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2019 In Review: #1 in Insurance M&A

Sica Fletcher

Sica | Fletcher is pleased to announce that we’ve topped the S&P Global rankings for the third consecutive year. Sica | Fletcher is excited to keep with momentum going into 2020. About Sica | Fletcher Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S.

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Insurance M&A Deals in 2024

Sica Fletcher

Insurance M&A Deal Value By Sector, 2020-2023 *Source: Deloitte’s 2024 Insurance M&A Outlook The demand for brokers is likely to continue into 2024 due to their small-scale operations, which makes them perfect for “tuck-in” deals. Learn more at SicaFletcher.com.

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Insurance Brokerage M&A Multiples: 2024 Report

Sica Fletcher

However, the brokerage's tech stack now handles many of these job functions, which significantly improves the bottom line and increases profitability. The expansion of modern capital structures means that M&A advisory teams put in significantly more work when evaluating acquisition offers, resulting in a longer deal duration.

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Insurance Broker Valuation Multiples: Q3 2024 Projections

Sica Fletcher

Last year's data saw PE firms acting as buyers in ~90% of all transactions. Sica | Fletcher’s team is the industry leader in insurance M&A, sitting at the top of the S&P Global charts for a decade. Whereas 2022 saw equity making up nearly 17.5% of payouts, this number has already grown to 33.3% as of H1 2024.

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How To Value an RIA

Sica Fletcher

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. RIA Deal Value and Deal Volume, H1 2020 - H1 2024 In addition, the Federal Reserve has finally started issuing mild tax cuts as of Q3 2024, which suggests a future bump in M&A deal activity.

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Should I Sell My Insurance Agency?

Sica Fletcher

And it certainly does not stop less-than-reputable advisory firms from agreeing to represent you and taking their regular retainer fees, despite knowing full well your agency can’t be sold. seller's discretionary earnings, discounted cash flow), they are so rarely used in insurance M&A that we do not include them here.

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2024 Insurance M&A Transactions: What To Expect

Sica Fletcher

EBITDA Multiples vs. Cost Of Debt, 2020-2024 Although this phenomenon has never before been seen in insurance M&A transactions, our team cites two reasons why the current market looks the way it does: Resiliency. Look at industry publications and data centers to identify which advisory firms have the best reputations.

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