JD Supra: Mergers

APRIL 25, 2024

With the end of the first quarter of 2024, we highlight five developments, changes, or challenges that health systems, hospitals, nursing homes, clinics, physician practices, health insurers, and other health care providers, companies, and investors may face when entering into health care transactions in the US market.

Hospitality 167

Hospitality Insurance Investors 167

Beyond M&A

SEPTEMBER 13, 2023

Not good news for potential investors and an easy ‘red flag’ for us to raise during Technology Due Diligence. Yet I meet numerous investors whose portfolio company has been attacked/hacked post-deal; whilst no one can guarantee 100% protection for these growing firms, its essential to address the known gaps.

Investors 147

Investors IT Engineering Management 147

PE Hub

SEPTEMBER 11, 2023

According to terms of the deal, KKR and USI will purchase shares of USI held by CDPQ and certain other investors. The post KKR to invest more than $1bn in USI Insurance Services appeared first on PE Hub.

Insurance 84

Insurance Investment Investors Shares 84

Accenture Capital Markets

SEPTEMBER 5, 2023

To overcome these challenges, the institutional investors who are most successful with RPA typically base their programs on three pillars: 1. In large banks and insurers, individual departments are usually large enough to justify creating their own support teams. Cross-departmental collaboration. Effective process selection.

Investors 94

Investors Financial Services Insurance Investment 94

CNBC: Investing

JANUARY 29, 2024

We'll review an options trade for one of those names near an all-time high that gets investors long exposure to the stock with some insurance, so they don't feel like they are just chasing the name.

Trading 105

Trading Insurance Investors Stock 105

Global Banking & Finance

APRIL 15, 2024

BNP Paribas to become top investor in Belgian insurer Ageas PARIS/HONG KONG (Reuters) -BNP Paribas, the euro zone’s biggest bank, has agreed to buy a 9% stake in the Belgian insurer Ageas from China’s Fosun Group for about 730 million euros ($780 million), a deal that will make BNPP Ageas’ biggest shareholder.

Insurance 40

Insurance Investors Bank Banking 40

Growth Business

JANUARY 15, 2024

Insurtech is the digitisation of the insurance industry and is a sector which is also growing rapidly. There are direct insurers, who will offer – predominantly more competitive and flexible – premiums in competition to more traditional lenders, marketplaces which allow users to compare premiums and apps to manage existing premiums.

Insurance 104

Insurance Funds Business IT 104

Global Banking & Finance

SEPTEMBER 8, 2023

London-listed SPAC moves closer to launch of Lloyd’s insurance vehicle LONDON (Reuters) – A London-listed special purpose acquisition company has moved closer to launching a vehicle designed to give investors access to the Lloyd’s of London insurance market, according to a statement on Friday.

Insurance 52

Insurance Underwriting Acquisitions Investors 52

PE Hub

FEBRUARY 20, 2024

Stone Point and CD&R-led investor group is buying Truist's remaining stake in Truist Insurance Holdings. The post Stone Point, CD&R agree Truist Insurance deal; OEP’s Greg Belinfanti: ‘Through adversity to the stars’ appeared first on PE Hub.

Insurance 52

Insurance Investors 52

Global Banking & Finance

AUGUST 21, 2024

LONDON (Reuters) – Some of Britain’s insurers are still unable to show they provide good outcomes for consumers, the country’s financial watchdog said on Wednesday, a year since the introduction of tougher protections for investors.

Insurance 40

Insurance Broker Investors 40

Sica Fletcher

MAY 13, 2024

Q1 2024 Agency and Broker Buyer Index Reveals a Dynamic Landscape for Insurance M&A NEW YORK, NY - May 13, 2024 - Sica | Fletcher releases the Q1 2024 Agency & Broker Buyer Index. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 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. private equity firms, investment banks, individual investors).

M&A 52

M&A Insurance Valuation Advisory 52

PE Hub

MARCH 11, 2024

The fund's investors include public and corporate pensions, sovereign funds, foundations, insurance companies, family offices and RIAs across the U.S., Europe, Asia and the Middle East. The post GoldenTree racks up over $1.35bn for private credit fund appeared first on PE Hub.

Funds 65

Funds Insurance Corporation Investors 65

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

PE Hub

JANUARY 16, 2024

Credit Fund IV's investors include state and county pension funds, corporate pension funds, sovereign wealth funds, endowments, foundations and insurance companies. The post KSL Capital Partners wraps up fourth credit fund at $1.26bn appeared first on PE Hub.

Funds 64

Funds Capital Insurance Corporation 64

Cooley M&A

DECEMBER 3, 2019

Over the last decade the use of R&W insurance in merger and acquisition transactions has grown exponentially. From 2008 to 2018, the total R&W policies bound per year in North America rose from 40 deals, providing $541 million of coverage to 1500+ R&W insurance transactions, providing aggregate coverage of $38.6 Advantages.

Insurance 40

Insurance Underwriting Mergers and Acquisitions M&A 40

OfficeHours

AUGUST 25, 2023

This means that banks commit to providing debt financing for a transaction, and then they syndicate this debt out to a variety of investors and pocket a fee for this service (say, 2-3% on average). This capital is released once investors buy the debt off the banks’ balance sheets. This has a number of implications.

