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. for insurance agencies.

M&A 52

M&A Insurance Valuation Equities 52

Sica Fletcher

MAY 15, 2024

This article breaks down the question, “how much is my insurance agency worth” in further detail, but the table below provides a surface-level overview based on varying degrees of revenue and operating expense: How Much Is My Insurance Agency Worth: A Breakdown Answering the question, “how much is my insurance agency worth?”

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

JULY 23, 2024

In it, we provide readers with a quick and simple overview of the current insurance brokerage M&A market , after which we discuss several macroeconomic and industry-specific factors that could drastically affect transactions in the next six months. The market is already highly competitive, but it’s also limited to what buyers can afford.

M&A 52

M&A Insurance S&P Valuation 52

Sica Fletcher

SEPTEMBER 3, 2024

The following article details the process of selling an insurance agency book of business in 2024, including deviations from the process of selling an agency, the valuation process, and common payout structures. Selling an insurance agency book of business has a few advantages over selling the agency in total. Why Sell Just the Book?

Insurance 52

Insurance Business Valuation M&A 52

Sica Fletcher

MARCH 12, 2024

As one of the most active M&A firms in the insurance sector, we are frequently asked how insurance agency valuations work. This article discusses the fundamentals of insurance agency valuations, plus a few lesser-known factors that play into these processes before we give an overview of the insurance M&A market in 2024.

Valuation 52

Valuation Insurance M&A Profitability 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

MARCH 26, 2024

This article outlines how to sell an insurance agency by chronological steps, with a quick overview of the process in the table immediately following. We also include some key insights we’ve gathered over several decades of selling insurance agencies. This usually leads to equity-based payouts. A Quick Turnaround.

M&A 52

M&A Insurance Valuation Advisory 52

Francine Way

MAY 14, 2017

To be explicitly clear, I am recommending the use of the following ranked capital sources when paying for an acquisition: cash (from the balance sheet), debt (at a reasonable level), and equity. As we have discussed in past posts, debt is a cheaper source of capital when compared to equity.

Debt 130

Debt M&A Trading Capital 130

Focus Investment Banking

JUNE 13, 2023

Compared to other medical fields like dentistry and dermatology, private equity involvement in orthopedic practices has been relatively small. Scale can also allow practices to negotiate better contracts with insurers and get better deals on supplies and equipment.

Private Equity 52

Private Equity Equities Healthcare Medical 52

How2Exit

MARCH 24, 2023

To do this, he obtained his insurance and securities licenses and started helping developers raise money. Concept 3: Equity in Exchange For Value Equity in exchange for value is a concept that has become increasingly popular in recent years. He wanted to be able to invest in larger projects and help developers raise money.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

Sica Fletcher

DECEMBER 16, 2020

Every year, numerous insurance agency and broker principals attempt to sell their companies by being " Serial Daters". They are contacted by a potential buyer or solicited by someone who has sold their agency and try to negotiate with one buyer at a time. This is generally a very big mistake.

Insurance 52

Insurance Private Equity Advisory Equities 52

Software Equity Group

MARCH 26, 2024

For top private equity firms, there’s a lot to like about SaaS. Top Software Private Equity Firms Here is a select list of the most active PE investors in the SaaS and software industry over the past year (data taken from the SEG 2024 Annual SaaS Report ). The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Peak Frameworks

SEPTEMBER 18, 2023

company like Tesla, understanding terms like FOB is crucial when negotiating deals and supply contracts overseas. Impact on Cost Structure Determining when the title of goods changes hands affects revenue recognition, insurance liabilities, and transportation costs.

Private Equity 52

Private Equity Negotiation Transportation Valuation 52

InvestmentBank.com

OCTOBER 24, 2019

For the better part of the last decade, physician practices have seen a wave of consolidation by hospitals and private equity with 2018 being no exception [1]. In fact, acquisitions by hospitals and private equity in provider services broke records last year according to Bain & Co’s 2019 global healthcare report.

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

Sica Fletcher

MARCH 10, 2020

The issue with this is that the valuation of insurance brokers is invariably calculated as Pro Forma EBITDA multiplied by the EBITDA multiple. As of today, there are at least 30 private equity sponsored brokers who are actively searching for acquisitions, plus other strategic players.

Private Equity 52

Private Equity Insurance Business Equities 52

Focus Investment Banking

APRIL 1, 2024

Summary Private equity-backed Physician Practice Management (“PPM”) companies in the ENT & Allergy space continued a conservative growth trajectory during Q1 2024. Introduction Private equity groups began investing in the ear, nose, and throat and allergy space in 2018. Making day-to-day operations more efficient.

Private Equity 52

Private Equity Equities Negotiation Investment 52

RKJ Partners

AUGUST 6, 2017

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. From a financial planning point of view, venture loans can be an attractive insurance policy.

Debt 40

Debt Capital Raising Capital Equities 40

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. Insurance Policies: These are classic examples where the insurer promises compensation for losses under specific conditions, against premium payments.

Finance 52

Finance Finance Insurance Financial Transaction 52

Sica Fletcher

OCTOBER 23, 2024

It also opens the door for savvy buyers to talk them out of millions of dollars when it comes time for negotiations. This trend emerges in stark contrast to most other industries in M&A, where equity has increased YoY over the last decade.

Valuation 52

Valuation M&A Insurance Advisory 52

Focus Investment Banking

JUNE 17, 2024

A solution to avoiding this type of escrow and to feeling good about attesting to everything is to get representation and warranties insurance. Like it sounds, reps and warranties insurance protects both the buyer and seller if an unforeseen problem arises. It’s one less thing to negotiate and none of the seller’s money is tied up.

