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 firm was founded in 2014 by Michael Fletcher and Al Sica, two of the industry's leading dealmakers who have advised on over $17.5

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 firm was founded in 2014 by Michael Fletcher and Al Sica, two of the industry's leading dealmakers who have advised on over $17.5

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

OfficeHours

AUGUST 23, 2023

She earned her bachelor’s degree in Business Administration (BBA) from the University of Michigan – Stephen M. Ross School of Business and her master’s degree from Harvard Business School. How has your role as an investor helped you succeed personally and professionally?

Equities 130

Equities Recruitment Investment Banking Investment 130

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

How2Exit

MARCH 23, 2023

For example, if the seller owns an e-commerce business with a majority of its sales coming from FBA, they may have a subscription to Jungle Scout or Helium 10 which can be added back to the P&L. Without accurate financials, it’s impossible to get an accurate evaluation of the business. Transferability is also key.

M&A 130

M&A Business Book-building Sale 130

Sun Acquisitions

OCTOBER 13, 2023

By comparing key financial metrics such as price-to-earnings (P/E) ratios, price-to-sales (P/S) ratios, and price-to-book (P/B) ratios, analysts can estimate the target company’s value. This approach allows acquirers to factor in the time value of money, risk, and the target company’s growth prospects.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

Sica Fletcher

FEBRUARY 18, 2020

Sica | Fletcher is pleased to announce that we’ve topped the S&P Global rankings for the third consecutive year. 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.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sica Fletcher

AUGUST 18, 2020

This blog post analyzes the significance of the statistics included in our ,, Second Quarter 2020 Sica Fletcher Agency & Broker Buyer Index. Of course, this data does not represent all M&A transactions for insurance brokers because many transactions simply go unannounced and unrecorded.

M&A 52

M&A Insurance S&P Broker 52

How2Exit

OCTOBER 10, 2023

Ron rn rn rn About The Guest(s): Juan Braschi is the CEO of Boopos, a company that helps talented buyers acquire businesses and provides flexible financing for buying e-commerce and software-as-a-service (SaaS) businesses. 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

Sica Fletcher

APRIL 2, 2024

As the points above suggest, the other factor at play here is size: while smaller agencies and brokers saw steady deal volume despite lower valuations caused by rising interest rates, larger insurance companies did see a significant drop in deal volume over the last 18 months. Agency vs. Company: Which Is The Better Insurance M&A Deal?

M&A 52

M&A Insurance S&P Broker 52

Sun Acquisitions

NOVEMBER 17, 2023

It’s the process of determining the financial worth of a business, helping acquirers and sellers establish a fair price and make informed decisions. It uncovers any hidden risks or opportunities, allowing parties to assess the target company’s financial health. The net asset value represents the company’s worth.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation M&A Mergers 59

Mergers and Inquisitions

MARCH 8, 2023

As the delivery date approaches, the underlying commodity’s price and its futures price converge. Energy Information Administration has a few simple examples here : Your discussions with customers, competitors, and other commodity brokers will also inform this curve. Start in trading and pivot into commodities.

Funds 119

Funds Finance Finance Trading 119

Sica Fletcher

MARCH 8, 2024

EBITDA Multiples for Insurance Agencies, 2018-2024 (Projected) M&A Deal Volume for Insurance Agencies, 2018-2024 (Projected) *S&P Global Data taken from ,,, “Insurance Brokers and Servicers Sector View 2024” The most important news this data offers is that insurance M&A is not actually in the tailspin that many “experts” claim it to be.

Insurance 52

Insurance M&A S&P Valuation 52

The TRADE

SEPTEMBER 12, 2024

Winners will be announced on 19 November at Leaders in Trading New York.

Trading 52

Trading Capital Market S&P Capital 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. Shareholders conflict: Differing risk tolerances, liquidity needs, and strategic views may drive shareholders and investors to put a company up for sale.

M&A 130

M&A Acquisitions Sale Investment 130

Sica Fletcher

AUGUST 6, 2024

Founded in 2014, they have consistently ranked at the top of the S&P Global Data's rankings for investment banks, totaling an average of 100 deals per year. Their size also provides a hidden value for prospective clients in that it ensures that the firm's principals touch on every deal that they handle.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

The TRADE

DECEMBER 21, 2023

 YTD the S+P is up 17%!  Platforms and brokers’ expertise and technology are essential for sophisticated investors looking to source the types and volumes of liquidity needed to execute complex strategies. However, those headwinds haven’t disappeared.  They’re merely sleeping. Rate hikes are notoriously laggy.

Trading 64

Trading Equities S&P Banking 64

The TRADE

OCTOBER 9, 2024

Markets are constantly challenging and that’s the key aspect to our role.” One of the newer members to the Ninety One team is Liam Hagan – formerly recognised as one of The TRADE’s Rising Stars of Trading and Execution in 2023. Markets have been tricky. Show me a time when they haven’t,” asserts Gibson.

Trading 59

Trading Bulge Bracket Asset Management Banking 59

The TRADE

MAY 1, 2024

Papanichola began his career at interdealer broker, GFI, however quickly realised the environment wasn’t the one for him. It’s about risk management philosophy and methodology,” explains Papanichola. Interesting, lucrative, fun but highly unconventional,” he says. I could literally trade any product if I wanted to.

Trading 59

Trading Capital Funds Investment 59

Sica Fletcher

JULY 1, 2024

scope of operation, broker/brokerage licensing, license transfer) that can also lead to more complicated deal structures when it’s time to sell. Founders Michael Fletcher and Al Sica are two of the industry's leading dealmakers who have advised on over $16 billion in insurance agency and brokerage transactions since 2014.

Insurance 52

Insurance M&A Advisory Funds 52

Sica Fletcher

MARCH 28, 2024

AI has been a touchy subject in insurance M&A for years, with some predicting that it will replace brokers entirely. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on. Learn more at , SicaFletcher.com.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 52

Sica Fletcher

MARCH 26, 2024

The best approach is to work with a professional company that offers these services, which can take any form, from small business brokers to large investment banks, depending on the agency size. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

JUNE 20, 2024

PE firms rely on leveraged buyouts (LBOs) for the lion's share of their deals, which often involve using the acquired company’s assets as collateral to insure the loan used to purchase it. The following subsections detail those strategies as well as actionable insights and suggestions on what to do in the coming year(s).

M&A 52

M&A Insurance Valuation Equities 52

The TRADE

OCTOBER 24, 2024

In years gone by, buy-side firms have placed orders via a sell-side broker to be traded on exchange. However, DMA is the process of directly connecting electronically to an exchange in order to trade on exchange securities without using a broker or intermediary.

Trading 120

Trading Investors IT S&P 120

The TRADE

OCTOBER 18, 2023

Developed by the firm’s in-house innovation hub, Cboe Labs, the VIX1D Index measure the expected volatility of the S&P 500 Index over the current trading day. The trading venue also launched its Cboe 1-Day Volatility Index (VIX1D) in April, which seeks to measure single trading day volatility.

Trading 59

Trading Stock Retail IT 59

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

Lake Country Advisors

JANUARY 21, 2025

Assessing the Business’s Financial Health The financial health of a business is one of the most reliable indicators of its potential as an investment. Without a clear picture of the company’s finances, you risk stepping into a venture that may compromise your capital. Are revenues increasing consistently?

Business 105

Business Investment Profitability S&P 105