Sica Fletcher

AUGUST 30, 2023

Q2 Broker Buyer Index Shows a 16% Increase in Deal Volume Over Q1 2023 NEW YORK, NY - August 30, 2023 - Sica | Fletcher releases the Q2 2023 Agency & Broker Buyer Index. These 22 agent and broker acquirers accounted for 72% of all deal activity in the insurance brokerage space as of YTD June 2023.

M&A 52

M&A Insurance Broker Private Equity 52

Growth Business

MAY 23, 2023

London’s firms attracted $10.2bn of investment funds last year, only a 5 per cent drop from 2021’s figure – and there are still plenty of fintech roles available. These include accounting, finance, tax, forecasting, cash management, risk management and strategic planning. Apply here. Apply for this data engineering role here.

Engineering 74

Engineering Finance Finance S&P 74

Mergers and Inquisitions

JANUARY 3, 2024

The markets in 2023 were almost a complete reversal of 2022, and hardly anyone – me included – saw it coming. My portfolio did “OK” (up 10% for the year), but it greatly underperformed the S&P 500 , which was up 24%. So, I don’t think we’ll see another 24% gain for the S&P. I sold most of my U.S.

Investment 59

Investment S&P Equities Portfolio 59

Sica Fletcher

MAY 13, 2024

Leveraging self-reported data from 22 prominent agent and broker acquirers, the Index accounts for 71% of all deal activity in the agency and brokerage space in Q1 2024. Many SF Index Members demonstrated steady increases in Q1 2024 deals compared to Q1 2023, while others have taken a strategic pause.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

Focus Investment Banking

OCTOBER 23, 2024

gain in the S&P 500 and the 2.6% gains in the S&P 500 and NASDAQ, respectively. Six of the transactions were in the Telecom Engineering and Construction sub sector, while the Distributors and Logistics Services sub sector accounted for the remaining five. This outperformed both the 5.5%

Business 52

Business S&P Engineering M&A 52

Software Equity Group

NOVEMBER 13, 2023

The following blog content has been updated in November 2023 to incorporate the most recent research findings. By aligning your company’s strategies and performance with their evolving priorities, you can enhance your appeal in the competitive landscape of software investments and acquisitions.

Profitability 52

Profitability Private Equity Investors M&A 52

Sica Fletcher

OCTOBER 16, 2024

Typically firms specializing in this client type have a larger pool of clients in order to make up the difference with HNW accounts. As the Baby Boomer Generation enter their golden years, it's very likely that we will see increased valuations in the coming decade as more and more people seek retirement planning services.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

Sica Fletcher

AUGUST 6, 2024

Founded in 2014, they have consistently ranked at the top of the S&P Global Data's rankings for investment banks, totaling an average of 100 deals per year. Their size also provides a hidden value for prospective clients in that it ensures that the firm's principals touch on every deal that they handle.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

The TRADE

DECEMBER 21, 2023

Consider the challenges faced in 2023: Two wars, two major banks defaulting, an unprecedented 500bp hike in the Fed Funds rate… market resilience this year has almost defied logic.  YTD the S+P is up 17%!  Lang looks into the camera and menacingly snarls “PAIN!”.  Sadly, that is also the prediction I make today for 2024. 

Trading 64

Trading Equities S&P Banking 64

Sica Fletcher

MAY 15, 2024

In addition, third-party M&A institutions like S&P Global Data or Statista can provide more generalized data. Founders Michael Fletcher and Al Sica are two of the industry's leading dealmakers who have advised on over $16 billion in insurance agency and brokerage transactions since 2014.

Insurance 52

Insurance M&A S&P Valuation 52

Wall Street Mojo

JANUARY 15, 2024

The gap between both lines is derived from the underlying security’s volatility using the average true range. Example #2 In May 2023, Aurelian Ohayon, a famous crypto analyst, was standing firm, predicting a bull run for Bitcoin. The indicator can be used in stocks , currencies, derivatives , and commodities.

