Sica Fletcher

APRIL 11, 2024

This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome.

Insurance 52

Insurance Advisory M&A Investment Banking 52

RKJ Partners

AUGUST 6, 2017

There is no question that in today's fundraising environment, capital efficiency is paramount. Making equity dollars last is particularly important since they come at a high price. Although the price is high, these precious equity dollars are often a critical factor in an emerging company's success.

Debt 40

Debt Capital Raising Capital Equities 40

Focus Investment Banking

DECEMBER 26, 2023

The 6th annual Midwest M&A/Private Equity Forum sponsored by the Thomson Reuters Institute was held in early December in Columbus, Ohio, and for your humble correspondent, this was not only my second time as one of the participants, but my first time as a moderator of a panel! More on that later.

Private Equity 52

Private Equity M&A Equities Insurance 52

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. These firms remain “on the clock” to deploy their capital.

Private Equity 52

Private Equity Insurance Debt Equities 52

Peak Frameworks

AUGUST 24, 2023

Unsought Products Items consumers do not generally think of buying but purchase due to sudden events or perceived needs , like insurance or funeral services. MetLife, a leading insurance company, falls into this category.

Private Equity 52

Private Equity Finance Finance Investment Banking 52

Razorpay

AUGUST 9, 2023

Morgan Stanley India: Global investment bank with a strong presence in India, offering services such as underwriting, M&A advisory, and equity research. JM Financial: Full-service merchant bank with a focus on emerging markets, providing services such as debt and equity capital markets, M&A advisory, and restructuring.

Banking 52

Banking Bank Business Underwriting 52

Focus Investment Banking

JANUARY 10, 2025

I worked with the family business under the family’s ownership for three years and then with the private equity group who acquired and partnered with the family business as a platform for another three years. There’s also continued insurance challenges and a whole lot more. So it’s an industry I love.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52