Sica Fletcher

JULY 11, 2024

The following report details insurance brokerage M&A multiple averages for H1 2024. Our research team averaged the information using data from our Sica | Fletcher index, which monitors approximately 70% of insurance sector transactions. Because several kinds of insurance are legally required (e.g.,

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

MAY 29, 2024

M&A transactions for insurance companies are part of a robust but complicated market that requires ingesting a great deal of data in order to fully understand. While insurance M&A did see slight dips in deal volume and average value (Fig.2) While insurance M&A did see slight dips in deal volume and average value (Fig.2)

M&A 52

M&A Insurance Equities S&P 52

Sica Fletcher

MARCH 8, 2024

Having advised on a record number of insurance agency M&A transactions, we have used our unusually large dataset in tandem with access to third-party M&A databases to provide up-to-date averages of EBITDA multiples for insurance brokerages in 2024. What Is Affecting Insurance Agency EBITDA Multiples?

Insurance 52

Insurance M&A S&P Valuation 52

CNBC: Investing

APRIL 2, 2025

The firm raised its rating to overweight from neutral.

Economics 60

Economics IT Insurance Stock 60

Sica Fletcher

MARCH 28, 2024

The following report contains our observations of insurance M&A trends in 2024. However, volume and value in the insurance sector remained remarkably stable. As insurance M&A enters into the 2020s, however, buyers are looking at several additional factors that speak to an agency’s more intangible qualities.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 52

The New York Times: Mergers, Acquisitions and Dive

SEPTEMBER 30, 2023

Important economic data could be delayed, as could regulators’ decisions on mergers and new public listings.

IPO 121

IPO Economics Mergers Initial Public Offering 121

Sica Fletcher

FEBRUARY 2, 2022

After all, we are still faced with the COVID pandemic, now in an economic environment with the highest inflation we have experienced since the 1980s, and likely increases in interest rates. Will we see transaction multiples at last year’s levels? Or will the multiples decrease?

Insurance 52

Insurance M&A Mergers and Acquisitions Private Equity 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

Sica Fletcher

JULY 31, 2024

The 2024 insurance M&A market has changed substantially from just a few years ago, with potentially staggering implications for the future of insurance M&A transactions. Insurance M&A Transactions in 2024 The insurance M&A transactions we have observed thus far in 2024 indicate larger trends in the sector.

M&A 52

M&A Insurance Debt Equities 52

Cooley M&A

MAY 23, 2024

While representation and warranty (R&W) insurance continues to be used across a broad range of M&A transactions, its use has cooled as dealmakers navigate challenging market conditions. As deal flow has dwindled, competition has increased among carriers, and minimum floors largely have fallen away. of the policy limit.

Insurance 52

Insurance M&A Underwriting Financial Statement 52

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

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

The TRADE

APRIL 26, 2024

Always stay connected and able to understand the markets and the economic, geopolitical, and technical factors to anticipate. The post Fireside Friday with… Generali Insurance Asset Management’s Marie-France Gavillon appeared first on The TRADE. The priority is rigor and not letting oneself be overwhelmed.

Insurance 59

Insurance Risk Management Equities Trading 59

Sica Fletcher

MAY 8, 2020

For owners and executives of private insurance brokers, Brown & Brown's first quarter earnings call provides a treasure trove of information. insurance brokers. Powell Brown, President and CEO of Brown and Brown Insurance commented: “The first quarter was an interesting one until early March. We saw the U.S.

Insurance 52

Insurance Retail Debt Broker 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. In summary, we observed that: The most active acquirers continue to be highly interested in acquisitions.

M&A 52

M&A Insurance S&P Broker 52

How2Exit

OCTOBER 14, 2024

The importance of clean data rooms, strategic earn-out agreements, and the role of rep and warranty insurance in private transactions forms the crux of their discussion. Navigating the Role of Reps and Warranties Reps and warranties insurance (RWI) can be an appealing option in M&A, yet its nuances are vital to understand.

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

Growth Business

MAY 15, 2024

You will need employers’ liability insurance, provide payslips, and manage payroll, though the last two here can be outsourced if you wish. Once employed, the employee must be enrolled in a workplace pension by law and will be granted statutory employment rights.

Business 96

Business Insurance Trading Debt 96

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. However, insurance brokerages remain relatively unscathed from the fallout.

Private Equity 52

Private Equity Insurance Debt Equities 52

Wall Street Mojo

JANUARY 17, 2024

Tax Benefit Explained Forms Examples Eligibility For Family Tax Benefit Health Insurance Tax Benefit Married Vs Single Recommended Articles Tax Benefit Explained A tax benefit refers to the advantages or savings a company gains from utilizing various tax provisions and deductions provided by tax regulations. . #1 Corporate Tax Examples

Financial Models 98

Financial Models Financial Modeling Insurance Business 98

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?” Insurance brokerage businesses can normally be viewed as predictable, basically “annuity-like” cash flows.

Insurance 52

Insurance Broker Private Equity M&A 52

Wall Street Mojo

FEBRUARY 9, 2024

In the financial services industry, insurance companies use these portfolios to manage their assets and liabilities positions. Replicating portfolios for insurance liabilities is useful to measure the risks associated with the liabilities under consideration. Examples Let us study a couple of examples in this section.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

Francine Way

JULY 8, 2017

Business adversity: An economic downturn, the loss of a major customer or the company’s key individual leader, an adverse market / political condition may drive shareholders to other investment alternatives. Peaked market valuations: When market cycle peaks or an industry fully matures, it may be advantageous for shareholders to cash out.

