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

Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio.

Portfolio 52

Portfolio Investment Portfolio Management Investors 52

The TRADE

OCTOBER 17, 2024

Nasdaq has integrated AI into its Calypso platform to enhance bank and insurance risk calculations, in a move set to process risk calculations up to 100 times faster. Gil Guillaumey The offering offers new methodology to conduct investment portfolio risk calculations and produce predictive analytics, based on advanced machine learning.

Financial Institution 109

Financial Institution Insurance Capital Market Trading 109

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

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

APRIL 17, 2020

We are all painfully aware of the impact the coronavirus pandemic has had on our investment and retirement portfolios. What is going on in these markets could potentially have significant implications for insurance brokerage M&A, and we want you to understand why.

Debt 52

Debt Insurance M&A Broker 52

PE Hub

OCTOBER 10, 2023

A data deep dive with LSEG’s Matt Toole about the dealmaking numbers for the first three quarters; a portfolio company of Parabellum Investments acquiring a digital banking software business; BharCap Partners buys a company in the insurance sector; and Bonaccord Capital making a minority investment in a healthcare-focused private equity firm.

Private Equity 72

Private Equity M&A Equities Insurance 72

Focus Investment Banking

NOVEMBER 11, 2024

Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. When you’re purchasing employee benefits, particularly health insurance at that scale, it’s a significantly different buying experience and also service experience as well. Ryan Basseri: Absolutely.

Insurance 52

Insurance M&A Healthcare Medical 52

Benchmark International

MAY 12, 2023

Benchmark International is pleased to announce the transaction between Integrity 1st, Inc and OneDigital, a portfolio company of Onex. This transaction creates a strategic expansion into the Colorado insurance market.

Insurance 52

Insurance Portfolio Private Equity Mergers and Acquisitions 52

The TRADE

MARCH 20, 2024

Pension funds, insurance companies and other institutional investors will be provided with more efficient ways to hedge their global equity exposure, while minimising potential trading error and currency risk. .

Portfolio 72

Portfolio Investors Portfolio Management Equities 72

Accenture Capital Markets

SEPTEMBER 5, 2023

In large banks and insurers, individual departments are usually large enough to justify creating their own support teams. Institutional investors usually have narrower operations than banks or insurers. Cross-departmental collaboration. Effective process selection. Business-led, integrated approach.

Investors 88

Investors Financial Services Insurance Investment 88

Beyond M&A

SEPTEMBER 13, 2023

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. If done well your firm/portfolio firm will be ‘wedded’ to the supplier for years.

Investors 147

Investors IT Engineering Management 147

The TRADE

JULY 12, 2024

Asia-based insurance giant AIA Group has selected BNY and BlackRock to provide a front-to-back investment platform, supporting the firm’s long-term investment programme. We look forward to working with BNY to deliver a seamless experience to AIA.”

Collaboration 64

Collaboration Investment Insurance Portfolio 64

The Deal

DECEMBER 18, 2023

.” In the realm of more traditional financial services, Schein discussed the exit of Oakbridge Insurance Agency LLC this year. Corsair tripled revenue and Ebitda at the traditional insurance group — an effort that included 28 acquisitions in less than three years. As we head to 2024, expect sponsors to explore exits.

Private Equity 64

Private Equity Insurance Portfolio Business 64

Sun Acquisitions

NOVEMBER 1, 2024

Consider cyber insurance as an added layer of protection. Actionable Insight: Evaluate the target company’s R&D initiatives and intellectual property portfolio. Actionable Insight: Implement stringent cybersecurity protocols and perform comprehensive assessments to ensure both entities adhere to high-security standards.

Mergers 59

Mergers Mergers and Acquisitions Business Acquisitions 59

Mergers and Inquisitions

MARCH 13, 2023

Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ). billion loss on a $21 billion portfolio. Deposits up to $250K are insured in the U.S., Is This “Bailout” Justified? Is It a Bailout?

Bank 123

Bank Banking Funds Government 123

The TRADE

JUNE 24, 2024

Before joining MEAG, Malakis held senior sales positions with international asset managers, including Generali Insurance, Vanguard International and Schroders. He joined Northern Trust in 2007 and has since worked in senior roles across portfolio management, client management and sales.

Asset Management 64

Asset Management Management Sale Portfolio Management 64

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. Life insurance Individuals have always made it a point to invest in life insurance policies so that they can make use of them in case there comes in some unseen disaster.

IT 98

IT Bank Banking Accountant 98

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. Are you preparing for the buyside? Schedule a call now with our top coaches or submit your application directly here and we’ll be in touch!

Private Equity 130

Private Equity Equities Debt Finance 130

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 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. The Notion portfolio includes Dixa, GoCardless, Mews, Paddle, Unbabel and Yulife.

Investment 111

Investment Funds Capital Business 111

Francine Way

JULY 8, 2017

Elimination of costs post-transaction: any cost that the target won’t incur under a new ownership, such as: key-person insurance, credit insurance, etc. PE Portfolio Companies: strategic-financial buyer, typically focus on adding on to current product / service offering, market geography, or customer types.

