Sica Fletcher

AUGUST 23, 2023

According to the S&P Global Market Intelligence League Table, Sica | Fletcher closed 51 M&A deals year to date (mainly insurance-related), representing a commanding 46% of all 2023 transactions and nearly double that of its closest competitor. Learn more at , SicaFletcher.com.

Insurance 52

Insurance M&A S&P Shares 52

Sica Fletcher

SEPTEMBER 12, 2024

Changes in the Valuation Process Valuation is the first formal step in the M&A deal process, taking place once the seller has gathered all their preliminary documents and made any necessary changes to the company's internal structure to make it more profitable. Family-specific financial arrangements. Think Long-Term.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

JUNE 14, 2024

Factors Affecting EBITDA Because EBITDA refers to a general assessment of an insurance agency’s profitability, factors affecting it are those that relate to the agency's bottom line. new technology, active competitors, regulatory/compliance changes) can affect the market shares of all participants. Interest Rates.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

OCTOBER 23, 2024

M&A advisors do this by looking at a variety of factors, including: Historical deal data Interest rates Inflation Regulatory changes in the industry The RIA market’s current market share within their sub-industry Evaluating market conditions is considered more of an art than a science.

Valuation 52

Valuation M&A Insurance Advisory 52

Focus Investment Banking

JANUARY 17, 2025

Our guest this week is Kyle Bradshaw, director of fixed operations at K&M Collision and president of the Carolina’s Collision Association. What’s your perspective on why I might say that that era is coming to an end? It seems like there’s a doctor for, for everything, right? Cole Strandberg: There we go.

S&P 52

S&P M&A IT Business 52

Sica Fletcher

APRIL 18, 2024

It’s common to see deals completed in which earnouts make up the lion's share of payments to sellers. 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 agency transactions since 2014.

Insurance 52

Insurance Equities M&A Finance 52

Sica Fletcher

SEPTEMBER 3, 2024

Consider Digitization Focus on Your Unique Selling Points (USP) Improve Client Retention Vet Prospective Clients & Carriers The Steps of Selling an Insurance Agency Book of Business Selling an insurance agency book of business shares all of the major steps of any M&A transaction and often involves the same team members.

Insurance 52

Insurance Business Valuation M&A 52