M&A 130

M&A Acquisitions Sale Investment 130

Sun Acquisitions

MARCH 8, 2022

Enterprise Insurance Policies. Sometimes it’s simply bad timing – trying to sell during an economic downturn or when the business is in financial distress. It’s worth noting that you might not need all the documents presented on these checklists. Legal Documents Needed to Sell a Business. A Non-Disclosure Confidentiality Agreement.

Business 98

Business M&A Finance Finance 98

Sun Acquisitions

MAY 13, 2022

Generally, you will want to avoid selling your small business: During times of economic instability. Check out these links: Mitigating Post-Closing Risks Through The Rep and Warranty Insurance. So, is there a wrong time to sell your business? We’ve seen how timing can affect the quality of offers you receive. Contact us today.

Business 98

Business Mergers and Acquisitions M&A Sale 98

IBG

MARCH 14, 2024

Because “full disclosure” can have a broad scope, and reining it in can be elusive, many deals feature a buy-side “representations and warranties insurance” (RWI) policy to protect the buyer against losses stemming from less-than-full disclosure. As compared to the demands and economics of escrows, insurance stands as a viable alternative.”

Sale 52

Sale Business M&A Insurance 52

OfficeHours

AUGUST 25, 2023

The buyer universe for this debt most often includes collateralized loan obligation (“CLO”) funds, high-yield mutual funds, insurance companies, and other similar institutional buyers. Economics is generated by the fees, principal, and interest payments made by the borrower rather than the commitment fees earned by the banks.

Private Equity 130

Private Equity Equities Debt Finance 130

Growth Business

AUGUST 16, 2023

In fact, according to the World Economic Forum’s Future of Jobs Report 2023, jobs that harness the innovation and automation AI has to offer will experience the biggest growth in the next five years. Elsewhere, Capgemini is looking for a business analyst with strong experience in commercial insurance.

Engineering 98

Engineering Business Utilities Consulting 98

OfficeHours

JULY 14, 2023

Listening to yourself speak is a fantastic way to catch onto your own “nervous tics”, to insure that you are proactively watching out for them while you practice, and to prevent them in the actual interview rounds. As a pre-law student in undergrad, I double majored in Economics and Politics. Pressed for time!?

Private Equity 130

Private Equity Recruitment Equities Accountant 130

Peak Frameworks

NOVEMBER 27, 2023

Fixed Costs are expenses that remain constant, such as rent, salaries, and insurance. Seasonal fluctuations, economic changes, and shifts in consumer demand can all affect the accuracy of break-even analysis. Revenue per Unit is the amount of money that a company earns per unit sold. This may simply be the price of the unit.

Profitability 52

Profitability Corporate Finance Finance Finance 52

Focus Investment Banking

JUNE 13, 2023

Scale can also allow practices to negotiate better contracts with insurers and get better deals on supplies and equipment. PE also provides the capital needed for expansion (including ambulatory surgery centers and other ancillary revenue sources) or to purchase modern equipment.

Private Equity 52

Private Equity Equities Healthcare Medical 52

Growth Business

NOVEMBER 23, 2023

They are thematic investors in fintech (financial services, real estate, insurance) and deep tech (AI enabled transformation, security, IoT), across B2C, B2B and B2B2C businesses. mortgages, insurance) software (e.g. They invest in verticals that include marketplaces (e.g. deposits, lending, tax, auto, legal), security (e.g.

Investment 111

Investment Funds Capital Business 111

iMerge Advisors

APRIL 14, 2025

Because this is when the most sensitive, high-stakes issues surfaceissues that can materially impact your economics, your risk exposure, and your post-close obligations. Late-stage negotiations often focus on: Escrow size and duration : Can it be reduced with a clean diligence report or rep & warranty insurance?

Negotiation 40

Negotiation Acquisitions M&A Mergers and Acquisitions 40

Peak Frameworks

JULY 19, 2023

The gig economy is an economic phenomenon characterized by temporary and flexible jobs. Economic trends have also played a role. Job insecurity , the absence of traditional benefits like health insurance and pensions, and a lack of labor protections are significant concerns. a driver or deliveryperson for Doordash).

Investors 52

Investors Business Financial Market Economics 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. Rolex or Gucci exemplify this category.

Private Equity 52

Private Equity Finance Finance Investment Banking 52

The New York Times: Mergers, Acquisitions and Dive

MAY 1, 2023

The resolution of First Republic Bank came after a frantic night of deal making by government officials and executives at the country’s biggest bank.

Negotiation 98

Negotiation Government Bank Banking 98

Wizenius

JUNE 21, 2023

Assess the technical, economic, and legal aspects of the project. Develop a risk mitigation strategy for each identified risk, such as structuring contracts to minimize exposure to regulatory changes or securing political risk insurance. A detailed understanding of the project's viability will be crucial in attracting investors.

Finance 52

Finance Finance Debt Government 52

How2Exit

MAY 30, 2023

During times of economic uncertainty, people tend to look for something safe and secure to invest in. Additionally, since much of the pet care industry is private pay, it is not as affected by insurance companies and can be a more secure investment. The pet industry is relatively recession-proof as well.

Private Equity 130

Private Equity Business Equities Investment 130