Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 6, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. The shift in buyer rotation year over year is contributing to the evolving dynamics of the insurance M&A landscape.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 5, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. The shift in buyer rotation year over year is contributing to the evolving dynamics of the insurance M&A landscape.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

The TRADE

SEPTEMBER 13, 2024

StoneX has moved to increase its remit and geographical reach through the acquisition of fixed income broker Octo Finances SA. Fixed income broker Octo Finances is in Paris. The post StoneX to acquire fixed income broker Octo Finances appeared first on The TRADE.

Broker 52

Broker Finance Finance Debt Capital Markets 52

Global Newswire by Notified: M&A

JULY 6, 2023

Iselin, NJ, July 06, 2023 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (“World”), a Top 50 Insurance Brokerage, announced today that it acquired the business of Schlegel & Schlegel Insurance Brokers Inc. Schlegel & Schlegel”) of West Yarmouth, MA on July 1, 2023.

Insurance 40

Insurance Broker Business IT 40

Sica Fletcher

NOVEMBER 9, 2023

Q3 Index Reflects an Emphasis on Strategic Fit for Investors in 2023 NEW YORK, NY – November 8, 2023 - Sica | Fletcher releases the Q3 2023 Agency & Broker Buyer Index. The Sica | Fletcher Broker Buyer Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector.

Broker 40

Broker M&A Insurance Mergers and Acquisitions 40

Sica Fletcher

MARCH 8, 2024

The inherent uncertainty of the M&A market over the last 18 months has underscored the importance of context for supplementing a full understanding before we can gain a better sense of what to expect in 2024. What Is Affecting Insurance Agency EBITDA Multiples? So, how did we get here?

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

FEBRUARY 6, 2024

2023 Year-End Index Reflects Continued Emphasis on Strategic Fit for Investors NEW YORK, NY - February 6, 2024 - Sica | Fletcher releases the 2023 Year-End Agency & Broker Buyer Index. The Sica | Fletcher Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 52

Sica Fletcher

JULY 1, 2024

Selling an insurance brokerage is not altogether that much different than selling an insurance agency or even an insurance company. specialized regulatory and licensing requirements that are different from those of insurance agencies. That being said, brokerage owners need to consider a.)

Insurance 52

Insurance M&A Advisory Funds 52

Sica Fletcher

AUGUST 6, 2024

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.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

Sica Fletcher

FEBRUARY 2, 2022

As the advisory firm that executes by far the largest number of mergers and acquisitions transactions for insurance agents and brokers, and with our deep experience and contacts within the private equity community, we have a better vantage point on what is going on than most others.

Insurance 52

Insurance M&A Mergers and Acquisitions Private Equity 52

Global Newswire by Notified: M&A

MAY 21, 2024

Nation’s largest independent crop insurance broker will serve as foundation for agriculture specialty practice Nation’s largest independent crop insurance broker will serve as foundation for agriculture specialty practice

Insurance 45

Insurance Broker 45

Sica Fletcher

AUGUST 30, 2023

Q2 Broker Buyer Index Shows a 16% Increase in Deal Volume Over Q1 2023 NEW YORK, NY - August 30, 2023 - Sica | Fletcher releases the Q2 2023 Agency & Broker Buyer Index. With 22 of the most active acquirers in the insurance brokerage space, the Sica | Fletcher Index indicates improvement over the previous quarter.

M&A 52

M&A Insurance Broker Private Equity 52

Sica Fletcher

FEBRUARY 18, 2020

In 2019, we closed the largest number of transactions ever for our firm, reflecting the increasingly robust M&A market for insurance brokers driven mainly by private equity sponsored brokerages. that specializes in the insurance brokerage space and related industries that compliment it.

Insurance 52

Insurance M&A Private Equity Advisory 52

Global Newswire by Notified: M&A

FEBRUARY 16, 2024

Global insurance analytics market is segmented based on component, deployment, enterprise size, and end use. By end use, the market is segmented into insurance companies, government agencies, third party administrators, brokers & consultancies- Industry forecast 2024-2031

Insurance 75

Insurance Broker Consulting Government 75

Sun Acquisitions

MAY 24, 2024

Mergers and acquisitions (M&A) are intricate transactions that demand careful attention to various legal considerations. While the basics of due diligence and contract negotiations are vital, there are less commonly discussed legal aspects that can significantly impact the success and sustainability of M&A deals.

