Sica Fletcher

JULY 1, 2024

a more diverse portfolio of policies and clients, as well as b.) boost your profits, cut your bottom line), doing so with a brokerage requires paying special attention to the diversity of your policy portfolio. That being said, brokerage owners need to consider a.) Learn more at SicaFletcher.com.

Insurance 52

Insurance M&A Advisory Funds 52

The TRADE

FEBRUARY 12, 2024

Kluth was promoted to the role after serving as portfolio manager/analyst at the firm over the last two years. Bellman joined the business in 2014 as a dealer before being promoted to dealing manager, his most recent role. Previously, Latif was co-head EMEA electronic FX sales at Goldman Sachs for eight years.

Capital 64

Capital Sale Asset Management Electronics 64

Tyton Partners

NOVEMBER 28, 2023

Every portfolio company receives tailored support, which can encompass legal or financial advisory assistance, mentorship, leadership training, and a dedicated presence on the Board. To further empower our founders, we connect them with our extensive network through our pro-bono Expert Advisory Council. million women.

Capital 59

Capital Funds Investment Portfolio 59

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. This method is also less popular than EBITDA but is sometimes used by companies with larger investment portfolios, such as wealth management companies. Who Performs A Valuation?

Valuation 52

Valuation M&A Insurance Advisory 52

Sica Fletcher

MARCH 26, 2024

Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., The advisory team targets a single high-profile buyer on whom they focus their marketing efforts. aggressive competition, regional chains, etc.). Account-Based.

M&A 52

M&A Insurance Valuation Advisory 52

The TRADE

MAY 1, 2024

During that period of my training, I was actively taking positions, taking risk, fundamentally managing a portfolio of sorts in macro products.” The traders are now discretionary execution guys and the portfolio managers (PMs) don’t get involved. It’s about risk management philosophy and methodology,” explains Papanichola.

Trading 59

Trading Capital Funds Investment 59

Sica Fletcher

JUNE 20, 2024

Sellers: Know Your Agency Knowing what you now know about the habits of most M&A buyers, the best course of action is clear: make your agency more profitable by diversifying your policy portfolio and carrier relations, hire an advisor to secure the best multiple, and prepare for an extensive deal process.

Insurance 52

Insurance M&A Valuation Equities 52