Sica Fletcher

JULY 1, 2020

Update on Private Equity and Insurance Brokerages In our ,, previous article , we reported that the COVID-19 pandemic had not diminished the pace of mergers and acquisitions transactions we are seeing in the insurance agency and brokerage sector. The number of transactions we are working on has not abated. Dry powder reached $1.4

Private Equity 52

Private Equity Insurance Debt Equities 52

Lake Country Advisors

JULY 5, 2022

We are the leading business brokers and M&A business advisors in Wisconsin and have helped many business owners with a smooth exit strategy and successful transactions. We are experienced business brokers who understand how to close mergers and acquisitions deals in various industries quickly.

M&A 52

M&A Mergers and Acquisitions Broker Mergers 52

Sun Acquisitions

FEBRUARY 6, 2023

MSP is a portfolio company of Persistence Capital Partners, the leading private equity fund exclusively focused on high-growth opportunities in the healthcare field. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held companies.

Sale 52

Sale Acquisitions Mergers and Acquisitions Medical 52

How2Exit

JULY 3, 2023

The speaker mentions that if the seller's main goal is to retire or spend more time with their family, a private equity firm may not be the right buyer. Private equity firms often require the seller to stay involved in the business for a certain period of time and may offer additional incentives to keep them engaged.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Sica Fletcher

MARCH 8, 2024

Starting in H2 2022, the insurance M&A market has seen a notably difficult 18-month period, afflicted with high interest rates, lowered deal volumes, and lowered valuations. If they do, then we can expect to see valuations and, by extent, EBITDA multiples for insurance agencies rise.

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

JUNE 2, 2020

First, these brokers each have growth strategies whose success is measured by the expansion of revenues and EBITDA. We will have much more to report on the current state of the private equity and debt markets for insurance brokers in our next blog. There are two principal reasons. Insurance brokerage is a GDP business.

Insurance 52

Insurance Broker Private Equity M&A 52

Sica Fletcher

DECEMBER 12, 2019

(Otherwise Known as “How Acquisitions Are Structured”) Our November blog post asked how a smaller agency can take advantage of the tsunami of private equity investment in insurance brokerages. Barring extenuating circumstances, 100% of the “value” of the equity is usually paid at the closing of the transaction.

Private Equity 52

Private Equity Insurance Equities Management 52

Sun Acquisitions

FEBRUARY 12, 2024

Valuation Mastery: Understanding diverse valuation methodologies is crucial. Venture Capital and Private Equity For buyers seeking substantial financing, venture capital and private equity firms can be attractive options.

Education 59

Education Finance Finance Acquisitions 59

Sica Fletcher

MARCH 26, 2020

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. These strategic acquirors typically have both their equity and debt facilities in place, so there is no shortage of capital.

Insurance 52

Insurance M&A Broker Economics 52

Sun Acquisitions

SEPTEMBER 9, 2022

People sell business ownership for a variety of reasons: Needing capital to actually start the company; Swapping equity for additional capital to grow the business; Sourcing money to pay down existing liabilities and debts; Raising venture capital to expand into new markets and; Desiring to diversify their own business risk as the sole owner.

Equities 52

Equities Business Broker Investors 52

Sica Fletcher

MARCH 26, 2024

private equity firms, investment banks, individual investors). Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Once an agency owner completes their initial preparations, the next step is to complete a full valuation of the agency.

M&A 52

M&A Insurance Valuation Advisory 52

Sun Acquisitions

OCTOBER 25, 2022

The process begins with a business valuation to establish how much the company is worth. With a leveraged management buyout, the buyer or seller can opt to bring on board a third party in the form of a private equity firm (PE), venture capitalist (VC), or conventional lender. Long-term Installment Sale. Contact us today.

Business 52

Business Broker Finance Finance 52

Sica Fletcher

JUNE 20, 2024

The History of Private Equity in Insurance One of the primary forces differentiating the insurance M&A market in 2024 from those of decades past is the presence and dominance of private equity (PE) firms in the buyer space. for insurance agencies. for insurance agencies.

