Software Equity Group

MARCH 13, 2023

On the surface, things looked rough: the Dow Jones, S&P 500, and the NASDAQ all finished the year with significant losses, with tech stocks hit particularly hard. After the unprecedented market highs of 2020 into 2021, it’s natural for founders in this environment to wonder if they’ve missed the boat. 4Q22’s multiple of 5.6x

M&A 52

M&A Private Equity Equities S&P 52

Sica Fletcher

FEBRUARY 18, 2020

Sica | Fletcher is pleased to announce that we’ve topped the S&P Global rankings for the third consecutive year. In 2019, we closed the largest number of transactions ever for our firm, reflecting the increasingly robust M&A market for insurance brokers driven mainly by private equity sponsored brokerages.

Insurance 52

Insurance M&A Private Equity Advisory 52

How2Exit

OCTOBER 3, 2022

As the founder/owner of a Managed Services Provider (MSP), it’s important to know the value drivers that should inspire your business strategies -- whether you plan to sell today or in the future. It’s the best starting point toward achieving an optimal net profit. billion (USD) in 2020. billion by 2026.

Management 100

Management S&P Acquisitions Business 100

Focus Investment Banking

JANUARY 18, 2024

The S&P 500 has recently traded near 4800, close to its record at the end of 2021. About the only new entrant to the public markets has been KLDiscovery, a provider of e-discovery, information governance and data recovery services, which went public via a special purpose acquisition company (SPAC) transaction in 2020.

IPO 52

IPO Consulting Corporate Finance Professional Services 52

Sica Fletcher

JUNE 11, 2024

Whereas 2022 saw equity making up nearly 17.5% Last year's data saw PE firms acting as buyers in ~90% of all transactions. As long as buyers face higher interest rates, sellers should expect a prolonged deal process contending with complex capital structures and equity-based negotiations. as of H1 2024.

Broker 52

Broker Insurance Valuation S&P 52

Sica Fletcher

JULY 11, 2024

However, the brokerage's tech stack now handles many of these job functions, which significantly improves the bottom line and increases profitability. Pay attention to how the equity a buyer offers is actually valued. Equity used to consist of senior debt (i.e., Streamlined Operations.

Insurance 52

Insurance M&A Debt Equities 52

Tyton Partners

JULY 27, 2023

We discuss with Mark the process of becoming an anti-racist and anti- sexist org anization and how RBF embed s DEI initiatives i nto its culture , its hiring practices, its investing, its endowment, and its partnerships, an d how those can serve as ex ample s to other institutions. MA That’s an interesting question.

Funds 52

Funds S&P IT Management 52

Sica Fletcher

JULY 31, 2024

With such a high level of competition, they face the double-edged sword of higher overall valuations vs. a relatively smaller initial payout as equity becomes an increasingly larger percentage of buyer offers. Although sellers are in a good position to sell, they need to be wary of the equity that’s being offered.

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

JUNE 20, 2024

The History of Private Equity in Insurance One of the primary forces differentiating the insurance M&A market in 2024 from those of decades past is the presence and dominance of private equity (PE) firms in the buyer space. in 2020 to 9.5% for insurance agencies.

Insurance 52

Insurance M&A Valuation Equities 52

The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. Markets are constantly challenging and that’s the key aspect to our role.” But sometimes you want to go to the road less trodden, and that’s when you make use of local brokers,” he says. “My

Trading 59

Trading Bulge Bracket Asset Management Bank 59

Sica Fletcher

OCTOBER 23, 2024

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. This trend emerges in stark contrast to most other industries in M&A, where equity has increased YoY over the last decade.

Valuation 52

Valuation M&A Insurance Advisory 52

Peak Frameworks

AUGUST 15, 2023

The Seven Indicators Stock Price Momentum : The S&P 500 versus its 125-day moving average. Market Volatility : The CBOE Volatility Index (VIX), for instance, spiked during the 2020 Covid-19 market crash. The index uses seven market indicators to calculate a value ranging from 0 (Extreme Fear) to 100 (Extreme Greed).

Investors 52

Investors Risk Management Stock Investment 52

Sica Fletcher

MAY 8, 2024

A Growth in Owner Equity. Therefore, records of increasing equity over time can be a strong selling point. seller's discretionary earnings, discounted cash flow), they are so rarely used in insurance M&A that we do not include them here. Indicators of Scalability. Should I Sell My Insurance Agency?” Let’s Talk.

