Sica Fletcher

MARCH 12, 2024

Insurance Agency Valuation: The Core Methods EBITDA An EBITDA ( earnings before interest, taxes, depreciation, and amortization ) valuation is a projection of a company’s profits that also includes the agency’s potential for overall profitability. SaaS, tech), those with very high projected growth rates, or for early-stage agencies.

Valuation 52

Valuation Insurance M&A Profitability 52

Sica Fletcher

SEPTEMBER 3, 2024

The table below contains a few recommendations to make your business more profitable. YoY growth, profitability, agency structure) that don’t necessarily result directly from the BoB. 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

JUNE 14, 2024

Determine EBITDA Earnings before interest, taxes, depreciation, and amortization (EBITDA) is used as a measure of the profitability of an insurance agency while adding back interest, taxes, depreciation, and amortization - all of which will vary depending on the circumstances of the new owner. Learn more at SicaFletcher.com.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Who Performs A Valuation? Learn more at SicaFletcher.com.

Valuation 52

Valuation M&A Insurance Advisory 52

Sica Fletcher

APRIL 2, 2024

PE firms have taken up a larger space in the total number of insurance M&A acquirers, making the profit motive for acquiring a small agency a bigger factor influencing insurance M&A deals in the current market. Agency vs. Company: Which Is The Better Insurance M&A Deal? Learn more at SicaFletcher.com.

Insurance 52

Insurance M&A S&P Broker 52

Sica Fletcher

JULY 31, 2024

These buyers are interested in the financial profitability of their returned investment post-closing, which means they are willing to purchase agencies at a loss now if they see the possibility of profiting from them in the future. When selecting an advisor, consider the following: Reputation. Learn more at SicaFletcher.com.

M&A 52

M&A Insurance Debt Equities 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., and EBITDA gives buyers a better sense of the agency's future profitability. The advisory team targets a single high-profile buyer on whom they focus their marketing efforts.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

MAY 15, 2024

This removes the effects of non-cash expenses on the agency, thus isolating the agency’s profitability because they can be different under the buyer’s management. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Learn more at SicaFletcher.com.

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

MARCH 14, 2024

EBITDA is preferred for insurance agency valuations as a rule of thumb because it accurately represents the profitability of an agency over time by removing the operational expenses associated with running it. Larger or more profitable firms, however, may be closer to the higher estimates.

Insurance 52

Insurance Valuation M&A Consulting 52

Sica Fletcher

MARCH 8, 2024

Small to Midsize Brokerages Are Becoming More Valuable Projections indicate that interest rates are likely to decrease in 2024, which will make larger brokerages a profitable option for acquirers again. If they do, then we can expect to see valuations and, by extent, EBITDA multiples for insurance agencies rise.

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

JULY 2, 2024

Financial: Often referred to as private equity, these buyers are interested in purchasing an insurance agency for the express purpose of making it more profitable and then reselling it further down the road. That’s one of several reasons why it’s so important to work with an experienced M&A advisory firm.

Insurance 52

Insurance M&A Private Equity Advisory 52

Tyton Partners

JUNE 20, 2023

Since launching its first 100&Change competition in 2017, Lever for Change has already galvanized over $1B in philanthropy for bold solutions. Importantly, winners can also be for-profit organizations, broadening the aperture for philanthropists not just to innovative solutions but also to organizations they would not otherwise fund.

Funds 52

Funds Utilities Education Profitability 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. Learn more at SicaFletcher.com.

Insurance 52

Insurance Valuation M&A S&P 52

Growth Business

MARCH 1, 2024

If your business has an innovative product that can disrupt the market as well as strong figures that suggest it can generate a large profit within five years, it’s very likely that a private equity company will be interested in you. The data below from Statista shows the volume of UK private equity deals between 2017 and 2022.

Private Equity 59

Private Equity Equities Investment Business 59

Sica Fletcher

JUNE 20, 2024

Effectively, this means that, for the first time , buyers are purchasing insurance agencies at a loss for themselves in order to capitalize on what they see as profitable long-term investments. operating profit as a percentage of total revenue) when performing your valuation. Learn more at SicaFletcher.com.

Insurance 52

Insurance M&A Valuation Equities 52

Software Equity Group

APRIL 4, 2023

With extremely strong financial metrics, an excellent Rule of 40 ratio , and solid EBITDA , SEG agreed we were on the right track and guided us wisely through a process culminating in the transaction to Waud Capital in 2017. Our customer marketing manager worked closely with Product, which owned our Customer Advisory Board (CAB).

Sale 52

Sale Book-building Business M&A 52

InvestmentBank.com

MAY 6, 2021

Fuel prices are a major cost driver for the industry; the slightest changes in commodity prices can adversely affect each firm’s profitability. This will likely cut into companies’ profitability and constrain supply amid rising post-pandemic demand. Forbes, “Planes, Trains, Trucks and Ships”, [link] (last visited Nov 9, 2017).

Economics 52

Economics Manufacturing Investment Capital 52