S&P 52

S&P IT Investors Investment 52

Sica Fletcher

APRIL 30, 2024

Selecting the Valuation Method Insurance agency valuations typically occur in one of the following four methodologies EBITDA (Earnings before Interest, Taxes, Depreciation, and Amortization): A calculation of an insurance agency's profitability calculated by subtracting taxes and operating expenses from its overall revenue.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

JULY 1, 2024

Trust Accounts. Brokerages maintain separate trust accounts for client funds to ensure they are not commingled with operational funds, while agencies do not. 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 Advisory Funds 52

The TRADE

OCTOBER 9, 2024

Markets are constantly challenging and that’s the key aspect to our role.” One of the newer members to the Ninety One team is Liam Hagan – formerly recognised as one of The TRADE’s Rising Stars of Trading and Execution in 2023. Markets have been tricky. Show me a time when they haven’t,” asserts Gibson.

Trading 59

Trading Bulge Bracket Asset Management Banking 59

Sica Fletcher

SEPTEMBER 3, 2024

This is, of course, before any of the risks associated with the agency are taken into account. Financing options offered by the seller, based on the book's performance over time. 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 Business Valuation M&A 52

Sica Fletcher

MARCH 26, 2024

Account-Based. However, an account-based transaction may be more common in the case of a regional buyer seeking to secure dominance in a local market. 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.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

MAY 8, 2024

Having steady amounts of cash/accounts receivable on file demonstrates an observable level of financial stability, as well as being able to cover any short-term expenses the agency might incur. seller's discretionary earnings, discounted cash flow), they are so rarely used in insurance M&A that we do not include them here.

Insurance 52

Insurance M&A Valuation Advisory 52

Sica Fletcher

MARCH 12, 2024

This valuation method provides a broader overview of how much an agency makes but does not account for how much it has to spend. 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. Learn more at , ,, SicaFletcher.com.

Valuation 52

Valuation Insurance M&A Profitability 52

Mergers and Inquisitions

SEPTEMBER 20, 2023

Technical Questions – You could get standard questions about accounting and valuation or VC-specific questions about cap tables, key metrics in your industry, or how to value startups. If you worked at a startup, how did you win more customers or partners in a sales or business development role?

Capital 59

Capital Valuation Investment Portfolio 59

FineMark

JANUARY 17, 2024

On November 28, 2023, just five weeks shy of his hundredth birthday, the world said goodbye to famed investor Charlie Munger. 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%. in the rising rate period and 11.8%

S&P 52

S&P Equities Valuation Investment 52

FineMark

JULY 13, 2023

The stark differences in index performance, specifically the effects of mega-cap technology listings and their disproportionately large weights in the S&P 500, are also worth highlighting. Some of this weightiness can be seen in the performance disparity to date between the S&P 500 and the Dow Jones Industrial Average.

S&P 52

S&P Banking Bank 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

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

CNBC: Investing

JUNE 12, 2025

How to trade it Published Thu, Jun 12 2025 10:30 AM EDT Michael Khouw @Michael_Khouw WATCH LIVE Luiz Inácio Lula da Silva's influence in Brazil has shown signs of weakening recently, as indicated by polling data, political challenges, and public sentiment. Lula's foreign policy stances (e.g.,

Trading 66

Trading IT S&P Media 66

Cooley M&A

JANUARY 30, 2025

Setting the stage: 2024 by the numbers [1] Technology remains the top target Similar to levels in 2023, the top sectors targeted by activists in 2024 were technology (24%), healthcare (13%), industrials (18%), and communication and media (13%). Activist focus on strategy and operations: Who is held accountable?

Investors 93

Investors M&A S&P Management 93

The TRADE

APRIL 15, 2025

New addition Biagini joins from S&P Global where he most recently served as head of data, valuations and risk analytics. Lefferts has been with LSEG since 2021, currently serving as group head of sales and account management and has been a member of the executive committee since 2023.

S&P 52

S&P Consulting Valuation Trading 52

Focus Investment Banking

JANUARY 14, 2025

This significantly underperformed the returns of both the S&P 500 (up 2.1%) and the NASDAQ (up 6.2%) over the corresponding time frame.When viewed over the past 12-months, the TBSI is down 3.1%. The S&P 500 is up 23.3% Once again, this compares unfavorably to the broader indices. revenue and 10.5x

Business 52

Business S&P Engineering Acquisitions 52