M&A 59

M&A Mergers and Acquisitions Negotiation Healthcare 59

Sica Fletcher

AUGUST 18, 2020

What the Data Is Telling Us In our last few posts, we reported on what we perceived to be the trends in insurance agency and brokerage M&A in light of the pandemic and analyzed the reasons for these trends. In summary, we observed that: The most active acquirers continue to be highly interested in acquisitions.

M&A 52

M&A Insurance S&P Broker 52

Sica Fletcher

MARCH 26, 2020

Many of our clients have asked us about the impact on insurance brokerage M&A of the pandemic and the resultant containment efforts. The Largest Strategic Players Tell Us Full Steam Ahead – The major strategic acquirors have informed us that they plan to continue to aggressively pursue acquisitions of insurance brokers.

Insurance 52

Insurance M&A Broker Economics 52

The M&A Lawyer

SEPTEMBER 8, 2015

The primary transaction agreement in every M&A deal contains representations and warranties, colloquially referred to as “reps and warranties” or simply “reps,” from each party to the other. Walk rights.

M&A 130

M&A Insurance Financial Statement Negotiation 130

Francine Way

JULY 8, 2017

Most companies, especially those with $20 million or more in sales, will engage an investment banker or professional advisor to manage the sale process (smaller companies will typically engage a broker-dealer). Buying and selling a company has many overlaps to buying and selling a house. inheritance), and conflict among owners (i.e.

M&A 130

M&A Acquisitions Sale Investment 130

Global Newswire by Notified: M&A

SEPTEMBER 6, 2023

Not for distribution to U.S. Newswire services or for dissemination in the United States Strengthening RSA’s leading UK Commercial Lines platform.

Broker 40

Broker Insurance Corporation 40

Cooley M&A

DECEMBER 3, 2019

Over the last decade the use of R&W insurance in merger and acquisition transactions has grown exponentially. From 2008 to 2018, the total R&W policies bound per year in North America rose from 40 deals, providing $541 million of coverage to 1500+ R&W insurance transactions, providing aggregate coverage of $38.6 Advantages.

Insurance 40

Insurance Underwriting Mergers and Acquisitions M&A 40

Sun Acquisitions

JULY 5, 2024

In the ever-evolving business landscape, mergers and acquisitions (M&A) have become expected growth, expansion, and consolidation strategies. While M&A transactions offer promising opportunities, they also present significant risks and challenges that demand careful navigation.

Mergers and Acquisitions 59

Mergers and Acquisitions Business Mergers Acquisitions 59

Sica Fletcher

JUNE 10, 2020

Over the past 20 years, there has been a significant shift in insurance brokerage M&A. More and more, we see private equity (PE) backed brokers emerging as the dominant buyers in the space. that specializes in the insurance brokerage space and related industries that compliment it.

Private Equity 52

Private Equity Insurance M&A Equities 52

Sun Acquisitions

APRIL 18, 2022

With all this in place, you can proceed to what is probably going to be the game-changing aspect of this entire process – hiring a competent M&A advisory firm. Rule #2 Get Yourself The Best M&A Team You Can Afford. If you’re looking for a guide to selling your business privately, you’ve come to the right place.

Business 98

Business M&A Broker Sale 98

Sica Fletcher

MARCH 31, 2022

As the leading strategic advisor to the insurance brokerage industry, Sica | Fletcher advises on substantially more transactions than any other advisor in the industry. If you have any interest in M&A transactions for insurance agencies and brokerages, you will not want to miss this analysis.

Acquisitions 52

Acquisitions Insurance M&A Private Equity 52

OfficeHours

OCTOBER 11, 2023

Date: Friday, October 13, 2023 Time: 12:00 pm ET Polly Helvacioglu began her career working part-time as an Insurance Broker Analyst whilst completing studies for her Master’s in Finance at Hult International Business School. Yes, I’m interested! Overheard on OfficeHours Listen to OfficeHours on Spotify.

