Sica Fletcher

MAY 13, 2024

Private Equity-backed buyers retain their stronghold on M&A activity with 87% of Q1 2024 Index transactions, even as the interest rate environment and strategic acquisitions continue to slow down a handful of platforms. “The The shift in buyer rotation year-over-year continues to shape the dynamic insurance M&A landscape.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

Sica Fletcher

AUGUST 30, 2023

The quarterly report emphasizes the ever-growing presence of private equity-backed firms in insurance brokerage M&A. About 91% of SF Index transactions were executed by private equity-backed firms through YTD June 2023, continuing the trend observed year over year. Learn more at , SicaFletcher.com.

M&A 52

M&A Broker Insurance Private Equity 52

Sica Fletcher

FEBRUARY 6, 2024

Private Equity-backed firms have dominated the space consistently for several years in terms of the number of transactions and represent over 89% of SF Index transactions during 2023. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 in terms of total deals advised.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 52

Sica Fletcher

DECEMBER 12, 2019

(Otherwise Known as “How Acquisitions Are Structured”) Our November blog post asked how a smaller agency can take advantage of the tsunami of private equity investment in insurance brokerages. This is generally the same stock which is owned by senior management and the private equity investor.

Private Equity 52

Private Equity Insurance Equities Management 52

Peak Frameworks

SEPTEMBER 12, 2023

While they're seen in numerous sectors, their significance shines particularly in investment banking , private equity, and corporate finance. In modern times, their usage has expanded, notably in sectors like investment banking and private equity , adapting to the dynamic needs of the financial industry.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Sica Fletcher

JULY 2, 2024

The late 2010s, however, saw an explosion of private equity activity that has dramatically increased that pool from 5 to more than 50. Private equity firms make up approximately 92% of the current buyer pool, making them the most common type of buyer that sellers will likely run into.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

Sica Fletcher

NOVEMBER 9, 2023

Private Equity-backed firms have dominated the space consistently for several years in terms of the number of transactions and represent over 89% of SF Index transactions during YTD September 2023. . ### About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Broker 40

Broker M&A Insurance Mergers and Acquisitions 40

Sica Fletcher

JULY 31, 2024

Equity Over Time in Insurance M&A Transactions Modern capital structures, however, have also changed significantly in the last several years, including various types and classes for categorizing equity, all of which determine who gets paid in what order. Changes in the buyer pool.

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

MARCH 26, 2024

private equity firms, investment banks, individual investors). The advisory team targets a single high-profile buyer on whom they focus their marketing efforts. For example, a private equity firm LOI might state that it plans to roll up your agency with others and resell them all several years later. Account-Based.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

MARCH 8, 2024

The last few years, however, have revealed an innate resiliency in smaller insurance agencies that makes them a more evergreen option for both private equity and strategic acquirers. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on.

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

SEPTEMBER 3, 2024

Common Insurance Agency Book of Business Payment Structures Insurance agency M&A transactions are typically going to happen through a financial buyer, which is almost always a private equity company. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Insurance 52

Insurance Business Valuation M&A 52

Sica Fletcher

MAY 29, 2024

About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on. Learn more at SicaFletcher.com.

M&A 52

M&A Insurance Equities S&P 52

Sica Fletcher

JUNE 20, 2024

The History of Private Equity in Insurance One of the primary forces differentiating the insurance M&A market in 2024 from those of decades past is the presence and dominance of private equity (PE) firms in the buyer space. Reach out to discuss the next steps at our contact page or use the contact information below.

Insurance 52

Insurance M&A Valuation Equities 52

Sica Fletcher

MARCH 12, 2024

For the most part, the market consists of many small to midsize agencies that make prime candidates for roll-up deals, especially as private equity firms have played an increasingly larger role in the market over the last decade. There are surprisingly few large insurance brokerages.

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Valuation Insurance M&A Profitability 52

InvestmentBank.com

MAY 6, 2021

In 2017, market players increasingly turned to the utilization of blockchain to create such efficiencies. Investment banks that position themselves to provide advisory services designed to meet the industry’s need for consolidation and innovation are sure to do well. SEC, UPS 10k, [link] (last visited Nov 9, 2017).

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Economics Manufacturing Investment Capital 52