M&A 52

M&A Financial Statement Capital Insurance 52

Cooley M&A

SEPTEMBER 16, 2024

Negotiating a transaction can move quickly once key points are agreed – after all, each side is a “buyer” and “seller” and therefore many of the provisions in the definitive agreement, such as representations, warranties and covenants, are reciprocal. Delicate – key transaction execution issues 8.

Mergers 52

Mergers Mergers and Acquisitions Valuation Stock 52

Sun Acquisitions

DECEMBER 16, 2022

assist you in securing potential buyers, negotiate the asking price and, manage all the legal aspects of the deal. You can use this price to list your company and use it as a starting point during negotiations. 5. Assess Offers and Negotiate a Sale. 1. Engage a Business Broker. An experienced broker will.

Manufacturing 52

Manufacturing Business Broker Negotiation 52

Sun Acquisitions

JANUARY 17, 2023

As a seller, brokers have the expertise and experience to help you find potential buyers, negotiate terms of the sale, and handle all the various paperwork that’s involved. A shrewd business broker will be able to facilitate negotiations if a strategic buyer is identified. 3. Sell to a Financial Buyer.

Healthcare 52

Healthcare Business Broker Private Equity 52

Wizenius

JUNE 21, 2023

Develop a risk mitigation strategy for each identified risk, such as structuring contracts to minimize exposure to regulatory changes or securing political risk insurance. Equity Investment: Seek equity investment from reputable investors with experience in the renewable energy sector and who are comfortable with regulatory uncertainties.

Finance 52

Finance Finance Debt Government 52

Cooley M&A

JANUARY 20, 2022

R&W insurance shaping expectations in tech M&A. In a highly competitive (and, frankly, more seller-friendly) M&A market in 2021, acquirers were more receptive than ever to representation and warranty insurance. Antitrust agencies scrutinize tech transactions. 2] Deal Point Data, accessed on December 31, 2021. Contributors.

M&A 40

M&A Insurance Mergers and Acquisitions IPO 40

IBG

SEPTEMBER 11, 2024

That is especially true when the buyer is a private equity group or other type of “financial” buyer, which is the case in seven out of 10 deals that we have closed over the last several years. Strengthen your ratios: working capital, debt-to-equity, “quick,” price-to-earnings, return on equity, etc.

Sale 52

Sale Business Financial Statement Profitability 52

Peak Frameworks

SEPTEMBER 11, 2023

However, they typically fall into these categories: Health Benefits These include insurance (health, dental, vision), wellness programs, and access to on-site health facilities. On the other hand, some benefits like health insurance and certain retirement contributions are typically non-taxable.

Insurance 52

Insurance Negotiation Investment Private Equity 52

Focus Investment Banking

MARCH 28, 2024

Summary Private equity’s investments in ophthalmology are entering a new, more mature lifecycle phase. We also expect many platform recapitalizations once private equity groups and lenders become comfortable with the interest rate environment. Most ophthalmology PPM organizations are still with their founding private equity sponsor.

Private Equity 52

Private Equity Equities Valuation Acquisitions 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

Wizenius

MARCH 25, 2023

The company made a provision for this amount, which was later added back to EBITDA during negotiations with potential buyers of BP assets. billion provision for long-term care insurance claims, which was excluded from its adjusted EBITDA. BP: In 2010, BP had to pay $20 billion for the 2010 Deepwater Horizon oil spill.

Insurance 52

Insurance IT Investment Shares 52

Sun Acquisitions

FEBRUARY 3, 2023

They may be able to introduce you to potential buyers who’re looking to simply acquire equity (e.g. And speaking of lawyers… 4. Negotiating the Sale Once your business enters the market, it’s only a matter of time before you start receiving offers. But how do you weigh these offers? How do you know if a buyer is serious ?

Business 52

Business IT Broker Sale 52

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. are all on the table to be negotiated.

Business 52

Business M&A Private Equity Investors 52

Software Equity Group

FEBRUARY 26, 2024

During negotiations and discussions with advisors or potential buyers, an understanding of key financial and operational metrics is crucial. G&A expenses include rent, utilities, insurance, and office supplies. Familiarize yourself with the terms frequently employed in M&A procedures and negotiations.

Discounted Cash Flow 52

Discounted Cash Flow M&A Profitability S&P 52

Devensoft

JUNE 1, 2023

By following these guidelines, businesses can make informed decisions, negotiate favorable terms, and mitigate risks to maximize the value of their M&A transactions. It helps the acquiring company to make informed decisions and negotiate the deal’s terms and conditions. Don’t have time to read it now?

Economics 98

Economics M&A Management Financial Statement 98

Mergers and Inquisitions

SEPTEMBER 20, 2023

Q: Why not private equity, growth equity, hedge funds, or entrepreneurship? Growth equity is a bit closer, but you’re more interested in early-stage companies that need VC support rather than already successful companies that need more capital. Q: Which markets are the most attractive to you?

Capital 59

Capital Valuation Investment Portfolio 59

How2Exit

JUNE 12, 2023

As he started going for larger businesses, especially with the private equity fund or with investor capital, he went after more established businesses. While some ad backs are straightforward, such as personal health insurance costs, others can be more difficult to navigate. or contract.

Business 130

Business Investment Profitability Risk Assessment 130

Cooley M&A

OCTOBER 25, 2018

When parties execute a letter of intent in connection with an acquisition, they enter into a binding agreement to negotiate in good faith the terms set out in the letter. There is no positive obligation to negotiate in good faith. This heavily negotiated provision is known as a pro-sandbagging clause.

M&A 40

M&A Mergers and Acquisitions Financial Statement Government 40