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

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

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

How2Exit

OCTOBER 14, 2024

Kip, an experienced M&A attorney, shares his expertise on how business owners can prepare their companies for acquisition by private equity firms and strategic buyers, ensuring they are poised for a successful exit. Expect thorough negotiations even if it's a smaller deal, especially with a private equity buyer."

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

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.

Private Equity 52

Private Equity Insurance Debt Equities 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. Private equity firms continue to drive transaction pace and value.

M&A 52

M&A Insurance S&P Broker 52

OfficeHours

JULY 14, 2023

Think from the perspective of a private equity player (even if your deal was not a PE deal), and implement important facets such as cash flow generation, ability to add leverage, growth levers, a strong management team, and a business that operates in an attractive, large, and growth industry. Make sure you have your story down cold!

Private Equity 130

Private Equity Recruitment Equities Accountant 130

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

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

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

Focus Investment Banking

JUNE 13, 2023

On April 23 a group led by private equity firm TPG agreed to acquire OneOncology, the nation’s largest independent community oncology network, in a deal valued at $2.1 While the biggest recent deal, OneOncology is hardly the first oncology platform to be sold to a private equity group. But if you've got a [PE] backer.

Hospitality 52

Hospitality Private Equity Mergers and Acquisitions Medical 52

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

Peak Frameworks

NOVEMBER 27, 2023

If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year. Fixed Costs are expenses that remain constant, such as rent, salaries, and insurance. This may simply be the price of the unit.

Profitability 52

Profitability Corporate Finance Finance Finance 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

Focus Investment Banking

SEPTEMBER 4, 2024

While there are a few public investment opportunities in the heavy-duty parts and service sector, such as Dorman Products (NASDAQ: DORM) and Ryder Systems (NYSE: R), many investors have turned to Private Equity (PE) for investments in the industry. In other words, they look for businesses that are resilient during economic downturns.

Business 52

Business M&A Private Equity Investors 52

Peak Frameworks

MAY 2, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. This approach requires careful consideration to ensure that reported revenues accurately represent economic reality.

Sale 52

Sale Accountant Financial Statement Business 52

Peak Frameworks

AUGUST 24, 2023

The Importance of Brokerages in the Financial Ecosystem Economic Function Brokerages provide liquidity to the market by connecting buyers and sellers. If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year.

IT 52

IT Trading Accountant Investors 52

Mergers and Inquisitions

SEPTEMBER 20, 2023

Q: Why not private equity, growth equity, hedge funds, or entrepreneurship? A: For this one, you should find highly specific markets – such as P&C insurance technology rather than “fintech” – and argue that others have overlooked them for reasons X, Y, and Z, but they could potentially create billion-dollar startups.

Capital 59

Capital Valuation Investment Portfolio 59

Wall Street Mojo

JANUARY 17, 2024

Further, statement of cash flow analysis is essential for corporate planning in the short run Short Run A Short Run in economics refers to a manufacturing planning period in which a business tries to meet the market demand by keeping one or more production inputs fixed while changing others. In 2015, Box came up with its IPO.

Accountant 98

Accountant Finance Finance Profitability 98

Peak Frameworks

MAY 2, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Reduced Paid-Up Insurance: Allows the policyholder to apply the cash value towards a fully paid-up policy with a reduced benefit.

Insurance 52

Insurance Finance Finance Private Equity 52

GillAgency

FEBRUARY 10, 2022

Equity purchase Here you sell the equity of your business. It could be a 100% equity purchase or a minority or even a majority equity purchase. In this section you should discuss about the conditions of your industry – impacts of legal, regulatory, political, technological, economic and environment on your business.

Business 52

Business Sale Broker IT 52

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

Mergers and Inquisitions

NOVEMBER 20, 2024

This site has already covered investment banking interview questions , private equity interview questions , and venture capital interview questions , so the next topic on the list seemed to be growth equity interview questions. Q: Why growth equity?

Private Equity 59

Private Equity Equities Capital Valuation 59

Focus Investment Banking

MARCH 4, 2025

So of course insurance companies were not happy with it and customers were not happy with, with the cycle time. If it’s, if it’s help with getting paid and, you know, it’s talking to the insurance companies to, to make sure that they can get their claims processed properly. We, we get involved in that.

IT 52

IT M&A Insurance Business 52

Mergers and Inquisitions

MARCH 19, 2025

Consumer retail private equity is so diverse that it almost seems like a paradox. Depending on the firm, a consumer retail private equity deal might consist of: A leveraged buyout of a struggling offline retailer. On the Job Recruiting Should You Go Shopping for Consumer Retail Private Equity Jobs?

Private Equity 59

Private Equity Retail Equities Mergers and Acquisitions 59