M&A 130

M&A Acquisitions Sale Investment 130

Razorpay

DECEMBER 15, 2024

Customized portfolios designed to optimize returns while managing risk. Secured loans using assets like portfolios or real estate as collateral. Management fees, transaction costs, and other service charges can erode returns, particularly for those with smaller portfolios. Flexible credit lines for liquidity needs.

Bank 52

Bank Banking IT Management 52

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Bank 52

Bank Banking Business Underwriting 52

Growth Business

JUNE 7, 2023

It’s also the second Black-founded unicorn in the UK, and co-founders and brothers Oliver and Alexander Kent-Braham, along with CTO David Goaté have set their sights on disrupting the insurance industry. Its lending portfolio of £4.7bn also continues to grow.

Funds 98

Funds Banking Bank Investment 98

Sica Fletcher

OCTOBER 23, 2024

This method is also less popular than EBITDA but is sometimes used by companies with larger investment portfolios, such as wealth management companies. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Valuation 52

Valuation M&A Insurance Advisory 52

OfficeHours

JULY 14, 2023

Other good questions include asking about sourcing methodology, investment committee structure, level of post-execution portfolio management, or further detail around investment strategy. Practice, Practice, Practice Run through your story, deal experience, etc. as many times as you possibly can. Pressed for time!?

Private Equity 130

Private Equity Recruitment Equities Accountant 130

Mergers and Inquisitions

MARCH 22, 2023

Insure the Deposits – But this is expensive and is available only up to a certain per-account limit in most countries, such as CHF 100,000 in Switzerland and $250,000 in the U.S. Insuring all deposits or deposits up to $10 million is a bad idea because it will encourage bank executives to be even more reckless.

Bank 98

Bank Banking Government Investment Banking 98

OfficeHours

JULY 20, 2023

Other good questions include asking about sourcing methodology, investment committee structure, level of post-execution portfolio management, or further detail around investment strategy. Do you want to participate in a Free Coaching Mock Interview Call this weekend/next week? as many times as you possibly can.

Recruitment 130

Recruitment Private Equity Equities Investment 130

Sun Acquisitions

MAY 24, 2024

During the due diligence process, acquirers must scrutinize not only the target company’s existing IP portfolio but also assess its risks and opportunities. Healthcare Industry: In healthcare M&A, compliance with stringent regulations such as the Health Insurance Portability and Accountability Act (HIPAA) is non-negotiable.

M&A 59

M&A Mergers and Acquisitions Negotiation Healthcare 59

Mergers and Inquisitions

SEPTEMBER 20, 2023

Firm-Specific and Process Questions – What do you think about our portfolio? So, you could mention a related job, such as strategy, finance, or business development at a portfolio company, and say that you want to return to VC at a higher level eventually. Market and Investment Questions – Which startup would you invest in?

Capital 59

Capital Valuation Investment Portfolio 59

Razorpay

DECEMBER 27, 2023

Insurance charges: Included in APR only if linked/integrated with the loan product. Key features of the announcement: Introduction of DLG: Enables REs to obtain guarantees from lending service providers (LSPs) or other regulated entities against loan portfolio defaults.

Bank 52

Bank Banking Risk Management Business 52

Razorpay

MARCH 18, 2024

Companies can also use this bank account to manage an investment portfolio and sell and purchase bonds, stocks, new companies, and other assets. Portfolio Rebalancing The bank designates a financial adviser who manages a company’s investment portfolio. Insurance and mutual funds 3. Debit cards and credit cards 4.

Accountant 52

Accountant Corporation Banking Bank 52

Tyton Partners

JUNE 25, 2024

insurance, maintenance), it begged the logical question: wouldn’t it be cheaper to just Uber everywhere? SESI (part of the FullBloom portfolio owned by American Securities) and operate as a partner to districts, serving students within district buildings or in standalone schools.

Transportation 52

Transportation Education Recruitment Funds 52

RKJ Partners

AUGUST 6, 2017

From a financial planning point of view, venture loans can be an attractive insurance policy. If there's risk that critical milestones may slip, having the ability to borrow and extend runway so those milestones can be safely achieved insures a trip to the equity fundraising market with a better valuation.

Debt 40

Debt Capital Raising Capital Equities 40

Focus Investment Banking

APRIL 1, 2024

The billing and collections process is well-run, and the practice is in-network with most insurance providers in its market. Exits” – where private equity firms sell a PPM company from their portfolio – have also been very limited. Physicians feel that they have clinical autonomy, and that they are not micromanaged.

Private Equity 52

Private Equity Equities Negotiation Investment 52

Focus Investment Banking

OCTOBER 23, 2023

Investing in real estate not only provides upside in value, but it also offers tax benefits, such as deductions for rent, insurance, upkeep and property taxes. With index funds, you don't need to constantly monitor and adjust your portfolio. Additionally, you generate personal income by leasing the property to the business.

Funds 52

Funds S&P Investment Business 52