Sica Fletcher

NOVEMBER 9, 2023

Leveraging self-reported data from 22 prominent agent and broker acquirers, this index monitors M&A transactions representing 73% of all agency and brokerage deal activity as of YTD September 2023. 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

JULY 2, 2024

This was despite a generally favorable market that pushed the S&P 500 up 3.6% However, the sector still lagged both the S&P 500 and NASDAQ by a wide margin over the past year. The S&P 500 is up 26.3% DOWNLOAD THE FULL REPORT HERE. and the NASDAQ up 4.0%. gain at Ubiquiti Networks.

S&P 52

S&P M&A Acquisitions 52

Focus Investment Banking

OCTOBER 31, 2024

This handily outperformed both the S&P 500 (up 5.5%) and the NASDAQ (up 2.6%). year-over-year gain in the S&P 500 as well as the 37.6% This means that 2024 is shaping up oddly in terms of M&A trends. This period’s performance also increased the CSPI’s year-over-year gain to 15.8%. a year ago to 2.5x

S&P 52

S&P M&A Acquisitions Accountant 52

Focus Investment Banking

JULY 24, 2024

This loss was despite a generally positive market backdrop that saw the S&P 500 gain 3.9% This performance once again trailed the broader indices, as both the S&P 500 and the NASDAQ were up more than 20% over the past year. and the NASDAQ gain 8.3% over the corresponding time period. revenue and 5.3x

S&P 52

S&P M&A Accountant Business 52

Focus Investment Banking

JULY 16, 2024

This was despite a strong overall market that pushed the S&P 500 up 3.9% However, this performance once again lags the broader indices by a fairly wide margin, as both the S&P 500 and NASDAQ gained more than 20% over the past year. over the past three months. and the NASDAQ up 8.3% in our summer reporting period.

Business 52

Business S&P M&A Engineering 52

Focus Investment Banking

OCTOBER 23, 2024

gain in the S&P 500 and the 2.6% gains in the S&P 500 and NASDAQ, respectively. gains in the S&P 500 and NASDAQ, respectively. OVERVIEW The FOCUS Telecom Business Services Index (TBSI) returned to positive territory this reporting period with a three-month gain of 7.7%. a year ago to 1.2x

Business 52

Business S&P Engineering M&A 52

Francine Way

JULY 12, 2017

A mature company that has been around forever (think S&P 500 companies) would be well forecasted using a 1-stage growth model (when there is only one growth rate for the entire forecast horizon). Essentially, it is a way to value a company based on cash generated from operation, taking into account all major expenses.

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

Focus Investment Banking

APRIL 11, 2024

gain in the S&P 500 and the 9.1% However, this return lagged the year-over-year performance of both the S&P 500 (up 27.9%) and the NASDAQ (up 34.0%). FOCUS is proud of its commitment to the Telecom Business Services sector and we are excited about the prospects for companies in this space. a year ago to 1.2x

Business 52

Business Telecommunication Engineering M&A 52

Sica Fletcher

FEBRUARY 6, 2024

Leveraging self-reported data from 22 of the most active acquirers in the space, the index monitors M&A transactions representing 71% of all agency and brokerage deal activity in 2023. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 in terms of total deals advised.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 52

OfficeHours

OCTOBER 23, 2023

Written by a top OfficeHours Coach; Original article published on October 16, 2023 In today’s world, there is much uncertainty around public markets. However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets.

Investors 130

Investors Private Equity Equities Investment 130

Focus Investment Banking

APRIL 17, 2024

This gain was made even less impressive by the fact that the S&P 500 was up 10.2% For businesses, these providers are enabling a variety of new services ranging from videoconferencing to software defined networking and security. Furthermore, it is often the middle market CSPs that point the direction for the future of the industry.

Middle Market 52

Middle Market M&A Telecommunication Business 52

Software Equity Group

NOVEMBER 13, 2023

By aligning your company’s strategies and performance with their evolving priorities, you can enhance your appeal in the competitive landscape of software investments and acquisitions. SaaS founders must stay attuned to the shifting preferences of private equity (PE) investors and strategic buyers. This creates a baseline for growth.”

Profitability 52

Profitability Private Equity Investors M&A 52