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

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. Sica | Fletcher is excited to keep with momentum going into 2020.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sun Acquisitions

AUGUST 19, 2024

Economic volatility adds an extra layer of complexity to the ever-evolving landscape of mergers and acquisitions (M&A). Uncertain economic times, marked by market fluctuations and unpredictable consumer behavior shifts, pose significant challenges for financing M&A deals.

M&A 59

M&A Finance Finance Economics 59

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

Focus Investment Banking

JUNE 21, 2024

Washington, DC, (June 21, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the industrials sector. For more information, visit www.focusbankers.com.

Investment Banking 52

Investment Banking M&A Middle Market Bank 52

How2Exit

APRIL 9, 2023

yeah. -Ron Concept 1: Grow From Nothing To Giant The idea of growing from nothing to a giant is one that many people dream of. For Michael Fink, co-CEO of Treasure Hunter, this dream became a reality. Instead of competing with these giants, Michael and his wife decided to team up with them and enter into partnerships. billion monthly users.

M&A 130

M&A Media Mergers and Acquisitions Business 130

Sica Fletcher

NOVEMBER 19, 2019

Our recent blog posts have covered the private equity boom in insurance brokerages , however, the reality is that the vast preponderance of insurance brokerages (probably over 95%) have revenues under $5 million annually. How can you take advantage of the dramatic upsurge of private equity investment in the insurance brokerage?

Private Equity 52

Private Equity Equities Insurance Business 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. The Sica | Fletcher Agency & Broker Buyer Index is the most comprehensive report on insurance brokerage M&A activity in existence.

M&A 52

M&A Insurance Broker Private Equity 52

Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the consumer industry. For more information, visit www.focusbankers.com.

Investment Banking 52

Investment Banking M&A Banking Bank 52

Lake Country Advisors

JULY 5, 2022

Various sectors from different industries have experienced consistent growth in 2022, thanks to the professional services of reliable M&A business advisors in Wisconsin. In the various industries that we specialize in as M&A business advisors in Wisconsin, we are seeing a consistent trend benefiting business sellers.

M&A 52

M&A Mergers and Acquisitions Broker Mergers 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. According to the report, SF Index members acquired 566 Agents/Brokers in 2023, totaling $2.2B in agency and broker revenue.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 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

Sun Acquisitions

JUNE 5, 2024

This article delves into how Mergers and Acquisitions (M&A) can streamline the exit process for HVAC business owners, focusing on finding the right buyer and maximizing profits during the sale. This is where M&A proves invaluable. By leveraging M&A, owners have the advantage of accessing a comprehensive network.

M&A 52

M&A Business Mergers and Acquisitions Sale 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. Private equity firms continue to drive transaction pace and value.

M&A 52

M&A Insurance S&P Broker 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. The table of contents below offers quick links for readers seeking specific information in later sections.

M&A 52

M&A Insurance Valuation Equities 52

Sun Acquisitions

APRIL 7, 2022

CSI is owned by private equity firm Argosy Capital based in Wayne, PA. We work with clients that are interested in the confidential sale , acquisition or valuation of privately held companies. Sun Acquisitions is pleased to announce the successful sale of AMIC Global, Inc. to Component Sourcing International (CSI).

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

Sica Fletcher

APRIL 17, 2020

What is going on in these markets could potentially have significant implications for insurance brokerage M&A, and we want you to understand why. While we can’t predict the future, our certainty level regarding the impacts on insurance brokerage M&A has increased over the past several weeks. billion at yields between 5.1%

Debt 52

Debt Insurance M&A Broker 52

How2Exit

MARCH 19, 2023

Carrick went to work for a Wall Street brokerage firm and managed money for clients as a stock broker. Ron Concept 1: Discipline And Planning Are Key Discipline and planning are key to success in any endeavor, and this is especially true when it comes to managing money. This is the lesson Carrick has learned: discipline and planning are key.

Business 130

Business Broker Mergers and Acquisitions IT 130

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

Sica Fletcher

MARCH 26, 2024

On average, company leaders in any industry who attempt an M&A transaction using an in-house team average 30% less once the deal is complete. Below, we offer a basic breakdown of the most common advisors in an M&A transaction. The two most common types of M&A buyers are: Strategic. Retirement. Financial Security.

M&A 52

M&A Insurance Valuation Advisory 52

How2Exit

JULY 8, 2024

His journey spans from co-founding a venture capital-funded startup to working closely with private equity firms as an independent sponsor. Nick shares his extensive background, from co-founding a venture-backed startup to transitioning into the M&A world. My role gets the maximum benefit at the higher the IRR return."

