.
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