M&A 52

M&A Insurance Valuation Equities 52

Francine Way

JULY 8, 2017

Many of these causes have their equivalences to the reasons behind the sale of a company (also known as a divestiture): Liquidity: As the equity holding period matured, investors (private equity funds behind companies) will look to sell.

M&A 130

M&A Acquisitions Sale Investment 130

How2Exit

MARCH 30, 2023

It is important to understand the different types of buyers that may be interested in the business, such as private equity, family offices, strategic acquisitions, competitors, and strategic partners. For example, private equity companies are looking for businesses that they can ultimately sell to a strategic buyer.

Business 130

Business Sale M&A Mergers and Acquisitions 130

How2Exit

JUNE 12, 2023

As he started going for larger businesses, especially with the private equity fund or with investor capital, he went after more established businesses. Concept 4: Financials Can Be Deceiving The podcast discusses the challenges that arise when buying small businesses, particularly those with sub-$5 million valuations.

Business 130

Business Investment Profitability Acquisitions 130

How2Exit

FEBRUARY 23, 2023

The DCF method requires the input of experienced professionals such as financial advisors and valuation experts in order to arrive at a fair and accurate valuation. By taking the time to consider all the factors involved and using the DCF equation, you can arrive at a fair and accurate valuation for any asset.

Business 130

Business Negotiation DCF Acquisitions 130

Sun Acquisitions

SEPTEMBER 16, 2024

Invest in strategic initiatives to boost your company’s performance and market position, ultimately increasing its valuation. Common exit strategies include selling to strategic buyers, private equity firms, management buyouts (MBOs), or going public through an initial public offering (IPO).

Negotiation 59

Negotiation Business Sale Management 59

Sun Acquisitions

APRIL 25, 2023

This is meant to help formulate more accurate valuations while also acting as reference points when discussing individual items during negotiations – having this data on hand helps streamline processes & ensures everyone involved has all necessary information before making decisions. client lists, property/equipment, etcetera).

Sale 52

Sale Business Negotiation M&A 52

Focus Investment Banking

DECEMBER 5, 2024

Brokers for sales of smaller companies (typically 1-2 locations) will generally skip the monthly services fees but ask for a higher success fee upon closing. I have seen brokers charge as high as 10-12% of the total sale price. They will charge a small percentage of the total enterprise value for their success.

Business 52

Business Sale Negotiation Investors 52

How2Exit

MAY 2, 2023

These businesses are attractive to private equity companies, search funds, and family offices, as they are more likely to have reduced the riskiness of their company and are able to continue to scale. This can be done by getting a valuation from an M&A expert or an accountant.

Sale 130

Sale Business Book-building IT 130

Sica Fletcher

AUGUST 6, 2024

MidCap Advisors Stats Dowling & Partners Securities Dowling & Partners Securities specializes in equity research and broker-dealer services, providing investment banking services for insurance agencies as part of their capital markets department.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

GillAgency

FEBRUARY 10, 2022

It is written in a way that will help you, in case you decide to go about the process without a business broker. You are always welcome to call us or talk to any business broker about the state of the business world. As such, you should hire a consultant or a business broker to help you with setting up your marketing package.

Business 52

Business Sale Broker IT 52

Software Equity Group

AUGUST 20, 2024

Since its founding in 2012, the private-equity-backed company has made 69 investments. Produce Pro’s products are designed to serve its customers across the supply chain from production to distribution and are used by hundreds of food distributors, brokers, processors, and growers in North America.

Investment 52

Investment Management Acquisitions Business 52

How2Exit

MAY 27, 2024

b' E217: The Current State of Buying and Selling E-commerce Businesses with George Moulos - Watch Here rn rn About the Guest(s): rn George Moulos is an entrepreneur and the founder of Ecommerce Brokers, a company specializing in buying and selling online businesses, especially within the e-commerce, agency, and SaaS spaces.

