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

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.

M&A 52

M&A Insurance Valuation Advisory 52

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

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

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

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

Francine Way

MAY 14, 2017

They can be prepaid based on negotiation, and this flexibility comes with an attractive pricing (LIBOR + 300-350 bps). Mezzanine or Sub Debt: Varies in size (smallest would be $5M), 7-10 years with no amortization (balance paid at maturity), unsecured, and provided by insurance companies, pension funds, and mezzanine private / public funds.

Debt 130

Debt M&A Trading Capital 130

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

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 Financial Transaction Insurance 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

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

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

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. More groups are now looking to add oculoplastics and other sub-specialties.

Private Equity 52

Private Equity Equities Valuation Acquisitions 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

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

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

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

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. It should come as no surprise, then, that a major focus of most buyers is on the company’s income statement and related financial information.

Sale 52

Sale Business Financial Statement Profitability 52

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 Acquisitions 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

IBG

JANUARY 31, 2023

It is very common for problems and issues to pop up during due diligence, so it’s important to stay proactive and be open to negotiation until the deal is finalized.” Such reports are increasingly common in larger transactions, especially where the buyer is a private equity firm. “A

Sale 52

Sale Business M&A Mergers and Acquisitions 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

GillAgency

FEBRUARY 10, 2022

It could be a 100% equity purchase or a minority or even a majority equity purchase. Typically, the buyer will be a private equity or even a partner in your business Asset Purchase This is the most common type of sale where a buyer will buy out all the assets and liabilities of your company. No business is perfect.

Business 52

Business Sale Broker IT 52

Mergers and Inquisitions

OCTOBER 11, 2023

While people obsess over investment banking and private equity, other sectors within finance, such as commercial real estate (CRE) , often go ignored. Tasks include getting tenants to renew their leases, negotiating new terms, and handling unit repairs, maintenance, renovations, and new HVAC installations.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Cooley M&A

FEBRUARY 21, 2017

Rep & Warranty (R&W) Insurance is Here. Previously, transaction insurance (or R&W insurance) was used sparingly and predominantly by East Coast private equity funds. We note, however, that R&W insurance has not gained significant market share in private life sciences transactions.

Insurance 52

Insurance M&A Underwriting Private Equity 52

Lake Country Advisors

FEBRUARY 14, 2025

A specialized broker ensures that every stage of the sale is handled with precision, from valuation and compliance to buyer targeting and negotiation. Identifies buyers familiar with the operational demands of healthcare businesses, such as staffing needs and insurance reimbursements.

Broker 52

Broker Business Valuation Healthcare 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

Cooley M&A

FEBRUARY 15, 2017

Rep & Warranty (R&W) Insurance is Here. Negotiating Anti-Reliance Language. We expect tech M&A will remain strong in 2017 as big industry verticals become more competitive and companies of all sectors increasingly focus on areas such as analytics and cybersecurity. The Trump Effect. Innovation Pressures Fuel M&A.

M&A 40

M&A IPO Pharmaceutical Valuation 40

Cooley M&A

FEBRUARY 16, 2017

Rep & Warranty (R&W) Insurance is Here. Negotiating Anti-Reliance Language. Potential acquirers are also waiting to see if Trump will grant a tax reprieve for the repatriation of offshore cash, which could free up potentially large coffers held by tech and other serial acquirers for acquisitions or other investments.

M&A 52

M&A Mergers and Acquisitions Private Equity Insurance 52