Sica Fletcher

AUGUST 21, 2024

Nine times out of ten, owners seeking an insurance agency investment bank are really looking for an M&A advisory firm: a financial institution that provides capital raising, IPO, and/or strategic/legal advisory services. Learn more at SicaFletcher.com.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

IBG

JANUARY 9, 2023

Some examples of activities that are not allowed without registration under the exemption for merger and acquisitions brokers are: capital raising, providing financing in a transaction, dealing in shell companies under certain circumstances, assisting in the formation of the buyer group, and. taking custody of funds or securities.

Broker 52

Broker Mergers and Acquisitions M&A Securities 52

Sica Fletcher

APRIL 11, 2024

See example below ) Investment Banks Investment banks differ from M&A advisory firms primarily in their capital-raising abilities. Founders Michael Fletcher and Al Sica are two of the industry's leading dealmakers who have advised on over $16 billion in insurance agency and brokerage transactions since 2014.

Insurance 52

Insurance Advisory M&A Investment Banking 52

InvestmentBank.com

MAY 26, 2021

Many institutional and private investors found new homes for their cash in distressed debt funds, which caused the total size of those funds to quadruple, to nearly $1T between March 15 and April 1 [6]. These distressed debt and special situation funds — often labeled “COVID-19 opportunity funds” — were the source of 29.9%

Capital Raising 52

Capital Raising Capital Debt Private Equity 52