Sica Fletcher

MARCH 28, 2024

The following report contains our observations of insurance M&A trends in 2024. However, volume and value in the insurance sector remained remarkably stable. As insurance M&A enters into the 2020s, however, buyers are looking at several additional factors that speak to an agency’s more intangible qualities.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 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 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

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

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

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. This usually leads to equity-based payouts. Valuation is a process in and of itself.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

JUNE 20, 2024

The insurance M&A market in 2024 is significantly more complex now than it was 20 years ago. However, this report seeks to make sense of these qualities as a whole to provide an overview of the 2024 insurance M&A market. for insurance agencies.

M&A 52

M&A Insurance Valuation Equities 52

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

Francine Way

JULY 8, 2017

Regardless of the base reason(s), the current owners and management of a company looking for a new owner should seek to: Maximize return on investment for current owners. Elimination of costs post-transaction: any cost that the target won’t incur under a new ownership, such as: key-person insurance, credit insurance, etc.

M&A 130

M&A Acquisitions Sale Investment 130

Sica Fletcher

FEBRUARY 9, 2021

As we have reported throughout the year, the M&A market for insurance brokers remained at peak, pre-pandemic levels despite all of the public health, political, social, and economic dislocations. S&P reported that the number of insurance brokerage transactions closed in 2020 slightly exceeded those in 2019.

Capital 52

Capital IT Economics Insurance 52