Business 130

Business Mergers and Acquisitions Valuation M&A 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. The discussion dives deep into the evolution of the capital markets, the rise of private equity, and the intricate process behind selling a business.

Investment Banking 100

Investment Banking Business Investment Bank 100

How2Exit

JULY 13, 2023

The criteria include factors such as valuation multiples, legal issues, availability of buyers, ESG focus, maturity, and competition. They argue that by bringing in experts, business owners can expedite the process of preparing their business for sale and increase their chances of getting a higher valuation.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

Sun Acquisitions

OCTOBER 5, 2022

54% of brokers say it takes anywhere from 6 to 11 months for a business to sell. And speaking of valuation…. Step 3: Get a business valuation done. Business valuation , according to Investopedia.com is: “ …a general process of determining the economic value of a whole business or company unit.”. Numbers excite investors.

Business 52

Business Broker Valuation Sale 52

How2Exit

JUNE 6, 2023

The speakers discuss how M&A advisory and consulting differ from business brokers, as they are not solely focused on completing a transaction, but also on ensuring that it is the right fit for both parties involved. The podcast also sheds light on the current market conditions and how they impact the valuation of businesses.

M&A 130

M&A Mergers and Acquisitions Business Valuation 130

Sica Fletcher

MARCH 10, 2020

The issue with this is that the valuation of insurance brokers is invariably calculated as Pro Forma EBITDA multiplied by the EBITDA multiple. It takes both variables to come up with an adequate valuation, and you need professional assistance to calculate the Pro Forma EBITDA properly.

Private Equity 52

Private Equity Insurance Business Equities 52

The TRADE

APRIL 30, 2024

The regulation also led to changes in risk management practices and valuation methodologies for financial institutions. Reg BI represented a notable regulatory overhaul in the financial market, particularly for broker-dealers, investment advisers, and financial professionals who provide investment advice to retail clients.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

Lake Country Advisors

FEBRUARY 3, 2025

Understanding broker fees and commission structures is vital when selling a business. A skilled business broker doesn’t just facilitate a transaction; they maximize value, minimize costs, and simplify the process. Additional Charges : While less common, additional charges may be necessary for certain aspects of the sale.

Broker 103

Broker Sale Negotiation Manufacturing 103

Mergers and Inquisitions

OCTOBER 11, 2023

While people obsess over investment banking and private equity, other sectors within finance, such as commercial real estate (CRE) , often go ignored. Appraisal / Valuation Real estate appraisal is the process of valuing a property, which is essential when it is being sold.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Lake Country Advisors

APRIL 4, 2025

A business broker brings specialized expertise, industry connections, and negotiation skills to maximize business value and ensure a seamless transaction. While some business owners consider selling independently to avoid broker fees, the potential pitfalls can significantly outweigh the savings.

Broker 52

Broker Business Negotiation Valuation 52

How2Exit

JANUARY 13, 2025

The Secret to PE Deal Origination in the Middle Market - Watch Here About the Guest(s): Brian Scanlon is the Managing Partner of DealGen Partners, a company specializing in deal origination primarily for private equity funds and their portfolio companies. As Scanlon points out, "nobody is worth what you think you're worth."

Middle Market 130

Middle Market Acquisitions Private Equity Portfolio 130

Lake Country Advisors

FEBRUARY 14, 2025

While any business broker can guide you through the basics, the real value lies in choosing a broker with specialized industry knowledge. From regulatory compliance to specialized buyer expectations, these complexities require a business broker with intimate knowledge of the field.

Broker 52

Broker Business Valuation Healthcare 52

Lake Country Advisors

JANUARY 16, 2025

Investing in a business broker tailored to niche industries like manufacturing, wholesale, construction, or technology ensures smooth transactions and maximum value. These industries present unique challengesfrom complex valuations to highly regulated marketsmaking working with brokers specializing in these sectors essential.

Broker 52

Broker Manufacturing Business Valuation 52