Insurance 52

Insurance M&A Valuation Advisory 52

Mergers and Inquisitions

APRIL 10, 2024

Amidst the miserable deal environment of the past few years, there has been one bright spot: sports private equity. Over two-thirds of NBA teams have a private equity connection or investment , and all major U.S. Table Of Contents Sports Private Equity Defined Why Did Private Equity Suddenly “Get Interested” in Sports?

Private Equity 103

Private Equity Equities Entertainment Funds 103

InvestmentBank.com

MAY 26, 2021

Well, 2020 is finally leaving us. Several years of substantial increases in total lending had created an environment with a high potential for defaults and losses in the case of an economic setback; [1] the total value of corporate debt due in 2020 had surpassed $1T [6]. of debt capital raised in 2019 [9].

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

FineMark

JANUARY 17, 2024

The equity market also noted the Fed’s comments as investors piled back into equities and the S&P 500 finished the year up more than 26%. This regime ended in 2020 as yields on the 10-year Treasury bottomed at nearly 0.60%. in the rising rate period and 11.8%

S&P 52

S&P Equities Valuation Investment 52

The TRADE

JANUARY 18, 2024

He explains: “If somebody’s entering a huge notional-sized order into the marketplace, they might not want to put that on-screen. When you look on-screen, the size and price you see in the screens isn’t necessarily the full market, it’s what the market makers are comfortable quoting electronically.

Trading 130

Trading Electronics S&P Broker 130

The TRADE

OCTOBER 24, 2024

While adoption is widespread in equities other asset classes such as fixed income have been slower to adopt these systems given the nuances of the workflows and liquidity landscapes in these markets. They’re typically used in equities given that this asset class trades on exchange unlike fixed income and some foreign exchange assets.

Trading 120

Trading Investors IT S&P 120

FineMark

JULY 13, 2023

Equity markets are justifiably high risk investments, given the historically high returns they afford investors over long investment horizons. Walking a Narrow Path Toward Victory This quarter, equity markets continued their positive ascent, maintaining the trend established during the first quarter.

S&P 52

S&P Bank Banking Investment 52

Mergers and Inquisitions

OCTOBER 2, 2024

When Industry on HBO premiered in 2020, I watched the first few episodes, got distracted, and didn’t even finish Season 1. half a yard” and “axes”), and in later seasons, they freely use terms like EBITDA and enterprise value vs. equity value. First, the show may be difficult to understand 100% unless you have a finance background.

Investment Banking 102

Investment Banking Bank Banking Investment 102

Cooley M&A

FEBRUARY 1, 2024

2023’s much-discussed downturn in mergers & acquisitions – with global M&A volume and value down 6% and 17%, respectively, from 2022 – was largely driven by the slowdown in the tech sector, with global tech M&A volumes down 51% year over year, while other sectors saw marked increases. [1] billion leading the pack.

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

Cooley M&A

JANUARY 20, 2022

Although the COVID-19 pandemic that defined 2020 continued to shape much of the life sciences industry in 2021, the way that it did was markedly different. on transactions over 2019’s mega?mergers. But deal value – which totaled $108 billion as of December 15, 2021 – was slightly down from 2020 and significantly down from 2019.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Mergers 40

Sica Fletcher

FEBRUARY 9, 2021

2020 finally is in the rear-view mirror. S&P reported that the number of insurance brokerage transactions closed in 2020 slightly exceeded those in 2019. S&P reported that the number of insurance brokerage transactions closed in 2020 slightly exceeded those in 2019.

Capital 52

Capital IT Economics Insurance 52

CNBC: Investing

JUNE 5, 2025

While small caps face greater risk from tariffs and macro uncertainty, as well as from higher rates, they remain cheap compared with large-cap stocks, equity and quant strategist Jill Carey Hall wrote. The S & P 500 is up more than 1%. A bear market is a 20% or more decline from a previous high. The former has a 4.8%

Stock 64

Stock Bank Banking Hospitality 64

Mergers and Inquisitions

JANUARY 8, 2025

Being in your country’s top ~5% of earners will make a FAR bigger difference than fancy strategies, day trading, or finding the occasional meme coin that goes up by 100x. Clearly, that was a mistake because the S&P 500 roughly doubled over that period. Yes, you will spend more money on rent, food, vacations, etc.,

Investment 59

Investment Portfolio S&P Trading 59

CNBC: Investing

JUNE 10, 2025

What it means going forward Published Tue, Jun 10 2025 12:14 PM EDT Updated Tue, Jun 10 2025 1:24 PM EDT Alex Harring @alex_harring WATCH LIVE Wall Street's so-called fear gauge recorded a steep slide over recent months. In past shocks, the S & P 500 would be down close to 10% at this point.

IT 87

IT S&P Stock Media 87