Sica Fletcher

MARCH 8, 2024

Starting in H2 2022, the insurance M&A market has seen a notably difficult 18-month period, afflicted with high interest rates, lowered deal volumes, and lowered valuations. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on.

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

JUNE 20, 2024

PE firms rely on leveraged buyouts (LBOs) for the lion's share of their deals, which often involve using the acquired company’s assets as collateral to insure the loan used to purchase it. Both 2022 and 2023 saw sequential declines in deal volume, dropping to a grand total of 857 by the end of Q4 2023.

M&A 52

M&A Insurance Valuation Equities 52

The Harvard Law School Forum

JUNE 27, 2023

government’s battle over the debt ceiling, though resolved in early June, destabilized markets in May when it appeared lawmakers might not come to a resolution. [5] 5] Despite the instability, investors were granted some breathing room in May as inflation continued to recede from its June 2022 peak. [6] 3] [4] The U.S.

Financial Institution 52

Financial Institution Bank Banking Consulting 52

Sica Fletcher

JULY 23, 2024

Since H2 2022, industries across the board (including insurance) have seen declines in deal volume as prospective buyers have withheld their funds for more favorable conditions in which the cost of debt is not so high. Consult data sources like S&P Global data to get an idea of a firm’s activity within the industry.

M&A 52

M&A Insurance S&P Valuation 52

Sica Fletcher

MAY 8, 2024

Other times, they are hoping to use their share of the sale to alleviate personal debt. Manageable Debt. seller's discretionary earnings, discounted cash flow), they are so rarely used in insurance M&A that we do not include them here. Are looking for a career change. Should I Sell My Insurance Agency?” Let’s Talk.

Insurance 52

Insurance M&A Valuation Advisory 52

FineMark

OCTOBER 17, 2023

Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view. benchmark equity index, the S&P 500. Consequently, by the end of July 2023, the S&P was up more than 20% for the year. This year was no different.

S&P 52

S&P Investment Portfolio Corporation 52

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] in 2022 to 5.9x

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

Sica Fletcher

FEBRUARY 9, 2021

S&P reported that the number of insurance brokerage transactions closed in 2020 slightly exceeded those in 2019. It appears increasingly likely that capital gains tax rates will rise, potentially substantially, later this year, or in 2022. We do not know whether the tax plan will be passed later this year or in 2022.

Capital 52

Capital IT Economics Insurance 52

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. And money printing and debt levels took off and never looked back.

Investment 59

Investment Portfolio S&P Trading 59

Focus Investment Banking

MARCH 17, 2025

David Dart: Well, well, there’s a couple of really important elements that we’re driving here at Caliber Number one, our technician apprentice program. So that’s a really critically important talent development function that we have. Cole Strandberg: Let’s do both. So those are the two big ones.

S&P 52

S&P IT Management M&A 52