IT 130

IT Mergers and Acquisitions Acquisitions Funds 130

How2Exit

FEBRUARY 27, 2023

The company was founded by Peter Lerman, who stumbled into an opportunity to work part-time for a private equity firm while he was in graduate school. Additionally, Axial.com helps sellers find advisors and brokers to assist with the sale process. Ron Concept 1: Buy and sell businesses easily.

Business 130

Business Sale Broker Discounted Cash Flow 130

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. Here's what they had to say about their acquisition approach, growth goals, and business philosophies.

Private Equity 52

Private Equity Insurance M&A Equities 52

How2Exit

OCTOBER 2, 2023

Their team is experienced in M&A, and they hire the best talent available. rn Businesses can increase their value by working with professionals who can help them reach higher revenue thresholds and attract private equity firms. And you talk to three business brokers and they're all telling you what you want to hear.

Mergers and Acquisitions 130

Mergers and Acquisitions Business M&A Mergers 130

OfficeHours

AUGUST 23, 2023

Come listen to Alice speak about her time recruiting as a Lazard IB Associate into TCV Growth Equity! Her journey led her to a role as an Investor at TCV , a $21 billion growth equity fund that has invested in companies such as Netflix , Airbnb , Spotify , Peloton , Strava , and Hinge Health.

Equities 130

Equities Recruitment Investment Banking Investment 130

How2Exit

JUNE 6, 2023

Ron Concept 1: M&A is Fascinating Human Psychology Mergers and acquisitions, commonly referred to as M&A, is a fascinating field that delves into the human psychology behind business decisions. What makes M&A so fascinating to Wilson is the human psychology behind it.

M&A 130

M&A Mergers and Acquisitions Business Valuation 130

How2Exit

APRIL 4, 2023

This is especially true for larger transactions, such as those involving private equity. Private equity firms get their money from investors, and when interest rates are high, they have to lower the multiple they pay in order to get the same return they did when interest rates were lower.

Business 130

Business Management Negotiation Sale 130

Sica Fletcher

DECEMBER 16, 2020

Every year, numerous insurance agency and broker principals attempt to sell their companies by being " Serial Daters". We are also the leading advisor to the private equity firms that are most interested in investing in insurance brokerages and in the private equity sponsored agencies that have been created in recent years.

Insurance 52

Insurance Private Equity Advisory Equities 52

How2Exit

OCTOBER 23, 2023

Their team is experienced in M&A, and they hire the best talent available. Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Reconciled sets the standard for consistency and quality that you can count on.

Accountant 130

Accountant Shares Mergers and Acquisitions Acquisitions 130

How2Exit

JUNE 10, 2024

Throughout his career, he has been instrumental in underwriting IPOs for family-held businesses and tracking the evolution of private equity. Throughout his career, he has been instrumental in underwriting IPOs for family-held businesses and tracking the evolution of private equity. He began his career working for a U.S.

Investment Banking 100

Investment Banking Business Investment Bank 100

How2Exit

OCTOBER 10, 2023

Juan has a background in finance and technology, and he has experience in investment banking and private equity. rn They pre-approve a lot of deals from various brokers and have funded over 30 buyers so far. rn They pre-approve a lot of deals from various brokers and have funded over 30 buyers so far.

Funds 130

Funds Business Mergers and Acquisitions Finance 130

Sun Acquisitions

JUNE 15, 2023

TOPS is owned by private equity firm Atlas Holdings, which is based in Greenwich, CT. Sun Acquisitions has successfully managed and handled engagements across all industries and is recognized as a leading M&A advisory firm in the Midwest. If you are interested in buying or selling a business, click here to contact us.

Acquisitions 52

Acquisitions Mergers and Acquisitions Advisory Middle Market 52

How2Exit

AUGUST 28, 2023

Their team is experienced in M&A, and they hire the best talent available. rn Summary: Roman Beylin, founder and CEO of DueDilio, shares his journey into the world of mergers and acquisitions (M&A) and the inspiration behind creating DueDilio. b' Revolutionizing Due Diligence with DueDilio W/ Roman Beylin - Watch Here.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

How2Exit

MARCH 30, 2023

Concept 2: M&A Market Is Robust The M&A market is currently very robust. Concept 2: M&A Market Is Robust The M&A market is currently very robust. 12 Concepts You and I Can Learn About A Great Exit From How2Exit's Interview With Jonathan Brabrand - Author, Entrepreneur, and Expert Advisor.

Business 130

Business Sale M&A Mergers and Acquisitions 130

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

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?” First, these brokers each have growth strategies whose success is measured by the expansion of revenues and EBITDA.

Insurance 52

Insurance Broker Private Equity M&A 52