Private Equity 130

Private Equity Equities Debt Finance 130

How2Exit

MARCH 24, 2023

To do this, he obtained his insurance and securities licenses and started helping developers raise money. Starting out as a real estate salesperson, he quickly realized that he wanted to do more than just sell one-off listings. 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

The TRADE

MARCH 20, 2024

The three new MSCI index options – namely Cboe MSCI world index option (MXWLD), Cboe MSCI ACWI index options (MXACW) and Cboe MSCI USA index option (MXUSA) – are designed to provide investors with exposure to international, developed and emerging markets, and US equity market performance.

Portfolio 72

Portfolio Investors Portfolio Management Equities 72

Global Banking & Finance

OCTOBER 22, 2024

By Amina Niasse NEW YORK (Reuters) – As CVS Health’s new CEO David Joyner steps into the top job after Karen Lynch’s quick departure on Friday, Wall Street analysts and some investors are questioning whether he has the right experience to turn around the Aetna health insurance business as it struggles with high medical […]

Medical 52

Medical Insurance Investors Business 52

Global Banking & Finance

OCTOBER 1, 2024

By Anirban Sen NEW YORK (Reuters) – CVS Health is exploring options that could include a break-up of the company to separate its retail and insurance units, as the struggling healthcare services company looks to turn around its fortunes amid pressure from investors, people familiar with the matter told Reuters.

Insurance 52

Insurance Healthcare Retail Investors 52

Global Banking & Finance

DECEMBER 5, 2024

By Michael Erman NEW YORK (Reuters) -Brian Thompson, the CEO of UnitedHealth’s insurance unit, was fatally shot in Midtown Manhattan on Wednesday morning in what police described as a targeted attack by a masked assailant lying in wait just before the parent company’s annual investor conference at a Hilton Hotel.

Insurance 52

Insurance Business Investors 52

Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

Investment 111

Investment Funds Capital Business 111

The TRADE

JUNE 17, 2024

Over the past year, FINBOURNE has secured new clients across global investment management, banking and capital markets which it serves including Northern Trust, Omba Advisory and the Pension Insurance Corporation (PIC).

Funds 69

Funds Investment Manager Capital Market Investment 69

Sica Fletcher

FEBRUARY 6, 2024

2023 Year-End Index Reflects Continued Emphasis on Strategic Fit for Investors NEW YORK, NY - February 6, 2024 - Sica | Fletcher releases the 2023 Year-End Agency & Broker Buyer Index. The Sica | Fletcher Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 52

Sica Fletcher

AUGUST 5, 2024

Deal volume was comparable to this period last year, with investors maintaining a cautious approach in assessing acquisition opportunities and with numerous well-funded buyers mindful of the high cost of capital. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

Deal volume was comparable to this period last year, with investors maintaining a cautious approach in assessing acquisition opportunities and with numerous well-funded buyers mindful of the high cost of capital. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Global Banking & Finance

NOVEMBER 3, 2024

By Iain Withers LONDON (Reuters) – British insurer and asset manager M&G has bought a majority stake in European real estate investor BauMont, as it prepares to buy up more commercial property in anticipation of a market recovery.

IT 40

IT Asset Management M&A Insurance 40

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

Sica Fletcher

SEPTEMBER 25, 2019

In recent posts, we outlined the background of and reasons for the dramatic upsurge of private equity investment in the insurance brokerage industry , how the combination of private equity and low interest rates have dramatically raised valuations , and how private equity sponsored agencies increasingly dominate the insurance agency business.

Private Equity 52

Private Equity Equities Insurance Capital 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. These expenses, such as the installation of an IT system, should be normalized by capitalizing them.

M&A 130

M&A Acquisitions Sale Investment 130

Razorpay

MARCH 21, 2024

eMandate is a convenient way for businesses and their customers to easily manage all the recurring payments like insurance premiums, SIPs, loan installment collections, etc. Mandates make sure a hassle-free experience for an investor and an ongoing business, without disruptions for the business.

IT 98

IT Bank Banking Accountant 98

How2Exit

MAY 20, 2024

rn rn rn It's essential for businesses to have a solid operational foundation, including management teams in place, for investors like Ujwal to consider them promising opportunities. rn rn rn He also advises aspiring entrepreneurs and investors to jump into the field, start making contacts, and learn through hands-on experiences.

Portfolio 130

Portfolio Business Mergers and Acquisitions M&A 130

Sica Fletcher

NOVEMBER 9, 2023

Q3 Index Reflects an Emphasis on Strategic Fit for Investors in 2023 NEW YORK, NY – November 8, 2023 - Sica | Fletcher releases the Q3 2023 Agency & Broker Buyer Index. 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

Wall Street Mojo

JANUARY 18, 2024

Certificate of Deposit (CD) Definition A certificate of deposit (CD) is an investment instrument mostly issued by banks, requiring investors to lock in funds for a fixed term to earn high returns. Certificate of deposit rates essentially require investors to set aside their savings and leave them untouched for a fixed period.

Financial Institution 52

Financial Institution Accountant Bank Banking 52

Sica Fletcher

DECEMBER 12, 2019

(Otherwise Known as “How Acquisitions Are Structured”) Our November blog post asked how a smaller agency can take advantage of the tsunami of private equity investment in insurance brokerages. This is generally the same stock which is owned by senior management and the private equity investor.

Private Equity 52

Private Equity Insurance Equities Management 52

Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. Therefore, the process of portfolio management involves balancing these two factors based on an investor's financial goals and risk tolerance. Risk Tolerance : This determines the level of risk an investor is willing to take.

Portfolio 52

Portfolio Investment Portfolio Management Investors 52