Investment Banking 130

Investment Banking Banking Bank Investment 130

Sun Acquisitions

FEBRUARY 3, 2023

Additionally, if needed, enlist professional services such as M&A advisors, business brokers, attorneys or consultants specializing in sale transactions ; they’ll help provide invaluable advice while keeping both buyer and seller on track. Be Prepared Before entering into negotiations, make sure you’re prepared.

Negotiation 52

Negotiation Manufacturing Sale Business 52

Sun Acquisitions

MAY 26, 2022

As seasoned M&A brokers, we’ve dealt with our fair share of buyers and sellers, and here are the top 6 places we recommend you consider selling your business. M&A Brokers. Where do business owners go to list their businesses for sale? If you’re wondering where to sell a small business, you’re in the right place.

Business 52

Business Broker Investment Banking Mergers and Acquisitions 52

Sun Acquisitions

DECEMBER 16, 2022

1. Engage a Business Broker. Wise sellers hire a business broker to facilitate the transaction. An experienced broker will. An experienced broker will. With a seasoned broker in your corner, you’ll avoid some of the common rookie selling mistakes. That’s why having an experienced broker is so invaluable.

Manufacturing 52

Manufacturing Business Broker Negotiation 52

The TRADE

AUGUST 2, 2024

Specifically, the new entity would be a leading player in long term savings assets for insurers and pension funds, BNP Paribas said in its Thursday statement. BNP Paribas has entered into a definitive agreement to acquire 100% of AXA Investment Managers – representing around €850 million in assets under management – for just over €5 billion.

Asset Management 57

Asset Management Investment Manager Management Investment 57

Sun Acquisitions

MARCH 8, 2022

Enterprise Insurance Policies. Selling a business requires the seller to work with a team of experienced M&A professionals including an M&A accountant, an M&A attorney, an M&A business broker just to mention a few. It’s a great question and one that we’re more than happy to answer.

Business 98

Business M&A Finance Finance 98

Sica Fletcher

JUNE 2, 2020

Insurance Agency & Brokerage M&A Update Many of our clients have been asking us “now that the first phase of the coronavirus pandemic seems to be ending, where do things stand with insurance brokerage M&A?” This blog is an effort to answer that question. There are two principal reasons.

Insurance 52

Insurance Broker Private Equity M&A 52

Sica Fletcher

MARCH 26, 2024

This article outlines how to sell an insurance agency by chronological steps, with a quick overview of the process in the table immediately following. We also include some key insights we’ve gathered over several decades of selling insurance agencies. The two most common types of M&A buyers are: Strategic. Retirement.

M&A 52

M&A Insurance Valuation Advisory 52

RKJ Partners

AUGUST 6, 2017

In our latest blog installment, we address common questions of business owners relating to the sell side M&A process. This insures that you will not need to start the process over again should negotiations terminate for any reason with a lead acquirer. How long will it take to sell my business?

M&A 40

M&A Sale Negotiation Investment Banking 40

Sun Acquisitions

JUNE 15, 2022

As such, you must approach this endeavor with great care and with the assistance of suitably qualified M&A professionals. Proficient brokers such as those at Sun Acquisitions have the necessary expertise and competence to help you identify and engage prospective buyers. Step 2: Consider When You Want to Sell the Business.

Business 52

Business Broker M&A Sale 52

Sun Acquisitions

JANUARY 17, 2023

1. Hire a Business Broker. Business brokers are experts who specialize in assisting business owners and investors to sell or buy companies. As a seller, brokers have the expertise and experience to help you find potential buyers, negotiate terms of the sale, and handle all the various paperwork that’s involved.

Healthcare 52

Healthcare Business Broker Private Equity 52

Sun Acquisitions

MARCH 29, 2024

In the world of mergers and acquisitions (M&A), seller financing deals can offer numerous benefits to buyers. To safeguard your investment in seller financing M&A transactions, it’s crucial to conduct thorough due diligence. Market research and trend analysis are critical components of due diligence in M&A.

Mergers and Acquisitions 64

Mergers and Acquisitions Finance Finance Acquisitions 64