Sica Fletcher

APRIL 2, 2024

The following report examines the health and outlook for insurance M&A deals in 2024. We base this research on several key findings in our proprietary SF database, which observes and records data from the top ~400 insurance M&A buyers. Agency vs. Company: Which Is The Better Insurance M&A Deal?

Insurance 52

Insurance M&A S&P Broker 52

Sica Fletcher

FEBRUARY 6, 2024

2023 Year-End Index Reflects Continued Emphasis on Strategic Fit for Investors NEW YORK, NY - February 6, 2024 - Sica | Fletcher releases the 2023 Year-End Agency & Broker Buyer Index. According to the report, SF Index members acquired 566 Agents/Brokers in 2023, totaling $2.2B in agency and broker revenue.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 52

Sica Fletcher

AUGUST 30, 2023

Q2 Broker Buyer Index Shows a 16% Increase in Deal Volume Over Q1 2023 NEW YORK, NY - August 30, 2023 - Sica | Fletcher releases the Q2 2023 Agency & Broker Buyer Index. The Sica | Fletcher Agency & Broker Buyer Index is the most comprehensive report on insurance brokerage M&A activity in existence.

M&A 52

M&A Insurance Broker Private Equity 52

Sica Fletcher

MARCH 28, 2024

The following report contains our observations of insurance M&A trends in 2024. As a result, our analysts predict a flurry of M&A activity in H2 2024. As insurance M&A enters into the 2020s, however, buyers are looking at several additional factors that speak to an agency’s more intangible qualities.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 52

Sun Acquisitions

AUGUST 2, 2024

Mergers and acquisitions (M&A) have become a strategic tool for food distributors to achieve this diversification rapidly and efficiently. This article explores how M&A can expand a distributor’s range to include more health-conscious products, addressing evolving consumer trends, and achieving greater market diversification.

Food 52

Food M&A Mergers and Acquisitions Portfolio 52

Sica Fletcher

JUNE 20, 2024

The insurance M&A market in 2024 is significantly more complex now than it was 20 years ago. However, this report seeks to make sense of these qualities as a whole to provide an overview of the 2024 insurance M&A market. The table of contents below offers quick links for readers seeking specific information in later sections.

M&A 52

M&A Insurance Valuation Equities 52

Sica Fletcher

MARCH 26, 2024

On average, company leaders in any industry who attempt an M&A transaction using an in-house team average 30% less once the deal is complete. Below, we offer a basic breakdown of the most common advisors in an M&A transaction. The two most common types of M&A buyers are: Strategic. Retirement. Financial Security.

M&A 52

M&A Insurance Valuation Advisory 52

Sun Acquisitions

APRIL 2, 2024

established in 2017, has carved a niche in the market by specializing in manufacturing outdoor living and garden décor products. With a track record of over 400 successfully managed transactions across diverse industries, Sun Acquisitions is widely recognized as a leading M&A advisory firm in the Midwest.

Manufacturing 59

Manufacturing Sale Acquisitions Mergers and Acquisitions 59

Sica Fletcher

MARCH 8, 2024

The inherent uncertainty of the M&A market over the last 18 months has underscored the importance of context for supplementing a full understanding before we can gain a better sense of what to expect in 2024. So, how did we get here? What Is Affecting Insurance Agency EBITDA Multiples?

Insurance 52

Insurance M&A S&P Valuation 52

Sun Acquisitions

MARCH 27, 2024

In today’s business landscape, mergers and acquisitions (M&A) are not just about profit and market share. Sustainability and ESG have become pivotal considerations in M&A deals, transforming how organizations evaluate, structure, and execute these transactions.

Mergers and Acquisitions 59

Mergers and Acquisitions Mergers Acquisitions M&A 59

Sica Fletcher

JULY 1, 2024

The Process of Selling an Insurance Brokerage Selling an insurance brokerage essentially consists of six phases and spans between 8-18 months on average: The Phases of Selling an Insurance Brokerage We should note that this process is longer than it used to be; insurance M&A transactions just a few years ago took between 6-12 months on average.

Insurance 52

Insurance M&A Advisory Funds 52

Sun Acquisitions

JULY 11, 2024

Similarly, Amazon’s acquisition of Whole Foods in 2017 was about more than just expanding into the grocery market. Similarly, Amazon’s acquisition of Whole Foods in 2017 was about more than just expanding into the grocery market. At its core, acquisition involves more than just numbers on a balance sheet.

Mergers 59

Mergers Mergers and Acquisitions Business Acquisitions 59

Sica Fletcher

SEPTEMBER 25, 2019

Acquiring agencies under the rubric of one broker leads to added growth and operating efficiencies for all the agencies involved. The industry is dramatically fragmented and there are many opportunities for the acquisition of healthy smaller businesses with no clear succession plans. It is not only to “sell.” billion today.

Private Equity 52

Private Equity Equities Insurance Capital 52

Sica Fletcher

JULY 1, 2020

This was the fourth year in a row fundraising surpassed half a trillion dollars, with 2017, 2018, and 2019 recording the highest amounts of capital raised in history. PE-backed agencies now dominate the M&A market and have grown and created enormous wealth for sellers, PE investors, and management. The question is, “Why?”.

Private Equity 52

Private Equity Insurance Debt Equities 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 Bank Banking 52

Sun Acquisitions

AUGUST 2, 2024

Leveraging Strategic Acquisitions to Address Workforce Shortages Mergers and acquisitions (M&A) present a strategic opportunity for sign manufacturers to overcome workforce shortages by integrating companies with skilled labor into their operations. Finding and retaining skilled labor is difficult.

Manufacturing 52

Manufacturing Acquisitions Mergers and Acquisitions M&A 52

Sica Fletcher

NOVEMBER 19, 2019

Our recent blog posts have covered the private equity boom in insurance brokerages , however, the reality is that the vast preponderance of insurance brokerages (probably over 95%) have revenues under $5 million annually. While these are often thriving businesses, they are nearly always too small for direct investment by a private equity firm.

Private Equity 52

Private Equity Equities Insurance Business 52

The TRADE

APRIL 17, 2024

However, unlike the many buy-side desks looking to achieve synergies by merging asset classes, Robeco chose to separate its trading desks by asset class in 2017 in the pursuit of greater efficiency. Global asset manager Robeco leverages a low touch and high touch trading team that spans across three continents.

Trading 59

Trading Equities Asset Management Portfolio Management 59

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. We thought it would be helpful to write a blog post outlining how acquisitions are typically structured in the current environment.

Private Equity 52

Private Equity Insurance Equities Management 52

The TRADE

JULY 24, 2023

Eppacher moved to New York in 2017 to take up the role of head of multi-asset for the Americas, before moving back to Germany to head up the firm’s global equities business and later took the helm all together as global head of trading in 2021. I’m not involved in day-to-day trading anymore,” he says. “I’m

Trading 52

Trading Portfolio Management Asset Management Management 52

Tyton Partners

JUNE 20, 2023

Cecilia Conrad (CC): Lever for Change is a broker. We started talking about it and created the first award in 2017. An interview with Cecilia Conrad, Chief Executive Officer of Lever for Change, on the open call funding model. You started with 100&Change , can you talk a little bit about the original story?

Funds 52

Funds IT Collaboration M&A 52

Focus Investment Banking

FEBRUARY 13, 2025

I’m sure a a pretty steep learning curve for a newbie getting into the ADOS calibration business and I know you guys have the training to support that. Our guest this week is Greg Peters, the CEO of Car ADAS Solutions , a company at the forefront of licensing and supporting dedicated ADAS calibration facilities across the country.

IT 52

IT M&A Book-building Education 52