Sica Fletcher

MARCH 26, 2024

Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Once an agency owner completes their initial preparations, the next step is to complete a full valuation of the agency. Valuation is a process in and of itself. Learn more at , ,, SicaFletcher.com.

M&A 52

M&A Insurance Valuation Advisory 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. This reflected the impact of valuations on deal flow and an increasing imbalance of potential sellers and buyers. PE-backed deal flow declined somewhat in 2019.

Private Equity 52

Private Equity Insurance Debt Equities 52

Sica Fletcher

DECEMBER 12, 2019

Let’s break down how this is paid: Valuation The valuation is invariably calculated as Pro Forma EBITDA multiplied by the EBITDA multiple. In 2018, we led the country with 79 transactions completed for the insurance agents and brokers, and in 2017, we led the country with 62 closed transactions.

Private Equity 52

Private Equity Insurance Equities Management 52

Sica Fletcher

JUNE 20, 2024

Conversely, when interest rates are high, valuations are supposed to decrease because buyers will try to make up what they are losing to interest. 2024 Insurance Broker M&A Market Overview For the first time, M&A acquirers are purchasing insurance brokerages at a loss in favor of possible long-term gains.

M&A 52

M&A Insurance Valuation Equities 52

Sica Fletcher

JULY 1, 2024

Although the seller’s goal does impact how each M&A transaction is conducted, it does not affect whether or not they need to improve their brokerage prior to the initial valuation. scope of operation, broker/brokerage licensing, license transfer) that can also lead to more complicated deal structures when it’s time to sell.

Insurance 52

Insurance M&A Advisory Funds 52

Sica Fletcher

AUGUST 6, 2024

MidCap Advisors Stats Dowling & Partners Securities Dowling & Partners Securities specializes in equity research and broker-dealer services, providing investment banking services for insurance agencies as part of their capital markets department. Learn more at SicaFletcher.com.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

The TRADE

APRIL 30, 2024

The transition away from Libor began in earnest in 2017, when regulators raised concerns about the reliability and integrity of the benchmark. The regulation also led to changes in risk management practices and valuation methodologies for financial institutions.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

Growth Business

AUGUST 22, 2023

This valuation is either achieved through an equity financing round or via financial performance indicators. In August 2021, ZEPZ raised $292m in a funding round which saw its valuation increase to $5bn. #7 The group comprises of brokering firm Howden, underwriting agency DUAL, MGA and its data and analytics arm HX.

Insurance 52

Insurance Bank Banking Funds 52