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

The Deal

AUGUST 9, 2023

M&A is a central part of SymphonyAI’s growth strategy as the company prepares for a potential private placement and, eventually, an IPO. “We’re Profitable Growth SymphonyAI , which became profitable in the first quarter, aims to be the No. Founded in 2017, the Palo Alto, Calif., billion valuation in 2021.

M&A 40

M&A Private Equity Retail Financial Services 40

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

Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

MARCH 12, 2024

As one of the most active M&A firms in the insurance sector, we are frequently asked how insurance agency valuations work. This article discusses the fundamentals of insurance agency valuations, plus a few lesser-known factors that play into these processes before we give an overview of the insurance M&A market in 2024.

Valuation 52

Valuation Insurance M&A Profitability 52

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

Sica Fletcher

OCTOBER 23, 2024

RIA valuations are typically performed by one of three parties: The M&A Advisor A Third-Party Specialist The Seller Themselves Although many sellers attempt to perform their own valuations, we strongly recommend against this. We highly recommend that sellers speak with an M&A advisor before taking their company to market.

Valuation 52

Valuation M&A Insurance Advisory 52

Sica Fletcher

MAY 8, 2024

Quite a few articles already detail the process of “how” to sell an insurance agency (you can read our article on that subject here ), but very few get to the bare bones of “why.” For that very reason, our team sat down and wrote this article, which essentially comprises the advice we give to prospective clients during an initial consultation.

Insurance 52

Insurance M&A Valuation Advisory 52

Sica Fletcher

JUNE 14, 2024

Insurance agency owners who are considering the prospect of running an M&A deal process often have many concerns about the fate of their agencies, but the most common by far are those surrounding the agency’s purchase price at closing. Some smaller agencies, for example, might get a higher multiple than 6.1x

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

MAY 15, 2024

EBITDA: The Standard Insurance M&A Valuation Model EBITDA (Earnings before interest, taxes, depreciation, and amortization) is the standard valuation model within the insurance M&A industry. In addition, third-party M&A institutions like S&P Global Data or Statista can provide more generalized data.

Insurance 52

Insurance S&P M&A Valuation 52

Sica Fletcher

MARCH 14, 2024

We strongly recommend that you speak with a reputable M&A advisor before running an M&A deal process. Insurance agency valuation is a critical component of running an M&A deal, but executing this multi-step process well requires a great deal of specialized education and experience.

Insurance 52

Insurance Valuation M&A Consulting 52

Sica Fletcher

SEPTEMBER 3, 2024

The table below contains a few recommendations to make your business more profitable. This means getting a formal valuation done - typically through your M&A advisor, but sometimes through a third party. Why Sell Just the Book? Selling an insurance agency book of business has a few advantages over selling the agency in total.

Insurance 52

Insurance Business Valuation M&A 52

Sica Fletcher

SEPTEMBER 17, 2024

This valuation model is used largely in M&A settings to determine the value of a company as it would appear to a prospective buyer by adding interest, taxes, depreciation, and amortization costs back into the business’s profits, since these elements will be fundamentally different post-closing. What Is EBITDA?

Insurance 52

Insurance Valuation Profitability M&A 52

Sica Fletcher

APRIL 11, 2024

Seller 1: The Owners Insurance agency sellers typically have clear motivations and goals going into the M&A deal process. Insurance Agency Seller Motivations Insurance agency owners enter into an M&A arrangement with one of several goals in mind.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Sica Fletcher

JULY 2, 2024

For agency owners looking to sell their business in 2024, it’s helpful to know something about the insurance M&A buyer landscape before going in. The following section details the insurance M&A buyer landscape as of Q3 2024. To provide a sense of context for buyers’ current standing, we also include information from 2023.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sica Fletcher

SEPTEMBER 12, 2024

We do not provide a detailed overview of the M&A process (readers can find this breakdown in " How To Sell: Insurance Agency M&A, Step-By-Step "), but focus instead on the changes specific to selling a family insurance agency. In particular, sellers should be aware of: Family Reputation as an Asset.

Insurance 52

Insurance Valuation M&A S&P 52

The Deal

AUGUST 16, 2023

“With Travel Centers, we felt that we could double our in-store sales and that would be a big opportunity for us to increase profitability but it didn’t work out,” he said. million minority stake in Arko in 2017. ARKO) in a recent interview with The Deal. TA) for $1.4 Richmond, Va.-based

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Food Investment 52

InvestmentBank.com

AUGUST 14, 2019

For instance, there was an increase in the teaching of online courses from 30% in 2016 to 42% in 2017. Introduction Education technology (EdTech) is a term used to describe the industry that combines education and technological advances, revolutionizing the conventional landscape of education. Even though digitization only occupies 2.6%

Education 52

Education Mergers and Acquisitions Capital Investment 52

InvestmentBank.com

OCTOBER 24, 2019

M&A activity in physician practices continues to grow and outpace other sectors as deals in the healthcare industry are coveted by investors for their strong growth, recession resistance, and superior historical returns.

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

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 focus during this phase was on scaling the business through organic growth and an aggressive M&A strategy.

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. through 2025 (3PL), following a steep decline in 2020.

Economics 52

Economics Manufacturing Investment Capital 52

Beyond M&A

FEBRUARY 27, 2025

Yahoo Finance ) Supporting Evidence Honeywell’s Transformation : Between 2002 and 2017, under CEO David Cote, Honeywell underwent a significant transformation. Diversity, Equity, and Inclusion (DEI) seems to be in a bit of turmoil, particularly as the US leadership denounces DEI initiatives.

Medical 130

Medical Business IT Corporation 130

Focus Investment Banking

MARCH 4, 2025

You know, obviously today there’s, there’s been a huge focus and starting really with us, it was 2017, we started really seeing the technology changes and started focusing more and more on ADAS. Cole Strandberg: Looking forward to a fun conversation. But from the top we’d love to learn more about you and and tech motive.

IT 52

IT M&A Insurance Business 52

Focus Investment Banking

FEBRUARY 17, 2025

I’m the Vice president of Insights and Innovation at Repairify. So often when I’m talking about this industry as a whole, it’s like, oh, this is totally different. Sam Pradesh: So my name is Sam Pradesh. Cole Strandberg: Beautiful. That’s perfect. So set the scene for me. Sam Pradesh: Yeah.

IT 52

IT M&A Education Profitability 52

InvestmentBank.com

MAY 18, 2021

Most facilities are owned by private sector businesses while other community hospitals are either non-profit, for-profit, or government owned. Payor services and pharmaceutical services have generated the most return throughout 2016 and in 1Q 2017. The healthcare sector in the United States is a large driver of economic output.

Healthcare 40

Healthcare M&A Valuation Hospitality 40